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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.91%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1351 |
CQS
1351
Credential Qtrade Securities
Vancouver,
| $1.51B | +$112M | +8% | 4.24% | 27.7% | 429 | 28.67% |
|
| 1352 |
GHA
1352
GW Henssler & Associates
Kennesaw,
Georgia
| $1.51B | +$81.2M | +6% | 2.63% | 62.4% | 228 | 9.21% |
|
| 1353 |
1SB
1353
1ST Source Bank
South Bend,
Indiana
| $1.5B | -$19M | -1% | 0.05% | 80.8% | 255 | 5.88% |
|
| 1354 |
TCCM
1354
Two Creeks Capital Management
New York
| $1.5B | +$98.3M | +7% | 13.9% | 38.8% | 17 | 29.41% |
|
| 1355 |
LIP
1355
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $1.5B | +$593M | +65% | 3.6% | 96.2% | 398 | 71.86% |
|
| 1356 |
LI
1356
LMCG Investments
Boston,
Massachusetts
| $1.5B | +$65.7M | +5% | 7.66% | 125% | 313 | 8.63% |
|
| 1357 |
BWL
1357
Bogart Wealth LLC
Mclean,
Virginia
| $1.5B | +$61.6M | +4% | 3.52% | 60.5% | 1,230 | 27.56% |
|
| 1358 |
CDH
1358
Charles D. Hyman
| $1.5B | +$31.8M | +2% | 2.58% | 36.8% | 246 | 4.47% |
|
| 1359 |
DWM
1359
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $1.5B | +$87.3M | +6% | 5.87% | 112% | 664 | 16.87% |
|
| 1360 |
RIM
1360
Ranger Investment Management
Dallas,
Texas
| $1.49B | +$145M | +11% | 13.4% | 111% | 111 | 12.61% |
|
| 1361 |
SL
1361
Summitry LLC
Foster City,
California
| $1.49B | +$129M | +9% | 10.8% | 68.1% | 99 | 11.11% |
|
| 1362 |
DCP
1362
Darsana Capital Partners
New York
| $1.49B | -$14M | -0.9% | 23.4% | 144% | 13 | 23.08% |
|
| 1363 |
EGA
1363
Eagle Global Advisors
Houston,
Texas
| $1.48B | +$32.1M | +2% | 5.17% | 105% | 228 | 8.77% |
|
| 1364 |
NP
1364
Newlight Partners
New York
| $1.48B | +$522M | +54% | 67.3% | 92.8% | 3 | 0% |
|
| 1365 |
WP
1365
WealthSource Partners
San Luis Obispo,
California
| $1.48B | +$66M | +5% | 5.97% | 16.8% | 517 | 12.38% |
|
| 1366 |
HHGA
1366
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.48B | +$77.2M | +6% | 6.64% | 60.8% | 177 | 12.43% |
|
| 1367 |
M
1367
MOTCO
San Antonio,
Texas
| $1.47B | +$128M | +10% | 3.34% | 63.5% | 657 | 17.2% |
|
| 1368 |
SW
1368
SteelPeak Wealth
Woodland Hills,
California
| $1.47B | +$111M | +8% | 13.5% | 126% | 482 | 27.8% |
|
| 1369 |
CPSAC
1369
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.47B | +$64M | +5% | 4.55% | 49.1% | 138 | 8.7% |
|
| 1370 |
OCM
1370
Osterweis Capital Management
San Francisco,
California
| $1.47B | +$92.9M | +7% | 8.09% | 93.7% | 233 | 15.88% |
|
| 1371 |
WFMPM
1371
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.47B | +$90.1M | +7% | 2.58% | 68.1% | 96 | 8.33% |
|
| 1372 |
RVPG
1372
Relative Value Partners Group
| $1.47B | +$45.8M | +3% | 3.57% | 8.9% | 269 | 13.38% |
|
| 1373 |
IFA
1373
Index Fund Advisors
Irvine,
California
| $1.46B | +$41.5M | +3% | 3.25% | 58.2% | 94 | 22.34% |
|
| 1374 |
B
1374
BloombergSen
Toronto,
Ontario, Canada
| $1.46B | -$54.8M | -4% | 6.13% | 46.9% | 34 | 8.82% |
|
| 1375 |
AWM
1375
Avior Wealth Management
Omaha,
Nebraska
| $1.46B | +$133M | +10% | 6.08% | 66% | 1,683 | 27.09% |
|