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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
FPFS
2101
First Personal Financial Services
Charlotte,
North Carolina
| $474M | +$18M | +4% | 4.85% | 31.5% | 901 | 13.54% |
|
| 2102 |
SEP
2102
Soma Equity Partners
San Francisco,
California
| $474M | +$125M | +36% | 16.5% | 151% | 18 | 38.89% |
|
| 2103 |
AAM
2103
AO Asset Management
New York
| $474M | +$62.1M | +15% | 11.5% | 127% | 33 | 36.36% |
|
| 2104 |
VWM
2104
Venturi Wealth Management
Austin,
Texas
| $473M | +$33.3M | +8% | 4.5% | 101% | 202 | 19.8% |
|
| 2105 |
HH
2105
HSG Holding
Na,
Hong Kong
| $473M | +$24.5M | +5% | 7.36% | 2.73% | 7 | 0% |
|
| 2106 |
CCMD
2106
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $472M | +$53.7M | +13% | 6.12% | 25.6% | 137 | 15.33% |
|
| 2107 |
AB
2107
Atlas Brown
Louisville,
Kentucky
| $471M | +$357M | +312% | 10% | 102% | 136 | 11.03% |
|
| 2108 |
GTC
2108
Ghost Tree Capital
New York
| $471M | -$10.2M | -2% | 26.3% | 265% | 94 | 62.77% |
|
| 2109 |
GFWEX
2109
G.F.W. Energy X
Dallas,
Texas
| $470M | +$42.6M | +10% | 10% | 71.3% | 2 | 0% |
|
| 2110 |
BP
2110
BBR Partners
New York
| $470M | -$852K | -0.2% | 7.48% | 63.4% | 77 | 23.38% |
|
| 2111 |
PAS
2111
Professional Advisory Services
Vero Beach,
Florida
| $469M | +$8.46M | +2% | 2.04% | 61.8% | 62 | 6.45% |
|
| 2112 |
CCG
2112
Cypress Capital Group
Palm Beach,
Florida
| $469M | +$17.7M | +4% | 4.54% | 97.8% | 212 | 9.91% |
|
| 2113 |
RCM
2113
Rutabaga Capital Management
Boston,
Massachusetts
| $469M | -$66.3M | -12% | 11.7% | 57% | 57 | 17.54% |
|
| 2114 |
NTC
2114
North Tide Capital
Boston,
Massachusetts
| $469M | +$19.5M | +4% | 2.03% | 14.8% | 16 | 43.75% |
|
| 2115 |
EAM
2115
Evanson Asset Management
Carmel,
California
| $468M | +$33.2M | +8% | 5.84% | 66.6% | 240 | 8.75% |
|
| 2116 |
KPAG
2116
KLS Professional Advisors Group
New York
| $467M | +$15.3M | +3% | 3.49% | 38% | 7 | 0% |
|
| 2117 |
SM
2117
Seminole Management
New York
| $466M | +$57.9M | +14% | 11.6% | 95.4% | 34 | 73.53% |
|
| 2118 |
II
2118
INCA Investments
Miami,
Florida
| $466M | +$37.9M | +9% | 11.1% | 128% | 11 | 9.09% |
|
| 2119 |
FIB
2119
First Interstate Bank
Billings,
Montana
| $465M | -$18.2M | -4% | 3.75% | 48.2% | 746 | 15.15% |
|
| 2120 |
BCM
2120
Buckhead Capital Management
Atlanta,
Georgia
| $465M | -$85.2M | -15% | 4.38% | 67.6% | 176 | 3.98% |
|
| 2121 |
CAM
2121
Cypress Asset Management
Houston,
Texas
| $465M | -$23.5M | -5% | 3.71% | 128% | 201 | 10.45% |
|
| 2122 |
LRPA
2122
L. Roy Papp & Associates
Phoenix,
Arizona
| $463M | -$269K | -0.1% | 5.05% | 64.3% | 152 | 17.11% |
|
| 2123 |
BAS
2123
Brown Advisory Securities
Baltimore,
Maryland
| $462M | +$26.7M | +6% | 4.67% | 51.2% | 390 | 7.69% |
|
| 2124 |
WA
2124
Waverly Advisors
Birmingham,
Alabama
| $461M | +$63M | +16% | 3.32% | 67.6% | 241 | 12.03% |
|
| 2125 |
PTC
2125
Private Trust Company
Cleveland,
Ohio
| $459M | +$912K | +0.2% | 4.07% | 79.6% | 393 | 13.23% |
|