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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 |
PFM
1876
Premier Fund Managers
Guildford,
United Kingdom
| $1.41B | -$323M | -19% | 2.12% | 56.6% | 183 | 25.68% |
|
| 1877 |
SCM
1877
Spyglass Capital Management
San Francisco,
California
| $1.41B | -$586M | -29% | 22.9% | 154% | 27 | 14.81% |
|
| 1878 |
W
1878
Wealthquest
Cincinnati,
Ohio
| $1.41B | +$87.3M | +7% | 1.62% | 52.1% | 159 | 12.58% |
|
| 1879 |
QC
1879
Quent Capital
New York
| $1.41B | +$23.8M | +2% | 1.01% | 78.1% | 1,644 | 11.44% |
|
| 1880 |
EA
1880
Efficient Advisors
Mason,
Ohio
| $1.41B | -$305M | -18% | 0.24% | 30.6% | 58 | 0% |
|
| 1881 |
IAS
1881
Insigneo Advisory Services
Miami,
Florida
| $1.41B | +$13.4M | +1% | 1.9% | 119% | 833 | 21.37% |
|
| 1882 |
TWM
1882
Tradition Wealth Management
Edina,
Minnesota
| $1.41B | +$12.4M | +0.9% | 1.66% | 69.6% | 547 | 12.8% |
|
| 1883 |
FCP
1883
Fidelis Capital Partners
Tampa,
Florida
| $1.4B | +$27M | +2% | 0.1% | 115% | 535 | 14.02% |
|
| 1884 |
ELC
1884
Edgar Lomax Company
Kingstowne,
Virginia
| $1.4B | +$85.4M | +6% | 8.14% | 66.2% | 68 | 23.53% |
|
| 1885 |
NP
1885
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.4B | +$496M | +55% | 28% | 82.6% | 196 | 41.84% |
|
| 1886 |
RWM
1886
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.4B | +$56.1M | +4% | 0.35% | 48.9% | 126 | 11.9% |
|
| 1887 |
AI
1887
Atom Investors
Austin,
Texas
| $1.4B | +$137M | +11% | 4.25% | 83.4% | 887 | 65.05% |
|
| 1888 |
TAM
1888
Trust Asset Management
Houston,
Texas
| $1.4B | -$69.8M | -5% | 3.68% | 91.1% | 236 | 8.9% |
|
| 1889 |
YIA
1889
YHB Investment Advisors
West Hartford,
Connecticut
| $1.39B | -$52.5M | -4% | 2.34% | 85.7% | 312 | 9.62% |
|
| 1890 |
SP
1890
Steelhead Partners
Seattle,
Washington
| $1.39B | +$37.5M | +3% | 0.01% | 0.4% | 24 | 0% |
|
| 1891 |
HRES
1891
Heitman Real Estate Securities
Chicago,
Illinois
| $1.39B | -$30.6M | -2% | 4.83% | 48.3% | 62 | 20.97% |
|
| 1892 |
SRAIM
1892
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.39B | -$67.3M | -5% | 8.42% | 74.2% | 34 | 8.82% |
|
| 1893 |
PMG
1893
ProVise Management Group
Clearwater,
Florida
| $1.39B | -$14.3M | -1% | 0.52% | 66.8% | 268 | 6.72% |
|
| 1894 |
TCC
1894
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.39B | -$348M | -20% | 4.64% | – | 8 | 37.5% |
|
| 1895 |
SC
1895
Sagefield Capital
Dallas,
Texas
| $1.39B | +$209M | +18% | 30.7% | 115% | 137 | 44.53% |
|
| 1896 |
BCP
1896
Blue Chip Partners
Farmington Hills,
Michigan
| $1.39B | +$10.2M | +0.7% | 1.06% | 81.2% | 183 | 14.75% |
|
| 1897 |
TA
1897
Trivest Advisors
Hong Kong
| $1.39B | -$803M | -37% | 35.4% | 2,977% | 38 | 44.74% |
|
| 1898 |
OCM
1898
Opti Capital Management
New York
| $1.39B | +$16.6M | +1% | 0% | 0.01% | 36 | 0% |
|
| 1899 |
1CP
1899
1607 Capital Partners
Richmond,
Virginia
| $1.39B | -$79.5M | -5% | 2.05% | 28.5% | 149 | 22.15% |
|
| 1900 |
NIP
1900
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.39B | +$12.7M | +0.9% | 13.2% | 397% | 234 | 25.21% |
|