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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
MWM
1526
Mission Wealth Management
Santa Barbara,
California
| $892M | +$30.7M | +4% | 2.73% | 80% | 338 | 13.31% |
|
| 1527 |
SFM
1527
Stack Financial Management
Whitefish,
Montana
| $891M | +$56.4M | +7% | 6.61% | 58.4% | 47 | 10.64% |
|
| 1528 |
PFS
1528
Prospera Financial Services
Dallas,
Texas
| $891M | +$587M | +193% | 3.54% | 97.4% | 537 | 44.13% |
|
| 1529 |
EP
1529
Edgestream Partners
Princeton,
New Jersey
| $887M | +$205M | +30% | 4.54% | 41.7% | 304 | 57.89% |
|
| 1530 |
JCM
1530
Jag Capital Management
St Louis,
Missouri
| $886M | +$273M | +45% | 8.24% | 230% | 200 | 54% |
|
| 1531 |
GAM
1531
Goldentree Asset Management
New York
| $885M | -$41.2M | -4% | 1.53% | 27.7% | 30 | 43.33% |
|
| 1532 |
MP
1532
Mangrove Partners
Greenwich,
Connecticut
| $885M | +$137M | +18% | 2.3% | 185% | 102 | 44.12% |
|
| 1533 |
DMIC
1533
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $884M | +$38.3M | +5% | 4.4% | 67.9% | 64 | 3.13% |
|
| 1534 |
SC
1534
Sessa Capital
New York
| $884M | +$165M | +23% | 3.3% | 147% | 24 | 41.67% |
|
| 1535 |
DVF
1535
Discovery Value Fund
Singapore
| $884M | -$8.83M | -1% | 2.81% | 210% | 15 | 20% |
|
| 1536 |
MMI
1536
Matson Money Inc
Mason,
Ohio
| $883M | -$5.32M | -0.6% | 1.68% | 34.2% | 3 | 0% |
|
| 1537 |
SAM
1537
Sandell Asset Management
New York
| $883M | +$318M | +56% | 15% | 322% | 55 | 50.91% |
|
| 1538 |
SCM
1538
Shenkman Capital Management
New York
| $882M | +$104M | +13% | 0.12% | 3.15% | 91 | 2.2% |
|
| 1539 |
CB
1539
Chemical Bank
Detroit,
Michigan
| $881M | -$5.39M | -0.6% | 1.75% | 36.5% | 358 | 6.15% |
|
| 1540 |
LPT
1540
Legacy Private Trust
Neenah,
Wisconsin
| $879M | +$35.6M | +4% | 3.46% | 63.5% | 243 | 14.81% |
|
| 1541 |
AGC
1541
Angelo Gordon & Co
New York
| $875M | -$193M | -18% | 4.73% | 90.1% | 101 | 34.65% |
|
| 1542 |
VIP
1542
Vantage Investment Partners
Kansas City,
Missouri
| $875M | -$199M | -19% | 6.36% | 50.9% | 99 | 15.15% |
|
| 1543 |
KP
1543
Keel Point
Huntsville,
Alabama
| $874M | +$8.76M | +1% | 3.15% | 76.4% | 200 | 10% |
|
| 1544 |
IM
1544
Islet Management
New York
| $874M | +$8.71M | +1% | 3.2% | 74.9% | 138 | 77.54% |
|
| 1545 |
VFA
1545
Valeo Financial Advisors
Carmel,
Indiana
| $873M | +$50.3M | +6% | 2.97% | 75.9% | 1,732 | 15.53% |
|
| 1546 |
TAMH
1546
Taikang Asset Management (HK)
Hong Kong
| $873M | +$147M | +20% | 25.6% | 172% | 75 | 18.67% |
|
| 1547 |
OHM
1547
Ordinal Holdings ManageCo
New York
| $873M | -$78.9M | -8% | 8.29% | 19.5% | 1 | 0% |
|
| 1548 |
TAM
1548
Telemark Asset Management
Boston,
Massachusetts
| $872M | +$80.3M | +10% | 10.8% | 329% | 54 | 57.41% |
|
| 1549 |
FS
1549
Feinberg Stephen
| $872M | -$180M | -17% | 9.68% | 54.3% | 3 | 0% |
|
| 1550 |
BBA
1550
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $871M | +$20.7M | +2% | 2.5% | 71.6% | 287 | 5.23% |
|