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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
LC
1876
Lavaca Capital
Houston,
Texas
| $1B | -$171M | -15% | 4.88% | 46.5% | 180 | 41.11% |
|
| 1877 |
RAA
1877
RWC Asset Advisors
Miami,
Florida
| $1B | -$194M | -16% | 8.04% | 277% | 22 | 36.36% |
|
| 1878 |
OC
1878
Oakworth Capital
Birmingham,
Alabama
| $1B | +$123M | +14% | 7.26% | 64.3% | 623 | 11.72% |
|
| 1879 |
KF
1879
Krilogy Financial
St. Louis,
Missouri
| $1B | +$55.6M | +6% | 7.16% | 71.9% | 281 | 9.96% |
|
| 1880 |
ZB
1880
Zions Bancorporation
Salt Lake City,
Utah
| $1B | +$116M | +13% | 6.56% | 22.9% | 1,030 | 8.64% |
|
| 1881 |
PP
1881
Peconic Partners
New York
| $999M | +$46.1M | +5% | 5.6% | 300% | 67 | 38.81% |
|
| 1882 |
PPW
1882
Parcion Private Wealth
Bellevue,
Washington
| $998M | +$115M | +13% | 5.82% | 103% | 202 | 8.42% |
|
| 1883 |
PC
1883
Pier Capital
Stamford,
Connecticut
| $997M | -$57.5M | -5% | 8.16% | 223% | 125 | 13.6% |
|
| 1884 |
RIA
1884
Regal Investment Advisors
Kentwood,
Michigan
| $997M | +$898M | +910% | 6.29% | 64.7% | 527 | 94.69% |
|
| 1885 |
VWA
1885
Visionary Wealth Advisors
O'fallon,
Illinois
| $995M | +$44.3M | +5% | 5.74% | 69.4% | 360 | 20.28% |
|
| 1886 |
AWM
1886
Avior Wealth Management
Omaha,
Nebraska
| $995M | +$59.4M | +6% | 6.49% | 66% | 1,181 | 15.5% |
|
| 1887 |
DTL
1887
Dynamic Technology Lab
Singapore
| $994M | +$109M | +12% | 3.99% | 30.8% | 1,748 | 75.86% |
|
| 1888 |
EECFX
1888
EnCap Energy Capital Fund X
Houston,
Texas
| $994M | +$250M | +34% | 33.6% | – | 1 | 0% |
|
| 1889 |
HAG
1889
HighPoint Advisor Group
Downers Grove,
Illinois
| $993M | +$129M | +15% | 8.4% | – | 594 | 17.34% |
|
| 1890 |
F
1890
Formation8
Los Altos,
California
| $993M | -$206M | -17% | 17.2% | – | 2 | 0% |
|
| 1891 |
HTHT
1891
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $992M | +$77.5M | +8% | 7% | 87.2% | 143 | 10.49% |
|
| 1892 |
AF
1892
Alerus Financial
Grand Forks,
North Dakota
| $992M | +$43.1M | +5% | 7% | 97.1% | 203 | 15.76% |
|
| 1893 |
KFM
1893
KG Funds Management
New York
| $990M | +$129M | +15% | 9.77% | 45.8% | 12 | 16.67% |
|
| 1894 |
MIAS
1894
Mason Investment Advisory Services
Reston,
Virginia
| $989M | +$30.8M | +3% | 3.66% | 76.1% | 100 | 22% |
|
| 1895 |
GIM
1895
Growth Interface Management
Orlando,
Florida
| $987M | +$215M | +28% | 10.6% | 12% | 10 | 0% |
|
| 1896 |
NNP
1896
Nachman Norwood & Parrott
Greenville,
South Carolina
| $984M | +$75.9M | +8% | 5.5% | – | 295 | 7.8% |
|
| 1897 |
Q
1897
QVR
San Francisco,
California
| $982M | -$131M | -12% | 7.21% | – | 303 | 30.03% |
|
| 1898 |
BOTW
1898
Bank of the West
Monterey Park,
California
| $982M | +$92.8M | +10% | 8.05% | 35.4% | 226 | 7.08% |
|
| 1899 |
FBA
1899
Front Barnett Associates
Chicago,
Illinois
| $982M | +$82.3M | +9% | 7.1% | 40.5% | 120 | 12.5% |
|
| 1900 |
AIP
1900
ARS Investment Partners
New York
| $981M | +$120M | +14% | 11.5% | 260% | 153 | 20.26% |
|