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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
LT
1601
LJ Trust
Reno,
Nevada
| $637M | +$110M | +21% | 8.06% | 19.3% | 13 | 7.69% |
|
| 1602 |
CHA
1602
Cedar Hill Associates
Chicago,
Illinois
| $634M | +$15.1M | +2% | 1.61% | 21% | 83 | 8.43% |
|
| 1603 |
AP
1603
Alydar Partners
Boston,
Massachusetts
| $633M | -$289M | -31% | 9.97% | – | 158 | 70.25% |
|
| 1604 |
NBC
1604
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $633M | -$7.1M | -1% | 1.77% | 15.7% | 402 | 55.97% |
|
| 1605 |
AAP
1605
Ardsley Advisory Partners
Stamford,
Connecticut
| $631M | -$128M | -17% | 3.62% | 555% | 283 | 71.38% |
|
| 1606 |
PWAM
1606
Park West Asset Management
San Francisco,
California
| $631M | -$45.6M | -7% | 7.96% | 181% | 63 | 50.79% |
|
| 1607 |
PAM
1607
Private Asset Management
San Diego,
California
| $629M | +$4.83M | +0.8% | 2.16% | 38.2% | 153 | 11.11% |
|
| 1608 |
JWA
1608
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $629M | +$57.3M | +10% | 6.57% | 54.8% | 566 | 19.79% |
|
| 1609 |
LBC
1609
Lowe Brockenbrough & Co
Richmond,
Virginia
| $629M | +$2.65M | +0.4% | 4.57% | 78.8% | 199 | 6.53% |
|
| 1610 |
GKFF
1610
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $629M | +$42.7M | +7% | 13.4% | 106% | 22 | 18.18% |
|
| 1611 |
WSCM
1611
Wellington Shields Capital Management
New York
| $629M | +$25.7M | +4% | 5.28% | 137% | 381 | 19.42% |
|
| 1612 |
DBT
1612
Dubuque Bank & Trust
Dubuque,
Iowa
| $627M | +$19.6M | +3% | 4.27% | 24% | 619 | 18.42% |
|
| 1613 |
BCM
1613
Basso Capital Management
Stamford,
Connecticut
| $626M | -$26M | -4% | 0.3% | 85.5% | 151 | 31.79% |
|
| 1614 |
TI
1614
Truepoint Inc
Cincinnati,
Ohio
| $625M | +$33.5M | +6% | 3.66% | 43.4% | 32 | 6.25% |
|
| 1615 |
DSI
1615
Daiwa SB Investments
Tokyo,
Japan
| $624M | -$174M | -22% | 5% | 60.5% | 170 | 40.59% |
|
| 1616 |
OC
1616
Oakmont Corp
Los Angeles,
California
| $624M | +$67.5M | +12% | 11.1% | 70.2% | 22 | 40.91% |
|
| 1617 |
AIM
1617
Avity Investment Management
Greenwich,
Connecticut
| $623M | +$35.9M | +6% | 6.77% | 104% | 70 | 14.29% |
|
| 1618 |
SKK
1618
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $622M | -$158M | -20% | 12.7% | 38.5% | 632 | 38.29% |
|
| 1619 |
IHL
1619
Investment House LLC
Redondo Beach,
California
| $620M | +$18.6M | +3% | 5.26% | 125% | 162 | 8.64% |
|
| 1620 |
CDH
1620
Charles D. Hyman
| $620M | +$21.9M | +4% | 4.21% | 36.8% | 153 | 6.54% |
|
| 1621 |
TL
1621
Tirschwell & Loewy
New York
| $619M | +$20.4M | +3% | 5.2% | 78% | 86 | 5.81% |
|
| 1622 |
BFPW
1622
BOK Financial Private Wealth
Denver,
Colorado
| $615M | +$18.9M | +3% | 2.75% | 61.8% | 86 | 15.12% |
|
| 1623 |
GCAC
1623
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $615M | +$13.6M | +2% | 0.56% | 26.1% | 186 | 11.83% |
|
| 1624 |
GF
1624
Gerstein Fisher
New York
| $614M | +$45.9M | +8% | 3.34% | 29% | 417 | 16.07% |
|
| 1625 |
PGCM
1625
Prescott Group Capital Management
Tulsa,
Oklahoma
| $612M | +$105M | +21% | 3.06% | 148% | 274 | 44.89% |
|