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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
40.89%
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
WTB
2051
Washington Trust Bank
Spokane,
Washington
| $1.43B | +$75.2M | +6% | 14.5% | 80.5% | 218 | 10.55% | 25 |
|
| 2052 |
AL
2052
Arnhold LLC
New York
| $1.43B | +$67.5M | +5% | 15.8% | 156% | 122 | 10.66% | 20.7 |
|
| 2053 |
VH
2053
V3 Holding
Rye,
New York
| $1.43B | +$640M | +81% | 90.4% | – | 1 | 0% | 6 |
|
| 2054 |
TF
2054
Tompkins Financial
Ithaca,
New York
| $1.43B | +$173M | +14% | 13.2% | 84.4% | 601 | 14.81% | 22.6 |
|
| 2055 |
SFS
2055
Summit Financial Strategies
Columbus,
Ohio
| $1.42B | +$156M | +12% | 11.5% | 57.8% | 189 | 18.52% | 16.7 |
|
| 2056 |
UAS
2056
United Asset Strategies
Garden City,
New York
| $1.41B | +$158M | +13% | 15.8% | 94.6% | 277 | 13.72% | 17.4 |
|
| 2057 |
PFCS
2057
Pale Fire Capital SE
Prague,
Czech Republic
| $1.41B | +$276M | +24% | 20.9% | 223% | 85 | 44.71% | 2.3 |
|
| 2058 |
MMFA
2058
Main Management Fund Advisors
San Francisco,
California
| $1.41B | +$223M | +19% | 10.4% | 80% | 10 | 60% | 1.9 |
|
| 2059 |
NPT
2059
Nixon Peabody Trust
Boston,
Massachusetts
| $1.41B | +$155M | +12% | 15.5% | 85.3% | 186 | 18.28% | 12.9 |
|
| 2060 |
MFG
2060
Magnus Financial Group
New York
| $1.41B | +$182M | +15% | 13% | 70.8% | 417 | 16.79% | 14.2 |
|
| 2061 |
FLII
2061
First Long Island Investors
Jericho,
New York
| $1.41B | +$178M | +14% | 20.4% | 85.5% | 80 | 21.25% | 20.6 |
|
| 2062 |
MB
2062
MidFirst Bank
Oklahoma City,
Oklahoma
| $1.41B | +$202M | +17% | 22.1% | – | 975 | 8.31% | 1.7 |
|
| 2063 |
SI
2063
Sava Infond
Maribor,
Slovenia
| $1.41B | +$705M | +100% | 45.6% | – | 249 | 10.44% | 4.8 |
|
| 2064 |
NCM
2064
Novare Capital Management
Charlotte,
North Carolina
| $1.41B | +$147M | +12% | 14.5% | 76.5% | 217 | 13.36% | 18.5 |
|
| 2065 |
GAM
2065
GuardCap Asset Management
London,
United Kingdom
| $1.41B | -$340M | -19% | 2.97% | 21.9% | 27 | 33.33% | 26.3 |
|
| 2066 |
VHAM
2066
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.41B | +$59.7M | +4% | 13.9% | 86.3% | 414 | 18.84% | 14.8 |
|
| 2067 |
ASA
2067
Axxion S.A.
Grevenmacher,
Luxembourg
| $1.41B | – | – | 18.6% | – | 529 | – | 0 |
|
| 2068 |
WAM
2068
Weatherly Asset Management
Del Mar,
California
| $1.4B | +$169M | +14% | 20.6% | 108% | 196 | 9.18% | 31.6 |
|
| 2069 |
PWP
2069
Private Wealth Partners
Mill Valley,
California
| $1.4B | +$105M | +8% | 21.6% | 112% | 195 | 19.49% | 17.7 |
|
| 2070 |
RIA
2070
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.4B | +$160M | +13% | 10.4% | – | 71 | 12.68% | 9.6 |
|
| 2071 |
SP
2071
Steelhead Partners
Seattle,
Washington
| $1.4B | +$11M | +0.8% | 0.36% | 0.4% | 26 | 11.54% | 2.4 |
|
| 2072 |
FFBTD
2072
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.4B | +$160M | +13% | 13.1% | 68.6% | 212 | 8.96% | 29.4 |
|
| 2073 |
IC
2073
Impactive Capital
New York City,
New York
| $1.4B | +$22.3M | +2% | 23.4% | 25% | 10 | 20% | 11.4 |
|
| 2074 |
1SP
2074
140 Summer Partners
New York
| $1.4B | -$236M | -14% | 33.9% | 202% | 31 | 48.39% | 2.8 |
|
| 2075 |
TIA
2075
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.4B | +$166M | +13% | 12.3% | 56.3% | 231 | 15.15% | 13.8 |
|