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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2276 |
RI
2276
RPTC Inc
Jackson,
Wyoming
| $399M | -$41.3M | -9% | 9.48% | 66.4% | 14 | 21.43% |
|
| 2277 |
TWM
2277
Tanglewood Wealth Management
Houston,
Texas
| $399M | +$44.8M | +13% | 10.5% | 59.7% | 16 | 43.75% |
|
| 2278 |
AAP
2278
Ardsley Advisory Partners
Stamford,
Connecticut
| $398M | -$344M | -46% | 19.4% | 555% | 188 | 63.83% |
|
| 2279 |
BCP
2279
Blue Chip Partners
Farmington Hills,
Michigan
| $398M | -$12.5M | -3% | 8.03% | 81.2% | 157 | 22.93% |
|
| 2280 |
FAT
2280
First American Trust
Santa Ana,
California
| $397M | -$50.9M | -11% | 9.5% | 84.6% | 131 | 24.43% |
|
| 2281 |
MRCP
2281
Manor Road Capital Partners
New York
| $397M | -$101M | -20% | 21% | 78.3% | 18 | 44.44% |
|
| 2282 |
E
2282
EnerVest
Houston,
Texas
| $397M | – | – | 25.3% | 20.5% | 1 | – |
|
| 2283 |
CBT
2283
Central Bank & Trust
Lexington,
Kentucky
| $396M | -$36M | -8% | 12.6% | 110% | 283 | 12.37% |
|
| 2284 |
SWM
2284
Segment Wealth Management
Houston,
Texas
| $396M | -$62.6M | -14% | 11.5% | 102% | 229 | 26.64% |
|
| 2285 |
CC
2285
Cassaday & Co
Mclean,
Virginia
| $396M | +$119M | +43% | 2.55% | 62.5% | 43 | 20.93% |
|
| 2286 |
MBTD
2286
Mechanics Bank - Trust Department
Walnut Creek,
California
| $395M | -$72.4M | -15% | 10.7% | 67.2% | 161 | 8.7% |
|
| 2287 |
TM
2287
Tiger Management
New York
| $395M | -$603M | -60% | 16.9% | – | 75 | 64% |
|
| 2288 |
BAM
2288
Belpointe Asset Management
Reno,
Nevada
| $395M | -$238M | -38% | 12.5% | 80.1% | 671 | 30.4% |
|
| 2289 |
GWI
2289
Grace & White Inc
Ny,
New York
| $394M | -$76.9M | -16% | 16.9% | 61.5% | 135 | 8.89% |
|
| 2290 |
AGM
2290
Alpine Global Management
New York
| $394M | -$129M | -25% | 13.5% | 149% | 300 | 93.33% |
|
| 2291 |
GFP
2291
Gryphon Financial Partners
Columbus,
Ohio
| $393M | +$58.3M | +17% | 12.4% | 93.7% | 237 | 52.74% |
|
| 2292 |
SP
2292
Symmetry Partners
Glastonbury,
Connecticut
| $393M | +$140M | +56% | 9.98% | 58.5% | 380 | 88.95% |
|
| 2293 |
FTCM
2293
First Trust Capital Management
Chicago,
Illinois
| $393M | -$448M | -53% | 1.7% | 214% | 74 | 63.51% |
|
| 2294 |
MGM
2294
Miura Global Management
New York
| $392M | -$151M | -28% | 12.6% | 375% | 27 | 59.26% |
|
| 2295 |
PWM
2295
Perigon Wealth Management
San Francisco,
California
| $392M | -$14.2M | -4% | 13.7% | 93.8% | 286 | 40.21% |
|
| 2296 |
WC
2296
Whitney & Co
Rochester,
New York
| $391M | -$23.7M | -6% | 11.8% | 93.2% | 549 | 80.51% |
|
| 2297 |
GRP
2297
Global Retirement Partners
San Rafael,
California
| $391M | -$51.1M | -12% | 10.3% | – | 1,634 | 14.26% |
|
| 2298 |
AF
2298
Arrow Financial
Glens Falls,
New York
| $391M | -$85.2M | -18% | 12.8% | 66.5% | 397 | 16.37% |
|
| 2299 |
TFA
2299
Transamerica Financial Advisors
St. Petersburg,
Florida
| $390M | -$81.3M | -17% | 7.88% | 77.1% | 542 | 10.52% |
|
| 2300 |
NL
2300
NWAM LLC
Mercer Island,
Washington
| $389M | -$55.6M | -13% | 11.8% | 112% | 371 | 19.14% |
|