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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
OPCM
1751
Osborne Partners Capital Management
San Francisco,
California
| $1.8B | -$91.2M | -5% | 14.1% | 60.8% | 214 | 13.08% | 23.2 |
|
| 1752 |
SIA
1752
Soltis Investment Advisors
St. George,
Utah
| $1.8B | +$212M | +13% | 15.3% | 80.8% | 697 | 23.82% | 8.8 |
|
| 1753 |
1WM
1753
1900 Wealth Management
San Antonio,
Texas
| $1.8B | +$238M | +15% | 12.7% | 61% | 317 | 21.77% | 11.7 |
|
| 1754 |
WJA
1754
Willis Johnson & Associates
Houston,
Texas
| $1.8B | +$78M | +5% | 10.7% | 50.9% | 199 | 49.75% | 14.5 |
|
| 1755 |
CST
1755
Charles Schwab Trust
Henderson,
Nevada
| $1.79B | +$250M | +16% | 9.42% | 45.6% | 179 | 12.29% | 15.6 |
|
| 1756 |
ELI
1756
Empire Life Investments
Toronto,
Ontario, Canada
| $1.79B | +$146M | +9% | 20.6% | 90.8% | 117 | 9.4% | 13.8 |
|
| 1757 |
AC
1757
Avestar Capital
New York
| $1.79B | +$234M | +15% | 19% | 101% | 587 | 20.61% | 9.6 |
|
| 1758 |
FSA
1758
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.79B | +$160M | +10% | 17.8% | 130% | 182 | 8.79% | 25.2 |
|
| 1759 |
FAB
1759
First American Bank
Dundee,
Illinois
| $1.79B | +$196M | +12% | 15.5% | 99.7% | 210 | 12.86% | 22.2 |
|
| 1760 |
OA
1760
Oak Associates
Akron,
Ohio
| $1.79B | +$301M | +20% | 33.5% | 152% | 148 | 11.49% | 22.6 |
|
| 1761 |
CFM
1761
Catalyst Funds Management
Sydney NSW,
Australia
| $1.78B | +$1.19B | +202% | 43.9% | – | 940 | 69.47% | 1 |
|
| 1762 |
ESBC
1762
E.S. Barr & Co
Lexington,
Kentucky
| $1.78B | +$64.4M | +4% | 8.87% | 73.5% | 114 | 7.02% | 26.7 |
|
| 1763 |
CIA
1763
Capital Impact Advisors
Boston,
Massachusetts
| $1.78B | +$1.54B | +621% | 53.1% | – | 35 | 31.43% | 3 |
|
| 1764 |
GWANC
1764
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.78B | +$194M | +12% | 12.6% | 58.9% | 646 | 45.98% | 10.4 |
|
| 1765 |
BCIM
1765
Black Creek Investment Management
Toronto,
Ontario, Canada
| $1.78B | -$82.3M | -4% | 1.85% | 11.1% | 31 | 32.26% | 16 |
|
| 1766 |
WC
1766
Waterloo Capital
Austin,
Texas
| $1.78B | +$355M | +25% | 14.8% | 79.8% | 607 | 28.5% | 6.8 |
|
| 1767 |
NIP
1767
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.78B | +$390M | +28% | 34.8% | 397% | 245 | 32.24% | 6 |
|
| 1768 |
FDP
1768
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.77B | +$67.9M | +4% | 21.5% | 79.7% | 423 | 37.59% | 3.2 |
|
| 1769 |
CC
1769
Covalis Capital
London,
United Kingdom
| $1.77B | +$147M | +9% | 6.44% | 37.9% | 175 | 72% | 1.3 |
|
| 1770 |
IP
1770
Indivisible Partners
Clearwater,
Florida
| $1.77B | +$639M | +57% | 26.4% | – | 663 | 31.07% | 1.3 |
|
| 1771 |
SGAM
1771
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.77B | +$200M | +13% | 12.4% | 51.4% | 26 | 0% | 27.1 |
|
| 1772 |
ORI
1772
Oak Ridge Investments
Chicago,
Illinois
| $1.77B | +$256M | +17% | 46.4% | 208% | 201 | 25.37% | 11.9 |
|
| 1773 |
PPC
1773
Park Presidio Capital
San Francisco,
California
| $1.77B | +$341M | +24% | 15.4% | 94.1% | 14 | 7.14% | 19.4 |
|
| 1774 |
DP
1774
Dearborn Partners
Chicago,
Illinois
| $1.77B | -$81.2M | -4% | 6.67% | 46.1% | 290 | 8.97% | 23.4 |
|
| 1775 |
FRA
1775
Frank Rimerman Advisors
Palo Alto,
California
| $1.77B | +$241M | +16% | 25.5% | 133% | 660 | 17.88% | 7.8 |
|