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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
BIC
1901
Bridges Investment Counsel
Omaha,
Nebraska
| $455M | -$8.84M | -2% | 1.59% | 33.7% | 147 | 5.44% |
|
| 1902 |
YIA
1902
YHB Investment Advisors
West Hartford,
Connecticut
| $455M | +$84.3M | +23% | 3.04% | 85.7% | 169 | 13.02% |
|
| 1903 |
HR
1903
Howe & Rusling
Rochester,
New York
| $454M | +$10.8M | +2% | 3.93% | 82% | 1,121 | 18.91% |
|
| 1904 |
EK
1904
Evensky & Katz
Coral Gables,
Florida
| $452M | +$24.4M | +6% | 2.83% | 57.1% | 50 | 0% |
|
| 1905 |
SAM
1905
Sandell Asset Management
New York
| $451M | +$30.2M | +7% | 20.7% | 322% | 38 | 65.79% |
|
| 1906 |
RCYC
1906
Richard C. Young & Co
Newport,
Rhode Island
| $451M | +$6.85M | +2% | 5.36% | 137% | 67 | 5.97% |
|
| 1907 |
LNWWM
1907
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $451M | +$26.8M | +6% | 2.66% | – | 530 | 12.64% |
|
| 1908 |
SAAM
1908
Solus Alternative Asset Management
Summit,
New Jersey
| $450M | +$74M | +20% | 4.69% | 79.3% | 15 | 46.67% |
|
| 1909 |
OCG
1909
Opus Capital Group
Cincinnati,
Ohio
| $450M | -$3.21M | -0.7% | 5.12% | 49.7% | 214 | 25.7% |
|
| 1910 |
ACA
1910
Avoro Capital Advisors
New York
| $450M | +$163M | +57% | 30.6% | 512% | 49 | 36.73% |
|
| 1911 |
HA
1911
Halsey Associates
New Haven,
Connecticut
| $449M | +$4.31M | +1% | 2.05% | 63.8% | 105 | 5.71% |
|
| 1912 |
AW
1912
ACG Wealth
Atlanta,
Georgia
| $449M | +$5.72M | +1% | 1.24% | 45.5% | 243 | 10.29% |
|
| 1913 |
MCTIC
1913
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $449M | +$19.3M | +4% | 1.67% | 38.8% | 94 | 9.57% |
|
| 1914 |
CL
1914
CPWM LLC
Seattle,
Washington
| $448M | -$8.69M | -2% | 0.7% | 36.6% | 301 | 14.29% |
|
| 1915 |
SWA
1915
SFMG Wealth Advisors
Plano,
Texas
| $448M | -$6.29M | -1% | 4% | 76.1% | 114 | 19.3% |
|
| 1916 |
ACM
1916
Ashford Capital Management
Wilmington,
Delaware
| $447M | +$26.2M | +6% | 9.69% | 150% | 107 | 10.28% |
|
| 1917 |
SSA
1917
Schonfeld Strategic Advisors
New York
| $447M | +$202M | +82% | 3.27% | 146% | 592 | 79.22% |
|
| 1918 |
WAM
1918
Winslow Asset Management
Beachwood,
Ohio
| $447M | -$697K | -0.2% | 3.79% | 89.9% | 95 | 6.32% |
|
| 1919 |
AIP
1919
ARS Investment Partners
New York
| $446M | +$19.7M | +5% | 4.27% | 260% | 91 | 5.49% |
|
| 1920 |
FFIC
1920
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $446M | -$9.68M | -2% | 4.98% | 48.1% | 39 | 20.51% |
|
| 1921 |
MTC
1921
McDaniel Terry & Co
Austin,
Texas
| $445M | +$20.2M | +5% | 2.95% | 57.9% | 68 | 30.88% |
|
| 1922 |
KFS
1922
Kurt F. Somerville
| $445M | +$6.84M | +2% | 1.34% | 92.9% | 114 | 5.26% |
|
| 1923 |
CL
1923
Croft-Leominster
Baltimore,
Maryland
| $445M | +$4.27M | +1% | 1.51% | 38% | 176 | 16.48% |
|
| 1924 |
BWM
1924
Baystate Wealth Management
Boston,
Massachusetts
| $443M | -$17.8M | -4% | 2.34% | 14.6% | 66 | 16.67% |
|
| 1925 |
GWI
1925
Grace & White Inc
Ny,
New York
| $443M | +$1.87M | +0.4% | 6.37% | 61.5% | 143 | 6.99% |
|