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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
WP
1701
WealthPLAN Partners
Omaha,
Nebraska
| $732M | +$67.3M | +10% | 1.87% | 61.3% | 254 | 13.39% |
|
| 1702 |
PNAA
1702
Pictet North America Advisors
Geneva 73,
Switzerland
| $731M | +$43.3M | +6% | 1.6% | 65.9% | 157 | 8.28% |
|
| 1703 |
BAM
1703
BTS Asset Management
Lincoln,
Massachusetts
| $731M | +$639M | +694% | 0.1% | 8.8% | 20 | 20% |
|
| 1704 |
CIS
1704
Connors Investor Services
Wyomissing,
Pennsylvania
| $728M | -$26.3M | -3% | 0.5% | 125% | 151 | 10.6% |
|
| 1705 |
CCFCSB
1705
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $725M | +$21.2M | +3% | 1.7% | – | 182 | 3.85% |
|
| 1706 |
DWM
1706
Doyle Wealth Management
St. Petersburg,
Florida
| $724M | +$917K | +0.1% | 2.34% | 32.3% | 866 | 77.83% |
|
| 1707 |
MFP
1707
Michael F. Price
| $723M | -$47.5M | -6% | 0.84% | 42.6% | 136 | 25.74% |
|
| 1708 |
PIMG
1708
Patriot Investment Management Group
Knoxville,
Tennessee
| $723M | +$9.08M | +1% | 0.66% | 48.5% | 221 | 7.24% |
|
| 1709 |
ELFC
1709
E-L Financial Corp
Toronto,
Ontario, Canada
| $723M | +$14.6M | +2% | 0.92% | 68.6% | 2 | 0% |
|
| 1710 |
WC
1710
Walthausen & Co
Malta,
New York
| $722M | -$34.6M | -5% | 2.09% | 63.3% | 151 | 18.54% |
|
| 1711 |
FFN
1711
Focus Financial Network
Minneapolis,
Minnesota
| $722M | +$46.5M | +7% | 1.29% | 95.5% | 396 | 9.85% |
|
| 1712 |
KB
1712
Kimelman & Baird
New York
| $721M | +$2.44M | +0.3% | 1.04% | – | 104 | 4.81% |
|
| 1713 |
BC
1713
Broadwood Capital
New York
| $720M | -$79.5M | -10% | 10.5% | 110% | 7 | 0% |
|
| 1714 |
SC
1714
Savant Capital
Rockford,
Illinois
| $720M | +$10.4M | +1% | 0.41% | 61.2% | 343 | 8.16% |
|
| 1715 |
MM
1715
Main Management
San Francisco,
California
| $720M | +$31.9M | +5% | 0.01% | 64.1% | 93 | 11.83% |
|
| 1716 |
SI
1716
Sapience Investments
Newport Beach,
California
| $719M | -$15.2M | -2% | 0.74% | 54.9% | 92 | 14.13% |
|
| 1717 |
VC
1717
Vicus Capital
State College,
Pennsylvania
| $718M | +$5.99M | +0.8% | 0.64% | 59.6% | 242 | 11.98% |
|
| 1718 |
WC
1718
Wexford Capital
West Palm Beach,
Florida
| $718M | -$142M | -16% | 6.88% | 128% | 173 | 72.25% |
|
| 1719 |
BFPW
1719
BOK Financial Private Wealth
Denver,
Colorado
| $717M | +$32.9M | +5% | 0.58% | 61.8% | 137 | 14.6% |
|
| 1720 |
BDS
1720
Banco de Sabadell
Miami,
Florida
| $717M | -$148M | -17% | 1.34% | 75.1% | 400 | 30% |
|
| 1721 |
DA
1721
Denali Advisors
San Diego,
California
| $715M | +$46.5M | +7% | 0.81% | 106% | 348 | 27.87% |
|
| 1722 |
CSC
1722
Cove Street Capital
El Segundo,
California
| $715M | -$60M | -8% | 3.92% | 84.2% | 106 | 18.87% |
|
| 1723 |
LSA
1723
L & S Advisors
Los Angeles,
California
| $715M | -$42.9M | -6% | 2.32% | 231% | 345 | 18.26% |
|
| 1724 |
ECM
1724
Ensemble Capital Management
San Francisco,
California
| $713M | +$4.18M | +0.6% | 1.02% | 36.2% | 29 | 13.79% |
|
| 1725 |
KCM
1725
Knighthead Capital Management
New York
| $713M | -$6.37M | -0.9% | 44.4% | 74.1% | 11 | 27.27% |
|