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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2501
Rossmore Private Capital
Glastonbury,
Connecticut
| $642M | +$1.84M | +0.3% | 1.51% | 87.1% | 230 | 5.65% | 2.6 |
|
2502
Private Trust Company
Cleveland,
Ohio
| $640M | -$84.1M | -12% | 3.53% | 87.7% | 397 | 17.63% | 5.1 |
|
2503
Sage Mountain Advisors
Atlanta,
Georgia
| $640M | -$194M | -23% | 3.15% | 62.5% | 751 | 27.96% | 0.7 |
|
2504
Institutional & Family Asset Management
Fort Collins,
Colorado
| $639M | -$3.25M | -0.5% | 0.96% | 19% | 865 | 13.41% | 3 |
|
2505
Nadler Financial Group
Deerfield,
Illinois
| $638M | -$38.5M | -6% | 3.6% | 81.8% | 143 | 23.78% | 4.5 |
|
|
JCI
2506
Jet Capital Investors
New York
| $638M | +$260M | +69% | 6.25% | 147% | 50 | 70% | 0.3 |
|
2507
Steel Grove Capital Advisors
Memphis,
Tennessee
| $638M | +$131M | +26% | 3.07% | 106% | 164 | 14.02% | 2.8 |
|
2508
Clear Creek Financial Management
Silverdale,
Washington
| $638M | -$27.4M | -4% | 1.82% | 86.1% | 381 | 17.85% | 0.7 |
|
2509
Financial Synergies Wealth Advisors
Houston,
Texas
| $635M | -$94.6M | -13% | 5.5% | 79% | 70 | 20% | 1.9 |
|
2510
Sunriver Management
Greenwich,
Connecticut
| $635M | +$1.64M | +0.3% | 5.11% | 9.27% | 21 | 23.81% | 1.1 |
|
2511
Miller Investment Management
West Conshohocken,
Pennsylvania
| $635M | -$64.3M | -9% | 3.66% | 60.2% | 101 | 9.9% | 4.3 |
|
2512
Virtue Capital Management
Brentwood,
Tennessee
| $635M | -$43.2M | -6% | 3.85% | 97.9% | 447 | 20.13% | 1.1 |
|
|
TM
2513
THRC Management
Cisco,
Texas
| $634M | +$75.9M | +14% | 76.9% | – | 28 | 39.29% | 0.2 |
|
2514
Sierra Capital
Miami,
Florida
| $634M | -$37.9M | -6% | 0.75% | 32.4% | 891 | 11.45% | 0.6 |
|
|
CEI
2515
Clark Estates Inc
New York
| $634M | -$49.7M | -7% | 2.76% | 34.5% | 108 | 33.33% | 1.9 |
|
2516
Bloom Tree Partners
New York
| $633M | -$117M | -16% | 6.91% | 20.4% | 155 | 18.71% | 0.8 |
|
2517
Alpha Omega Wealth Management
Richmond,
Virginia
| $633M | -$18.1M | -3% | 2.42% | 65.9% | 230 | 5.65% | 4 |
|
2518
GPI Capital
New York
| $632M | -$153M | -20% | 1.05% | 261% | 10 | 30% | 0.5 |
|
2519
BFSG LLC
Irvine,
California
| $632M | -$87.9M | -12% | 1.93% | 81.9% | 237 | 29.54% | 1.8 |
|
2520
Focused Wealth Management
Newburgh,
New York
| $631M | -$16M | -2% | 4.58% | 73.9% | 1,166 | 18.18% | 3.5 |
|
2521
Spectrum Management Group
Indianapolis,
Indiana
| $631M | -$64.5M | -9% | 2.54% | 44% | 368 | 26.36% | 1.9 |
|
2522
Auxier Asset Management
Aurora,
Oregon
| $631M | -$13.5M | -2% | 1.8% | 71.7% | 177 | 7.91% | 6.1 |
|
2523
LS Investment Advisors
Bloomfield Hills,
Michigan
| $630M | -$32.8M | -5% | 5.92% | 98.7% | 161 | 17.39% | 7.3 |
|
2524
Endeavour Capital Advisors
Greenwich,
Connecticut
| $629M | -$83M | -12% | 6.56% | 105% | 67 | 32.84% | 2.1 |
|
2525
RGT Wealth Advisors
Dallas,
Texas
| $629M | -$26.6M | -4% | 1.22% | 9.35% | 356 | 70.22% | 1 |
|