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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 |
HR
1826
Howe & Rusling
Rochester,
New York
| $1.46B | +$105M | +8% | 6.27% | 82% | 496 | 13.71% |
|
| 1827 |
C
1827
Certuity
North Palm Beach,
Florida
| $1.46B | +$394M | +37% | 10.6% | 190% | 575 | 28.7% |
|
| 1828 |
PCP
1828
Proficio Capital Partners
Newton,
Massachusetts
| $1.46B | -$152M | -9% | 10.6% | 97% | 453 | 55.19% |
|
| 1829 |
SVWAG
1829
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.45B | +$102M | +8% | 7.41% | 73% | 436 | 6.19% |
|
| 1830 |
TAM
1830
Trust Asset Management
Houston,
Texas
| $1.45B | +$106M | +8% | 8.57% | 91.1% | 232 | 4.31% |
|
| 1831 |
VCM
1831
Valiant Capital Management
San Francisco,
California
| $1.45B | -$374M | -20% | 10.6% | 348% | 37 | 21.62% |
|
| 1832 |
MTIM
1832
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.45B | +$616M | +74% | 17.1% | 143% | 365 | 42.19% |
|
| 1833 |
CA
1833
CapWealth Advisors
Franklin,
Tennessee
| $1.45B | +$437M | +43% | 8.84% | 143% | 126 | 21.43% |
|
| 1834 |
EP
1834
Eversept Partners
New York
| $1.45B | +$364M | +33% | 63.9% | 321% | 99 | 44.44% |
|
| 1835 |
CAM
1835
Cormorant Asset Management
Boston,
Massachusetts
| $1.45B | +$107M | +8% | 163% | 3,977% | 44 | 22.73% |
|
| 1836 |
BCM
1836
BTC Capital Management
Des Moines,
Iowa
| $1.45B | +$224M | +18% | 8.97% | – | 216 | 13.43% |
|
| 1837 |
ACM
1837
Alua Capital Management
New York
| $1.45B | -$9.44M | -0.6% | 0.86% | 99.4% | 26 | 50% |
|
| 1838 |
SS
1838
Sunbelt Securities
Houston,
Texas
| $1.45B | +$316M | +28% | 8.02% | 83.5% | 2,900 | 44.62% |
|
| 1839 |
BFIM
1839
Beese Fulmer Investment Management
Canton,
Ohio
| $1.45B | +$105M | +8% | 8.78% | 113% | 297 | 8.08% |
|
| 1840 |
SIA
1840
Soltis Investment Advisors
St. George,
Utah
| $1.45B | +$174M | +14% | 8.89% | 80.8% | 489 | 21.47% |
|
| 1841 |
PP
1841
PDS Planning
Dublin,
Ohio
| $1.45B | +$104M | +8% | 6.94% | 62.7% | 562 | 12.1% |
|
| 1842 |
KCM
1842
Kanawha Capital Management
Richmond,
Virginia
| $1.45B | +$96.3M | +7% | 8.51% | 62.5% | 224 | 8.48% |
|
| 1843 |
NPF
1843
Norris Perne & French
Grand Rapids,
Michigan
| $1.44B | +$8.03M | +0.6% | 5.74% | 79.9% | 165 | 7.88% |
|
| 1844 |
SWA
1844
SFMG Wealth Advisors
Plano,
Texas
| $1.44B | +$110M | +8% | 7.23% | 76.1% | 313 | 13.1% |
|
| 1845 |
BA
1845
Bridgewater Advisors
New York
| $1.44B | +$127M | +10% | 6.94% | 61% | 455 | 10.55% |
|
| 1846 |
CHAM
1846
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.44B | +$108M | +8% | 9.33% | 98.6% | 453 | 16.56% |
|
| 1847 |
MYIA
1847
Mount Yale Investment Advisors
Denver,
Colorado
| $1.44B | +$154M | +12% | 6.82% | 81.9% | 1,683 | 71.3% |
|
| 1848 |
RIM
1848
Ranger Investment Management
Dallas,
Texas
| $1.43B | +$2.38M | +0.2% | 8.17% | 111% | 81 | 17.28% |
|
| 1849 |
NIM
1849
Needham Investment Management
New York
| $1.43B | +$180M | +14% | 13.6% | 424% | 164 | 10.37% |
|
| 1850 |
SCP
1850
Sandhill Capital Partners
Buffalo,
New York
| $1.43B | +$40.6M | +3% | 5.01% | 64.9% | 111 | 12.61% |
|