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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
MTC
2176
McDaniel Terry & Co
Austin,
Texas
| $1.28B | +$103M | +9% | 12.1% | 57.9% | 86 | 11.63% | 29.1 |
|
| 2177 |
UFM
2177
Ursa Fund Management
Danville,
California
| $1.28B | +$1.17B | +1,090% | 62.9% | 93.5% | 49 | 81.63% | 0.5 |
|
| 2178 |
FAS
2178
Formuepleje A/S
Aarhus C,
Denmark
| $1.28B | +$176M | +16% | 27.4% | 75.1% | 107 | 49.53% | 5.9 |
|
| 2179 |
AWAG
2179
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $1.28B | +$93.8M | +8% | 8.8% | 77.1% | 227 | 14.54% | 9.7 |
|
| 2180 |
SP
2180
Sherman Porfolios
Coeur D'alene,
Idaho
| $1.28B | -$26.6M | -2% | 10.3% | – | 98 | 1.02% | 2.5 |
|
| 2181 |
IWA
2181
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.28B | +$202M | +19% | 35% | 221% | 221 | 13.57% | 4 |
|
| 2182 |
AHC
2182
Anderson Hoagland & Co
St Louis,
Missouri
| $1.28B | +$113M | +10% | 14.4% | 95.1% | 143 | 9.09% | 17.5 |
|
| 2183 |
FG
2183
Fiduciary Group
Savannah,
Georgia
| $1.27B | +$104M | +9% | 13.1% | 67.1% | 310 | 6.13% | 25.2 |
|
| 2184 |
CAM
2184
Clark Asset Management
Stratham,
New Hampshire
| $1.27B | +$209M | +20% | 10.3% | 45.5% | 302 | 14.24% | 5.6 |
|
| 2185 |
JMFC
2185
J.M. Forbes & Co
Boston,
Massachusetts
| $1.27B | +$89.8M | +8% | 11.6% | 95.1% | 159 | 5.66% | 25.9 |
|
| 2186 |
BFS
2186
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.27B | +$49M | +4% | 8.58% | 60% | 57 | 12.28% | 24.1 |
|
| 2187 |
KA
2187
KLCM Advisors
Milwaukee,
Wisconsin
| $1.27B | +$84.7M | +7% | 13.7% | 122% | 313 | 16.61% | 12.3 |
|
| 2188 |
JLBC
2188
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.27B | +$146M | +13% | 14.9% | 93.8% | 119 | 13.45% | 14.3 |
|
| 2189 |
CFM
2189
Capricorn Fund Managers
London,
United Kingdom
| $1.27B | +$627M | +98% | 15.2% | 169% | 219 | 66.67% | 1.3 |
|
| 2190 |
WA
2190
Wealth Architects
Mountain View,
California
| $1.27B | +$144M | +13% | 19.1% | 80.1% | 262 | 12.21% | 21.5 |
|
| 2191 |
JTWM
2191
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $1.26B | +$154M | +14% | 13.3% | 64.4% | 443 | 41.31% | 3.2 |
|
| 2192 |
MIA
2192
MMBG Investment Advisors
Miami,
Florida
| $1.26B | +$175M | +16% | 21.1% | 118% | 184 | 10.33% | 12.2 |
|
| 2193 |
NA
2193
Navellier & Associates
Reno,
Nevada
| $1.26B | +$303M | +32% | 39% | 361% | 396 | 36.36% | 7.8 |
|
| 2194 |
WGAM
2194
Wilkinson Global Asset Management
New York
| $1.26B | -$53.9M | -4% | 17.6% | 86.5% | 66 | 15.15% | 15.5 |
|
| 2195 |
MAM
2195
Monaco Asset Management
Monaco
| $1.26B | +$716M | +132% | 5.9% | 120% | 79 | 54.43% | 4.4 |
|
| 2196 |
CF
2196
Convergence Financial
Columbia,
Missouri
| $1.26B | +$315M | +33% | 16.3% | 62.3% | 302 | 38.08% | 4.8 |
|
| 2197 |
CCA
2197
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.26B | +$154M | +14% | 15.9% | 58.6% | 137 | 10.95% | 9.7 |
|
| 2198 |
JAFL
2198
Jay A. Fishman Ltd
Troy,
Michigan
| $1.26B | +$136M | +12% | 13.5% | 105% | 80 | 6.25% | 30.4 |
|
| 2199 |
RWM
2199
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.25B | +$143M | +13% | 16.8% | 70.2% | 191 | 7.33% | 21.8 |
|
| 2200 |
SL
2200
Sentinus LLC
Oak Brook,
Illinois
| $1.25B | +$146M | +13% | 13% | – | 707 | 22.91% | 4 |
|