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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 |
TCP
1901
ThornTree Capital Partners
Boston,
Massachusetts
| $634M | +$273M | +76% | 61.8% | 217% | 29 | 37.93% |
|
| 1902 |
CT
1902
Coastline Trust
Providence,
Rhode Island
| $633M | +$79.6M | +14% | 17.6% | 92.7% | 314 | 6.69% |
|
| 1903 |
BI
1903
Bramshill Investments
Naples,
Florida
| $633M | +$103M | +19% | 9.48% | 3.6% | 158 | 33.54% |
|
| 1904 |
MCM
1904
Murphy Capital Management
Bedminster,
New Jersey
| $633M | +$106M | +20% | 21.4% | 41.6% | 207 | 12.08% |
|
| 1905 |
MM
1905
Main Management
San Francisco,
California
| $632M | +$90.2M | +17% | 19.1% | 64.1% | 125 | 24.8% |
|
| 1906 |
CC
1906
Cipher Capital
New York
| $632M | +$357M | +129% | 26.5% | – | 667 | 77.06% |
|
| 1907 |
SG
1907
Standard General
New York
| $632M | +$134M | +27% | 34.9% | 259% | 12 | 25% |
|
| 1908 |
TAM
1908
Telemark Asset Management
Boston,
Massachusetts
| $632M | +$212M | +51% | 54.8% | 329% | 68 | 51.47% |
|
| 1909 |
1IA
1909
1834 Investment Advisors
Milwaukee,
Wisconsin
| $632M | +$105M | +20% | 16% | 61.8% | 478 | 20.5% |
|
| 1910 |
CS
1910
Central Securities
New York
| $631M | +$96.6M | +18% | 19.8% | 90.2% | 33 | 6.06% |
|
| 1911 |
LWA
1911
Lenox Wealth Advisors
New York
| $631M | +$94.9M | +18% | 17.2% | 35.7% | 897 | 40.91% |
|
| 1912 |
PWM
1912
Perigon Wealth Management
San Francisco,
California
| $631M | +$93.5M | +17% | 23.8% | 93.8% | 380 | 22.11% |
|
| 1913 |
GACM
1913
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $630M | +$75.3M | +14% | 21% | 80.4% | 41 | 19.51% |
|
| 1914 |
KPF
1914
K2 Principal Fund
Toronto,
Ontario, Canada
| $629M | +$102M | +19% | 12.3% | 76.5% | 357 | 64.15% |
|
| 1915 |
MWM
1915
Merriman Wealth Management
Seattle,
Washington
| $629M | +$169M | +37% | 19.6% | 18.3% | 196 | 42.35% |
|
| 1916 |
AL
1916
Arnhold LLC
New York
| $629M | +$86.2M | +16% | 17.4% | 156% | 146 | 10.96% |
|
| 1917 |
WTB
1917
Washington Trust Bank
Spokane,
Washington
| $629M | +$107M | +21% | 20.9% | 80.5% | 196 | 18.88% |
|
| 1918 |
JC
1918
JBF Capital
Aspen,
Colorado
| $627M | +$104M | +20% | 21.8% | 93.6% | 96 | 36.46% |
|
| 1919 |
TF
1919
Trek Financial
Scottsdale,
Arizona
| $627M | +$219M | +54% | 12.5% | 144% | 173 | 61.27% |
|
| 1920 |
PAM
1920
Palisade Asset Management
Minneapolis,
Minnesota
| $627M | +$78.6M | +14% | 16.6% | 61.8% | 170 | 5.88% |
|
| 1921 |
GRP
1921
Global Retirement Partners
San Rafael,
California
| $627M | +$98.2M | +19% | 18.4% | – | 1,801 | 15.99% |
|
| 1922 |
AAIM
1922
Asset Advisors Investment Management
Augusta,
Georgia
| $627M | +$86.5M | +16% | 19.2% | 58.7% | 196 | 52.55% |
|
| 1923 |
MWM
1923
Modera Wealth Management
Westwood,
New Jersey
| $626M | +$150M | +31% | 17.3% | 68.2% | 158 | 10.76% |
|
| 1924 |
SRAM
1924
Stone Ridge Asset Management
New York
| $626M | -$296M | -32% | 25% | – | 797 | 32.87% |
|
| 1925 |
EC
1925
Estate Counselors
Thiensville,
Wisconsin
| $626M | +$18.1M | +3% | 9.71% | 60% | 172 | 33.72% |
|