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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 |
EFG
1926
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.37B | +$15.1M | +1% | 0.53% | 63% | 581 | 15.49% |
|
| 1927 |
ICM
1927
Ionic Capital Management
New York
| $1.37B | +$582M | +74% | 0.17% | 163% | 216 | 55.56% |
|
| 1928 |
MFM
1928
MHR Fund Management
New York
| $1.37B | +$206M | +18% | 18.6% | 332% | 11 | 18.18% |
|
| 1929 |
SOS
1929
Silver Oak Securities
Jackson,
Tennessee
| $1.37B | -$112M | -8% | 1% | 73.4% | 877 | 18.81% |
|
| 1930 |
MAWA
1930
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.37B | -$12.2M | -0.9% | 0.88% | 71.9% | 291 | 17.18% |
|
| 1931 |
PP
1931
Pertento Partners
London,
United Kingdom
| $1.37B | +$302M | +28% | 3.74% | 196% | 23 | 39.13% |
|
| 1932 |
BOF
1932
Bank of Finland
Helsinki,
Finland
| $1.37B | -$73.3M | -5% | 5.15% | 55.9% | 4 | 0% |
|
| 1933 |
AF
1933
Aquamarine Financial
George Town,
| $1.37B | +$137M | +11% | 9.59% | – | 17 | 23.53% |
|
| 1934 |
KRS
1934
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.37B | -$2.33B | -63% | 2.05% | 137% | 714 | 59.66% |
|
| 1935 |
QF
1935
QVT Financial
New York
| $1.37B | +$199M | +17% | 17.6% | 267% | 88 | 51.14% |
|
| 1936 |
PGP
1936
Prescott General Partners
Boca Raton,
Florida
| $1.37B | -$35.7M | -3% | 4.46% | 76.8% | 12 | 33.33% |
|
| 1937 |
DC
1937
Dendur Capital
New York
| $1.36B | +$358M | +36% | 4.41% | 99.6% | 25 | 52% |
|
| 1938 |
FC
1938
FORA Capital
Miami,
Florida
| $1.36B | +$538M | +65% | 0.18% | 162% | 636 | 70.44% |
|
| 1939 |
BFG
1939
Bouchey Financial Group
Troy,
New York
| $1.36B | +$29.5M | +2% | 2.54% | 66.7% | 179 | 12.29% |
|
| 1940 |
CRM
1940
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.36B | -$189M | -12% | 4.14% | 113% | 100 | 26% |
|
| 1941 |
AL
1941
Arnhold LLC
New York
| $1.36B | +$43.3M | +3% | 8.93% | 156% | 120 | 6.67% |
|
| 1942 |
SFM
1942
Stack Financial Management
Whitefish,
Montana
| $1.36B | +$50.2M | +4% | 11.1% | 58.4% | 61 | 18.03% |
|
| 1943 |
LWM
1943
Lyell Wealth Management
Menlo Park,
California
| $1.36B | -$20.2M | -1% | 2.36% | 128% | 227 | 11.01% |
|
| 1944 |
VC
1944
Vicus Capital
State College,
Pennsylvania
| $1.36B | +$27M | +2% | 0.02% | 59.6% | 271 | 12.18% |
|
| 1945 |
TA
1945
TCM Advisors
Martinsburg,
West Virginia
| $1.36B | +$47.6M | +4% | 0.06% | 56.1% | 69 | 0% |
|
| 1946 |
ACM
1946
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.36B | -$6.41M | -0.5% | 2.05% | 61.8% | 273 | 23.44% |
|
| 1947 |
SEP
1947
Soma Equity Partners
San Francisco,
California
| $1.36B | -$462M | -25% | 12.7% | 151% | 28 | 64.29% |
|
| 1948 |
CFIA
1948
Cantor Fitzgerald Investment Advisors
New York
| $1.36B | +$5.71M | +0.4% | 3.52% | – | 188 | 6.91% |
|
| 1949 |
MC
1949
Meteora Capital
Boca Raton,
Florida
| $1.36B | +$161M | +13% | 1.58% | 56.9% | 539 | 50.46% |
|
| 1950 |
WTB
1950
Washington Trust Bank
Spokane,
Washington
| $1.36B | -$71.7M | -5% | 0.69% | 80.5% | 215 | 12.09% |
|