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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
40.89%
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 |
FWP
2151
Falcon Wealth Planning
Ontario,
California
| $1.19B | +$75.2M | +7% | 2.61% | 52.7% | 221 | 15.84% |
|
| 2152 |
HCM
2152
Hengehold Capital Management
Cincinnati,
Ohio
| $1.19B | +$15.3M | +1% | 1.41% | 48.1% | 225 | 7.11% |
|
| 2153 |
MIC
2153
Means Investment Company
Bangor,
Maine
| $1.19B | +$31.6M | +3% | 2.51% | 87.9% | 198 | 10.61% |
|
| 2154 |
FFP
2154
FourThought Financial Partners
Venice,
Florida
| $1.18B | +$46.7M | +4% | 2.89% | 95.9% | 647 | 44.05% |
|
| 2155 |
KA
2155
Kintegral Advisory
New York
| $1.18B | +$5.78M | +0.5% | 5.41% | 124% | 237 | 2.11% |
|
| 2156 |
SC
2156
Sagefield Capital
Dallas,
Texas
| $1.18B | +$286M | +32% | 7.31% | 115% | 139 | 48.2% |
|
| 2157 |
WAG
2157
Winthrop Advisory Group
Boston,
Massachusetts
| $1.18B | +$36.9M | +3% | 2.35% | 70.4% | 200 | 10.5% |
|
| 2158 |
OCMI
2158
Oaktop Capital Management II
Chatham,
New Jersey
| $1.18B | +$74.2M | +7% | 14.8% | 451% | 15 | 13.33% |
|
| 2159 |
LM
2159
Lincluden Management
Mississauga,
Ontario, Canada
| $1.18B | +$279M | +31% | 6.14% | 56.6% | 72 | 5.56% |
|
| 2160 |
SA
2160
Sovran Advisors
San Diego,
California
| $1.18B | +$45.3M | +4% | 1.28% | – | 582 | 16.15% |
|
| 2161 |
NPCM
2161
North Peak Capital Management
New York
| $1.18B | +$35.4M | +3% | 9.48% | 301% | 10 | 10% |
|
| 2162 |
GAB
2162
German American Bancorp
Jasper,
Indiana
| $1.17B | +$42.4M | +4% | 4.44% | 92.3% | 127 | 3.15% |
|
| 2163 |
JSC
2163
J. Stern & Co
London,
United Kingdom
| $1.17B | -$148M | -11% | 2.35% | – | 43 | 2.33% |
|
| 2164 |
SFGP
2164
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.17B | +$35.1M | +3% | 2.22% | – | 262 | 13.74% |
|
| 2165 |
SAM
2165
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $1.17B | +$482M | +70% | 2.73% | – | 188 | 22.34% |
|
| 2166 |
TLIC
2166
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.17B | +$27.2M | +2% | 2.08% | 79.2% | 10 | 10% |
|
| 2167 |
QF
2167
QVT Financial
New York
| $1.17B | -$251M | -18% | 26.6% | 267% | 70 | 44.29% |
|
| 2168 |
WC
2168
Woodstock Corp
Boston,
Massachusetts
| $1.17B | +$11.3M | +1% | 3.45% | 96.1% | 159 | 3.14% |
|
| 2169 |
KA
2169
KLCM Advisors
Milwaukee,
Wisconsin
| $1.16B | +$162M | +16% | 3.86% | 122% | 282 | 43.97% |
|
| 2170 |
HCM
2170
Hodges Capital Management
Dallas,
Texas
| $1.16B | -$5.41M | -0.5% | 3.99% | 200% | 230 | 23.04% |
|
| 2171 |
DAM
2171
Delta Asset Management
Memphis,
Tennessee
| $1.16B | -$15.1M | -1% | 0.85% | 53.8% | 621 | 4.67% |
|
| 2172 |
AHC
2172
Anderson Hoagland & Co
St Louis,
Missouri
| $1.16B | +$47.8M | +4% | 4.51% | 95.1% | 148 | 9.46% |
|
| 2173 |
MFM
2173
MHR Fund Management
New York
| $1.16B | +$141M | +14% | 14.7% | 332% | 10 | 0% |
|
| 2174 |
LCM
2174
Legato Capital Management
San Francisco,
California
| $1.16B | +$244M | +27% | 7.8% | 243% | 838 | 43.91% |
|
| 2175 |
SI
2175
Sora Investors
Bryn Mawr,
Pennsylvania
| $1.16B | +$79.7M | +7% | 2.9% | 179% | 110 | 49.09% |
|