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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 |
PTC
1851
Petrus Trust Company
Dallas,
Texas
| $1.05B | +$120M | +13% | 10.4% | 36.9% | 781 | 53.91% |
|
| 1852 |
AG
1852
Ascent Group
Virginia Beach,
Virginia
| $1.05B | +$149M | +16% | 10.8% | 83.3% | 504 | 13.1% |
|
| 1853 |
LGWM
1853
Litman Gregory Wealth Management
Larkspur,
California
| $1.05B | +$84.8M | +9% | 8.91% | 55.5% | 128 | 11.72% |
|
| 1854 |
AWMS
1854
Advocacy Wealth Management Services
Atlanta,
Georgia
| $1.05B | +$155M | +17% | 7.24% | 48.3% | 53 | 33.96% |
|
| 1855 |
SRC
1855
Shufro Rose & Co
New York
| $1.05B | -$6.81M | -0.6% | 7.46% | 68.1% | 311 | 1.93% |
|
| 1856 |
FWP
1856
FAS Wealth Partners
Leawood,
Kansas
| $1.05B | +$117M | +13% | 10.2% | 72.3% | 449 | 11.36% |
|
| 1857 |
MYIA
1857
Mount Yale Investment Advisors
Denver,
Colorado
| $1.05B | +$133M | +14% | 11.3% | 81.9% | 546 | 18.32% |
|
| 1858 |
LIA
1858
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.05B | +$112M | +12% | 10.9% | 52.8% | 174 | 13.79% |
|
| 1859 |
HP
1859
Hikari Power
Tokyo,
Japan
| $1.05B | +$27M | +3% | 5.47% | 53.5% | 65 | 3.08% |
|
| 1860 |
DAM
1860
Delta Asset Management
Memphis,
Tennessee
| $1.05B | +$90M | +9% | 11.7% | 53.8% | 709 | 11.99% |
|
| 1861 |
AP
1861
Americana Partners
Houston,
Texas
| $1.05B | +$123M | +13% | 8.15% | 82.9% | 332 | 17.47% |
|
| 1862 |
CAM
1862
Crake Asset Management
London,
United Kingdom
| $1.05B | +$345M | +49% | 14.7% | 52.7% | 20 | 40% |
|
| 1863 |
VC
1863
Vestor Capital
Chicago,
Illinois
| $1.05B | +$126M | +14% | 16.1% | 186% | 270 | 21.11% |
|
| 1864 |
LS
1864
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.05B | +$137M | +15% | 13.3% | 165% | 604 | 9.93% |
|
| 1865 |
NC
1865
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.05B | +$101M | +11% | 10.1% | 76.5% | 650 | 32.92% |
|
| 1866 |
HTHT
1866
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.05B | +$92.2M | +10% | 10.3% | 87.2% | 139 | 11.51% |
|
| 1867 |
MTC
1867
McDaniel Terry & Co
Austin,
Texas
| $1.05B | +$85.3M | +9% | 11.2% | 57.9% | 92 | 16.3% |
|
| 1868 |
WTA
1868
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.04B | +$69.8M | +7% | 10.9% | 87.6% | 706 | 10.2% |
|
| 1869 |
BCLSI
1869
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.04B | +$149M | +17% | 43.6% | 507% | 33 | 24.24% |
|
| 1870 |
THLTP
1870
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $1.04B | +$8.8M | +0.9% | 20.8% | 37.2% | 3 | 33.33% |
|
| 1871 |
TI
1871
Trigran Investments
Northbrook,
Illinois
| $1.04B | +$100M | +11% | 17% | 30.2% | 22 | 22.73% |
|
| 1872 |
BB
1872
Bell Bank
Fargo,
North Dakota
| $1.04B | +$124M | +14% | 10.1% | 64.3% | 183 | 7.1% |
|
| 1873 |
MGCM
1873
Mane Global Capital Management
New York
| $1.04B | -$84.8M | -8% | 23.9% | 423% | 67 | 73.13% |
|
| 1874 |
TAM
1874
Trust Asset Management
Houston,
Texas
| $1.04B | +$108M | +12% | 11.6% | 91.1% | 215 | 10.23% |
|
| 1875 |
RCA
1875
Resonant Capital Advisors
Madison,
Wisconsin
| $1.03B | +$96.9M | +10% | 7.61% | 50.6% | 296 | 11.82% |
|