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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
VC
2251
Vestor Capital
Chicago,
Illinois
| $247M | +$15.2M | +7% | 3.18% | 186% | 71 | 14.08% |
|
| 2252 |
ST
2252
Sageworth Trust
Lancaster,
Pennsylvania
| $247M | +$12.8M | +5% | 6.81% | 64.5% | 34 | 32.35% |
|
| 2253 |
SAMC
2253
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $246M | -$10.6M | -4% | 2.23% | 0.74% | 19 | 5.26% |
|
| 2254 |
KCM
2254
Kempner Capital Management
Galveston,
Texas
| $246M | +$7.57M | +3% | 4.76% | 60.9% | 53 | 5.66% |
|
| 2255 |
SAM
2255
Shamrock Asset Management
Dallas,
Texas
| $246M | +$7.26M | +3% | 4.93% | 31% | 102 | 22.55% |
|
| 2256 |
BCMO
2256
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $246M | +$1.83M | +0.7% | 3.8% | 26.3% | 166 | 8.43% |
|
| 2257 |
JIC
2257
Joel Isaacson & Co
New York
| $245M | +$32.2M | +15% | 4.69% | 72.5% | 519 | 16.96% |
|
| 2258 |
RIM
2258
Ranger International Management
Lake Forest,
Illinois
| $245M | -$2.13M | -0.9% | 0.68% | 23.4% | 59 | 38.98% |
|
| 2259 |
DIP
2259
DT Investment Partners
Chadds Ford,
Pennsylvania
| $244M | +$31.7M | +15% | 3.88% | 58% | 60 | 18.33% |
|
| 2260 |
AEPG
2260
American Economic Planning Group
Warren,
New Jersey
| $244M | -$18.7M | -7% | 4.62% | 25.9% | 25 | 12% |
|
| 2261 |
CL
2261
CPWM LLC
Seattle,
Washington
| $244M | $0 | 0% | 9.22% | 36.6% | 117 | 0% |
|
| 2262 |
OIA
2262
Optimum Investment Advisors
Chicago,
Illinois
| $244M | – | – | 4.92% | 125% | 736 | – |
|
| 2263 |
CP
2263
Crestview Partners
New York
| $243M | +$2.07M | +0.9% | 8.44% | – | 2 | 0% |
|
| 2264 |
WAM
2264
Wallington Asset Management
Indianapolis,
Indiana
| $243M | +$7.81M | +3% | 3.54% | 108% | 95 | 4.21% |
|
| 2265 |
WA
2265
WealthTrust Axiom
Wayne,
Pennsylvania
| $243M | +$9.98M | +4% | 6.75% | 125% | 192 | 7.81% |
|
| 2266 |
HT
2266
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $243M | +$96.9M | +66% | 4.18% | 40% | 3 | 66.67% |
|
| 2267 |
RC
2267
Reik & Co
New York
| $243M | -$3.54M | -1% | 1.97% | 38.6% | 43 | 11.63% |
|
| 2268 |
MBT
2268
Monroe Bank & Trust
Monroe,
Michigan
| $242M | +$17.4M | +8% | 3.82% | 24.7% | 297 | 10.1% |
|
| 2269 |
AW
2269
ACG Wealth
Atlanta,
Georgia
| $242M | -$13.9M | -5% | 9.79% | 45.5% | 156 | 49.36% |
|
| 2270 |
HSA
2270
HBK Sorce Advisory
Erie,
Pennsylvania
| $242M | +$10.9M | +5% | 3.95% | 58.2% | 186 | 13.98% |
|
| 2271 |
MRM
2271
Michael R. Murphy
| $241M | +$22.8M | +10% | 17% | 93.9% | 36 | 52.78% |
|
| 2272 |
SCM
2272
SOL Capital Management
Rockville,
Maryland
| $241M | -$4.51M | -2% | 3.05% | 56.6% | 216 | 25% |
|
| 2273 |
FCPV
2273
FS Capital Partners V
Los Angeles,
California
| $241M | +$26.1M | +12% | 12.1% | 89.8% | 1 | 0% |
|
| 2274 |
TCMV
2274
Technology Crossover Management V
Menlo Park,
California
| $241M | -$30.8M | -11% | 31.4% | 2.5% | 3 | 0% |
|
| 2275 |
MG
2275
Mather Group
Chicago,
Illinois
| $241M | +$9.4M | +4% | 4.68% | 48.5% | 20 | 20% |
|