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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
BFA
1551
Beaumont Financial Advisors
Needham,
Massachusetts
| $691M | -$2.18B | -76% | 0.28% | 80.6% | 161 | 28.57% |
|
| 1552 |
IH
1552
IFC Holdings
Tampa,
Florida
| $690M | +$33.6M | +5% | 0.98% | 25.1% | 414 | 14.49% |
|
| 1553 |
HA
1553
Hays Advisory
Franklin,
Tennessee
| $690M | -$84.1M | -11% | 2.31% | 31.8% | 79 | 30.38% |
|
| 1554 |
FHA
1554
First Horizon Advisors
Memphis,
Tennessee
| $689M | -$1.71M | -0.2% | 0.74% | 55.2% | 1,660 | 18.07% |
|
| 1555 |
PP
1555
Patten & Patten
Chattanooga,
Tennessee
| $689M | -$6.3M | -0.9% | 0.2% | 74.1% | 217 | 5.53% |
|
| 1556 |
CC
1556
Crosslink Capital
Menlo Park,
California
| $687M | -$11.3M | -2% | 2.17% | 135% | 52 | 32.69% |
|
| 1557 |
TCOV
1557
Trust Company of Vermont
Brattleboro,
Vermont
| $687M | +$257K | +0% | 1.08% | – | 875 | 13.94% |
|
| 1558 |
MA
1558
Montag & Associates
Atlanta,
Georgia
| $687M | -$4.43M | -0.6% | 0.74% | 82.9% | 265 | 10.57% |
|
| 1559 |
EIA
1559
Edgemoor Investment Advisors
Bethesda,
Maryland
| $686M | -$19.8M | -3% | 1.36% | 109% | 144 | 8.33% |
|
| 1560 |
STB
1560
S&T Bank
Indiana,
Pennsylvania
| $684M | +$16M | +2% | 1.66% | 193% | 85 | 4.71% |
|
| 1561 |
SCI
1561
S&CO Inc
Boston,
Massachusetts
| $684M | -$19.9M | -3% | 0.26% | 68.8% | 147 | 5.44% |
|
| 1562 |
NCM
1562
Nantahala Capital Management
New Canaan,
Connecticut
| $682M | +$80.6M | +13% | 3.72% | 341% | 81 | 18.52% |
|
| 1563 |
CPP
1563
Crow Point Partners
Boston,
Massachusetts
| $680M | -$51.5M | -7% | 3.41% | 56.9% | 327 | 24.16% |
|
| 1564 |
SMA
1564
Simply Money Advisors
Cincinnati,
Ohio
| $679M | -$11.5M | -2% | 1.29% | 11.5% | 23 | 13.04% |
|
| 1565 |
BMCMI
1565
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| $679M | -$83M | -11% | 0.96% | – | 640 | 59.53% |
|
| 1566 |
1GA
1566
1st Global Advisors
Dallas,
Texas
| $678M | -$549K | -0.1% | 0.31% | 23.5% | 496 | 14.31% |
|
| 1567 |
BWP
1567
Baldwin Wealth Partners
Marion,
Massachusetts
| $674M | -$4.42M | -0.7% | 0.12% | 85.9% | 267 | 13.48% |
|
| 1568 |
AC
1568
Aisling Capital
New York
| $672M | -$92.6M | -12% | 3.31% | 386% | 18 | 0% |
|
| 1569 |
HP
1569
Hikari Power
Tokyo,
Japan
| $671M | -$33.7M | -5% | 0.6% | 53.5% | 65 | 10.77% |
|
| 1570 |
ST
1570
Spinnaker Trust
Portland,
Maine
| $670M | -$22.3M | -3% | 1.35% | 68.2% | 203 | 8.37% |
|
| 1571 |
MCM
1571
Murphy Capital Management
Bedminster,
New Jersey
| $668M | -$9.04M | -1% | 0.51% | 41.6% | 345 | 13.62% |
|
| 1572 |
AT
1572
Arden Trust
Wilmington,
Delaware
| $668M | -$19.1M | -3% | 0.19% | 22.5% | 450 | 12.67% |
|
| 1573 |
FMWA
1573
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $667M | -$23.4M | -3% | 0.3% | 61.6% | 196 | 12.24% |
|
| 1574 |
FCG
1574
FrontFour Capital Group
Greenwich,
Connecticut
| $666M | +$18.9M | +3% | 1.78% | 8.55% | 49 | 61.22% |
|
| 1575 |
DIA
1575
Davidson Investment Advisors
Great Falls,
Montana
| $665M | -$2.71M | -0.4% | 0.47% | 69.5% | 212 | 19.34% |
|