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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 |
AFG
1926
Atomi Financial Group
New York
| $1.08B | +$361M | +50% | 12.4% | 139% | 773 | 27.81% |
|
| 1927 |
AVLSA
1927
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $1.08B | +$244M | +29% | 53.5% | 484% | 17 | 11.76% |
|
| 1928 |
GPCM
1928
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.08B | +$93.3M | +9% | 11.9% | 96.1% | 13 | 0% |
|
| 1929 |
JCM
1929
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.08B | +$107M | +11% | 9.85% | 76.6% | 495 | 9.09% |
|
| 1930 |
KP
1930
Kiltearn Partners
Edinburgh,
United Kingdom
| $1.08B | -$217M | -17% | 7.99% | 41% | 33 | 9.09% |
|
| 1931 |
AWA
1931
Arete Wealth Advisors
Chicago,
Illinois
| $1.08B | -$229M | -17% | 7.42% | 85.3% | 778 | 56.43% |
|
| 1932 |
HH
1932
HSG Holding
Na,
Hong Kong
| $1.08B | +$211M | +24% | 3.08% | 2.73% | 21 | 23.81% |
|
| 1933 |
TIAM
1933
TT International Asset Management
London,
United Kingdom
| $1.08B | +$296M | +38% | 14.6% | 308% | 67 | 68.66% |
|
| 1934 |
MCM
1934
MKP Capital Management
New York
| $1.08B | -$835M | -44% | 8.89% | 69.8% | 20 | 75% |
|
| 1935 |
RA
1935
Rational Advisors
Huntington,
New York
| $1.08B | +$96.2M | +10% | 4.68% | 37.7% | 231 | 27.71% |
|
| 1936 |
AL
1936
AIP LLC
New York
| $1.08B | -$303M | -22% | 0.92% | 54.9% | 5 | 60% |
|
| 1937 |
IHAM
1937
Integral Health Asset Management
New York
| $1.08B | +$343M | +47% | 36% | 564% | 99 | 49.49% |
|
| 1938 |
MWM
1938
Modern Wealth Management
Lenexa,
Kansas
| $1.08B | +$285M | +36% | 6.79% | – | 307 | 41.04% |
|
| 1939 |
ELFC
1939
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.08B | +$123M | +13% | 10.1% | 68.6% | 1 | 0% |
|
| 1940 |
IWA
1940
Icon Wealth Advisors
Houston,
Texas
| $1.08B | +$116M | +12% | 8.15% | – | 482 | 14.52% |
|
| 1941 |
NIM
1941
Needham Investment Management
New York
| $1.08B | +$284M | +36% | 39% | 424% | 137 | 9.49% |
|
| 1942 |
SW
1942
SoFi Wealth
San Francisco,
California
| $1.08B | +$142M | +15% | 6.76% | 62.2% | 11 | 0% |
|
| 1943 |
SAM
1943
SP Asset Management
Cupertino,
California
| $1.07B | +$99.2M | +10% | 15.1% | 92.4% | 125 | 8% |
|
| 1944 |
FDCP
1944
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.07B | +$130M | +14% | 10.5% | – | 368 | 26.9% |
|
| 1945 |
TCA
1945
Taconic Capital Advisors
New York
| $1.07B | -$408M | -28% | 7.52% | 273% | 163 | 41.1% |
|
| 1946 |
LC
1946
Lindbrook Capital
Calabasas,
California
| $1.07B | +$67.5M | +7% | 10.2% | 35.8% | 2,793 | 8.88% |
|
| 1947 |
NS
1947
NBC Securities
Birmingham,
Alabama
| $1.07B | +$73.4M | +7% | 8.23% | 86.6% | 2,270 | 11.28% |
|
| 1948 |
SFI
1948
SPC Financial Inc
Rockville,
Maryland
| $1.06B | +$82.9M | +8% | 7.61% | 65.1% | 236 | 8.9% |
|
| 1949 |
BFIM
1949
Beese Fulmer Investment Management
Canton,
Ohio
| $1.06B | +$97.3M | +10% | 10.8% | 113% | 232 | 6.03% |
|
| 1950 |
GP
1950
Girard Partners
King Of Prussia,
Pennsylvania
| $1.06B | +$76.6M | +8% | 6.76% | 25.7% | 271 | 12.55% |
|