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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 |
MTC
1901
McDaniel Terry & Co
Austin,
Texas
| $467M | +$22M | +5% | 5.15% | 57.9% | 66 | 6.06% |
|
| 1902 |
KGI
1902
Kopernik Global Investors
Tampa,
Florida
| $467M | -$98M | -17% | 5.25% | 128% | 24 | 12.5% |
|
| 1903 |
KLWA
1903
Kelly Lawrence W & Associates
Pasadens,
California
| $467M | +$34.2M | +8% | 6.84% | 123% | 190 | 11.05% |
|
| 1904 |
PA
1904
Planning Alternatives
Birmingham,
Michigan
| $467M | +$7.42M | +2% | 3.6% | 69.6% | 52 | 3.85% |
|
| 1905 |
STCG
1905
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $466M | +$5.1M | +1% | 0.6% | 34.2% | 45 | 4.44% |
|
| 1906 |
CF
1906
Cypress Funds
Los Angeles,
California
| $466M | +$42.3M | +10% | 10.7% | 100% | 35 | 51.43% |
|
| 1907 |
AFM
1907
Anson Funds Management
Dallas,
Texas
| $465M | -$59.2M | -11% | 2.61% | 2,010% | 78 | 53.85% |
|
| 1908 |
HR
1908
Howe & Rusling
Rochester,
New York
| $464M | +$9.84M | +2% | 3.62% | 82% | 1,212 | 30.94% |
|
| 1909 |
CC
1909
Cornerstone Capital
Palo Alto,
California
| $463M | +$4.17M | +0.9% | 2.02% | 91.2% | 76 | 5.26% |
|
| 1910 |
CC
1910
Carbonado Capital
New York
| $463M | +$70.2M | +18% | 4.6% | 62.2% | 15 | 26.67% |
|
| 1911 |
RCYC
1911
Richard C. Young & Co
Newport,
Rhode Island
| $463M | +$11.5M | +3% | 1.39% | 137% | 65 | 4.62% |
|
| 1912 |
MAM
1912
Mizuho Asset Management
Tokyo,
Japan
| $462M | -$92.5M | -17% | 2.82% | 41.7% | 682 | 3.81% |
|
| 1913 |
BWM
1913
Baystate Wealth Management
Boston,
Massachusetts
| $462M | +$18.6M | +4% | 4.21% | 14.6% | 60 | 15% |
|
| 1914 |
HA
1914
Halsey Associates
New Haven,
Connecticut
| $462M | +$12.2M | +3% | 7.5% | 63.8% | 107 | 7.48% |
|
| 1915 |
BFM
1915
Boothbay Fund Management
New York
| $461M | +$202M | +78% | 8.34% | 328% | 891 | 65.77% |
|
| 1916 |
1IA
1916
1834 Investment Advisors
Milwaukee,
Wisconsin
| $461M | -$80K | -0% | 2.65% | 61.8% | 180 | 11.67% |
|
| 1917 |
CS
1917
Central Securities
New York
| $460M | +$30.5M | +7% | 9.01% | 90.2% | 39 | 7.69% |
|
| 1918 |
RA
1918
RiverPark Advisors
New York
| $460M | +$256M | +125% | 9.53% | 87.5% | 57 | 5.26% |
|
| 1919 |
YMRC
1919
Yorktown Management & Research Company
Forest,
Virginia
| $459M | +$19.5M | +4% | 4.01% | 223% | 348 | 29.31% |
|
| 1920 |
KFS
1920
Kurt F. Somerville
| $459M | +$14M | +3% | 3.4% | 92.9% | 118 | 11.02% |
|
| 1921 |
GII
1921
Gryphon International Investment
Toronto,
Ontario, Canada
| $458M | +$26.1M | +6% | 0.13% | 5.67% | 24 | 12.5% |
|
| 1922 |
CHAM
1922
Clear Harbor Asset Management
Stamford,
Connecticut
| $458M | -$1.78M | -0.4% | 5.23% | 98.6% | 283 | 18.73% |
|
| 1923 |
FDCC
1923
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $458M | +$29.5M | +7% | 2.22% | 34% | 119 | 28.57% |
|
| 1924 |
BIAS
1924
Beacon Investment Advisory Services
Morristown,
New Jersey
| $458M | -$2.11M | -0.5% | 3.39% | 83.3% | 74 | 9.46% |
|
| 1925 |
YU
1925
Yale University
New Haven,
Connecticut
| $457M | +$71.3M | +19% | 5.97% | 33.7% | 9 | 44.44% |
|