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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 |
BCP
1951
Blue Chip Partners
Farmington Hills,
Michigan
| $1.16B | +$11.9M | +1% | 1.71% | 81.2% | 210 | 32.86% |
|
| 1952 |
PR
1952
Payden & Rygel
Los Angeles,
California
| $1.16B | -$136M | -10% | 2.33% | 103% | 134 | 16.42% |
|
| 1953 |
F1I
1953
Fund 1 Investments
Rincon,
Puerto Rico
| $1.16B | +$87.7M | +8% | 9.36% | 128% | 102 | 65.69% |
|
| 1954 |
HR
1954
Howe & Rusling
Rochester,
New York
| $1.16B | -$2.91M | -0.3% | 1.82% | 82% | 471 | 25.69% |
|
| 1955 |
MIM
1955
Marco Investment Management
Atlanta,
Georgia
| $1.16B | +$1.09M | +0.1% | 2.87% | 127% | 233 | 6.87% |
|
| 1956 |
BHWM
1956
Beaird Harris Wealth Management
Dallas,
Texas
| $1.16B | +$13.3M | +1% | 0.56% | 41.3% | 549 | 15.85% |
|
| 1957 |
AFP
1957
Ausdal Financial Partners
Davenport,
Iowa
| $1.16B | +$195M | +20% | 0.43% | 63.2% | 597 | 17.76% |
|
| 1958 |
HP
1958
Hikari Power
Tokyo,
Japan
| $1.16B | -$46.3M | -4% | 2.57% | 53.5% | 62 | 4.84% |
|
| 1959 |
TSC
1959
Two Seas Capital
Rye,
New York
| $1.16B | +$540M | +87% | 10.8% | 387% | 37 | 43.24% |
|
| 1960 |
HCM
1960
Hilton Capital Management
Garden City,
New York
| $1.16B | -$134M | -10% | 1.2% | 58.2% | 189 | 19.58% |
|
| 1961 |
OAM
1961
Ostrum Asset Management
Paris,
France
| $1.15B | -$53.9M | -4% | 0.76% | 107% | 638 | 2.19% |
|
| 1962 |
AIA
1962
Ally Invest Advisors
Charlotte,
North Carolina
| $1.15B | +$26M | +2% | 2.87% | 41.1% | 67 | 0% |
|
| 1963 |
LGWM
1963
Litman Gregory Wealth Management
Larkspur,
California
| $1.15B | -$42.4M | -4% | 0.71% | 55.5% | 144 | 9.03% |
|
| 1964 |
MW
1964
Marcum Wealth
Cleveland,
Ohio
| $1.15B | +$77.4M | +7% | 0.35% | 20% | 436 | 12.16% |
|
| 1965 |
HT
1965
HAP Trading
New York
| $1.15B | +$281M | +32% | 1.53% | 141% | 875 | 40.46% |
|
| 1966 |
SBIA
1966
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.15B | +$7.32M | +0.6% | 3.46% | 61.9% | 488 | 12.7% |
|
| 1967 |
GGI
1967
Galaxy Group Investments
New York
| $1.15B | – | – | 44.1% | – | 16 | – |
|
| 1968 |
VIP
1968
Vantage Investment Partners
Kansas City,
Missouri
| $1.15B | -$43.7M | -4% | 2.72% | 50.9% | 64 | 4.69% |
|
| 1969 |
SFI
1969
SPC Financial Inc
Rockville,
Maryland
| $1.15B | +$11.8M | +1% | 0.09% | 65.1% | 274 | 13.5% |
|
| 1970 |
KCMH
1970
Kontiki Capital Management (HK)
Hong Kong
| $1.15B | -$118M | -9% | 1.15% | 90.6% | 9 | 0% |
|
| 1971 |
ERIM
1971
Eagle Ridge Investment Management
Stamford,
Connecticut
| $1.15B | +$6.35M | +0.6% | 1.13% | 28.2% | 151 | 7.28% |
|
| 1972 |
BFG
1972
Bouchey Financial Group
Troy,
New York
| $1.14B | +$25.8M | +2% | 1.2% | 66.7% | 166 | 18.67% |
|
| 1973 |
LFM
1973
LGT Fund Management
Vaduz,
Liechtenstein
| $1.14B | +$179M | +19% | 2.58% | 121% | 268 | 26.12% |
|
| 1974 |
GCGM
1974
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.14B | -$290M | -20% | 0.73% | 161% | 12 | 16.67% |
|
| 1975 |
KOC
1975
Koss-Olinger Consulting
Gainesville,
Florida
| $1.14B | -$11.1M | -1% | 0.55% | 57.9% | 302 | 47.35% |
|