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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 |
BOPW
2051
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.03B | +$59.7M | +6% | 6.28% | 55.7% | 241 | 7.47% |
|
| 2052 |
CIS
2052
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.03B | +$72.2M | +8% | 9.71% | 125% | 168 | 14.88% |
|
| 2053 |
AMI
2053
Amica Mutual Insurance
Providence,
Rhode Island
| $1.03B | +$26.2M | +3% | 6.47% | 80.4% | 138 | 7.25% |
|
| 2054 |
LI
2054
LRI Investments
Palm Beach Gardens,
Florida
| $1.03B | +$152M | +17% | 11.5% | – | 1,219 | 13.04% |
|
| 2055 |
CS
2055
Central Securities
New York
| $1.03B | +$15.7M | +2% | 7.05% | 90.2% | 28 | 3.57% |
|
| 2056 |
AL
2056
Arnhold LLC
New York
| $1.03B | +$83.2M | +9% | 9.98% | 156% | 122 | 11.48% |
|
| 2057 |
AL
2057
AIP LLC
New York
| $1.03B | -$3.8M | -0.4% | 15.8% | 54.9% | 5 | 40% |
|
| 2058 |
SCM
2058
SIR Capital Management
New York
| $1.03B | +$22.7M | +2% | 2.25% | 71.1% | 92 | 41.3% |
|
| 2059 |
FNT
2059
First Nebraska Trust
Lincoln,
Nebraska
| $1.03B | +$57.8M | +6% | 6.87% | 67.9% | 201 | 5.47% |
|
| 2060 |
TAM
2060
Taurus Asset Management
New York
| $1.03B | +$40.1M | +4% | 5.33% | 26.9% | 93 | 9.68% |
|
| 2061 |
WAM
2061
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.03B | +$82.4M | +9% | 0% | 0% | 49 | 0% |
|
| 2062 |
CCA
2062
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.03B | +$82.7M | +9% | 5.12% | 44.7% | 177 | 14.12% |
|
| 2063 |
CA
2063
Callahan Advisors
Houston,
Texas
| $1.03B | +$64.6M | +7% | 8.1% | 87.7% | 149 | 5.37% |
|
| 2064 |
GWM
2064
GDS Wealth Management
Flower Mound,
Texas
| $1.03B | +$115M | +13% | 5.5% | 82.2% | 175 | 25.14% |
|
| 2065 |
PTC
2065
Petrus Trust Company
Dallas,
Texas
| $1.03B | -$45.1M | -4% | 7.58% | 36.9% | 788 | 58.88% |
|
| 2066 |
VCP
2066
Verus Capital Partners
Scottsdale,
Arizona
| $1.02B | +$57.7M | +6% | 4.87% | 139% | 382 | 14.4% |
|
| 2067 |
TFA
2067
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.02B | +$88M | +9% | 4.88% | 77.1% | 668 | 28.59% |
|
| 2068 |
JMFC
2068
J.M. Forbes & Co
Boston,
Massachusetts
| $1.02B | +$48M | +5% | 5.93% | 95.1% | 139 | 5.04% |
|
| 2069 |
CMHI
2069
CVC Management Holdings II
St. Helier,
Jersey
| $1.02B | +$137M | +15% | 16% | – | 4 | 0% |
|
| 2070 |
SIA
2070
Soltis Investment Advisors
St. George,
Utah
| $1.02B | +$78.3M | +8% | 5.75% | 80.8% | 382 | 17.8% |
|
| 2071 |
PAM
2071
Palisade Asset Management
Minneapolis,
Minnesota
| $1.02B | +$54.2M | +6% | 9.62% | 61.8% | 199 | 5.03% |
|
| 2072 |
VV
2072
Verity & Verity
Beaufort,
South Carolina
| $1.02B | +$103M | +11% | 10.2% | 76.4% | 123 | 13.01% |
|
| 2073 |
SS
2073
Sunbelt Securities
Houston,
Texas
| $1.02B | +$42.2M | +4% | 5.57% | 83.5% | 1,926 | 11.99% |
|
| 2074 |
NIM
2074
Nexus Investment Management
Toronto,
Ontario, Canada
| $1.02B | +$67.6M | +7% | 7.51% | 77.5% | 76 | 7.89% |
|
| 2075 |
CHP
2075
Cable Hill Partners
Portland,
Oregon
| $1.02B | +$95.1M | +10% | 6.92% | 20.3% | 249 | 21.29% |
|