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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 |
TCM
1951
Tran Capital Management
San Rafael,
California
| $791M | +$9.24M | +1% | 6.74% | 149% | 40 | 10% |
|
| 1952 |
CC
1952
Criteria Caixa
Barcelona,
Spain
| $790M | +$88.6M | +13% | 13% | 35.5% | 57 | 42.11% |
|
| 1953 |
GC
1953
Globeflex Capital
San Diego,
California
| $790M | +$208M | +36% | 14.9% | 186% | 546 | 22.89% |
|
| 1954 |
SL
1954
Salomon & Ludwin
Richmond,
Virginia
| $789M | +$122M | +18% | 8.28% | 52.6% | 167 | 15.57% |
|
| 1955 |
FCFS
1955
First Command Financial Services
Fort Worth,
Texas
| $788M | +$100M | +15% | 10.2% | 34.4% | 425 | 16.71% |
|
| 1956 |
FCB
1956
First Command Bank
Fort Worth,
Texas
| $788M | +$100M | +15% | 10.2% | 34.1% | 425 | 16.71% |
|
| 1957 |
CCA
1957
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $788M | +$77.4M | +11% | 9.25% | 58.6% | 91 | 98.9% |
|
| 1958 |
SBLIC
1958
Security Benefit Life Insurance Company
Topeka,
Kansas
| $787M | -$277M | -26% | 0.8% | 60.6% | 109 | 22.02% |
|
| 1959 |
PTC
1959
Petrus Trust Company
Dallas,
Texas
| $787M | +$84.3M | +12% | 5.4% | 36.9% | 570 | 76.32% |
|
| 1960 |
TAM
1960
Taurus Asset Management
New York
| $787M | +$39.9M | +5% | 8.98% | 26.9% | 90 | 3.33% |
|
| 1961 |
HP
1961
Harvey Partners
Tarrytown,
New York
| $787M | +$104M | +15% | 22.2% | 174% | 44 | 36.36% |
|
| 1962 |
NGA
1962
Naples Global Advisors
Naples,
Florida
| $787M | +$60.3M | +8% | 9.51% | 103% | 392 | 7.4% |
|
| 1963 |
SC
1963
Sasco Capital
Fairfield,
Connecticut
| $786M | +$114M | +17% | 17.5% | 15.5% | 52 | 11.54% |
|
| 1964 |
CAC
1964
Core Alternative Capital
Peachtree Corners,
Georgia
| $786M | +$159M | +25% | 10.9% | 74.5% | 450 | 14% |
|
| 1965 |
ELFC
1965
E-L Financial Corp
Toronto,
Ontario, Canada
| $786M | +$37.7M | +5% | 7.02% | 68.6% | 1 | 0% |
|
| 1966 |
FVWA
1966
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $786M | +$99.8M | +15% | 10.3% | 68.9% | 172 | 23.84% |
|
| 1967 |
RW
1967
RVW Wealth
Los Angeles,
California
| $785M | +$72.5M | +10% | 8.75% | 59.3% | 156 | 23.72% |
|
| 1968 |
SIS
1968
Sound Income Strategies
Ft Lauderdale,
Florida
| $785M | +$97.1M | +14% | 9.82% | 31.2% | 1,036 | 12.64% |
|
| 1969 |
CH
1969
CVI Holdings
Wilmington,
Delaware
| $784M | -$507M | -39% | 0.67% | 25.8% | 914 | 36.32% |
|
| 1970 |
ZF
1970
Zhang Financial
Portage,
Michigan
| $784M | +$121M | +18% | 8.3% | 67.9% | 240 | 15% |
|
| 1971 |
NP
1971
Ninepoint Partners
Toronto,
Ontario, Canada
| $783M | -$18.9M | -2% | 9.55% | 82.6% | 98 | 37.76% |
|
| 1972 |
BCM
1972
Bowie Capital Management
Richardson,
Texas
| $782M | -$168M | -18% | 10.1% | 31.6% | 44 | 18.18% |
|
| 1973 |
WCM
1973
Wealthcare Capital Management
Richmond,
Virginia
| $782M | -$9.36M | -1% | 4.33% | 41.4% | 73 | 15.07% |
|
| 1974 |
CC
1974
Cornerstone Capital
Palo Alto,
California
| $781M | +$69M | +10% | 8.6% | 91.2% | 96 | 16.67% |
|
| 1975 |
HH
1975
Hilltop Holdings
Dallas,
Texas
| $780M | +$41.3M | +6% | 7.81% | 96.7% | 566 | 16.43% |
|