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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 |
MSFS
1951
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.06B | +$125M | +13% | 3.7% | 75.4% | 572 | 11.71% |
|
| 1952 |
TWA
1952
TCI Wealth Advisors
Tucson,
Arizona
| $1.06B | +$45.3M | +4% | 0.36% | 65% | 231 | 10.39% |
|
| 1953 |
GG
1953
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.06B | +$34.8M | +3% | 2.97% | 70.6% | 112 | 11.61% |
|
| 1954 |
FFS
1954
Founders Financial Securities
Towson,
Maryland
| $1.06B | +$104M | +11% | 2.15% | 64.3% | 438 | 15.3% |
|
| 1955 |
NCM
1955
Narwhal Capital Management
Marietta,
Georgia
| $1.06B | +$35.8M | +4% | 5.58% | 93.8% | 169 | 9.47% |
|
| 1956 |
GP
1956
Girard Partners
King Of Prussia,
Pennsylvania
| $1.06B | -$5.39M | -0.5% | 2.69% | 25.7% | 268 | 5.6% |
|
| 1957 |
PP
1957
PDT Partners
New York
| $1.06B | -$1.38M | -0.1% | 1.02% | 211% | 774 | 36.05% |
|
| 1958 |
USGIU
1958
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.05B | -$161M | -13% | 4.59% | 119% | 165 | 35.76% |
|
| 1959 |
PCM
1959
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.05B | -$70.7M | -6% | 0.16% | 181% | 167 | 26.95% |
|
| 1960 |
CG
1960
Carlyle Group
Washington,
District of Columbia
| $1.05B | -$533M | -34% | 16.4% | 7.98% | 33 | 9.09% |
|
| 1961 |
NP
1961
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.05B | +$109M | +12% | 2.71% | 82.6% | 113 | 23.01% |
|
| 1962 |
IHAM
1962
Integral Health Asset Management
New York
| $1.05B | -$24.6M | -2% | 14.5% | 564% | 105 | 55.24% |
|
| 1963 |
BFG
1963
Bouchey Financial Group
Troy,
New York
| $1.05B | +$36.4M | +4% | 3.69% | 66.7% | 156 | 9.62% |
|
| 1964 |
ORI
1964
Oak Ridge Investments
Chicago,
Illinois
| $1.05B | +$58.8M | +6% | 9.78% | 208% | 157 | 15.92% |
|
| 1965 |
SWA
1965
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.05B | +$194M | +23% | 1.34% | 57.2% | 287 | 38.33% |
|
| 1966 |
TTWM
1966
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.05B | +$4.86M | +0.5% | 1.27% | 69% | 205 | 7.32% |
|
| 1967 |
BWC
1967
Blue Whale Capital
London,
United Kingdom
| $1.05B | +$101M | +11% | 8.5% | 405% | 20 | 25% |
|
| 1968 |
LWM
1968
Lyell Wealth Management
Menlo Park,
California
| $1.05B | +$63.9M | +6% | 4.62% | 128% | 207 | 8.7% |
|
| 1969 |
AIP
1969
ARS Investment Partners
New York
| $1.05B | +$42.1M | +4% | 4.12% | 260% | 183 | 22.95% |
|
| 1970 |
CCM
1970
Condor Capital Management
Martinsville,
New Jersey
| $1.05B | +$23.6M | +2% | 1.77% | 58.2% | 204 | 16.18% |
|
| 1971 |
CPA
1971
Cardiff Park Advisors
Carlsbad,
California
| $1.04B | -$11M | -1% | 2.27% | 88.6% | 363 | 12.67% |
|
| 1972 |
CTA
1972
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.04B | +$33.2M | +3% | 4.62% | 80% | 1,055 | 31.66% |
|
| 1973 |
NAS
1973
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.04B | +$59.2M | +6% | 2.18% | 62.7% | 370 | 11.62% |
|
| 1974 |
P3I
1974
Progeny 3 Inc
Kirkland,
Washington
| $1.04B | +$135M | +15% | 3.88% | 96.8% | 30 | 16.67% |
|
| 1975 |
KA
1975
Kintegral Advisory
New York
| $1.04B | +$42.2M | +4% | 4.59% | 124% | 283 | 23.67% |
|