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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 |
MA
1926
MCF Advisors
Covington,
Kentucky
| $887M | +$49.6M | +6% | 4.62% | 50.2% | 586 | 22.18% |
|
| 1927 |
ZB
1927
Zions Bancorporation
Salt Lake City,
Utah
| $886M | +$91.9M | +12% | 5.58% | 22.9% | 1,001 | 7.29% |
|
| 1928 |
DTL
1928
Dynamic Technology Lab
Singapore
| $886M | +$267M | +43% | 9.36% | 30.8% | 1,640 | 76.4% |
|
| 1929 |
PPW
1929
Parcion Private Wealth
Bellevue,
Washington
| $884M | +$128M | +17% | 7.05% | 103% | 203 | 14.78% |
|
| 1930 |
CIS
1930
Connors Investor Services
Wyomissing,
Pennsylvania
| $883M | +$76.9M | +10% | 6.64% | 125% | 177 | 22.03% |
|
| 1931 |
TNB
1931
TCF National Bank
Sioux Falls,
South Dakota
| $883M | -$60.7M | -6% | 7.89% | – | 385 | 6.23% |
|
| 1932 |
MCM
1932
Mudrick Capital Management
New York
| $882M | +$152M | +21% | 72.2% | 212% | 11 | 18.18% |
|
| 1933 |
MMC
1933
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $882M | +$57.9M | +7% | 0.56% | 219% | 99 | 36.36% |
|
| 1934 |
GIM
1934
Grassi Investment Management
Santa Clara,
California
| $882M | +$93.4M | +12% | 15.1% | 170% | 150 | 14% |
|
| 1935 |
BCM
1935
Bronte Capital Management
Bondi Junction,
Australia
| $882M | +$249M | +39% | 9.18% | 123% | 17 | 11.76% |
|
| 1936 |
FHA
1936
Flagship Harbor Advisors
Boston,
Massachusetts
| $881M | +$74.4M | +9% | 4.79% | 68.3% | 662 | 20.39% |
|
| 1937 |
LSA
1937
L & S Advisors
Los Angeles,
California
| $881M | +$17.4M | +2% | 12.1% | 231% | 408 | 34.8% |
|
| 1938 |
OC
1938
Oakworth Capital
Birmingham,
Alabama
| $880M | +$108M | +14% | 5.35% | 64.3% | 623 | 10.43% |
|
| 1939 |
CA
1939
CapWealth Advisors
Franklin,
Tennessee
| $879M | +$39.7M | +5% | 10% | 143% | 105 | 9.52% |
|
| 1940 |
DBT
1940
Dubuque Bank & Trust
Dubuque,
Iowa
| $878M | +$62.4M | +8% | 7% | 24% | 278 | 11.15% |
|
| 1941 |
WB
1941
Webster Bank
Waterbury,
Connecticut
| $878M | +$27.2M | +3% | 5.55% | 77.5% | 568 | 8.45% |
|
| 1942 |
NIM
1942
Nexus Investment Management
Toronto,
Ontario, Canada
| $877M | +$102M | +13% | 13.6% | 77.5% | 69 | 2.9% |
|
| 1943 |
AMI
1943
Amica Mutual Insurance
Providence,
Rhode Island
| $877M | -$34.4M | -4% | 5.23% | 80.4% | 164 | 11.59% |
|
| 1944 |
CA
1944
Cortland Associates
St Louis,
Missouri
| $877M | +$46.4M | +6% | 10.6% | 57.1% | 64 | 12.5% |
|
| 1945 |
CS
1945
Central Securities
New York
| $876M | +$105M | +14% | 16.6% | 90.2% | 31 | 3.23% |
|
| 1946 |
TC
1946
Tairen Capital
Hong Kong
| $876M | +$271M | +45% | 4.97% | 462% | 41 | 82.93% |
|
| 1947 |
GCAC
1947
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $876M | +$134M | +18% | 9.35% | 26.1% | 184 | 14.13% |
|
| 1948 |
BCH
1948
Berkshire Capital Holdings
San Jose,
California
| $876M | -$65.8M | -7% | 11.2% | 2,748% | 97 | 29.9% |
|
| 1949 |
NC
1949
Northcape Capital
Sydney,
Australia
| $876M | -$79.3M | -8% | 0.03% | – | 24 | 4.17% |
|
| 1950 |
VC
1950
Vestor Capital
Chicago,
Illinois
| $875M | +$49.2M | +6% | 6.95% | 186% | 222 | 12.16% |
|