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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
Needham Investment Management
New York
| $535M | -$156M | -23% | 20.6% | 424% | 131 | 12.98% | 3.9 |
|
2502
ICA Group Wealth Management
Denver,
Colorado
| $535M | +$8.64M | +2% | 13.2% | – | 403 | 11.41% | 0.2 |
|
2503
Proficio Capital Partners
Newton,
Massachusetts
| $535M | -$135M | -20% | 12.9% | 97% | 306 | 21.24% | 2.1 |
|
2504
Capital Advisors Ltd
Shaker Heights,
Ohio
| $534M | -$67.6M | -11% | 14.1% | 54.2% | 1,474 | 43.01% | 2.2 |
|
2505
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $534M | -$75.7M | -12% | 11.5% | 26.3% | 123 | 10.57% | 5.3 |
|
2506
Sapience Investments
Newport Beach,
California
| $534M | -$290M | -35% | 13.9% | 54.9% | 95 | 17.89% | 2.9 |
|
2507
Wealthspring Capital
West Harrison,
New York
| $533M | +$22.3M | +4% | 0.26% | 24.1% | 535 | 27.85% | 0.7 |
|
2508
Penn Davis McFarland
Dallas,
Texas
| $532M | -$90.9M | -15% | 11.9% | 100% | 46 | 4.35% | 4.3 |
|
|
CPH
2509
C Partners Holding
Zurich,
Switzerland
| $531M | -$47.7M | -8% | 18.4% | 25.6% | 19 | 10.53% | 3.6 |
|
2510
Institutional Venture Management XVI
Menlo Park,
California
| $531M | -$357M | -40% | 24.3% | 523% | 8 | 0% | 1.2 |
|
2511
City Holding Co
Charleston,
West Virginia
| $531M | -$85.9M | -14% | 11.8% | 89.2% | 535 | 8.97% | 5.2 |
|
2512
Planning Alternatives
Birmingham,
Michigan
| $531M | -$95.2M | -15% | 14.1% | 69.6% | 48 | 10.42% | 5.3 |
|
2513
Tortoise Index Solutions
Overland Park,
Kansas
| $531M | -$23.8M | -4% | 8.29% | 52.2% | 112 | 5.36% | 3.6 |
|
2514
V Wealth Advisors
Overland Park,
Kansas
| $530M | -$94.3M | -15% | 14.3% | 36.9% | 482 | 26.14% | 1.8 |
|
2515
Vision Capital Management
Portland,
Oregon
| $530M | -$78M | -13% | 15.4% | 78.4% | 106 | 13.21% | 4.5 |
|
2516
Alley Investment Management Company
Lake Forest,
Illinois
| $530M | -$75.5M | -12% | 11.9% | 54.6% | 81 | 3.7% | 0.3 |
|
2517
First Ascent Asset Management
Denver,
Colorado
| $529M | -$26.3M | -5% | 12.2% | 4.15% | 42 | 7.14% | 1.5 |
|
2518
M.D. Sass LLC
New York
| $529M | -$55.1M | -9% | 15.1% | 80.1% | 37 | 37.84% | 1.7 |
|
2519
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $529M | -$92.8M | -15% | 11.3% | 34.5% | 412 | 12.62% | 2.7 |
|
2520
Singapore Technologies Telemedia
Singapore
| $529M | -$92.8M | -15% | 14.9% | 173% | 1 | 0% | 5.3 |
|
|
JWBC
2521
J.W. Burns & Co
Dewitt,
New York
| $528M | -$100M | -16% | 13.7% | 95.4% | 177 | 7.91% | 6.4 |
|
2522
Stratos Investment Management
Beachwood,
Ohio
| $528M | -$74M | -12% | 12.5% | 58.2% | 168 | 13.69% | 2.1 |
|
|
NM
2523
Newtyn Management
New York
| $528M | +$110M | +26% | 13.8% | 52% | 87 | 58.62% | 0.6 |
|
2524
Galibier Capital Management
Toronto,
Ontario, Canada
| $528M | -$216M | -29% | 14.4% | 66.8% | 46 | 21.74% | 1.9 |
|
|
KFS
2525
Kurt F. Somerville
| $527M | -$94.2M | -15% | 12.3% | 92.9% | 123 | 3.25% | 5.4 |
|