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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2526
Woodmont Investment Counsel
Nashville,
Tennessee
| $637M | +$49M | +8% | 5.49% | 66.8% | 207 | 8.7% | 4.4 |
|
2527
McGowan Group Asset Management
Dallas,
Texas
| $637M | +$23.9M | +4% | 6.18% | 69.8% | 115 | 11.3% | 2.9 |
|
|
JWBC
2528
J.W. Burns & Co
Dewitt,
New York
| $636M | +$42.2M | +7% | 7.92% | 95.4% | 187 | 5.35% | 5.1 |
|
2529
Meristem Family Wealth
Minnetonka,
Minnesota
| $635M | +$139M | +28% | 8.27% | 67.7% | 343 | 34.99% | 2.2 |
|
2530
Investure LLC
Charlottesville,
Virginia
| $635M | -$79.3M | -11% | 9.01% | 55.4% | 13 | 7.69% | 1.8 |
|
2531
German American Bancorp
Jasper,
Indiana
| $635M | +$58.1M | +10% | 6.16% | 92.3% | 98 | 13.27% | 2 |
|
2532
Washington Harbour Partners
Arlington,
Virginia
| $635M | +$38.2M | +6% | 11.7% | 162% | 43 | 60.47% | 0.3 |
|
2533
Silvant Capital Management
Atlanta,
Georgia
| $635M | +$49.2M | +8% | 11.1% | 168% | 338 | 3.25% | 2.6 |
|
2534
Zuckerman Investment Group
Chicago,
Illinois
| $634M | +$24.9M | +4% | 6.51% | 111% | 119 | 12.61% | 2.2 |
|
2535
HoldCo Asset Management
Fort Lauderdale,
Florida
| $634M | +$25M | +4% | 5.9% | – | 24 | 16.67% | 0.4 |
|
2536
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $633M | +$45M | +8% | 7.66% | 90.5% | 5 | 0% | 2.8 |
|
2537
Verity & Verity
Beaufort,
South Carolina
| $633M | +$15M | +2% | 5.17% | 90.4% | 100 | 2% | 4 |
|
2538
Element Capital Management
New York
| $633M | +$196M | +45% | 5.92% | 49.4% | 95 | 75.79% | 0.2 |
|
2539
Renaissance Capital
Stamford,
Connecticut
| $632M | -$42.6M | -6% | 11.5% | 392% | 85 | 42.35% | 0.3 |
|
2540
CKW Financial Group
Honolulu,
Hawaii
| $632M | +$53M | +9% | 6.26% | 62.4% | 244 | 23.77% | 3.7 |
|
2541
Ropes Wealth Advisors
Boston,
Massachusetts
| $632M | +$62.1M | +11% | 14.6% | 71% | 270 | 10.37% | 4.3 |
|
|
VC
2542
Vision Capital
Toronto,
Ontario, Canada
| $632M | +$78.5M | +14% | 10.6% | 19.8% | 22 | 59.09% | 0.4 |
|
2543
Baxter Bros Inc
Riverside,
Connecticut
| $631M | +$49M | +8% | 8.1% | 73.8% | 126 | 7.94% | 5.3 |
|
2544
Soltis Investment Advisors
St. George,
Utah
| $631M | +$82.5M | +15% | 5.04% | 80.8% | 256 | 21.09% | 1 |
|
2545
Maltese Capital Management
New York
| $630M | -$133M | -17% | 3.36% | 114% | 175 | 26.29% | 2.2 |
|
2546
Bouchey Financial Group
Troy,
New York
| $629M | +$8.8M | +1% | 6.8% | 66.7% | 82 | 6.1% | 3.2 |
|
2547
Stewart & Patten Company
Lafayette,
California
| $629M | +$13M | +2% | 4.5% | 27.5% | 94 | 6.38% | 5.4 |
|
2548
De Burlo Group
Boston,
Massachusetts
| $628M | +$69.6M | +12% | 12.6% | 147% | 92 | 10.87% | 3.5 |
|
2549
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $628M | +$149M | +31% | 13.8% | 106% | 51 | 23.53% | 1.9 |
|
2550
Berman Capital Advisors
Atlanta,
Georgia
| $628M | +$150M | +31% | 7.71% | 48.2% | 2,123 | 13.05% | 1.7 |
|