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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 |
DC
1901
Dendur Capital
New York
| $1.36B | +$358M | +36% | 4.41% | 81.3% | 25 | 52% |
|
| 1902 |
FC
1902
FORA Capital
Miami,
Florida
| $1.36B | +$538M | +65% | 0.18% | 120% | 636 | 70.44% |
|
| 1903 |
BFG
1903
Bouchey Financial Group
Troy,
New York
| $1.36B | +$29.5M | +2% | 2.54% | 66.7% | 179 | 12.29% |
|
| 1904 |
CRM
1904
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.36B | -$189M | -12% | 4.14% | 70.8% | 100 | 26% |
|
| 1905 |
AL
1905
Arnhold LLC
New York
| $1.36B | +$43.3M | +3% | 8.93% | 156% | 120 | 6.67% |
|
| 1906 |
SFM
1906
Stack Financial Management
Whitefish,
Montana
| $1.36B | +$50.2M | +4% | 11.1% | 58.4% | 61 | 18.03% |
|
| 1907 |
LWM
1907
Lyell Wealth Management
Menlo Park,
California
| $1.36B | -$20.2M | -1% | 2.36% | 128% | 227 | 11.01% |
|
| 1908 |
VC
1908
Vicus Capital
State College,
Pennsylvania
| $1.36B | +$27M | +2% | 0.02% | 59.6% | 271 | 12.18% |
|
| 1909 |
TA
1909
TCM Advisors
Martinsburg,
West Virginia
| $1.36B | +$47.6M | +4% | 0.06% | 47.3% | 69 | 0% |
|
| 1910 |
ACM
1910
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.36B | -$6.41M | -0.5% | 2.05% | 61.8% | 273 | 23.44% |
|
| 1911 |
SEP
1911
Soma Equity Partners
San Francisco,
California
| $1.36B | -$462M | -25% | 12.7% | 112% | 28 | 64.29% |
|
| 1912 |
CFIA
1912
Cantor Fitzgerald Investment Advisors
New York
| $1.36B | +$5.71M | +0.4% | 3.52% | – | 188 | 6.91% |
|
| 1913 |
MC
1913
Meteora Capital
Boca Raton,
Florida
| $1.36B | +$161M | +13% | 1.55% | 53.3% | 539 | 50.28% |
|
| 1914 |
WTB
1914
Washington Trust Bank
Spokane,
Washington
| $1.36B | -$71.7M | -5% | 0.69% | 80.5% | 215 | 12.09% |
|
| 1915 |
NCM
1915
Narwhal Capital Management
Marietta,
Georgia
| $1.36B | -$20.9M | -2% | 1.29% | 93.8% | 173 | 8.09% |
|
| 1916 |
KFP
1916
KMG Fiduciary Partners
Toledo,
Ohio
| $1.35B | -$54.6M | -4% | 2.36% | 98% | 273 | 8.42% |
|
| 1917 |
PGH
1917
Partners Group Holding
Baar-Zug,
Switzerland
| $1.35B | -$130M | -9% | 8.7% | 23.3% | 51 | 5.88% |
|
| 1918 |
ME
1918
McIlrath & Eck
Arlington,
Washington
| $1.35B | +$273M | +25% | 0.69% | 44% | 1,722 | 47.68% |
|
| 1919 |
HCA
1919
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.35B | +$6.2M | +0.5% | 0.9% | 59.4% | 235 | 24.26% |
|
| 1920 |
CA
1920
CapWealth Advisors
Franklin,
Tennessee
| $1.35B | -$114M | -8% | 7.12% | 143% | 124 | 7.26% |
|
| 1921 |
VHAM
1921
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.35B | -$16.6M | -1% | 0.25% | 75.5% | 376 | 13.3% |
|
| 1922 |
PO
1922
PBCay One
Dubai,
United Arab Emirates
| $1.34B | +$777M | +137% | 10.3% | – | 19 | 47.37% |
|
| 1923 |
HAM
1923
HoldCo Asset Management
Fort Lauderdale,
Florida
| $1.34B | +$14.2M | +1% | 1.26% | – | 30 | 6.67% |
|
| 1924 |
VV
1924
Verity & Verity
Beaufort,
South Carolina
| $1.34B | +$54.6M | +4% | 4.41% | 76.4% | 156 | 14.1% |
|
| 1925 |
OCMI
1925
Oaktop Capital Management II
Chatham,
New Jersey
| $1.34B | +$160M | +14% | 17.2% | 451% | 14 | 7.14% |
|