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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 |
IAS
1901
IMA Advisory Services
Denver,
Colorado
| $1.6B | +$575M | +56% | 18.5% | 74.5% | 1,465 | 34.61% |
|
| 1902 |
AAM
1902
Alpine Associates Management
Palm Beach,
Florida
| $1.6B | -$98.7M | -6% | 14.3% | 366% | 99 | 62.63% |
|
| 1903 |
BHWM
1903
Beaird Harris Wealth Management
Dallas,
Texas
| $1.6B | +$125M | +9% | 8.03% | 41.3% | 757 | 16.12% |
|
| 1904 |
VC
1904
Vestor Capital
Chicago,
Illinois
| $1.59B | +$211M | +15% | 22.2% | 186% | 317 | 25.87% |
|
| 1905 |
DE
1905
Devon Energy
Houston,
Texas
| $1.59B | +$1.12B | +235% | 3.5% | – | 2 | 50% |
|
| 1906 |
ADL
1906
Asset Dedication LLC
San Francisco,
California
| $1.59B | +$161M | +11% | 13.5% | 67.8% | 1,292 | 17.57% |
|
| 1907 |
NMC
1907
NEA Management Company
Timonium,
Maryland
| $1.59B | -$171M | -10% | 26.7% | 823% | 27 | 7.41% |
|
| 1908 |
CCP
1908
Cryder Capital Partners
London,
United Kingdom
| $1.59B | +$55.7M | +4% | 0.96% | 55.7% | 10 | 0% |
|
| 1909 |
ACM
1909
AIGH Capital Management
Baltimore,
Maryland
| $1.59B | +$853M | +116% | 211% | 3,007% | 61 | 55.74% |
|
| 1910 |
SW
1910
SVB Wealth
Boston,
Massachusetts
| $1.59B | +$68.3M | +5% | 14.6% | 170% | 402 | 9.2% |
|
| 1911 |
GCP
1911
GSA Capital Partners
London,
United Kingdom
| $1.59B | -$22.5M | -1% | 22.8% | 94.7% | 2,269 | 52.09% |
|
| 1912 |
W
1912
Wealthquest
Cincinnati,
Ohio
| $1.59B | +$174M | +12% | 11% | 52.1% | 183 | 21.31% |
|
| 1913 |
PIS
1913
PPSC Investment Service
Tokyo,
Japan
| $1.58B | +$317M | +25% | 30.1% | 161% | 8 | 0% |
|
| 1914 |
FWP
1914
Falcon Wealth Planning
Ontario,
California
| $1.58B | +$116M | +8% | 8.82% | 52.7% | 266 | 18.05% |
|
| 1915 |
LLL
1915
Lynrock Lake LP
Rye Brook,
New York
| $1.58B | +$122M | +8% | 8.35% | 21.2% | 29 | 13.79% |
|
| 1916 |
BCP
1916
Blue Chip Partners
Farmington Hills,
Michigan
| $1.58B | +$194M | +14% | 17.3% | 81.2% | 192 | 15.63% |
|
| 1917 |
RWM
1917
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.58B | +$185M | +13% | 9.81% | 48.9% | 134 | 14.18% |
|
| 1918 |
RIM
1918
Ranger Investment Management
Dallas,
Texas
| $1.58B | +$199M | +14% | 32.8% | 111% | 90 | 20% |
|
| 1919 |
KI
1919
Kapitalo Investimentos
Sao Paulo,
Brazil
| $1.58B | +$1.05B | +197% | 10.5% | 64% | 79 | 51.9% |
|
| 1920 |
IFM
1920
ION Fund Management
Herzliya,
| $1.58B | +$870M | +123% | 20.9% | – | 71 | 33.8% |
|
| 1921 |
PCM
1921
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.58B | +$286M | +22% | 39.2% | 181% | 227 | 42.73% |
|
| 1922 |
ACM
1922
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.57B | +$216M | +16% | 12.9% | 61.8% | 294 | 24.49% |
|
| 1923 |
BFA
1923
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.57B | +$116M | +8% | 14.7% | 80.6% | 403 | 13.4% |
|
| 1924 |
IEFM
1924
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.57B | +$251M | +19% | 27.8% | 109% | 313 | 15.02% |
|
| 1925 |
AIM
1925
Avity Investment Management
Greenwich,
Connecticut
| $1.57B | +$194M | +14% | 23.5% | 104% | 124 | 12.9% |
|