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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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
2476
Rodgers & Associates
Lancaster,
Pennsylvania
| $654M | -$10.1M | -2% | 5.54% | 56.3% | 95 | 6.32% | 1.2 |
|
2477
Wealthquest
Cincinnati,
Ohio
| $652M | $0 | 0% | 4.03% | 52.1% | 143 | 0% | 3.1 |
|
2478
Ophir Asset Management
Sydney,
Australia
| $651M | -$179M | -22% | 18.3% | 282% | 37 | 29.73% | 0.6 |
|
2479
Manitou Investment Management
Toronto,
Ontario, Canada
| $651M | +$27.3M | +4% | 1.73% | 69.3% | 46 | 6.52% | 3.6 |
|
2480
West Coast Financial
Santa Barbara,
California
| $651M | -$47.8M | -7% | 8.11% | 22.2% | 140 | 6.43% | 4.2 |
|
|
OIM
2481
Opus Investment Management
Worcester,
Massachusetts
| $651M | -$48.5M | -7% | 1.46% | 52.8% | 98 | 9.18% | 4.6 |
|
|
TCOT
2482
Trust Company of Toledo
Holland,
Ohio
| $651M | -$18.3M | -3% | 1.77% | 109% | 201 | 6.47% | 6.1 |
|
2483
McGowan Group Asset Management
Dallas,
Texas
| $651M | +$81.6M | +14% | 3.22% | 69.8% | 131 | 16.03% | 2.9 |
|
2484
Rockbridge Investment Management
Syracuse,
New York
| $650M | -$28.6M | -4% | 5.14% | 38.6% | 871 | 14.7% | 1.4 |
|
2485
Quantitative Advantage
Minnetonka,
Minnesota
| $650M | +$3.43M | +0.5% | 3.21% | 45.9% | 92 | 21.74% | 1.9 |
|
2486
Whitney & Co
Rochester,
New York
| $650M | -$30.5M | -4% | 3.46% | 93.2% | 144 | 15.97% | 4 |
|
2487
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $650M | -$74.7M | -10% | 3.83% | 58% | 1,026 | 82.26% | 0.2 |
|
|
WAM
2488
Warberg Asset Management
Winnetka,
Illinois
| $649M | +$110M | +20% | 18.2% | 65.3% | 273 | 43.22% | 0.4 |
|
2489
Foundation Resource Management
Little Rock,
Arkansas
| $648M | +$134M | +26% | 20.5% | 84.5% | 53 | 5.66% | 6.2 |
|
2490
Lindbrook Capital
Calabasas,
California
| $648M | -$9.06M | -1% | 3.7% | 35.8% | 2,692 | 25.41% | 1.7 |
|
2491
Mechanics Bank - Trust Department
Walnut Creek,
California
| $647M | -$29.9M | -4% | 3.5% | 76.8% | 176 | 3.41% | 5.4 |
|
|
BFM
2492
Blacksheep Fund Management
Co. Dublin,
Ireland
| $647M | -$81.5M | -11% | 14.9% | 71.5% | 6 | 16.67% | 1.9 |
|
2493
Passaic Partners
Newark,
New Jersey
| $646M | -$753M | -54% | 5.35% | 53.2% | 6 | 0% | 0.3 |
|
2494
First Heartland Consultants
Lake St. Louis,
Missouri
| $646M | -$1.98B | -75% | 1.74% | 59.2% | 424 | 30.66% | 2.9 |
|
2495
Permanens Capital
New York
| $645M | +$10.4M | +2% | 4.36% | 76.9% | 46 | 8.7% | 2.6 |
|
2496
Rose Park Advisors
Boston,
Massachusetts
| $644M | -$957M | -60% | 39.8% | 11.8% | 1 | 0% | 0.3 |
|
2497
Atlas Capital Advisors
Jackson,
Wyoming
| $644M | -$27.3M | -4% | 1.83% | – | 985 | 13.81% | 1.6 |
|
2498
Verus Capital Partners
Scottsdale,
Arizona
| $643M | – | – | 2.64% | 139% | 333 | – | 1.6 |
|
2499
Skaana Management
Brooklyn,
New York
| $643M | +$18.9M | +3% | 24.1% | 269% | 222 | 52.7% | 0.2 |
|
2500
Bain Capital Credit
Boston,
Massachusetts
| $642M | -$42.2M | -6% | 12.4% | 14.4% | 22 | 59.09% | 1.4 |
|