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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
MAM
2201
Montanaro Asset Management
London,
United Kingdom
| $795M | +$116M | +17% | 10.9% | 49.6% | 54 | 22.22% |
|
| 2202 |
AI
2202
Atom Investors
Austin,
Texas
| $795M | +$197M | +33% | 6.56% | 83.4% | 371 | 71.97% |
|
| 2203 |
UM
2203
Ulysses Management
New York
| $795M | -$142M | -15% | 8.11% | 51.8% | 88 | 48.86% |
|
| 2204 |
OCM
2204
Olstein Capital Management
Purchase,
New York
| $794M | +$78.8M | +11% | 3.95% | 16.6% | 107 | 6.54% |
|
| 2205 |
PP
2205
Prospector Partners
Guilford,
Connecticut
| $794M | +$12.4M | +2% | 5.25% | 53.6% | 121 | 9.92% |
|
| 2206 |
PFC
2206
Phocas Financial Corp
Alameda,
California
| $794M | +$35.7M | +5% | 7.93% | – | 230 | 19.57% |
|
| 2207 |
RWM
2207
RKL Wealth Management
Lancaster,
Pennsylvania
| $794M | +$47.5M | +6% | 6.15% | 70.2% | 136 | 9.56% |
|
| 2208 |
WAM
2208
Weatherly Asset Management
Del Mar,
California
| $793M | +$72.3M | +10% | 9.22% | 108% | 201 | 5.97% |
|
| 2209 |
HR
2209
Howe & Rusling
Rochester,
New York
| $793M | +$56.7M | +8% | 6.37% | 82% | 1,056 | 18.28% |
|
| 2210 |
JMFC
2210
J.M. Forbes & Co
Boston,
Massachusetts
| $793M | +$75.3M | +10% | 8.26% | 95.1% | 120 | 11.67% |
|
| 2211 |
NCM
2211
Narwhal Capital Management
Marietta,
Georgia
| $792M | +$52.9M | +7% | 8.36% | 93.8% | 175 | 12% |
|
| 2212 |
LRPA
2212
L. Roy Papp & Associates
Phoenix,
Arizona
| $792M | +$95.2M | +14% | 8.28% | 64.3% | 178 | 9.55% |
|
| 2213 |
HIC
2213
Hartline Investment Corp
Winnetka,
Illinois
| $792M | +$134M | +20% | 16.9% | 201% | 130 | 11.54% |
|
| 2214 |
GM
2214
GeoWealth Management
Chicago,
Illinois
| $791M | +$150M | +23% | 5.33% | 58% | 282 | 31.56% |
|
| 2215 |
JWM
2215
Jackson Wealth Management
Lake Mary,
Florida
| $790M | +$123M | +18% | 8.27% | 72.1% | 135 | 20.74% |
|
| 2216 |
FCP
2216
Fine Capital Partners
New York
| $790M | +$359M | +83% | 90.8% | 95.5% | 3 | 0% |
|
| 2217 |
JVBC
2217
J.V. Bruni & Co
Colorado Springs,
Colorado
| $790M | +$3.56M | +0.5% | 5.98% | 97.9% | 34 | 8.82% |
|
| 2218 |
VEI
2218
Vesa Equity Investment
Luxembourg
| $790M | +$41.8M | +6% | 9.56% | 2.97% | 2 | 50% |
|
| 2219 |
LIA
2219
LS Investment Advisors
Bloomfield Hills,
Michigan
| $790M | -$1B | -56% | 8.46% | 85.7% | 814 | 79.98% |
|
| 2220 |
AF
2220
Arrow Financial
Glens Falls,
New York
| $788M | +$34.6M | +5% | 7.19% | 66.5% | 335 | 7.46% |
|
| 2221 |
AW
2221
ACG Wealth
Atlanta,
Georgia
| $788M | +$34.5M | +5% | 8.69% | 45.5% | 346 | 15.03% |
|
| 2222 |
CA
2222
Callahan Advisors
Houston,
Texas
| $788M | +$49.3M | +7% | 6.29% | 87.7% | 150 | 7.33% |
|
| 2223 |
EF
2223
Empowered Funds
Havertown,
Pennsylvania
| $788M | +$266M | +51% | 7.1% | 127% | 323 | 80.8% |
|
| 2224 |
RCYC
2224
Richard C. Young & Co
Newport,
Rhode Island
| $787M | +$34M | +5% | 3.91% | 137% | 73 | 1.37% |
|
| 2225 |
TCMV
2225
Technology Crossover Management VII
Menlo Park,
California
| $787M | +$13.1M | +2% | 1.69% | 35.2% | 2 | 0% |
|