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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 |
BWM
1851
Baystate Wealth Management
Boston,
Massachusetts
| $1.11B | +$97.8M | +10% | 5.58% | 14.6% | 1,017 | 21.53% |
|
| 1852 |
PIM
1852
Provident Investment Management
Novi,
Michigan
| $1.11B | +$62.6M | +6% | 8.75% | 69.5% | 62 | 8.06% |
|
| 1853 |
BWL
1853
Bogart Wealth LLC
Mclean,
Virginia
| $1.11B | +$125M | +13% | 5.85% | 60.5% | 853 | 14.42% |
|
| 1854 |
PPW
1854
Parcion Private Wealth
Bellevue,
Washington
| $1.11B | -$20.1M | -2% | 5.33% | 103% | 209 | 13.4% |
|
| 1855 |
1WM
1855
1900 Wealth Management
San Antonio,
Texas
| $1.11B | +$75.8M | +7% | 4.65% | 55.2% | 250 | 17.6% |
|
| 1856 |
PMG
1856
ProVise Management Group
Clearwater,
Florida
| $1.1B | +$92.9M | +9% | 7.01% | 66.8% | 406 | 11.33% |
|
| 1857 |
CISOA
1857
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.1B | +$52.9M | +5% | 7.56% | 50.7% | 85 | 10.59% |
|
| 1858 |
CAC
1858
Cowen and Company
New York
| $1.1B | -$1.01B | -48% | 0.31% | 120% | 915 | 68.09% |
|
| 1859 |
SV
1859
Sapphire Ventures
Austin,
Texas
| $1.1B | -$179M | -14% | 10.6% | 27.9% | 14 | 35.71% |
|
| 1860 |
HTHT
1860
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.1B | +$108M | +11% | 10.6% | 87.2% | 148 | 10.81% |
|
| 1861 |
LM
1861
Lincluden Management
Mississauga,
Ontario, Canada
| $1.09B | +$97.2M | +10% | 8.99% | 56.6% | 81 | 12.35% |
|
| 1862 |
AF
1862
Ally Financial
Detroit,
Michigan
| $1.09B | +$70.2M | +7% | 3.75% | 9.35% | 132 | 24.24% |
|
| 1863 |
B
1863
Brightworth
Atlanta,
Georgia
| $1.09B | -$11.4M | -1% | 8.89% | 21.7% | 123 | 10.57% |
|
| 1864 |
JIR
1864
James Investment Research
Alpha,
Ohio
| $1.09B | +$15M | +1% | 9.51% | 107% | 539 | 15.58% |
|
| 1865 |
FWP
1865
FAS Wealth Partners
Leawood,
Kansas
| $1.09B | +$21.5M | +2% | 6.85% | 72.3% | 423 | 11.35% |
|
| 1866 |
WCM
1866
Wealthcare Capital Management
Richmond,
Virginia
| $1.09B | +$56M | +5% | 4.15% | 41.4% | 87 | 16.09% |
|
| 1867 |
AIP
1867
ARS Investment Partners
New York
| $1.09B | +$89.5M | +9% | 11.4% | 260% | 192 | 20.31% |
|
| 1868 |
AVLSA
1868
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $1.09B | – | – | 11% | 484% | 16 | – |
|
| 1869 |
CGM
1869
Capital Growth Management
Boston,
Massachusetts
| $1.09B | -$1.13M | -0.1% | 18.8% | 422% | 86 | 63.95% |
|
| 1870 |
TA
1870
Trivest Advisors
Hong Kong
| $1.09B | +$237M | +28% | 31.9% | 2,977% | 26 | 73.08% |
|
| 1871 |
HCM
1871
Hilton Capital Management
Garden City,
New York
| $1.09B | +$65.1M | +6% | 8.4% | 58.2% | 150 | 28.67% |
|
| 1872 |
ACA
1872
Arena Capital Advisors
Los Angeles,
California
| $1.09B | -$180M | -14% | 1.48% | 124% | 426 | 18.54% |
|
| 1873 |
IC
1873
Immersion Capital
London,
United Kingdom
| $1.08B | -$35.2M | -3% | 1.97% | 63.4% | 9 | 11.11% |
|
| 1874 |
GC
1874
Gratus Capital
Atlanta,
Georgia
| $1.08B | +$148M | +16% | 10.2% | 51.4% | 210 | 12.86% |
|
| 1875 |
HPM
1875
H. Partners Management
New York
| $1.08B | -$24.4M | -2% | 1.63% | 13.5% | 3 | 0% |
|