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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 |
LWAC
2101
Laurel Wealth Advisors (California)
Solana Beach,
California
| $546M | +$111M | +25% | 19.8% | 33% | 404 | 19.55% |
|
| 2102 |
MIM
2102
Marco Investment Management
Atlanta,
Georgia
| $546M | +$74.3M | +16% | 22.2% | 127% | 170 | 11.18% |
|
| 2103 |
FM
2103
Forward Management
San Francisco,
California
| $546M | +$32.3M | +6% | 16% | 36.9% | 49 | 34.69% |
|
| 2104 |
CCG
2104
Cypress Capital Group
Palm Beach,
Florida
| $546M | +$112M | +26% | 16.8% | 97.8% | 248 | 20.56% |
|
| 2105 |
CM
2105
Crestline Management
Fort Worth,
Texas
| $546M | +$198M | +57% | 35.4% | 80.2% | 178 | 92.13% |
|
| 2106 |
RIA
2106
Regal Investment Advisors
Kentwood,
Michigan
| $545M | +$477M | +701% | 19.4% | 64.7% | 330 | 91.82% |
|
| 2107 |
AT
2107
Arden Trust
Wilmington,
Delaware
| $545M | +$42.6M | +8% | 18.2% | 22.5% | 838 | 62.89% |
|
| 2108 |
AA
2108
Ancient Art
Austin,
Texas
| $545M | -$75.4M | -12% | 42.4% | 168% | 30 | 46.67% |
|
| 2109 |
CNC
2109
Canandaigua National Corp
Canandaigua,
New York
| $544M | – | – | 18% | – | 269 | – |
|
| 2110 |
RPGK
2110
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $544M | +$126M | +30% | 15.8% | 49.7% | 63 | 20.63% |
|
| 2111 |
SI
2111
Sapience Investments
Newport Beach,
California
| $544M | +$94.2M | +21% | 38.6% | 54.9% | 102 | 21.57% |
|
| 2112 |
KCM
2112
Knighthead Capital Management
New York
| $543M | +$29.3M | +6% | 13.7% | 74.1% | 21 | 66.67% |
|
| 2113 |
SEM
2113
Suncoast Equity Management
Tampa,
Florida
| $542M | +$131M | +32% | 30% | 82.9% | 42 | 26.19% |
|
| 2114 |
KFS
2114
Kurt F. Somerville
| $542M | +$91.3M | +20% | 19.7% | 92.9% | 116 | 12.07% |
|
| 2115 |
HR
2115
Howe & Rusling
Rochester,
New York
| $542M | +$77.8M | +17% | 17% | 82% | 959 | 33.99% |
|
| 2116 |
F
2116
F3Logic
Burnsville,
Minnesota
| $542M | +$82.1M | +18% | 14.7% | 11.8% | 182 | 33.52% |
|
| 2117 |
HH
2117
Hilltop Holdings
Dallas,
Texas
| $542M | +$127M | +30% | 17.7% | 96.7% | 430 | 30% |
|
| 2118 |
GLAM
2118
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $541M | -$62.1M | -10% | 26.4% | 240% | 87 | 34.48% |
|
| 2119 |
SWM
2119
Segment Wealth Management
Houston,
Texas
| $541M | +$92M | +20% | 20.1% | 102% | 211 | 19.91% |
|
| 2120 |
GAG
2120
GM Advisory Group
Melville,
New York
| $541M | +$173M | +47% | 19% | 53.6% | 192 | 42.71% |
|
| 2121 |
FNT
2121
First Nebraska Trust
Lincoln,
Nebraska
| $541M | +$86.6M | +19% | 18.7% | 67.9% | 149 | 9.4% |
|
| 2122 |
EA
2122
Efficient Advisors
Mason,
Ohio
| $540M | +$62.2M | +13% | 10.8% | 30.6% | 50 | 2% |
|
| 2123 |
DK
2123
Darrell & King
Charlottesville,
Virginia
| $540M | +$112M | +26% | 26.2% | – | 50 | 44% |
|
| 2124 |
MAM
2124
Myriad Asset Management
North Point,
Hong Kong
| $539M | -$129M | -19% | 18% | 149% | 117 | 73.5% |
|
| 2125 |
SCA
2125
Stonebridge Capital Advisors
St Paul,
Minnesota
| $539M | +$65.7M | +14% | 16.6% | 80.1% | 872 | 12.84% |
|