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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 |
SC
2301
Sagefield Capital
Dallas,
Texas
| $772M | +$61.4M | +9% | 0.32% | 115% | 126 | 49.21% |
|
| 2302 |
GCA
2302
Greenwood Capital Associates
Greenwood,
South Carolina
| $772M | +$83.7M | +12% | 11% | 81.3% | 277 | 22.02% |
|
| 2303 |
KCM
2303
Kathmere Capital Management
Wayne,
Pennsylvania
| $771M | +$96.3M | +14% | 8.78% | 62.3% | 313 | 21.73% |
|
| 2304 |
SW
2304
SlateStone Wealth
Jupiter,
Florida
| $770M | +$82.9M | +12% | 10.6% | 79.1% | 252 | 13.89% |
|
| 2305 |
WIA
2305
World Investment Advisors
Santa Barbara,
California
| $770M | +$265M | +52% | 9.73% | 65.4% | 406 | 41.63% |
|
| 2306 |
IP
2306
Isthmus Partners
Madison,
Wisconsin
| $769M | +$75.8M | +11% | 12.3% | 61.1% | 203 | 20.2% |
|
| 2307 |
CCG
2307
Cypress Capital Group
Palm Beach,
Florida
| $769M | +$76.4M | +11% | 9.94% | 97.8% | 306 | 7.84% |
|
| 2308 |
AO
2308
Advisor OS
Chicago,
Illinois
| $768M | +$101M | +15% | 9.07% | 61.2% | 354 | 23.45% |
|
| 2309 |
CB
2309
Community Bank
Dewitt,
New York
| $766M | +$52.5M | +7% | 9.81% | 73.5% | 445 | 11.69% |
|
| 2310 |
LCM
2310
Legato Capital Management
San Francisco,
California
| $766M | +$75.4M | +11% | 14.9% | 243% | 639 | 24.73% |
|
| 2311 |
AF
2311
Ally Financial
Detroit,
Michigan
| $765M | +$85M | +12% | 11.8% | 9.35% | 115 | 20.87% |
|
| 2312 |
AIA
2312
Alera Investment Advisors
Deerfield,
Illinois
| $765M | +$158M | +26% | 10.4% | 28.9% | 176 | 14.2% |
|
| 2313 |
MAM
2313
Mark Asset Management
New York
| $764M | +$211M | +38% | 20.9% | 325% | 62 | 38.71% |
|
| 2314 |
MFG
2314
Magnus Financial Group
New York
| $763M | +$77.1M | +11% | 9.36% | 70.8% | 301 | 16.61% |
|
| 2315 |
TCM
2315
Twin Capital Management
Mcmurray,
Pennsylvania
| $763M | +$67.1M | +10% | 12.3% | 132% | 297 | 15.15% |
|
| 2316 |
BIM
2316
Barton Investment Management
West Conshohocken,
Pennsylvania
| $763M | +$143M | +23% | 23.1% | 80.3% | 47 | 4.26% |
|
| 2317 |
MPMG
2317
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $762M | +$86.2M | +13% | 13.9% | 140% | 31 | 12.9% |
|
| 2318 |
WCF
2318
West Coast Financial
Santa Barbara,
California
| $762M | +$91.7M | +14% | 11% | 22.2% | 163 | 15.34% |
|
| 2319 |
PIA
2319
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $762M | +$59.1M | +8% | 12.6% | 144% | 98 | 5.1% |
|
| 2320 |
ST
2320
Sentinel Trust
Houston,
Texas
| $761M | +$55.7M | +8% | 9.29% | 79.2% | 138 | 7.97% |
|
| 2321 |
RA
2321
Resolute Advisors
San Francisco,
California
| $761M | +$101M | +15% | 28.1% | 36.7% | 74 | 16.22% |
|
| 2322 |
AIC
2322
AWM Investment Company
New York
| $760M | +$82.6M | +12% | 16.3% | 778% | 123 | 22.76% |
|
| 2323 |
JWM
2323
Jackson Wealth Management
Lake Mary,
Florida
| $760M | +$60.3M | +9% | 9.01% | 72.1% | 171 | 22.22% |
|
| 2324 |
MP
2324
Makaira Partners
La Jolla,
California
| $759M | -$8.03M | -1% | 11.8% | 22% | 11 | 18.18% |
|
| 2325 |
GAB
2325
German American Bancorp
Jasper,
Indiana
| $759M | +$71.3M | +10% | 10.2% | 92.3% | 124 | 16.13% |
|