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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 |
JIR
2151
James Investment Research
Alpha,
Ohio
| $782M | +$26.6M | +4% | 7.24% | 107% | 596 | 54.19% |
|
| 2152 |
KTA
2152
Keeley-Teton Advisors
Chicago,
Illinois
| $782M | -$27.1M | -3% | 3.78% | 28.6% | 387 | 13.7% |
|
| 2153 |
PP
2153
PDS Planning
Dublin,
Ohio
| $782M | +$56.8M | +8% | 3.88% | 62.7% | 354 | 17.51% |
|
| 2154 |
KA
2154
Kovack Advisors
Ft. Lauderdale,
Florida
| $780M | +$46.8M | +6% | 9.29% | 118% | 661 | 20.88% |
|
| 2155 |
AR
2155
Advisory Research
Chicago,
Illinois
| $780M | +$171M | +28% | 13.4% | 144% | 517 | 48.36% |
|
| 2156 |
SG
2156
Sourcerock Group
Denver,
Colorado
| $780M | +$238M | +44% | 2.54% | 59.1% | 32 | 37.5% |
|
| 2157 |
LRPA
2157
L. Roy Papp & Associates
Phoenix,
Arizona
| $778M | +$38M | +5% | 6.85% | 64.3% | 174 | 5.75% |
|
| 2158 |
AHC
2158
Anderson Hoagland & Co
St Louis,
Missouri
| $778M | +$81.7M | +12% | 8.31% | 95.1% | 129 | 12.4% |
|
| 2159 |
AAS
2159
Ameritas Advisory Services
Lincoln,
Nebraska
| $778M | -$1.21B | -61% | 7.15% | 68.7% | 2,727 | 80.01% |
|
| 2160 |
CWM
2160
Campbell Wealth Management
Alexandria,
Virginia
| $778M | -$20.1M | -3% | 4.78% | 11.2% | 81 | 16.05% |
|
| 2161 |
HBT
2161
Hills Bank & Trust
North Liberty,
Iowa
| $778M | +$54.9M | +8% | 6.58% | 52.8% | 258 | 5.43% |
|
| 2162 |
AP
2162
Americana Partners
Houston,
Texas
| $777M | +$143M | +23% | 4.94% | 82.9% | 314 | 20.06% |
|
| 2163 |
VIM
2163
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $777M | +$64.5M | +9% | 9.59% | – | 73 | 12.33% |
|
| 2164 |
RI
2164
RWWM Inc
Rocklin,
California
| $777M | +$4.78M | +0.6% | 1.34% | 40.6% | 16 | 12.5% |
|
| 2165 |
DBT
2165
Dubuque Bank & Trust
Dubuque,
Iowa
| $777M | -$2.81M | -0.4% | 3.06% | 24% | 247 | 13.36% |
|
| 2166 |
WMC
2166
Westwood Management Corporation
Chicago,
Illinois
| $776M | -$9.95M | -1% | 16% | 44.3% | 75 | 18.67% |
|
| 2167 |
TFP
2167
Triple Frond Partners
San Francisco,
California
| $776M | +$90.2M | +13% | 14% | 92.9% | 10 | 0% |
|
| 2168 |
WB
2168
Webster Bank
Waterbury,
Connecticut
| $774M | +$6.63M | +0.9% | 7.38% | 77.5% | 576 | 5.03% |
|
| 2169 |
SWP
2169
Strategic Wealth Partners
Independence,
Ohio
| $773M | +$121M | +19% | 5.13% | – | 296 | 16.55% |
|
| 2170 |
TCM
2170
Tensile Capital Management
Larkspur,
California
| $773M | +$36.5M | +5% | 1.93% | 47.7% | 18 | 16.67% |
|
| 2171 |
KFP
2171
KMG Fiduciary Partners
Toledo,
Ohio
| $773M | +$75.5M | +11% | 8.1% | 98% | 234 | 7.69% |
|
| 2172 |
MFA
2172
Mayflower Financial Advisors
Boston,
Massachusetts
| $772M | +$11.3M | +1% | 5.01% | 68.7% | 375 | 10.4% |
|
| 2173 |
VIP
2173
Vantage Investment Partners
Kansas City,
Missouri
| $772M | +$40.4M | +6% | 5.6% | 50.9% | 73 | 19.18% |
|
| 2174 |
LG
2174
Leuthold Group
Minneapolis,
Minnesota
| $772M | +$14.6M | +2% | 7.95% | 126% | 234 | 33.33% |
|
| 2175 |
FHC
2175
First Heartland Consultants
Lake St. Louis,
Missouri
| $771M | +$107M | +16% | 4.58% | 55.2% | 406 | 19.7% |
|