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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 |
BCP
1926
Blue Chip Partners
Farmington Hills,
Michigan
| $1.15B | +$68.8M | +6% | 5.87% | 81.2% | 205 | 11.71% |
|
| 1927 |
EIA
1927
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.15B | +$75.4M | +7% | 8.34% | 109% | 167 | 4.79% |
|
| 1928 |
ORI
1928
Oak Ridge Investments
Chicago,
Illinois
| $1.15B | +$97.2M | +9% | 5.74% | 208% | 166 | 20.48% |
|
| 1929 |
UIC
1929
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.15B | +$46.3M | +4% | 13.2% | 70.5% | 127 | 14.96% |
|
| 1930 |
BHWM
1930
Beaird Harris Wealth Management
Dallas,
Texas
| $1.14B | +$82.4M | +8% | 5.58% | 41.3% | 729 | 34.57% |
|
| 1931 |
AAIM
1931
American Assets Investment Management
San Diego,
California
| $1.14B | +$74M | +7% | 7.79% | 507% | 163 | 3.07% |
|
| 1932 |
SBIA
1932
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.14B | +$64.8M | +6% | 7.59% | 61.9% | 484 | 11.98% |
|
| 1933 |
WAM
1933
Weatherly Asset Management
Del Mar,
California
| $1.14B | +$49M | +4% | 3.61% | 108% | 187 | 13.9% |
|
| 1934 |
ERIM
1934
Eagle Ridge Investment Management
Stamford,
Connecticut
| $1.14B | +$59.4M | +5% | 7.52% | 28.2% | 149 | 11.41% |
|
| 1935 |
ICM
1935
Irenic Capital Management
New York
| $1.14B | +$321M | +39% | 9.01% | 93.6% | 25 | 36% |
|
| 1936 |
ACM
1936
AH Capital Management
Menlo Park,
California
| $1.14B | -$34.5M | -3% | 16.3% | – | 14 | 14.29% |
|
| 1937 |
SFI
1937
SPC Financial Inc
Rockville,
Maryland
| $1.14B | +$54.8M | +5% | 7.24% | 65.1% | 262 | 11.07% |
|
| 1938 |
W
1938
Wealthquest
Cincinnati,
Ohio
| $1.14B | +$197M | +21% | 5.11% | 52.1% | 143 | 23.08% |
|
| 1939 |
QI
1939
QV Investors
Calgary,
Alberta, Canada
| $1.13B | +$67.5M | +6% | 9.81% | 66.3% | 65 | 1.54% |
|
| 1940 |
RP
1940
Regal Partners
Sydney, NSW,
Australia
| $1.13B | +$166M | +17% | 8.2% | 146% | 56 | 32.14% |
|
| 1941 |
SC
1941
Syon Capital
San Francisco,
California
| $1.13B | +$42.9M | +4% | 6.81% | 74% | 487 | 12.94% |
|
| 1942 |
VC
1942
Vicus Capital
State College,
Pennsylvania
| $1.13B | +$24.2M | +2% | 5.98% | 59.6% | 298 | 31.54% |
|
| 1943 |
LC
1943
Lindbrook Capital
Calabasas,
California
| $1.13B | +$64.3M | +6% | 5.57% | 35.8% | 2,955 | 10.96% |
|
| 1944 |
PP
1944
PDT Partners
New York
| $1.13B | +$72.2M | +7% | 9.85% | 211% | 858 | 41.03% |
|
| 1945 |
AIA
1945
Ally Invest Advisors
Charlotte,
North Carolina
| $1.13B | +$87.7M | +8% | 5.86% | 41.1% | 67 | 1.49% |
|
| 1946 |
RIM
1946
Redwood Investment Management
Scottsdale,
Arizona
| $1.13B | -$29.7M | -3% | 8.31% | 62.5% | 347 | 15.85% |
|
| 1947 |
BCM
1947
BTC Capital Management
Des Moines,
Iowa
| $1.12B | +$47.6M | +4% | 6.06% | – | 220 | 9.09% |
|
| 1948 |
A
1948
AlphaQuest
New York
| $1.12B | +$387M | +52% | 9.05% | – | 2,036 | 32.37% |
|
| 1949 |
CWM
1949
Campbell Wealth Management
Alexandria,
Virginia
| $1.12B | +$813M | +262% | 5.04% | 11.2% | 86 | 60.47% |
|
| 1950 |
PIM
1950
Provident Investment Management
Novi,
Michigan
| $1.12B | +$23.4M | +2% | 6.35% | 69.5% | 83 | 16.87% |
|