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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1926 |
IRF
1926
IBM Retirement Fund
Armonk,
New York
| $590M | +$45.6M | +8% | 7.05% | 54.4% | 388 | 11.08% |
|
| 1927 |
CC
1927
Cornerstone Capital
Palo Alto,
California
| $589M | +$17.6M | +3% | 5.17% | 91.2% | 91 | 15.38% |
|
| 1928 |
TCM
1928
Tensile Capital Management
Larkspur,
California
| $589M | +$63.5M | +12% | 2.1% | 47.7% | 21 | 14.29% |
|
| 1929 |
SC
1929
Stralem & Co
New York
| $589M | -$106M | -15% | 2.85% | 25.5% | 47 | 4.26% |
|
| 1930 |
IL
1930
Investure LLC
Charlottesville,
Virginia
| $589M | +$104M | +21% | 4.72% | 55.4% | 13 | 15.38% |
|
| 1931 |
CM
1931
Capula Management
Grand Cayman,
Cayman Islands
| $589M | +$108M | +22% | 5.16% | 90.7% | 6 | 33.33% |
|
| 1932 |
RC
1932
Randolph Company
Cincinnati,
Ohio
| $588M | +$48.1M | +9% | 8.11% | 120% | 43 | 20.93% |
|
| 1933 |
CCP
1933
Corient Capital Partners
Newport Beach,
California
| $588M | +$58.9M | +11% | 6.56% | 39.2% | 292 | 12.33% |
|
| 1934 |
NCM
1934
Novare Capital Management
Charlotte,
North Carolina
| $587M | +$19.2M | +3% | 5.67% | 76.5% | 163 | 12.88% |
|
| 1935 |
VOAM
1935
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $587M | -$26.1M | -4% | 10.2% | 107% | 145 | 37.93% |
|
| 1936 |
YIA
1936
YHB Investment Advisors
West Hartford,
Connecticut
| $587M | +$27.7M | +5% | 6.66% | 85.7% | 189 | 7.94% |
|
| 1937 |
SE
1937
Summit Equities
Parsippany,
New Jersey
| $587M | +$43.4M | +8% | 5.25% | 40.7% | 37 | 8.11% |
|
| 1938 |
FMC
1938
First Merchants Corp
Muncie,
Indiana
| $587M | +$7.73M | +1% | 6.48% | 49.9% | 220 | 6.36% |
|
| 1939 |
GPP
1939
Great Point Partners
Greenwich,
Connecticut
| $586M | +$72M | +14% | 23.1% | 710% | 53 | 56.6% |
|
| 1940 |
HA
1940
Halsey Associates
New Haven,
Connecticut
| $585M | +$78M | +15% | 6.19% | 63.8% | 107 | 16.82% |
|
| 1941 |
PC
1941
Pier Capital
Stamford,
Connecticut
| $585M | +$8.52M | +1% | 11.9% | 223% | 133 | 36.09% |
|
| 1942 |
MG
1942
Mitchell Group
Houston,
Texas
| $585M | -$48.3M | -8% | 6.18% | 0.96% | 29 | 6.9% |
|
| 1943 |
MWM
1943
Mission Wealth Management
Santa Barbara,
California
| $584M | +$38.9M | +7% | 3.72% | 80% | 243 | 18.52% |
|
| 1944 |
OWD
1944
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $584M | +$29.2M | +5% | 6.62% | 23.7% | 231 | 4.76% |
|
| 1945 |
WDA
1945
Wendell David Associates
Portsmouth,
New Hampshire
| $584M | +$17.8M | +3% | 6.95% | 46% | 158 | 2.53% |
|
| 1946 |
ZB
1946
Zions Bancorporation
Salt Lake City,
Utah
| $583M | -$112M | -16% | 4.61% | 22.9% | 1,092 | 47.8% |
|
| 1947 |
Q
1947
QVR
San Francisco,
California
| $582M | – | – | 6.28% | – | 57 | – |
|
| 1948 |
BCM
1948
BTC Capital Management
Des Moines,
Iowa
| $581M | +$22M | +4% | 6.34% | – | 185 | 18.38% |
|
| 1949 |
ED
1949
Exane Derivatives
Paris,
France
| $581M | +$45.7M | +9% | 6.01% | 42.7% | 652 | 20.09% |
|
| 1950 |
ALS
1950
Andrew L. Share
| $580M | -$282M | -33% | 12.7% | 14.8% | 2 | 100% |
|