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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1826 |
TAM
1826
Trust Asset Management
Houston,
Texas
| $1.35B | +$129M | +11% | 12% | 91.1% | 228 | 5.7% |
|
| 1827 |
KCM
1827
Kanawha Capital Management
Richmond,
Virginia
| $1.35B | +$61.3M | +5% | 8.31% | 62.5% | 218 | 5.05% |
|
| 1828 |
NC
1828
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.35B | +$120M | +10% | 8.56% | 76.5% | 1,393 | 22.4% |
|
| 1829 |
NRS
1829
Neville Rodie & Shaw
New York
| $1.35B | +$70.5M | +6% | 12.5% | 115% | 258 | 6.98% |
|
| 1830 |
SIMG
1830
Sonora Investment Management Group
Tucson,
Arizona
| $1.35B | +$84.4M | +7% | 9.89% | 78.3% | 325 | 13.85% |
|
| 1831 |
AIM
1831
Avity Investment Management
Greenwich,
Connecticut
| $1.35B | +$109M | +9% | 12.5% | 104% | 110 | 9.09% |
|
| 1832 |
CP
1832
Coho Partners
Berwyn,
Pennsylvania
| $1.34B | -$313M | -19% | 0.25% | 35.6% | 38 | 15.79% |
|
| 1833 |
BFIM
1833
Beese Fulmer Investment Management
Canton,
Ohio
| $1.34B | +$181M | +16% | 10.6% | 113% | 291 | 15.46% |
|
| 1834 |
CAM
1834
Cormorant Asset Management
Boston,
Massachusetts
| $1.34B | +$12.5M | +0.9% | 14.8% | 3,977% | 47 | 17.02% |
|
| 1835 |
PP
1835
PDS Planning
Dublin,
Ohio
| $1.34B | +$155M | +13% | 8.23% | 62.7% | 533 | 13.88% |
|
| 1836 |
FA
1836
Fiduciary Alliance
Greenville,
South Carolina
| $1.34B | +$323M | +32% | 14.4% | 94.3% | 487 | 22.59% |
|
| 1837 |
LCM
1837
Lakewood Capital Management
New York
| $1.34B | +$193M | +17% | 4.88% | 45.4% | 57 | 31.58% |
|
| 1838 |
DE
1838
Diversified Enterprises
Wilmington,
Delaware
| $1.34B | +$151M | +13% | 8.73% | – | 328 | 11.89% |
|
| 1839 |
VC
1839
Vestor Capital
Chicago,
Illinois
| $1.34B | +$119M | +10% | 12.6% | 186% | 288 | 17.01% |
|
| 1840 |
VA
1840
VR Adviser
New York
| $1.33B | +$159M | +14% | 19.9% | 1,698% | 40 | 30% |
|
| 1841 |
RIA
1841
Regal Investment Advisors
Kentwood,
Michigan
| $1.33B | +$98M | +8% | 7.5% | 64.7% | 507 | 14.6% |
|
| 1842 |
CHAM
1842
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.33B | +$67.6M | +5% | 9.88% | 98.6% | 442 | 15.16% |
|
| 1843 |
CWG
1843
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.33B | +$125M | +10% | 11.4% | 96.5% | 335 | 17.31% |
|
| 1844 |
CST
1844
Charles Schwab Trust
Henderson,
Nevada
| $1.33B | +$138M | +12% | 7.17% | 45.6% | 183 | 14.75% |
|
| 1845 |
SWA
1845
SFMG Wealth Advisors
Plano,
Texas
| $1.33B | +$65.2M | +5% | 5.89% | 76.1% | 303 | 14.52% |
|
| 1846 |
TIM
1846
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.33B | +$115M | +9% | 12% | 89.9% | 51 | 3.92% |
|
| 1847 |
FTS
1847
Fifth Third Securities
Cincinnati,
Ohio
| $1.33B | +$146M | +12% | 8.49% | 58.9% | 317 | 11.04% |
|
| 1848 |
PIM
1848
Plato Investment Management
Sydney, NSW,
Australia
| $1.33B | +$143M | +12% | 14.5% | – | 560 | 13.75% |
|
| 1849 |
DAL
1849
Delta Accumulation LLC
Sausalito,
California
| $1.33B | -$408M | -23% | 8.94% | 96.5% | 230 | 18.7% |
|
| 1850 |
NMC
1850
NEA Management Company
Timonium,
Maryland
| $1.33B | +$30M | +2% | 22.6% | 823% | 38 | 18.42% |
|