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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 |
DACG
1926
Donor Advised Charitable Giving
San Francisco,
California
| $1.04B | +$479M | +86% | 38.1% | 365% | 61 | 34.43% |
|
| 1927 |
MC
1927
Montag & Caldwell
Atlanta,
Georgia
| $1.04B | -$47.9M | -4% | 14.7% | 91.3% | 74 | 8.11% |
|
| 1928 |
OWM
1928
Orgel Wealth Management
Altoona,
Wisconsin
| $1.04B | +$156M | +18% | 4.52% | 36.6% | 68 | 19.12% |
|
| 1929 |
CRCM
1929
Cat Rock Capital Management
Greenwich,
Connecticut
| $1.04B | -$104M | -9% | 3.42% | 66.7% | 10 | 40% |
|
| 1930 |
KA
1930
Kovack Advisors
Ft. Lauderdale,
Florida
| $1.04B | +$115M | +12% | 9.37% | 118% | 797 | 22.33% |
|
| 1931 |
RPGK
1931
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1.03B | +$155M | +18% | 6.85% | 49.7% | 112 | 25.89% |
|
| 1932 |
WTB
1932
Washington Trust Bank
Spokane,
Washington
| $1.03B | +$178M | +21% | 12.1% | 80.5% | 239 | 15.06% |
|
| 1933 |
XS
1933
XR Securities
Chicago,
Illinois
| $1.03B | +$817M | +377% | 10.3% | 17% | 570 | 51.75% |
|
| 1934 |
GACM
1934
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.03B | +$132M | +15% | 10.2% | 80.4% | 36 | 8.33% |
|
| 1935 |
HMH
1935
Hackensack Meridian Health
Edison,
New Jersey
| $1.03B | – | – | 4.1% | 53.4% | 7 | – |
|
| 1936 |
FIB
1936
First Interstate Bank
Billings,
Montana
| $1.03B | +$55.3M | +6% | 5.32% | 48.2% | 114 | 5.26% |
|
| 1937 |
AP
1937
Advisors Preferred
Rockville,
Maryland
| $1.03B | +$310M | +43% | 6.02% | 102% | 250 | 63.2% |
|
| 1938 |
ATPW
1938
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.03B | +$337M | +49% | 9.59% | 77.5% | 466 | 27.47% |
|
| 1939 |
NIM
1939
NXG Investment Management
Dallas,
Texas
| $1.03B | -$5.16M | -0.5% | 0.28% | 136% | 130 | 34.62% |
|
| 1940 |
SWA
1940
SFMG Wealth Advisors
Plano,
Texas
| $1.03B | +$127M | +14% | 10.4% | 76.1% | 308 | 20.78% |
|
| 1941 |
AAM
1941
AO Asset Management
New York
| $1.03B | -$332M | -24% | 12.1% | 127% | 68 | 36.76% |
|
| 1942 |
JHU
1942
Johns Hopkins University
Baltimore,
Maryland
| $1.03B | -$204M | -17% | 3.48% | 30.6% | 13 | 30.77% |
|
| 1943 |
MC
1943
Middleton & Co
Boston,
Massachusetts
| $1.03B | +$92.2M | +10% | 10.9% | 69.7% | 167 | 8.98% |
|
| 1944 |
HT
1944
HighTower Trust
Houston,
Texas
| $1.03B | +$213M | +26% | 10.9% | 90.4% | 231 | 57.14% |
|
| 1945 |
IA
1945
IFG Advisory
Atlanta,
Georgia
| $1.03B | +$98.2M | +11% | 8.62% | 70.1% | 519 | 12.14% |
|
| 1946 |
GC
1946
Garde Capital
Seattle,
Washington
| $1.02B | +$55.3M | +6% | 6.46% | 57.6% | 304 | 14.8% |
|
| 1947 |
JC
1947
JB Capital
Wethersfield,
Connecticut
| $1.02B | +$249M | +32% | 5.75% | 76% | 351 | 38.46% |
|
| 1948 |
AFM
1948
Anson Funds Management
Dallas,
Texas
| $1.02B | -$36.2M | -3% | 1.54% | 2,010% | 491 | 69.25% |
|
| 1949 |
BI
1949
Bramshill Investments
Naples,
Florida
| $1.02B | -$155M | -13% | 1.25% | 3.6% | 145 | 29.66% |
|
| 1950 |
PFM
1950
Phillips Financial Management
Fort Wayne,
Indiana
| $1.02B | +$54.9M | +6% | 4.48% | 41.8% | 93 | 6.45% |
|