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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1851 |
CCWA
1851
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $501M | +$51.8M | +12% | 1.34% | 42.3% | 171 | 56.73% |
|
| 1852 |
GC
1852
Giverny Capital
Montreal,
Quebec, Canada
| $500M | +$43.6M | +10% | 3.44% | 69.2% | 25 | 8% |
|
| 1853 |
JCM
1853
JS Capital Management
New York
| $500M | +$105M | +27% | 4.98% | 52.4% | 71 | 25.35% |
|
| 1854 |
IPC
1854
Independent Portfolio Consultants
Boca Raton,
Florida
| $500M | +$11M | +2% | 0.38% | 32.4% | 1,120 | 32.86% |
|
| 1855 |
QAM
1855
Quentec Asset Management
New York
| $499M | +$17.6M | +4% | 0.21% | 43.5% | 60 | 46.67% |
|
| 1856 |
OWD
1856
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $498M | -$16.8M | -3% | 0.07% | 23.7% | 238 | 9.24% |
|
| 1857 |
MCM
1857
Mazama Capital Management
Portland,
Oregon
| $497M | +$10.8M | +2% | 3.01% | – | 334 | 34.43% |
|
| 1858 |
WMIG
1858
White Mountains Insurance Group
Hanover,
New Hampshire
| $497M | +$26.6M | +6% | 3.03% | 105% | 1 | 0% |
|
| 1859 |
AIA
1859
Arrow Investment Advisors
Laurel,
Maryland
| $497M | -$48.3M | -9% | 0.94% | 36.3% | 88 | 46.59% |
|
| 1860 |
CC
1860
Courier Capital
Buffalo,
New York
| $497M | -$9.5M | -2% | 0.46% | 64.1% | 307 | 11.73% |
|
| 1861 |
TCM
1861
Tufton Capital Management
Hunt Valley,
Maryland
| $495M | -$50.6M | -9% | 0.28% | 86.5% | 124 | 9.68% |
|
| 1862 |
PIP
1862
Permian Investment Partners
Dallas,
Texas
| $494M | +$238M | +93% | 1.23% | 78.6% | 20 | 55% |
|
| 1863 |
SP
1863
SCF Partners
Houston,
Texas
| $492M | +$16.5M | +3% | 3.47% | 2.1% | 1 | 0% |
|
| 1864 |
AAM
1864
AO Asset Management
New York
| $491M | +$31.5M | +7% | 12% | 127% | 38 | 47.37% |
|
| 1865 |
LH
1865
Lebenthal Holdings
New York
| $490M | +$65M | +15% | 0.69% | – | 348 | 27.3% |
|
| 1866 |
SIA
1866
SeaBridge Investment Advisors
Summit,
New Jersey
| $489M | -$7.66M | -2% | 1.72% | 128% | 247 | 18.22% |
|
| 1867 |
CAL
1867
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $489M | +$8.91M | +2% | 0.71% | 51.3% | 409 | 17.36% |
|
| 1868 |
GWI
1868
Grace & White Inc
Ny,
New York
| $489M | -$12.9M | -3% | 2.58% | 61.5% | 148 | 3.38% |
|
| 1869 |
MSR
1869
Main Street Research
Lakeville,
Connecticut
| $488M | +$23.3M | +5% | 0.18% | 232% | 142 | 11.27% |
|
| 1870 |
MGAM
1870
McGowan Group Asset Management
Dallas,
Texas
| $488M | -$6.93M | -1% | 2.58% | 69.8% | 137 | 13.14% |
|
| 1871 |
PAI
1871
ProQuest Associates IV
Naples,
Florida
| $487M | +$180M | +59% | 76.1% | 113% | 6 | 0% |
|
| 1872 |
DAM
1872
Davis Asset Management
Sausalito,
California
| $487M | +$49.9M | +11% | 7.63% | 97.3% | 26 | 7.69% |
|
| 1873 |
BI
1873
Bulldog Investors
Saddle Brook,
New Jersey
| $485M | +$36.8M | +8% | 1.35% | 22.5% | 91 | 35.16% |
|
| 1874 |
DMK
1874
David M. Knott
| $483M | +$19.1M | +4% | 6.96% | 81% | 88 | 9.09% |
|
| 1875 |
ACM
1875
Academy Capital Management
Waco,
Texas
| $483M | -$26.5M | -5% | 0.18% | 71.2% | 46 | 13.04% |
|