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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
40.89%
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
TF
1626
Trek Financial
Scottsdale,
Arizona
| $2.01B | +$131M | +7% | 21.9% | 144% | 579 | 31.43% | 8.2 |
|
| 1627 |
WIM
1627
WealthPlan Investment Management
Omaha,
Nebraska
| $2.01B | +$219M | +12% | 16.1% | 62.6% | 502 | 13.55% | 6.4 |
|
| 1628 |
EFS
1628
Essex Financial Services
Essex,
Connecticut
| $2.01B | +$225M | +13% | 15.4% | 87.7% | 878 | 14.35% | 16.1 |
|
| 1629 |
FOF
1629
Fenelon Opportunity Fund
Dallas,
Texas
| $2.01B | – | – | 13% | – | 6 | – | 0 |
|
| 1630 |
JWA
1630
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $2.01B | +$219M | +12% | 11.8% | 54.8% | 2,306 | 20.42% | 16.1 |
|
| 1631 |
CC
1631
Courier Capital
Buffalo,
New York
| $2B | +$214M | +12% | 13.1% | 64.1% | 407 | 7.37% | 24.6 |
|
| 1632 |
SB
1632
Strategic Blueprint
Atlanta,
Georgia
| $2B | +$282M | +16% | 16.6% | 76.6% | 734 | 18.12% | 10.9 |
|
| 1633 |
NL
1633
NWAM LLC
Mercer Island,
Washington
| $2B | +$263M | +15% | 16.2% | 112% | 713 | 16.97% | 7.3 |
|
| 1634 |
CC
1634
Casdin Capital
New York
| $2B | +$677M | +51% | 55.7% | 370% | 46 | 19.57% | 9.8 |
|
| 1635 |
KOCAA
1635
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $2B | +$225M | +13% | 22.5% | 137% | 433 | 19.17% | 9.2 |
|
| 1636 |
CAM
1636
Cacti Asset Management
Atlanta,
Georgia
| $1.99B | +$344M | +21% | 44.2% | 171% | 78 | 2.56% | 38.5 |
|
| 1637 |
BGGS
1637
Boussard & Gavaudan Gestion SAS
Paris,
France
| $1.99B | – | – | 3.07% | – | 103 | – | 0 |
|
| 1638 |
SC
1638
Sepio Capital
Salt Lake City,
Utah
| $1.99B | +$146M | +8% | 13.7% | 75.2% | 405 | 23.46% | 15.3 |
|
| 1639 |
TMC
1639
Toyota Motor Corp
Japan
| $1.99B | -$454M | -19% | 5.88% | 78.9% | 4 | 50% | 18.5 |
|
| 1640 |
PA
1640
PFG Advisors
Phoenix,
Arizona
| $1.98B | -$70M | -3% | 16.2% | 77.4% | 869 | 18.3% | 10.1 |
|
| 1641 |
SAW
1641
Signal Advisors Wealth
Detroit,
Michigan
| $1.98B | +$522M | +36% | 13.5% | – | 687 | 23.58% | 4 |
|
| 1642 |
WAS
1642
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.98B | +$284M | +17% | 23.1% | 102% | 110 | 4.55% | 22.2 |
|
| 1643 |
CRM
1643
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.98B | +$614M | +45% | 30% | 113% | 103 | 23.3% | 8.9 |
|
| 1644 |
CPO
1644
Cerity Partners OCIO
New York
| $1.98B | +$309M | +19% | 17.7% | – | 29 | 17.24% | 13.8 |
|
| 1645 |
PCMH
1645
Polymer Capital Management (HK)
Hong Kong
| $1.98B | +$818M | +71% | 71% | – | 218 | 63.76% | 2 |
|
| 1646 |
LCP
1646
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.97B | +$92.4M | +5% | 11.3% | 67.2% | 41 | 14.63% | 14.6 |
|
| 1647 |
OFG
1647
Oxford Financial Group
Carmel,
Indiana
| $1.97B | +$117M | +6% | 9.09% | 77.2% | 323 | 14.86% | 15.5 |
|
| 1648 |
CPSAC
1648
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.97B | +$130M | +7% | 10.3% | 53.7% | 201 | 13.43% | 16.9 |
|
| 1649 |
JPG
1649
Jordan Park Group
San Francisco,
California
| $1.97B | +$93.7M | +5% | 14.6% | 43.2% | 73 | 12.33% | 10.6 |
|
| 1650 |
AWA
1650
Aaron Wealth Advisors
Chicago,
Illinois
| $1.97B | +$207M | +12% | 21% | 96.4% | 776 | 22.29% | 7.8 |
|