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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 |
VHAM
1701
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.38B | -$110M | -7% | 7.98% | 86.3% | 337 | 15.73% |
|
| 1702 |
RC
1702
Roundview Capital
Princeton,
New Jersey
| $1.38B | +$111M | +9% | 6.36% | 77.7% | 346 | 10.98% |
|
| 1703 |
PCM
1703
Portolan Capital Management
Boston,
Massachusetts
| $1.38B | +$165M | +14% | 20.7% | 738% | 153 | 39.22% |
|
| 1704 |
KCM
1704
Kanawha Capital Management
Richmond,
Virginia
| $1.38B | +$101M | +8% | 8.73% | 62.5% | 237 | 6.33% |
|
| 1705 |
PTC
1705
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.38B | +$91.1M | +7% | 6.87% | 162% | 258 | 14.34% |
|
| 1706 |
NFG
1706
Nations Financial Group
Cedar Rapids,
Iowa
| $1.38B | +$153M | +13% | 7.09% | 105% | 698 | 13.75% |
|
| 1707 |
FC
1707
Finepoint Capital
Boston,
Massachusetts
| $1.38B | +$1.02B | +291% | 27.1% | 27.4% | 28 | 17.86% |
|
| 1708 |
AHC
1708
Adell Harriman & Carpenter
Houston,
Texas
| $1.38B | +$80.2M | +6% | 6.73% | 176% | 162 | 3.7% |
|
| 1709 |
SG
1709
StoneX Group
New York
| $1.37B | +$122M | +10% | 6.55% | 85.2% | 809 | 31.15% |
|
| 1710 |
ZB
1710
Zions Bancorporation
Salt Lake City,
Utah
| $1.37B | +$124M | +10% | 8.12% | 22.9% | 941 | 9.14% |
|
| 1711 |
KI
1711
Keystone Investors
Singapore
| $1.37B | +$181M | +15% | 12.4% | – | 88 | 54.55% |
|
| 1712 |
CWS
1712
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.37B | +$113M | +9% | 7.08% | 64.5% | 379 | 16.09% |
|
| 1713 |
R
1713
Rebalance
Palo Alto,
California
| $1.36B | +$122M | +10% | 6.94% | 43.3% | 95 | 12.63% |
|
| 1714 |
HVCM
1714
HG Vora Capital Management
New York
| $1.36B | -$175M | -11% | 7.9% | 42.6% | 12 | 33.33% |
|
| 1715 |
AF
1715
Alerus Financial
Grand Forks,
North Dakota
| $1.36B | +$24.6M | +2% | 7.23% | 97.1% | 164 | 9.15% |
|
| 1716 |
DAL
1716
Delta Accumulation LLC
Sausalito,
California
| $1.36B | +$11.4M | +0.8% | 7.45% | 96.5% | 211 | 26.54% |
|
| 1717 |
FBIL
1717
First Beijing Investment Ltd
Hong Kong
| $1.36B | +$438M | +47% | 19.8% | 81.8% | 13 | 30.77% |
|
| 1718 |
PIMG
1718
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.36B | +$83M | +6% | 6.47% | 48.5% | 244 | 5.74% |
|
| 1719 |
ICM
1719
III Capital Management
Boca Raton,
Florida
| $1.36B | -$788M | -37% | 0.78% | 28.7% | 119 | 36.13% |
|
| 1720 |
RCA
1720
Resonant Capital Advisors
Madison,
Wisconsin
| $1.36B | +$129M | +10% | 5.3% | 50.6% | 367 | 12.53% |
|
| 1721 |
NIM
1721
NXG Investment Management
Dallas,
Texas
| $1.36B | +$97.9M | +8% | 7.19% | 136% | 74 | 35.14% |
|
| 1722 |
AP
1722
Appleton Partners
Boston,
Massachusetts
| $1.36B | +$61M | +5% | 6.38% | 101% | 262 | 3.82% |
|
| 1723 |
SW
1723
SoFi Wealth
San Francisco,
California
| $1.36B | +$166M | +14% | 5.43% | 62.2% | 11 | 0% |
|
| 1724 |
NRS
1724
Neville Rodie & Shaw
New York
| $1.36B | +$40.7M | +3% | 6.91% | 115% | 253 | 7.11% |
|
| 1725 |
SIM
1725
SSI Investment Management
Los Angeles,
California
| $1.36B | +$56.5M | +4% | 1.34% | 15.7% | 273 | 4.76% |
|