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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
40.89%
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
TWM
1876
Tradition Wealth Management
Edina,
Minnesota
| $1.64B | +$230M | +16% | 15.9% | 69.6% | 582 | 13.4% | 11.8 |
|
| 1877 |
MA
1877
MONECO Advisors
Fairfield,
Connecticut
| $1.64B | +$346M | +27% | 14.1% | 70.5% | 625 | 22.4% | 10.7 |
|
| 1878 |
HCMG
1878
Howard Capital Management Group
Los Angeles,
California
| $1.64B | +$129M | +9% | 16% | 95.9% | 160 | 16.88% | 13.2 |
|
| 1879 |
KGI
1879
Kopernik Global Investors
Tampa,
Florida
| $1.63B | +$200M | +14% | 8.7% | 128% | 33 | 15.15% | 14.4 |
|
| 1880 |
AP
1880
Appleton Partners
Boston,
Massachusetts
| $1.63B | +$198M | +14% | 26.2% | 101% | 284 | 10.92% | 26.3 |
|
| 1881 |
HCS
1881
Himension Capital (Singapore)
Singapore
| $1.63B | +$329M | +25% | 71.1% | 492% | 197 | 46.19% | 2.4 |
|
| 1882 |
ACP
1882
Atalan Capital Partners
New York
| $1.63B | +$545M | +50% | 73.1% | 319% | 11 | 27.27% | 7.2 |
|
| 1883 |
CIM
1883
Corda Investment Management
Houston,
Texas
| $1.63B | +$184M | +13% | 19% | 75.4% | 88 | 12.5% | 21.4 |
|
| 1884 |
LWM
1884
Lyell Wealth Management
Menlo Park,
California
| $1.63B | +$269M | +20% | 27.7% | 128% | 241 | 14.11% | 16.9 |
|
| 1885 |
QC
1885
Quent Capital
New York
| $1.63B | +$218M | +15% | 14.1% | 78.1% | 1,697 | 12.37% | 5 |
|
| 1886 |
SMA
1886
Sage Mountain Advisors
Atlanta,
Georgia
| $1.63B | +$197M | +14% | 11% | 62.5% | 321 | 17.76% | 12.1 |
|
| 1887 |
AT
1887
Avalon Trust
Santa Fe,
New Mexico
| $1.63B | +$174M | +12% | 21.8% | 118% | 485 | 9.9% | 7.8 |
|
| 1888 |
WBC
1888
Westpac Banking Corp
Sydney,
Australia
| $1.62B | +$186M | +13% | 24.6% | 127% | 544 | 17.46% | 29.1 |
|
| 1889 |
SC
1889
Strategy Capital
Los Altos,
California
| $1.62B | +$400M | +33% | 67.1% | 316% | 11 | 0% | 15.4 |
|
| 1890 |
CHAM
1890
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.62B | +$172M | +12% | 23.3% | 98.6% | 492 | 17.07% | 16.8 |
|
| 1891 |
MIM
1891
Morningstar Investment Management
Chicago,
Illinois
| $1.62B | +$6.35M | +0.4% | 6.92% | 48.2% | 317 | 0.63% | 4.6 |
|
| 1892 |
NGA
1892
Naples Global Advisors
Naples,
Florida
| $1.62B | +$250M | +18% | 26.8% | 103% | 472 | 7.84% | 24.1 |
|
| 1893 |
CIAS
1893
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.62B | +$249M | +18% | 13.9% | 69.3% | 1,341 | 13.27% | 14.1 |
|
| 1894 |
CBA
1894
Coastal Bridge Advisors
Westport,
Connecticut
| $1.62B | +$202M | +14% | 20.4% | 88.1% | 493 | 14% | 9.8 |
|
| 1895 |
SWP
1895
Strategic Wealth Partners
Independence,
Ohio
| $1.62B | +$173M | +12% | 11.6% | – | 1,575 | 13.52% | 6 |
|
| 1896 |
RIA
1896
Recurrent Investment Advisors
Houston,
Texas
| $1.61B | -$50.4M | -3% | 2.76% | 99.7% | 71 | 5.63% | 15 |
|
| 1897 |
SVWAG
1897
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.61B | +$141M | +10% | 14.5% | 73% | 461 | 13.02% | 16.2 |
|
| 1898 |
RWB
1898
RMR Wealth Builders
Montclair,
New Jersey
| $1.61B | +$340M | +27% | 19.4% | 81.6% | 326 | 18.1% | 11.4 |
|
| 1899 |
BPAMU
1899
BTG Pactual Asset Management US
New York
| $1.61B | +$454M | +39% | 11.7% | – | 558 | 58.24% | 1.8 |
|
| 1900 |
TAM
1900
Trust Asset Management
Houston,
Texas
| $1.61B | +$209M | +15% | 19.8% | 91.1% | 234 | 5.98% | 18.3 |
|