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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1651 |
WS
1651
Wedbush Securities
Los Angeles,
California
| $575M | +$22.1M | +4% | 1.58% | 99.9% | 841 | 21.52% |
|
| 1652 |
MLM
1652
Mount Lucas Management
Newtown,
Pennsylvania
| $575M | -$99.8M | -15% | 1.11% | 109% | 158 | 49.37% |
|
| 1653 |
AIA
1653
Alerus Investment Advisors
Wayzata,
Minnesota
| $575M | -$24.1M | -4% | 1.43% | 32.7% | 297 | 44.44% |
|
| 1654 |
BT
1654
Beacon Trust
Morristown,
New Jersey
| $575M | -$741K | -0.1% | 1.59% | 33% | 194 | 16.49% |
|
| 1655 |
CC
1655
Colrain Capital
Boston,
Massachusetts
| $575M | -$412M | -42% | 1.77% | – | 91 | 24.18% |
|
| 1656 |
OCBV
1656
Ownership Capital B.V.
Amsterdam,
Netherlands
| $575M | -$24.9M | -4% | 0.94% | 62.8% | 16 | 25% |
|
| 1657 |
CAM
1657
Centre Asset Management
New York
| $574M | -$8.7M | -1% | 2.29% | 45.3% | 91 | 16.48% |
|
| 1658 |
TL
1658
Tirschwell & Loewy
New York
| $571M | +$4.3M | +0.8% | 0.73% | 78% | 88 | 11.36% |
|
| 1659 |
WRBC
1659
W.R. Berkley Corp
Greenwich,
Connecticut
| $571M | -$11.9M | -2% | 0.36% | 38.7% | 123 | 68.29% |
|
| 1660 |
WSCM
1660
Wellington Shields Capital Management
New York
| $571M | -$18.7M | -3% | 1.45% | 137% | 348 | 19.54% |
|
| 1661 |
LH
1661
Lebenthal Holdings
New York
| $570M | +$144M | +34% | 1.73% | – | 359 | 28.97% |
|
| 1662 |
CIM
1662
Corda Investment Management
Houston,
Texas
| $570M | +$37.4M | +7% | 3.44% | 75.4% | 54 | 3.7% |
|
| 1663 |
NB
1663
NBT Bank
Norwich,
New York
| $569M | +$9.77M | +2% | 2.23% | 68.2% | 205 | 7.8% |
|
| 1664 |
ERM
1664
Elm Ridge Management
Briarcliff Manor,
New York
| $569M | +$49.9M | +10% | 5.52% | 93.6% | 38 | 28.95% |
|
| 1665 |
CBU
1665
CIBC Bank USA
Chicago,
Illinois
| $568M | -$2.54M | -0.4% | 0.05% | 32.3% | 270 | 22.22% |
|
| 1666 |
WAM
1666
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $567M | +$29.3M | +5% | 1.71% | 28.9% | 1,993 | 14.3% |
|
| 1667 |
SIC
1667
Sigma Investment Counselors
Northville,
Michigan
| $565M | +$20.9M | +4% | 1.85% | 54.9% | 122 | 4.92% |
|
| 1668 |
WCM
1668
Wallace Capital Management
Dallas,
Texas
| $565M | +$38.5M | +7% | 2.04% | 62.3% | 55 | 9.09% |
|
| 1669 |
SOAMC
1669
Spirit of America Management Corp
Syosset,
New York
| $563M | +$40.9M | +8% | 0.27% | 110% | 349 | 10.32% |
|
| 1670 |
MWP
1670
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $563M | +$2.69M | +0.5% | 3.21% | 69.3% | 1,011 | 29.38% |
|
| 1671 |
LNB
1671
Ledyard National Bank
| $563M | +$7.3M | +1% | 1.51% | 69.8% | 736 | 9.65% |
|
| 1672 |
AP
1672
Atwood & Palmer
Kansas City,
Missouri
| $562M | +$35.7M | +7% | 1.5% | 82.3% | 433 | 32.1% |
|
| 1673 |
DAM
1673
Delta Asset Management
Memphis,
Tennessee
| $562M | +$17.1M | +3% | 3.76% | 53.8% | 654 | 14.53% |
|
| 1674 |
SI
1674
Sensato Investors
San Francisco,
California
| $562M | +$30.6M | +6% | 0.4% | 75.8% | 111 | 52.25% |
|
| 1675 |
IPC
1675
Invesco Private Capital
New York
| $561M | +$35.1M | +7% | 8.99% | 41.9% | 8 | 12.5% |
|