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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
JFA
2151
JNBA Financial Advisors
Bloomington,
Minnesota
| $448M | +$7.91M | +2% | 3.74% | 61.8% | 495 | 7.68% |
|
| 2152 |
BC
2152
Bruce & Co
Chicago,
Illinois
| $447M | +$9.58M | +2% | 2.95% | 94.5% | 50 | 2% |
|
| 2153 |
PAM
2153
Premier Asset Management
Chicago,
Illinois
| $446M | +$12.6M | +3% | 5.84% | 104% | 115 | 12.17% |
|
| 2154 |
SC
2154
Savant Capital
Rockford,
Illinois
| $446M | +$22.5M | +5% | 5.78% | 61.2% | 280 | 8.21% |
|
| 2155 |
BCP
2155
BDT Capital Partners
Chicago,
Illinois
| $446M | +$24.3M | +6% | 5.77% | 25.5% | 1 | 0% |
|
| 2156 |
CWM
2156
Cabot Wealth Management
Salem,
Massachusetts
| $446M | +$15.5M | +4% | 4.44% | 69.3% | 145 | 16.55% |
|
| 2157 |
VC
2157
Vestor Capital
Chicago,
Illinois
| $445M | +$33.9M | +8% | 5.44% | 186% | 131 | 17.56% |
|
| 2158 |
FG
2158
Fiduciary Group
Savannah,
Georgia
| $444M | +$10.9M | +3% | 3.42% | 67.1% | 182 | 5.49% |
|
| 2159 |
TPWA
2159
TRUE Private Wealth Advisors
Salem,
Oregon
| $444M | +$12.4M | +3% | 4.31% | 84% | 159 | 7.55% |
|
| 2160 |
MWM
2160
Modera Wealth Management
Westwood,
New Jersey
| $444M | +$32.1M | +8% | 3.23% | 68.2% | 136 | 14.71% |
|
| 2161 |
TI
2161
Trigran Investments
Northbrook,
Illinois
| $444M | +$53.3M | +14% | 6.2% | 30.2% | 19 | 10.53% |
|
| 2162 |
GA
2162
GFS Advisors
Houston,
Texas
| $444M | -$16.7M | -4% | 3.03% | 97.9% | 146 | 8.22% |
|
| 2163 |
PGIM
2163
Pacific Global Investment Management
Glendale,
California
| $443M | +$8.49M | +2% | 6.78% | 48% | 230 | 11.74% |
|
| 2164 |
YU
2164
Yale University
New Haven,
Connecticut
| $443M | +$30.6M | +7% | 4.58% | 33.7% | 6 | 33.33% |
|
| 2165 |
CCM
2165
Catawba Capital Management
Roanoke,
Virginia
| $443M | +$3.72M | +0.8% | 4.4% | 33.1% | 237 | 11.81% |
|
| 2166 |
OMC
2166
Overbrook Management Corp
New York
| $442M | -$21.8M | -5% | 2.75% | 146% | 78 | 11.54% |
|
| 2167 |
VFA
2167
Valeo Financial Advisors
Carmel,
Indiana
| $442M | – | – | 5.09% | 75.9% | 1,202 | – |
|
| 2168 |
BWFA
2168
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $440M | +$24.2M | +6% | 4.01% | 80.6% | 77 | 11.69% |
|
| 2169 |
HS
2169
HighVista Strategies
Boston,
Massachusetts
| $440M | +$1.39M | +0.3% | 5.31% | 622% | 281 | 38.79% |
|
| 2170 |
OCG
2170
Opus Capital Group
Cincinnati,
Ohio
| $440M | -$70.6M | -14% | 5.48% | 49.7% | 255 | 23.14% |
|
| 2171 |
PAM
2171
PSquared Asset Management
Zurich,
Switzerland
| $440M | +$33.3M | +8% | 3.39% | 178% | 7 | 42.86% |
|
| 2172 |
BHB
2172
Bank Hapoalim BM
Tel Aviv,
Israel
| $440M | +$19.2M | +5% | 5.94% | 76.6% | 227 | 14.54% |
|
| 2173 |
BC
2173
Boxer Capital
San Diego,
California
| $439M | +$18.8M | +4% | 38% | 262% | 33 | 27.27% |
|
| 2174 |
CCT
2174
Chemung Canal Trust
Elmira,
New York
| $439M | +$8.93M | +2% | 4.94% | 80.9% | 128 | 10.94% |
|
| 2175 |
BFIM
2175
Beese Fulmer Investment Management
Canton,
Ohio
| $439M | +$19.3M | +5% | 4.02% | 113% | 193 | 9.33% |
|