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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 |
PFM
1876
Phillips Financial Management
Fort Wayne,
Indiana
| $1.38B | -$173M | -11% | 0.02% | 41.8% | 316 | 13.29% |
|
| 1877 |
ACM
1877
AEW Capital Management
Boston,
Massachusetts
| $1.38B | -$3.72M | -0.3% | 3.61% | 37.1% | 42 | 16.67% |
|
| 1878 |
LWL
1878
Leo Wealth LLC
Hurst,
Texas
| $1.38B | -$1.63M | -0.1% | 1.33% | – | 484 | 20.04% |
|
| 1879 |
COLIM
1879
City of London Investment Management
London,
United Kingdom
| $1.38B | +$42.8M | +3% | 6.08% | 102% | 106 | 29.25% |
|
| 1880 |
BWP
1880
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.38B | -$187M | -12% | 0.95% | 85.9% | 259 | 20.85% |
|
| 1881 |
NRS
1881
Neville Rodie & Shaw
New York
| $1.38B | -$39.8M | -3% | 1.96% | 115% | 253 | 6.32% |
|
| 1882 |
SMC
1882
Smith, Moore & Co
Clayton,
Missouri
| $1.37B | +$52M | +4% | 0.24% | 67% | 581 | 13.43% |
|
| 1883 |
AIM
1883
Avity Investment Management
Greenwich,
Connecticut
| $1.37B | -$50.8M | -4% | 0.81% | 104% | 117 | 11.11% |
|
| 1884 |
MM
1884
Main Management
San Francisco,
California
| $1.37B | -$15.6M | -1% | 3.04% | 51.3% | 114 | 19.3% |
|
| 1885 |
MSFS
1885
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.37B | +$36.3M | +3% | 1.95% | 75.4% | 629 | 18.6% |
|
| 1886 |
CIAS
1886
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.37B | -$43.3M | -3% | 0.57% | 69.3% | 1,255 | 11.55% |
|
| 1887 |
HR
1887
Hardy Reed
Tupelo,
Mississippi
| $1.37B | -$31.5M | -2% | 2.04% | 69.7% | 258 | 13.18% |
|
| 1888 |
NGA
1888
Naples Global Advisors
Naples,
Florida
| $1.37B | +$32.2M | +2% | 2.56% | 103% | 453 | 6.18% |
|
| 1889 |
HPC
1889
Hill Path Capital
New York
| $1.37B | -$184M | -12% | 11.2% | 34.7% | 7 | 0% |
|
| 1890 |
RI
1890
RWWM Inc
Rocklin,
California
| $1.37B | -$85.5M | -6% | 8.07% | 37% | 37 | 16.22% |
|
| 1891 |
EFG
1891
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.37B | +$15.1M | +1% | 0.53% | 63% | 581 | 15.49% |
|
| 1892 |
ICM
1892
Ionic Capital Management
New York
| $1.37B | +$582M | +74% | 0.17% | 103% | 216 | 55.56% |
|
| 1893 |
MFM
1893
MHR Fund Management
New York
| $1.37B | +$206M | +18% | 18.6% | 195% | 11 | 18.18% |
|
| 1894 |
SOS
1894
Silver Oak Securities
Jackson,
Tennessee
| $1.37B | -$112M | -8% | 1% | 73.4% | 877 | 18.81% |
|
| 1895 |
MAWA
1895
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.37B | -$12.2M | -0.9% | 0.88% | 71.9% | 291 | 17.18% |
|
| 1896 |
PP
1896
Pertento Partners
London,
United Kingdom
| $1.37B | +$302M | +28% | 3.74% | 141% | 23 | 39.13% |
|
| 1897 |
BOF
1897
Bank of Finland
Helsinki,
Finland
| $1.37B | -$73.3M | -5% | 5.15% | 55.9% | 4 | 0% |
|
| 1898 |
AF
1898
Aquamarine Financial
George Town,
| $1.37B | +$137M | +11% | 9.59% | – | 17 | 23.53% |
|
| 1899 |
KRS
1899
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.37B | -$2.33B | -63% | 2.05% | 109% | 714 | 59.66% |
|
| 1900 |
QF
1900
QVT Financial
New York
| $1.37B | +$199M | +17% | 17.6% | 281% | 88 | 51.14% |
|