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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 |
WA
2151
WBH Advisory
Baltimore,
Maryland
| $815M | -$61.9M | -7% | 4.29% | 57.6% | 328 | 11.28% |
|
| 2152 |
SS
2152
Simplicity Solutions
Minneapolis,
Minnesota
| $814M | -$81.2M | -9% | 3.08% | 37.1% | 657 | 35.46% |
|
| 2153 |
BA
2153
Bristlecone Advisors
Bellevue,
Washington
| $814M | -$18.8M | -2% | 5.91% | 103% | 240 | 10% |
|
| 2154 |
TAM
2154
Trust Asset Management
Houston,
Texas
| $813M | +$3.97M | +0.5% | 4.06% | 91.1% | 218 | 11.47% |
|
| 2155 |
BCM
2155
BTR Capital Management
Oakland,
California
| $813M | -$73.2M | -8% | 2.37% | 35% | 179 | 8.94% |
|
| 2156 |
CCG
2156
Cypress Capital Group
Palm Beach,
Florida
| $812M | +$13.4M | +2% | 2.62% | 97.8% | 347 | 21.04% |
|
| 2157 |
MAM
2157
Montanaro Asset Management
London,
United Kingdom
| $811M | -$180M | -18% | 16.5% | 49.6% | 49 | 10.2% |
|
| 2158 |
LFS
2158
Lutz Financial Services
Omaha,
Nebraska
| $811M | -$3.18M | -0.4% | 3.6% | 35.3% | 64 | 6.25% |
|
| 2159 |
ACM
2159
Archon Capital Management
Seattle,
Washington
| $811M | +$49.8M | +7% | 12.8% | 222% | 37 | 16.22% |
|
| 2160 |
CB
2160
Community Bank
Dewitt,
New York
| $810M | -$57M | -7% | 1.69% | 73.5% | 462 | 7.79% |
|
| 2161 |
SA
2161
SpiderRock Advisors
Wilimington,
Delaware
| $810M | -$92.2M | -10% | – | – | 171 | 0% |
|
| 2162 |
PP
2162
Prospector Partners
Guilford,
Connecticut
| $809M | -$56.2M | -6% | 2.49% | 53.6% | 116 | 15.52% |
|
| 2163 |
QCMNJ
2163
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $808M | -$94.1M | -10% | 12.6% | 22.7% | 34 | 5.88% |
|
| 2164 |
TFP
2164
Triple Frond Partners
San Francisco,
California
| $808M | -$79.6M | -9% | 7.9% | 92.9% | 10 | 0% |
|
| 2165 |
SCA
2165
Spearhead Capital Advisors
Wellington,
Florida
| $808M | -$20.8M | -3% | 5.97% | 25.2% | 237 | 43.88% |
|
| 2166 |
MHIC
2166
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $805M | -$53.3M | -6% | 3.35% | 66.7% | 199 | 7.04% |
|
| 2167 |
BCP
2167
Blue Chip Partners
Farmington Hills,
Michigan
| $804M | +$7.58M | +1% | 1.79% | 81.2% | 187 | 16.04% |
|
| 2168 |
PHS
2168
Pekin Hardy Strauss
Chicago,
Illinois
| $804M | +$65.3M | +9% | 8.48% | 102% | 373 | 21.98% |
|
| 2169 |
CS
2169
Clear Street
New York
| $804M | -$2.83B | -78% | 7.71% | 297% | 671 | 84.8% |
|
| 2170 |
PFC
2170
Phocas Financial Corp
Alameda,
California
| $804M | +$18M | +2% | 1.35% | – | 227 | 22.91% |
|
| 2171 |
CB
2171
Cadence Bank
Tupelo,
Mississippi
| $803M | +$1.04M | +0.1% | 5.14% | 70.9% | 210 | 13.33% |
|
| 2172 |
SC
2172
Sasco Capital
Fairfield,
Connecticut
| $803M | -$67.7M | -8% | 0.48% | 15.5% | 49 | 8.16% |
|
| 2173 |
EIM
2173
Essex Investment Management
Boston,
Massachusetts
| $802M | -$70.9M | -8% | 3.68% | 372% | 429 | 14.45% |
|
| 2174 |
PO
2174
Private Ocean
San Rafael,
California
| $802M | -$52.7M | -6% | 5.85% | 2.82% | 767 | 27.25% |
|
| 2175 |
HH
2175
HSG Holding
Na,
Hong Kong
| $801M | -$315M | -28% | 31.7% | 2.73% | 22 | 9.09% |
|