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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2301 |
EA
2301
Evanston Advisors
Schaumburg,
Illinois
| $418M | +$1.9M | +0.5% | 5.81% | 16% | 70 | 11.43% |
|
| 2302 |
11A
2302
10-15 Associates
Goshen,
New York
| $418M | +$21.7M | +5% | 5.48% | 33% | 104 | 6.73% |
|
| 2303 |
VMI
2303
VHCP Management II
New York
| $417M | +$55.3M | +15% | 39.4% | 2,334% | 24 | 37.5% |
|
| 2304 |
SRFM
2304
Shannon River Fund Management
New York
| $417M | +$111M | +36% | 4.58% | 554% | 40 | 50% |
|
| 2305 |
LWMT
2305
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $416M | +$22.7M | +6% | 5.97% | 46.9% | 12 | 25% |
|
| 2306 |
CF
2306
CNA Financial
Chicago,
Illinois
| $416M | +$18.9M | +5% | 6.75% | 48.6% | 174 | 12.07% |
|
| 2307 |
SFG
2307
SNS Financial Group
Minneapolis,
Minnesota
| $415M | +$25.2M | +6% | 4.82% | 54.2% | 187 | 17.11% |
|
| 2308 |
SHCM
2308
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $415M | +$29M | +8% | 6.25% | 31.2% | 117 | 3.42% |
|
| 2309 |
CBT
2309
Central Bank & Trust
Lexington,
Kentucky
| $415M | +$12.3M | +3% | 6.88% | 110% | 274 | 6.57% |
|
| 2310 |
KF
2310
Krilogy Financial
St. Louis,
Missouri
| $414M | +$22.5M | +6% | 3.46% | 71.9% | 883 | 14.61% |
|
| 2311 |
SWM
2311
Segment Wealth Management
Houston,
Texas
| $414M | +$36.8M | +10% | 6.62% | 102% | 217 | 12.9% |
|
| 2312 |
WAM
2312
Weatherly Asset Management
Del Mar,
California
| $414M | +$36.7M | +10% | 6.97% | 108% | 205 | 11.22% |
|
| 2313 |
II
2313
INCA Investments
Miami,
Florida
| $413M | -$52.4M | -11% | 2.86% | 128% | 10 | 0% |
|
| 2314 |
OWM
2314
Orgel Wealth Management
Altoona,
Wisconsin
| $413M | +$126M | +44% | 1.43% | 36.6% | 45 | 31.11% |
|
| 2315 |
CS
2315
Credential Securities
Vancouver,
| $413M | +$40.2M | +11% | 4.6% | 32.5% | 281 | 15.3% |
|
| 2316 |
SC
2316
Spinnaker Capital
Boston,
Massachusetts
| $412M | – | – | 8.68% | 12.4% | 3 | – |
|
| 2317 |
LIM
2317
Longfellow Investment Management
Boston,
Massachusetts
| $412M | +$39.3M | +11% | 8.3% | 45.9% | 117 | 63.25% |
|
| 2318 |
RIA
2318
RPG Investment Advisory
Pleasanton,
California
| $412M | +$19.6M | +5% | 5.4% | 155% | 548 | 17.52% |
|
| 2319 |
FFA
2319
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $412M | +$79.9M | +24% | 4.14% | 65.5% | 113 | 14.16% |
|
| 2320 |
DCC
2320
Dow Chemical Company
Midland,
Michigan
| $411M | +$8.93M | +2% | 5.05% | 29.4% | 21 | 14.29% |
|
| 2321 |
CC
2321
Casdin Capital
New York
| $411M | +$56.5M | +16% | 24% | 370% | 29 | 17.24% |
|
| 2322 |
CAM
2322
Centre Asset Management
New York
| $410M | +$24.8M | +6% | 9.47% | 45.3% | 59 | 49.15% |
|
| 2323 |
MWM
2323
Merriman Wealth Management
Seattle,
Washington
| $410M | -$11M | -3% | 4.92% | 18.3% | 190 | 31.05% |
|
| 2324 |
YL
2324
YCG LLC
Austin,
Texas
| $409M | +$28.3M | +7% | 7.8% | 27% | 39 | 5.13% |
|
| 2325 |
SFS
2325
Sowell Financial Services
North Little Rock,
Arkansas
| $409M | +$25.5M | +7% | 6.34% | 85.9% | 285 | 18.25% |
|