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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
SGA
2226
Strategic Global Advisors
Newport Beach,
California
| $656M | -$28.4M | -4% | 13.9% | 137% | 167 | 33.53% |
|
| 2227 |
GLLW
2227
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $655M | -$61.6M | -9% | 10.8% | 45% | 709 | 11.85% |
|
| 2228 |
TCM
2228
Telos Capital Management
San Diego,
California
| $655M | -$115M | -15% | 12.4% | 71.1% | 190 | 12.11% |
|
| 2229 |
ACG
2229
Aventail Capital Group
New York
| $655M | -$15.3M | -2% | 8.94% | 154% | 68 | 69.12% |
|
| 2230 |
NB
2230
NBT Bank
Norwich,
New York
| $655M | -$93.3M | -12% | 11.8% | 68.2% | 240 | 8.33% |
|
| 2231 |
TFP
2231
Triple Frond Partners
San Francisco,
California
| $654M | -$154M | -19% | 18.7% | 92.9% | 10 | 10% |
|
| 2232 |
MB
2232
Mizuho Bank
Tokyo,
Japan
| $654M | -$83.8M | -11% | 11.8% | 99.8% | 9 | 44.44% |
|
| 2233 |
COI
2233
Connable Office Inc
Kalamazoo,
Michigan
| $654M | -$95.4M | -13% | 13.6% | 68.3% | 233 | 21.03% |
|
| 2234 |
CIAS
2234
CFS Investment Advisory Services
Totowa,
New Jersey
| $654M | – | – | 11.4% | 54.1% | 206 | – |
|
| 2235 |
TWA
2235
TCI Wealth Advisors
Tucson,
Arizona
| $654M | -$13.8M | -2% | 13.2% | 65% | 2,649 | 23.03% |
|
| 2236 |
NCA
2236
Newbrook Capital Advisors
New York
| $653M | -$353M | -35% | 15% | 299% | 21 | 42.86% |
|
| 2237 |
VV
2237
Verity & Verity
Beaufort,
South Carolina
| $653M | -$68.6M | -10% | 9.87% | 76.4% | 101 | 5.94% |
|
| 2238 |
MFA
2238
Mayflower Financial Advisors
Boston,
Massachusetts
| $653M | -$90.3M | -12% | 11% | 68.7% | 376 | 14.1% |
|
| 2239 |
IL
2239
Investure LLC
Charlottesville,
Virginia
| $652M | -$81M | -11% | 15.1% | 55.4% | 24 | 16.67% |
|
| 2240 |
RFA
2240
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $652M | -$89.2M | -12% | 13.1% | 46.4% | 115 | 8.7% |
|
| 2241 |
EC
2241
Engaged Capital
Newport Beach,
California
| $651M | -$376M | -37% | 18.5% | 26.2% | 9 | 22.22% |
|
| 2242 |
MSU
2242
Mizuho Securities USA
New York
| $651M | -$48.9M | -7% | 5.21% | 99% | 200 | 34.5% |
|
| 2243 |
MAA
2243
Matrix Asset Advisors
White Plains,
New York
| $651M | -$92.9M | -12% | 14% | 76.9% | 93 | 13.98% |
|
| 2244 |
HPWM
2244
Highland Private Wealth Management
Bellevue,
Washington
| $650M | -$99.4M | -13% | 14.5% | 19% | 203 | 15.27% |
|
| 2245 |
AA
2245
Ancient Art
Austin,
Texas
| $650M | -$119M | -15% | 17.8% | 168% | 22 | 13.64% |
|
| 2246 |
GIG
2246
Goodnow Investment Group
Darien,
Connecticut
| $649M | -$296M | -31% | 25.5% | 131% | 21 | 4.76% |
|
| 2247 |
PO
2247
Private Ocean
San Rafael,
California
| $649M | -$152M | -19% | 10.8% | 2.82% | 735 | 23.95% |
|
| 2248 |
SAM
2248
Silverback Asset Management
Chapel Hill,
North Carolina
| $649M | -$88.4M | -12% | 1.95% | 92.1% | 98 | 10.2% |
|
| 2249 |
ST
2249
Sentinel Trust
Houston,
Texas
| $649M | -$183M | -22% | 14.1% | 79.2% | 144 | 19.44% |
|
| 2250 |
KPW
2250
Kore Private Wealth
New York
| $649M | -$148M | -19% | 16.3% | 35.9% | 350 | 20.57% |
|