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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2426 |
VCM
2426
Vivaldi Capital Management
Chicago,
Illinois
| $330M | – | – | 6.11% | 69.2% | 156 | – |
|
| 2427 |
RPGK
2427
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $329M | +$16.2M | +5% | 4.24% | 49.7% | 53 | 3.77% |
|
| 2428 |
CAM
2428
Cubic Asset Management
Boston,
Massachusetts
| $329M | +$5.1M | +2% | 3.63% | 40.5% | 178 | 7.87% |
|
| 2429 |
EVM
2429
Evelyn V. Moreno
| $329M | +$51.5M | +19% | 5.11% | 39.4% | 71 | 7.04% |
|
| 2430 |
VCAM
2430
Van Cleef Asset Management
Beachwood,
Ohio
| $329M | +$15.7M | +5% | 6.45% | 87.3% | 103 | 8.74% |
|
| 2431 |
LWA
2431
Lenox Wealth Advisors
New York
| $328M | +$18M | +6% | 5.6% | 35.7% | 123 | 41.46% |
|
| 2432 |
UAS
2432
United Asset Strategies
Garden City,
New York
| $328M | +$21.4M | +7% | 4.92% | 94.6% | 160 | 16.25% |
|
| 2433 |
FAT
2433
First American Trust
Santa Ana,
California
| $328M | +$4.48M | +1% | 5.14% | 84.6% | 112 | 8.04% |
|
| 2434 |
NL
2434
NWAM LLC
Mercer Island,
Washington
| $328M | +$26.3M | +9% | 5.6% | 112% | 325 | 16.62% |
|
| 2435 |
HC
2435
Hillman Company
Pittsburgh,
Pennsylvania
| $328M | +$40.3M | +14% | 11.6% | 134% | 17 | 17.65% |
|
| 2436 |
SMI
2436
Shelter Mutual Insurance
Columbia,
Missouri
| $326M | +$1.31M | +0.4% | 4.39% | 51.2% | 43 | 4.65% |
|
| 2437 |
MC
2437
Muhlenkamp & Co
Wexford,
Pennsylvania
| $326M | +$9.46M | +3% | 6.39% | 107% | 90 | 23.33% |
|
| 2438 |
IECM
2438
Intrinsic Edge Capital Management
Chicago,
Illinois
| $325M | +$90.2M | +38% | 12.3% | 283% | 195 | 72.31% |
|
| 2439 |
CTA
2439
Colonial Trust Advisors
Spartanburg,
South Carolina
| $325M | +$15.2M | +5% | 5.77% | 80% | 133 | 9.02% |
|
| 2440 |
AAI
2440
American Assets Inc
San Diego,
California
| $325M | -$5.1M | -2% | 1.72% | 63.2% | 9 | 77.78% |
|
| 2441 |
CNB
2441
Camden National Bank
Camden,
Maine
| $324M | -$397K | -0.1% | 3.44% | 48.8% | 77 | 12.99% |
|
| 2442 |
PAM
2442
Pagoda Asset Management
New York
| $324M | +$22.2M | +7% | 7.62% | – | 27 | 51.85% |
|
| 2443 |
PS
2443
Pensionfund Sabic
Sittard,
Netherlands
| $324M | -$11.4M | -3% | 6.5% | 67.7% | 234 | 26.07% |
|
| 2444 |
FWP
2444
FAS Wealth Partners
Leawood,
Kansas
| $324M | -$13.6M | -4% | 4.87% | 72.3% | 172 | 13.37% |
|
| 2445 |
CFG
2445
CKW Financial Group
Honolulu,
Hawaii
| $324M | +$47.9M | +17% | 5.75% | 62.4% | 179 | 10.61% |
|
| 2446 |
PAM
2446
PVG Asset Management
Golden,
Colorado
| $323M | +$85.8M | +36% | 1.42% | – | 115 | 58.26% |
|
| 2447 |
SCM
2447
Somerset Capital Management
London,
United Kingdom
| $323M | -$16.4M | -5% | 14.1% | 7.5% | 13 | 7.69% |
|
| 2448 |
QCI
2448
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $323M | +$15.1M | +5% | 6.11% | 107% | 28 | 10.71% |
|
| 2449 |
TAT
2449
TD Ameritrade Trust
Denver,
Colorado
| $323M | -$32.1M | -9% | 5.03% | 21.7% | 45 | 15.56% |
|
| 2450 |
FC
2450
Finepoint Capital
Boston,
Massachusetts
| $323M | +$109M | +51% | 21.3% | 27.4% | 6 | 16.67% |
|