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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
CIAS
1676
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.09B | -$84.5M | -7% | 3.94% | 48.7% | 34 | 11.76% |
|
| 1677 |
PWAM
1677
Park West Asset Management
San Francisco,
California
| $1.09B | -$54.2M | -5% | 3.08% | 181% | 48 | 45.83% |
|
| 1678 |
MIAS
1678
Mason Investment Advisory Services
Reston,
Virginia
| $1.09B | -$71.2M | -6% | 1.93% | 76.1% | 68 | 14.71% |
|
| 1679 |
BW
1679
BIP Wealth
Atlanta,
Georgia
| $1.09B | -$135M | -11% | 2.5% | 47.4% | 207 | 19.81% |
|
| 1680 |
EAM
1680
Evanson Asset Management
Carmel,
California
| $1.09B | -$10.9M | -1% | 2.88% | 66.6% | 301 | 10.96% |
|
| 1681 |
SB
1681
Strategic Blueprint
Atlanta,
Georgia
| $1.08B | +$34.8M | +3% | 2.48% | 76.6% | 577 | 14.56% |
|
| 1682 |
FBCM
1682
Fort Baker Capital Management
Larkspur,
California
| $1.08B | +$332M | +44% | 3.41% | 46.3% | 123 | 43.09% |
|
| 1683 |
UM
1683
Ulysses Management
New York
| $1.08B | -$7.11M | -0.7% | 6.15% | 51.8% | 62 | 48.39% |
|
| 1684 |
SCM
1684
Soleus Capital Management
Greenwich,
Connecticut
| $1.08B | +$184M | +20% | 8.36% | 508% | 126 | 47.62% |
|
| 1685 |
CAM
1685
Cacti Asset Management
Atlanta,
Georgia
| $1.08B | -$51.5M | -5% | 2.77% | 168% | 80 | 0% |
|
| 1686 |
AFG
1686
Albion Financial Group
Salt Lake City,
Utah
| $1.08B | -$58.9M | -5% | 4.21% | 68% | 504 | 11.31% |
|
| 1687 |
YIA
1687
YHB Investment Advisors
West Hartford,
Connecticut
| $1.08B | +$11.2M | +1% | 2.68% | 85.7% | 287 | 8.36% |
|
| 1688 |
YL
1688
YCG LLC
Austin,
Texas
| $1.08B | -$38.6M | -3% | 3.5% | 27% | 40 | 0% |
|
| 1689 |
ACM
1689
Advance Capital Management
Southfield,
Michigan
| $1.08B | +$199M | +23% | 2.47% | 54.4% | 132 | 14.39% |
|
| 1690 |
OAM
1690
Ostrum Asset Management
Paris,
France
| $1.08B | -$112M | -9% | 3.21% | 107% | 694 | 5.19% |
|
| 1691 |
TC
1691
Telemus Capital
Southfield,
Michigan
| $1.08B | -$104M | -9% | 2.98% | 27.9% | 334 | 11.08% |
|
| 1692 |
TBA
1692
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.08B | -$10.5M | -1% | 2.13% | 78.9% | 241 | 22.41% |
|
| 1693 |
YCM
1693
Yaupon Capital Management
New York
| $1.08B | +$295M | +38% | 2.73% | 122% | 145 | 57.93% |
|
| 1694 |
CCA
1694
Checchi Capital Advisers
Beverly Hills,
California
| $1.08B | -$39.8M | -4% | 3.7% | 68% | 592 | 12.84% |
|
| 1695 |
H
1695
HoyleCohen
San Diego,
California
| $1.08B | -$55.1M | -5% | 3.7% | 46.1% | 268 | 5.6% |
|
| 1696 |
FAS
1696
Formuepleje A/S
Aarhus C,
Denmark
| $1.08B | -$66.9M | -6% | 5.72% | 75.1% | 77 | 3.9% |
|
| 1697 |
PMG
1697
ProVise Management Group
Clearwater,
Florida
| $1.08B | -$27.4M | -2% | 2.81% | 66.8% | 367 | 14.99% |
|
| 1698 |
DI
1698
DFPG Investments
Sandy,
Utah
| $1.08B | -$34M | -3% | 1.44% | 38.2% | 648 | 22.53% |
|
| 1699 |
JEST
1699
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.08B | +$25M | +2% | 0.23% | 88.7% | 373 | 4.83% |
|
| 1700 |
RCAG
1700
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.07B | -$41.4M | -4% | 3.28% | 64.6% | 579 | 13.82% |
|