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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
TC
2051
Tarsadia Capital
New York
| $565M | -$465M | -45% | 34.2% | – | 47 | 68.09% |
|
| 2052 |
SF
2052
Summit Financial
Parsippany,
New Jersey
| $565M | +$110M | +24% | 19.5% | 81.8% | 49 | 40.82% |
|
| 2053 |
CA
2053
Callahan Advisors
Houston,
Texas
| $564M | +$87.7M | +18% | 20.3% | 87.7% | 131 | 9.92% |
|
| 2054 |
HCM
2054
Hengehold Capital Management
Cincinnati,
Ohio
| $564M | +$94.5M | +20% | 11.9% | 48.1% | 138 | 18.12% |
|
| 2055 |
HH
2055
HSG Holding
Na,
Hong Kong
| $563M | +$131M | +30% | 66.4% | 2.73% | 13 | 15.38% |
|
| 2056 |
PFC
2056
Phocas Financial Corp
Alameda,
California
| $563M | +$66M | +13% | 26.9% | – | 216 | 28.7% |
|
| 2057 |
PAM
2057
Private Asset Management
San Diego,
California
| $563M | +$87.3M | +18% | 19% | 38.2% | 137 | 13.87% |
|
| 2058 |
BOPW
2058
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $563M | +$78.3M | +16% | 15.1% | 55.7% | 271 | 27.68% |
|
| 2059 |
JWM
2059
Jackson Wealth Management
Lake Mary,
Florida
| $563M | +$84.3M | +18% | 23.3% | 72.1% | 134 | 29.85% |
|
| 2060 |
TAMH
2060
Taikang Asset Management (HK)
Hong Kong
| $562M | +$119M | +27% | 38.1% | 172% | 91 | 21.98% |
|
| 2061 |
AAP
2061
Arax Advisory Partners
Denver,
Colorado
| $562M | +$128M | +29% | 15.3% | 64.7% | 727 | 14.99% |
|
| 2062 |
NB
2062
NBT Bank
Norwich,
New York
| $561M | +$71.7M | +15% | 18.4% | 68.2% | 217 | 9.22% |
|
| 2063 |
AIP
2063
Almanack Investment Partners
Wayne,
Pennsylvania
| $561M | +$95.7M | +21% | 19.2% | 77.8% | 338 | 44.97% |
|
| 2064 |
JMFC
2064
J.M. Forbes & Co
Boston,
Massachusetts
| $561M | +$113M | +25% | 19.9% | 95.1% | 100 | 11% |
|
| 2065 |
EPM
2065
Elm Partners Management
Philadelphia,
Pennsylvania
| $560M | +$106M | +23% | 15.2% | 48% | 45 | 8.89% |
|
| 2066 |
BBCM
2066
Broad Bay Capital Management
New York
| $560M | +$196M | +54% | 42% | 338% | 20 | 35% |
|
| 2067 |
MHS
2067
M Holdings Securities
Portland,
Oregon
| $559M | -$117M | -17% | 19.5% | 83.9% | 245 | 40% |
|
| 2068 |
RC
2068
Randolph Company
Cincinnati,
Ohio
| $559M | +$54.5M | +11% | 16.4% | 120% | 45 | 40% |
|
| 2069 |
MYIA
2069
Mount Yale Investment Advisors
Denver,
Colorado
| $558M | +$115M | +26% | 27.6% | 81.9% | 369 | 31.71% |
|
| 2070 |
FBFS
2070
First Business Financial Services
Madison,
Wisconsin
| $558M | +$55.6M | +11% | 16.9% | 74% | 128 | 15.63% |
|
| 2071 |
PL
2071
Parkwood LLC
Cleveland,
Ohio
| $557M | +$65.1M | +13% | 27.9% | 120% | 118 | 48.31% |
|
| 2072 |
AHB
2072
Abner Herrman & Brock
Jersey City,
New Jersey
| $557M | +$115M | +26% | 21.9% | 139% | 119 | 12.61% |
|
| 2073 |
KGI
2073
Kopernik Global Investors
Tampa,
Florida
| $557M | +$87.3M | +19% | 76.1% | 128% | 27 | 18.52% |
|
| 2074 |
PIP
2074
Permian Investment Partners
Dallas,
Texas
| $557M | +$137M | +33% | 17.5% | 78.6% | 14 | 35.71% |
|
| 2075 |
OC
2075
Oakworth Capital
Birmingham,
Alabama
| $557M | +$131M | +31% | 19.3% | 64.3% | 611 | 12.27% |
|