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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
CIS
2326
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.16B | +$72.4M | +7% | 14.1% | 125% | 167 | 19.16% | 19.1 |
|
| 2327 |
AA
2327
Apriem Advisors
Irvine,
California
| $1.16B | +$107M | +10% | 14.5% | 74.3% | 198 | 14.14% | 22.6 |
|
| 2328 |
HT
2328
Heritage Trust
Oklahoma City,
Oklahoma
| $1.15B | +$158M | +16% | 19.4% | – | 322 | 7.14% | 20.5 |
|
| 2329 |
WB
2329
Webster Bank
Waterbury,
Connecticut
| $1.15B | +$96.4M | +9% | 13.3% | 77.5% | 766 | 19.84% | 21.9 |
|
| 2330 |
AIC
2330
AWM Investment Company
New York
| $1.15B | +$249M | +28% | 61.4% | 778% | 119 | 28.57% | 10.7 |
|
| 2331 |
CFP
2331
Cascade Financial Partners
San Diego,
California
| $1.15B | +$181M | +19% | 16.6% | – | 293 | 15.02% | 6.9 |
|
| 2332 |
CIG
2332
Consolidated Investment Group
Englewood,
Colorado
| $1.15B | +$229M | +25% | 39.4% | 140% | 80 | 7.5% | 19.8 |
|
| 2333 |
FWM
2333
Focused Wealth Management
Newburgh,
New York
| $1.15B | +$186M | +19% | 16.9% | 73.9% | 300 | 35.33% | 18.2 |
|
| 2334 |
TWM
2334
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $1.15B | +$115M | +11% | 10.7% | 48.1% | 171 | 22.81% | 7.8 |
|
| 2335 |
1CP
2335
1607 Capital Partners
Richmond,
Virginia
| $1.15B | -$239M | -17% | 8.69% | 28.5% | 149 | 12.08% | 14.3 |
|
| 2336 |
MGWM
2336
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.15B | +$111M | +11% | 13.9% | 62.8% | 372 | 15.32% | 12.9 |
|
| 2337 |
HIC
2337
Hartline Investment Corp
Winnetka,
Illinois
| $1.15B | +$239M | +26% | 39.2% | 201% | 119 | 9.24% | 14.4 |
|
| 2338 |
DWS
2338
Discipline Wealth Solutions
Greenville,
South Carolina
| $1.15B | +$196M | +21% | 11.6% | – | 212 | 16.51% | 4 |
|
| 2339 |
GG
2339
Gleason Group
Prospect,
Kentucky
| $1.15B | +$136M | +13% | 13.6% | 64% | 471 | 56.05% | 8.2 |
|
| 2340 |
LMGAM
2340
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.15B | -$104M | -8% | 1.27% | 47.9% | 41 | 36.59% | 3.5 |
|
| 2341 |
WM
2341
WS Management
Jacksonville,
Florida
| $1.14B | +$11.6M | +1% | 69.5% | 309% | 62 | 33.87% | 17.2 |
|
| 2342 |
SIM
2342
Symetra Investment Management
Farmington,
Connecticut
| $1.14B | -$10.3M | -0.9% | 5.25% | 37.3% | 6 | 0% | 8 |
|
| 2343 |
CAM
2343
Carret Asset Management
New York
| $1.14B | +$122M | +12% | 16.6% | 94.4% | 319 | 11.29% | 31.1 |
|
| 2344 |
VCP
2344
Vista Capital Partners
Portland,
Oregon
| $1.14B | +$149M | +15% | 14.6% | 61.2% | 175 | 13.71% | 15.9 |
|
| 2345 |
MIG
2345
McGuire Investment Group
Wakefield,
Rhode Island
| $1.14B | +$256M | +29% | 43.7% | 184% | 140 | 15.71% | 16.5 |
|
| 2346 |
SC
2346
Shellback Capital
Boston,
Massachusetts
| $1.14B | +$439M | +62% | 23.2% | 198% | 117 | 56.41% | 3.7 |
|
| 2347 |
PCA
2347
Private Capital Advisors
Darien,
Connecticut
| $1.14B | +$269M | +31% | 22% | 132% | 84 | 22.62% | 22.9 |
|
| 2348 |
PC
2348
Periscope Capital
Toronto,
Ontario, Canada
| $1.14B | +$238M | +26% | 3.51% | 28.8% | 547 | 33.64% | 2.3 |
|
| 2349 |
RIM
2349
RW Investment Management
Eagle,
Idaho
| $1.14B | +$106M | +10% | 11.9% | – | 119 | 8.4% | 10.1 |
|
| 2350 |
HGIM
2350
High Ground Investment Management
London,
United Kingdom
| $1.14B | +$600M | +111% | 27.5% | 25.9% | 7 | 28.57% | 7.1 |
|