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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1951 |
CS
1951
Cisco Systems
San Jose,
California
| $462M | +$25.3M | +6% | 5.96% | 212% | 4 | 0% |
|
| 1952 |
CA
1952
CapWealth Advisors
Franklin,
Tennessee
| $462M | +$46.2M | +11% | 7% | 143% | 338 | 73.67% |
|
| 1953 |
JC
1953
Jacobs & Co
San Francisco,
California
| $461M | +$12.6M | +3% | 1.46% | 92.2% | 122 | 3.28% |
|
| 1954 |
AAM
1954
Auxier Asset Management
Aurora,
Oregon
| $460M | +$12.9M | +3% | 3.97% | 71.7% | 156 | 5.77% |
|
| 1955 |
SSG
1955
Summit Securities Group
New York
| $460M | +$163M | +55% | 3.84% | 136% | 337 | 78.04% |
|
| 1956 |
OMC
1956
Overbrook Management Corp
New York
| $460M | +$25.6M | +6% | 8.33% | 146% | 82 | 8.54% |
|
| 1957 |
ST
1957
Sageworth Trust
Lancaster,
Pennsylvania
| $459M | +$21.7M | +5% | 0.38% | 64.5% | 66 | 48.48% |
|
| 1958 |
IPC
1958
Invesco Private Capital
New York
| $459M | +$75.8M | +20% | 20.7% | 41.9% | 6 | 16.67% |
|
| 1959 |
TAM
1959
Telemark Asset Management
Boston,
Massachusetts
| $458M | -$23.8M | -5% | 6.03% | 329% | 59 | 62.71% |
|
| 1960 |
NC
1960
Nokomis Capital
Dallas,
Texas
| $458M | -$9.82M | -2% | 15.7% | 145% | 54 | 37.04% |
|
| 1961 |
PWM
1961
Perigon Wealth Management
San Francisco,
California
| $458M | +$68.6M | +18% | 1.32% | 93.8% | 787 | 32.66% |
|
| 1962 |
RCM
1962
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $458M | +$45.3M | +11% | 0.02% | 4.8% | 27 | 0% |
|
| 1963 |
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| $458M | +$29.6M | +7% | 8.68% | 451% | 22 | 13.64% |
|
| 1964 |
MGM
1964
Miura Global Management
New York
| $458M | -$455M | -50% | 0.54% | 375% | 27 | 44.44% |
|
| 1965 |
SAM
1965
Strategy Asset Managers
Pasadena,
California
| $457M | +$11M | +2% | 4.04% | 108% | 151 | 35.1% |
|
| 1966 |
MA
1966
MCF Advisors
Covington,
Kentucky
| $457M | +$34.7M | +8% | 1.87% | 50.2% | 489 | 15.75% |
|
| 1967 |
CB
1967
Community Bank
Dewitt,
New York
| $456M | +$17.8M | +4% | 2.9% | 73.5% | 496 | 10.48% |
|
| 1968 |
AH
1968
Allen Holding
New York
| $456M | +$2.6M | +0.6% | 2.51% | 135% | 7 | 0% |
|
| 1969 |
HR
1969
Howe & Rusling
Rochester,
New York
| $456M | -$8.4M | -2% | 2% | 82% | 1,119 | 12.96% |
|
| 1970 |
HFM
1970
Harvest Fund Management
Beijing,
China
| $455M | – | – | 4.26% | 327% | 212 | – |
|
| 1971 |
PNAA
1971
Pictet North America Advisors
Geneva 73,
Switzerland
| $455M | +$35.1M | +8% | 2.65% | 65.9% | 109 | 18.35% |
|
| 1972 |
AAM
1972
Autus Asset Management
Scottsdale,
Arizona
| $454M | +$7.93M | +2% | 0.53% | 26.3% | 153 | 3.92% |
|
| 1973 |
VCM
1973
V3 Capital Management
Dallas,
Texas
| $453M | +$37.8M | +9% | 6.09% | 20.5% | 21 | 61.9% |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| $452M | +$4.66M | +1% | 7.63% | 66.3% | 46 | 60.87% |
|
| 1975 |
BCM
1975
Bienville Capital Management
New York
| $452M | +$56.5M | +14% | 0.93% | 36.3% | 169 | 22.49% |
|