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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 |
OSIA
1926
O'Shares Investment Advisers
Boston,
Massachusetts
| $625M | +$35.7M | +6% | 2.7% | 71.8% | 344 | 3.78% |
|
| 1927 |
CMG
1927
Cavalry Management Group
San Francisco,
California
| $624M | +$284M | +84% | 6.2% | 59.6% | 31 | 61.29% |
|
| 1928 |
DAS
1928
Dynamic Advisor Solutions
Phoenix,
Arizona
| $623M | +$92.5M | +17% | 2.95% | 64% | 559 | 29.34% |
|
| 1929 |
G
1929
GenTrust
Miami,
Florida
| $622M | +$10M | +2% | 2.08% | 53% | 101 | 15.84% |
|
| 1930 |
CPP
1930
Crow Point Partners
Boston,
Massachusetts
| $622M | +$32M | +5% | 4.31% | 56.9% | 135 | 22.22% |
|
| 1931 |
SGA
1931
Sector Gamma AS
Oslo,
Norway
| $622M | -$1.43M | -0.2% | 1.07% | 35.3% | 37 | 18.92% |
|
| 1932 |
FRGX
1932
First Reserve GP XI
Stamford,
Connecticut
| $622M | +$10.1M | +2% | 1.65% | 26.4% | 1 | 0% |
|
| 1933 |
BC
1933
Blackhill Capital
Morristown,
New Jersey
| $621M | +$38.3M | +7% | 8.79% | 212% | 69 | 2.9% |
|
| 1934 |
BO
1934
BRR OpCo
Columbus,
Ohio
| $620M | +$36.6M | +6% | 3.45% | 23.6% | 212 | 28.3% |
|
| 1935 |
JC
1935
Jacobs & Co
San Francisco,
California
| $620M | +$32.4M | +6% | 3.49% | 92.2% | 140 | 7.86% |
|
| 1936 |
DBT
1936
Dubuque Bank & Trust
Dubuque,
Iowa
| $620M | -$333K | -0.1% | 4.01% | 24% | 698 | 76.65% |
|
| 1937 |
CFA
1937
Capstone Financial Advisors
Downers Grove,
Illinois
| $618M | +$33M | +6% | 3.67% | 54.5% | 101 | 9.9% |
|
| 1938 |
BCM
1938
BTC Capital Management
Des Moines,
Iowa
| $618M | -$8.68M | -1% | 3.96% | – | 198 | 11.11% |
|
| 1939 |
MGM
1939
Miura Global Management
New York
| $618M | +$34M | +6% | 13.2% | 375% | 32 | 59.38% |
|
| 1940 |
OCM
1940
Olstein Capital Management
Purchase,
New York
| $617M | +$11.3M | +2% | 4.27% | 16.6% | 116 | 9.48% |
|
| 1941 |
BAM
1941
Bell Asset Management
Melbourne,
Australia
| $617M | +$35M | +6% | 5.25% | 32.7% | 63 | 3.17% |
|
| 1942 |
VS
1942
VK Services
Menlo Park,
California
| $617M | +$68.8M | +13% | 12.6% | 1,605% | 1 | 0% |
|
| 1943 |
GAM
1943
Guinness Asset Management
London,
United Kingdom
| $616M | +$28.8M | +5% | 3.22% | 73.9% | 110 | 10.91% |
|
| 1944 |
AIM
1944
Astor Investment Management
Chicago,
Illinois
| $616M | +$10.8M | +2% | 2.17% | 23.3% | 61 | 22.95% |
|
| 1945 |
WTB
1945
Washington Trust Bank
Spokane,
Washington
| $615M | -$12.6M | -2% | 4.43% | 80.5% | 603 | 68.49% |
|
| 1946 |
GC
1946
Gratus Capital
Atlanta,
Georgia
| $613M | +$16.7M | +3% | 3.61% | 51.4% | 182 | 8.79% |
|
| 1947 |
ICP
1947
Indus Capital Partners
New York
| $612M | -$154M | -20% | 2.57% | 117% | 45 | 42.22% |
|
| 1948 |
ICP
1948
Ironvine Capital Partners
Omaha,
Nebraska
| $612M | +$82.6M | +16% | 7.19% | 58.8% | 62 | 6.45% |
|
| 1949 |
BPM
1949
Bowling Portfolio Management
Cincinnati,
Ohio
| $611M | -$18.5M | -3% | 2.82% | 45.7% | 440 | 49.77% |
|
| 1950 |
GC
1950
Garde Capital
Seattle,
Washington
| $611M | +$31.9M | +6% | 2.68% | 57.6% | 150 | 13.33% |
|