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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
OIA
2176
OneDigital Investment Advisors
Overland Park,
Kansas
| $477M | +$21.5M | +5% | 2.21% | 57.3% | 1,422 | 10.13% |
|
| 2177 |
ARCM
2177
Asia Research & Capital Management
Hong Kong
| $475M | -$79.3M | -14% | 18.1% | – | 6 | 66.67% |
|
| 2178 |
VCM
2178
V3 Capital Management
Dallas,
Texas
| $475M | -$93.1M | -16% | 10.5% | 20.5% | 22 | 63.64% |
|
| 2179 |
STCG
2179
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $475M | +$3.5M | +0.7% | 6.6% | 34.2% | 41 | 2.44% |
|
| 2180 |
MWM
2180
Modera Wealth Management
Westwood,
New Jersey
| $474M | -$7.64M | -2% | 0.51% | 68.2% | 138 | 7.25% |
|
| 2181 |
PFM
2181
Phillips Financial Management
Fort Wayne,
Indiana
| $474M | +$12M | +3% | 1.09% | 41.8% | 70 | 1.43% |
|
| 2182 |
OCA
2182
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $473M | -$273K | -0.1% | 3.72% | 173% | 94 | 60.64% |
|
| 2183 |
SAM
2183
Strategy Asset Managers
Pasadena,
California
| $473M | +$11.7M | +3% | 0.23% | 108% | 122 | 22.13% |
|
| 2184 |
FG
2184
Fiduciary Group
Savannah,
Georgia
| $473M | +$11.7M | +3% | 3.22% | 67.1% | 174 | 2.3% |
|
| 2185 |
JFA
2185
JNBA Financial Advisors
Bloomington,
Minnesota
| $473M | +$5.95M | +1% | 1.46% | 61.8% | 559 | 14.31% |
|
| 2186 |
ECM
2186
Everence Capital Management
Goshen,
Indiana
| $473M | +$21M | +5% | 5.16% | 108% | 451 | 10.86% |
|
| 2187 |
SFM
2187
Signature Financial Management
Norfolk,
Virginia
| $473M | -$7.73M | -2% | 0.52% | 20.8% | 180 | 18.89% |
|
| 2188 |
HCM
2188
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $473M | -$17M | -3% | 1.14% | 58.7% | 31 | 9.68% |
|
| 2189 |
CG
2189
Caprock Group
Boise,
Idaho
| $473M | +$4.35M | +0.9% | 3.36% | – | 496 | 20.97% |
|
| 2190 |
DBG
2190
De Burlo Group
Boston,
Massachusetts
| $472M | +$13.1M | +3% | 14.1% | 147% | 121 | 27.27% |
|
| 2191 |
YL
2191
YCG LLC
Austin,
Texas
| $472M | +$15.2M | +3% | 3.16% | 27% | 36 | 5.56% |
|
| 2192 |
HH
2192
Hilltop Holdings
Dallas,
Texas
| $472M | -$99.9M | -17% | 3.34% | 96.7% | 489 | 33.54% |
|
| 2193 |
CC
2193
Centiva Capital
New York
| $472M | +$52.8M | +13% | 4.09% | 65.1% | 131 | 83.97% |
|
| 2194 |
TIM
2194
Tikehau Investment Management
Paris,
France
| $471M | +$107M | +29% | 4.69% | 102% | 30 | 26.67% |
|
| 2195 |
SFS
2195
Sowell Financial Services
North Little Rock,
Arkansas
| $471M | +$71M | +18% | 2.64% | 85.9% | 316 | 19.94% |
|
| 2196 |
PC
2196
Periscope Capital
Toronto,
Ontario, Canada
| $471M | +$43.1M | +10% | 0.95% | 28.8% | 188 | 32.98% |
|
| 2197 |
PTC
2197
Petrus Trust Company
Dallas,
Texas
| $471M | +$41.2M | +10% | 5.94% | 36.9% | 320 | 62.81% |
|
| 2198 |
LAM
2198
Lapides Asset Management
Greenwich,
Connecticut
| $470M | +$14.6M | +3% | 4.85% | 63% | 91 | 16.48% |
|
| 2199 |
ACP
2199
Atalan Capital Partners
New York
| $470M | +$48.5M | +11% | 7.07% | 319% | 14 | 28.57% |
|
| 2200 |
JA
2200
JLB & Associates
Plymouth,
Michigan
| $470M | +$5.16M | +1% | 2.93% | 69.5% | 71 | 5.63% |
|