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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
COI
2126
Connable Office Inc
Kalamazoo,
Michigan
| $515M | +$62.8M | +14% | 13% | 68.3% | 179 | 18.44% |
|
| 2127 |
CG
2127
Caprock Group
Boise,
Idaho
| $515M | +$80.2M | +18% | 13.7% | – | 413 | 21.79% |
|
| 2128 |
AHC
2128
Adell Harriman & Carpenter
Houston,
Texas
| $514M | +$60.4M | +13% | 15.7% | 176% | 152 | 9.21% |
|
| 2129 |
LWMT
2129
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $514M | +$59M | +13% | 13.6% | 46.9% | 18 | 38.89% |
|
| 2130 |
KA
2130
Klingman & Associates
New York
| $513M | +$68.9M | +16% | 11.9% | 59.3% | 123 | 16.26% |
|
| 2131 |
FWP
2131
FAS Wealth Partners
Leawood,
Kansas
| $512M | +$75.3M | +17% | 10.4% | 72.3% | 196 | 7.14% |
|
| 2132 |
OPCM
2132
Osborne Partners Capital Management
San Francisco,
California
| $512M | -$156M | -23% | 13% | 60.8% | 189 | 19.58% |
|
| 2133 |
BAM
2133
Belpointe Asset Management
Reno,
Nevada
| $512M | +$117M | +30% | 12% | 80.1% | 612 | 45.59% |
|
| 2134 |
BC
2134
Bruce & Co
Chicago,
Illinois
| $512M | +$42.2M | +9% | 11.4% | 94.5% | 43 | 2.33% |
|
| 2135 |
CIC
2135
Cutler Investment Counsel
Jacksonville,
Oregon
| $511M | +$46.6M | +10% | 9.15% | 56.2% | 93 | 6.45% |
|
| 2136 |
SFM
2136
Signet Financial Management
Parsippany,
New Jersey
| $511M | +$52M | +11% | 12.2% | 65.2% | 251 | 13.15% |
|
| 2137 |
PL
2137
Parkwood LLC
Cleveland,
Ohio
| $511M | +$74.6M | +17% | 14.2% | 120% | 91 | 39.56% |
|
| 2138 |
RWM
2138
RKL Wealth Management
Lancaster,
Pennsylvania
| $511M | +$77.5M | +18% | 11.5% | 70.2% | 130 | 6.92% |
|
| 2139 |
CC
2139
Cadinha & Co
Honolulu,
Hawaii
| $511M | +$108M | +27% | 10.8% | 123% | 113 | 15.04% |
|
| 2140 |
RC
2140
Randolph Company
Cincinnati,
Ohio
| $510M | +$148M | +41% | 13.4% | 120% | 44 | 47.73% |
|
| 2141 |
BCMO
2141
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $509M | +$53.1M | +12% | 10.9% | 26.3% | 140 | 15% |
|
| 2142 |
IRF
2142
IBM Retirement Fund
Armonk,
New York
| $509M | +$70.6M | +16% | 14.3% | 54.4% | 415 | 12.53% |
|
| 2143 |
BFG
2143
Barber Financial Group
Lenexa,
Kansas
| $509M | +$43.6M | +9% | 6.71% | 39% | 151 | 19.87% |
|
| 2144 |
BBNA
2144
Bremer Bank National Association
St Paul,
Minnesota
| $508M | – | – | 12.8% | 37.4% | 749 | – |
|
| 2145 |
AIC
2145
AWM Investment Company
New York
| $508M | +$48.6M | +11% | 25.6% | 778% | 93 | 17.2% |
|
| 2146 |
BFIM
2146
Beese Fulmer Investment Management
Canton,
Ohio
| $507M | +$62.3M | +14% | 13% | 113% | 194 | 17.53% |
|
| 2147 |
ED
2147
Exane Derivatives
Paris,
France
| $506M | -$51.4M | -9% | 12.8% | 42.7% | 739 | 23.82% |
|
| 2148 |
OIM
2148
Opus Investment Management
Worcester,
Massachusetts
| $506M | +$40.6M | +9% | 10.9% | 52.8% | 93 | 11.83% |
|
| 2149 |
DSI
2149
Daiwa SB Investments
Tokyo,
Japan
| $506M | +$72.2M | +17% | 16.3% | 60.5% | 257 | 22.57% |
|
| 2150 |
JAM
2150
Jacobs Asset Management
New York
| $505M | -$6.38M | -1% | 8.08% | 114% | 58 | 18.97% |
|