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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
40.89%
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
ACM
1926
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.57B | +$216M | +16% | 12.9% | 61.8% | 294 | 24.49% | 8.4 |
|
| 1927 |
BFA
1927
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.57B | +$116M | +8% | 14.7% | 80.6% | 403 | 13.4% | 18.6 |
|
| 1928 |
IEFM
1928
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.57B | +$251M | +19% | 27.8% | 109% | 313 | 15.02% | 14.1 |
|
| 1929 |
AIM
1929
Avity Investment Management
Greenwich,
Connecticut
| $1.57B | +$194M | +14% | 23.5% | 119% | 124 | 12.9% | 22.4 |
|
| 1930 |
SCA
1930
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.56B | +$135M | +9% | 16.3% | 80.1% | 226 | 11.5% | 28.2 |
|
| 1931 |
EFG
1931
Everhart Financial Group
Dublin,
Ohio
| $1.56B | +$389M | +33% | 21% | 123% | 517 | 17.21% | 8.6 |
|
| 1932 |
DAM
1932
Dorsey Asset Management
Chicago,
Illinois
| $1.56B | +$306M | +24% | 17.1% | 122% | 11 | 0% | 6.5 |
|
| 1933 |
YIA
1933
YHB Investment Advisors
West Hartford,
Connecticut
| $1.56B | +$166M | +12% | 16.1% | 96.2% | 326 | 12.27% | 23.4 |
|
| 1934 |
MSFS
1934
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.56B | +$187M | +14% | 10.6% | 75.4% | 676 | 21.75% | 10.7 |
|
| 1935 |
PEGL
1935
P/E Global LLC
Boston,
Massachusetts
| $1.56B | +$290M | +23% | 13.7% | 40.8% | 8 | 12.5% | 5.6 |
|
| 1936 |
HRES
1936
Heitman Real Estate Securities
Chicago,
Illinois
| $1.56B | +$167M | +12% | 12.8% | 48.3% | 63 | 19.05% | 16.3 |
|
| 1937 |
HAM
1937
HoldCo Asset Management
Fort Lauderdale,
Florida
| $1.56B | +$214M | +16% | 15.7% | – | 30 | 6.67% | 10.4 |
|
| 1938 |
PTC
1938
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.56B | +$141M | +10% | 19.1% | 162% | 280 | 9.29% | 21.4 |
|
| 1939 |
HR
1939
Hardy Reed
Tupelo,
Mississippi
| $1.56B | +$187M | +14% | 13.7% | 69.7% | 271 | 17.34% | 10.7 |
|
| 1940 |
FFM
1940
Fullerton Fund Management
Singapore
| $1.56B | +$308M | +25% | 34.6% | 412% | 164 | 51.22% | 3.6 |
|
| 1941 |
SC
1941
Shay Capital
New York
| $1.56B | +$358M | +30% | 23.6% | 167% | 683 | 60.47% | 2.3 |
|
| 1942 |
CCFM
1942
Clear Creek Financial Management
Silverdale,
Washington
| $1.56B | +$250M | +19% | 20.3% | 81% | 690 | 18.7% | 8.4 |
|
| 1943 |
CIEC
1943
Crédit Industriel et Commercial
Paris France,
France
| $1.55B | +$271M | +21% | 12.3% | – | 414 | 34.3% | 2.9 |
|
| 1944 |
PAMJ
1944
Parvus Asset Management Jersey
St. Helier,
Jersey
| $1.55B | +$368M | +31% | 0.22% | – | 1 | 0% | 4 |
|
| 1945 |
CPA
1945
Capital Performance Advisors
Walnut Creek,
California
| $1.55B | +$55M | +4% | 12.5% | 71% | 497 | 42.86% | 5.7 |
|
| 1946 |
DFCM
1946
Dark Forest Capital Management
San Juan,
Puerto Rico
| $1.55B | +$423M | +38% | 13.4% | 63% | 1,090 | 58.44% | 1.8 |
|
| 1947 |
VC
1947
Vicus Capital
State College,
Pennsylvania
| $1.55B | +$189M | +14% | 12.7% | 59.6% | 278 | 13.67% | 16.1 |
|
| 1948 |
CAM
1948
Cozad Asset Management
Champaign,
Illinois
| $1.55B | +$275M | +22% | 30.1% | 132% | 462 | 10.82% | 16.4 |
|
| 1949 |
BFG
1949
Bouchey Financial Group
Troy,
New York
| $1.55B | +$185M | +14% | 21.7% | 66.7% | 203 | 20.69% | 14.2 |
|
| 1950 |
FHC
1950
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.55B | +$240M | +18% | 12.8% | 59.2% | 609 | 17.41% | 13.1 |
|