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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 |
SMC
1951
Smith, Moore & Co
Clayton,
Missouri
| $1.54B | +$165M | +12% | 12.6% | 67% | 608 | 11.84% |
|
| 1952 |
AWC
1952
Abundance Wealth Counselors
State College,
Pennsylvania
| $1.54B | +$843M | +121% | 22.8% | 94.7% | 338 | 33.43% |
|
| 1953 |
FP
1953
Flagship Pioneering
Cambridge,
Massachusetts
| $1.54B | +$378M | +33% | 33.2% | 13.3% | 5 | 0% |
|
| 1954 |
SPC
1954
Stony Point Capital
New York
| $1.54B | +$296M | +24% | 45.5% | 208% | 35 | 22.86% |
|
| 1955 |
KCM
1955
Kanawha Capital Management
Richmond,
Virginia
| $1.54B | +$117M | +8% | 11.1% | 62.5% | 232 | 6.47% |
|
| 1956 |
HCM
1956
Hollencrest Capital Management
Newport Beach,
California
| $1.54B | -$1.17B | -43% | 14.5% | 85.6% | 1,399 | 24.8% |
|
| 1957 |
US
1957
UNICOM Systems
Las Vegas,
Nevada
| $1.53B | +$557M | +57% | 77.8% | – | 39 | 17.95% |
|
| 1958 |
CCM
1958
Callodine Capital Management
Boston,
Massachusetts
| $1.53B | +$102M | +7% | 11.3% | 53.8% | 70 | 30% |
|
| 1959 |
APCM
1959
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.53B | +$103M | +7% | 10.7% | 42.8% | 44 | 18.18% |
|
| 1960 |
MDSL
1960
M.D. Sass LLC
New York
| $1.53B | +$211M | +16% | 26.8% | 80.1% | 46 | 36.96% |
|
| 1961 |
BWP
1961
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.53B | +$153M | +11% | 15.2% | 85.9% | 244 | 13.11% |
|
| 1962 |
KCMH
1962
Kontiki Capital Management (HK)
Hong Kong
| $1.52B | +$98.8M | +7% | 0.74% | 90.6% | 7 | 0% |
|
| 1963 |
MP
1963
Mangrove Partners
Greenwich,
Connecticut
| $1.52B | +$287M | +23% | 8.88% | 185% | 626 | 63.74% |
|
| 1964 |
ACM
1964
Atika Capital Management
New York
| $1.52B | +$725M | +91% | 67.3% | 811% | 104 | 64.42% |
|
| 1965 |
ACM
1965
Adelante Capital Management
Alameda,
California
| $1.52B | +$58.5M | +4% | 11.6% | 43.2% | 47 | 21.28% |
|
| 1966 |
MIM
1966
Marco Investment Management
Atlanta,
Georgia
| $1.52B | +$195M | +15% | 26.3% | 127% | 250 | 9.2% |
|
| 1967 |
RW
1967
RVW Wealth
Los Angeles,
California
| $1.52B | +$235M | +18% | 15.3% | 59.3% | 187 | 8.02% |
|
| 1968 |
AU
1968
Algebris (UK)
London,
United Kingdom
| $1.52B | +$136M | +10% | 6.52% | 24.5% | 93 | 46.24% |
|
| 1969 |
WFA
1969
Wellspring Financial Advisors
Cleveland,
Ohio
| $1.52B | +$185M | +14% | 17% | 77.2% | 315 | 20.32% |
|
| 1970 |
SC
1970
Styrax Capital
New York
| $1.52B | +$84.9M | +6% | 33.4% | 310% | 23 | 47.83% |
|
| 1971 |
DAM
1971
DLD Asset Management
New York
| $1.51B | +$414M | +38% | 2.44% | 10.3% | 542 | 51.11% |
|
| 1972 |
FFM
1972
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $1.51B | +$129M | +9% | 32.7% | 2,136% | 13 | 15.38% |
|
| 1973 |
AWA
1973
Arete Wealth Advisors
Chicago,
Illinois
| $1.51B | +$178M | +13% | 18% | 85.3% | 376 | 25.8% |
|
| 1974 |
HCM
1974
Hodges Capital Management
Dallas,
Texas
| $1.51B | +$302M | +25% | 42.2% | 200% | 242 | 23.55% |
|
| 1975 |
NB
1975
NBT Bank
Norwich,
New York
| $1.51B | -$16.7M | -1% | 11.6% | 68.2% | 1,208 | 23.18% |
|