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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1826 |
WG
1826
Welch Group
Birmingham,
Alabama
| $645M | +$46.5M | +8% | 6.76% | 73.2% | 145 | 14.48% |
|
| 1827 |
DA
1827
Denali Advisors
San Diego,
California
| $645M | +$40.1M | +7% | 8.35% | 106% | 312 | 29.17% |
|
| 1828 |
WSCM
1828
Wellington Shields Capital Management
New York
| $644M | +$35.1M | +6% | 5.62% | 137% | 362 | 19.89% |
|
| 1829 |
CAM
1829
Carret Asset Management
New York
| $643M | +$23.4M | +4% | 6.25% | 94.4% | 269 | 7.06% |
|
| 1830 |
MLIC
1830
Mandatum Life Insurance Company
Helsinki,
Finland
| $643M | -$101M | -14% | 5.36% | 95.9% | 198 | 17.17% |
|
| 1831 |
ACM
1831
Ashford Capital Management
Wilmington,
Delaware
| $643M | +$21.3M | +3% | 7.8% | 150% | 111 | 13.51% |
|
| 1832 |
BWP
1832
Baldwin Wealth Partners
Marion,
Massachusetts
| $642M | +$20.1M | +3% | 6.1% | 85.9% | 523 | 14.15% |
|
| 1833 |
I
1833
IberiaBank
Lafayette,
Louisiana
| $640M | +$37.4M | +6% | 6.12% | 39.6% | 250 | 16% |
|
| 1834 |
TM
1834
Tiger Management
New York
| $640M | +$87.4M | +16% | 5.98% | – | 89 | 61.8% |
|
| 1835 |
NCM
1835
Numina Capital Management
New York
| $639M | -$104M | -14% | 0.51% | 40.2% | 30 | 46.67% |
|
| 1836 |
MJRIC
1836
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $639M | +$38.1M | +6% | 8.33% | 97.3% | 125 | 7.2% |
|
| 1837 |
SM
1837
SCGE Management
Menlo Park,
California
| $638M | +$157M | +33% | 0.87% | 154% | 22 | 45.45% |
|
| 1838 |
SVG
1838
Sun Valley Gold
Sun Valley,
Idaho
| $637M | -$594M | -48% | 0.34% | 160% | 23 | 21.74% |
|
| 1839 |
EGA
1839
Evermore Global Advisors
Summit,
New Jersey
| $637M | -$10.9M | -2% | 1.8% | 133% | 22 | 18.18% |
|
| 1840 |
ELFC
1840
E-L Financial Corp
Toronto,
Ontario, Canada
| $637M | +$35.5M | +6% | 5.56% | 68.6% | 2 | 0% |
|
| 1841 |
KBG
1841
Kahn Brothers Group
New York
| $637M | -$18M | -3% | 1.68% | 53.4% | 34 | 8.82% |
|
| 1842 |
CPP
1842
Crow Point Partners
Boston,
Massachusetts
| $635M | +$10.6M | +2% | 0.34% | 56.9% | 311 | 48.55% |
|
| 1843 |
1IA
1843
1834 Investment Advisors
Milwaukee,
Wisconsin
| $635M | +$98.9M | +18% | 5.76% | 61.8% | 480 | 65.83% |
|
| 1844 |
NB
1844
NBT Bank
Norwich,
New York
| $635M | +$9.03M | +1% | 6.55% | 68.2% | 206 | 6.8% |
|
| 1845 |
QAM
1845
Quentec Asset Management
New York
| $634M | -$363M | -36% | 2.99% | 43.5% | 60 | 60% |
|
| 1846 |
II
1846
IFM Investors
Melbourne,
Australia
| $633M | +$40.8M | +7% | 7.19% | 131% | 505 | 5.35% |
|
| 1847 |
APA
1847
American Portfolios Advisors
Holbrook,
New York
| $633M | – | – | 5.13% | 43.6% | 2,261 | – |
|
| 1848 |
SFS
1848
Strategic Financial Services
Utica,
New York
| $632M | +$26.9M | +4% | 5.03% | 58.7% | 123 | 8.13% |
|
| 1849 |
PAM
1849
Palisade Asset Management
Minneapolis,
Minnesota
| $632M | +$81.8M | +15% | 6.65% | 61.8% | 169 | 22.49% |
|
| 1850 |
DIP
1850
DT Investment Partners
Chadds Ford,
Pennsylvania
| $631M | +$35.3M | +6% | 3.26% | 58% | 98 | 20.41% |
|