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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
IA
2551
Independence Advisors
Wayne,
Pennsylvania
| $414M | +$3.43M | +0.8% | 6.77% | 24.4% | 168 | 41.07% | 1.5 |
|
2552
McAdam LLC
Philadelphia,
Pennsylvania
| $414M | +$47M | +13% | 6.32% | 65.4% | 91 | 15.38% | 1.7 |
|
|
WFI
2553
West Family Investments
Carlsbad,
California
| $414M | +$11.2M | +3% | 4.11% | 116% | 92 | 16.3% | 3.8 |
|
|
VCM
2554
Vivaldi Capital Management
Chicago,
Illinois
| $414M | -$8.6M | -2% | 4.95% | 69.2% | 249 | 21.69% | 1.3 |
|
2555
AIP LLC
New York
| $413M | +$27M | +7% | 7% | 54.9% | 1 | 0% | 2 |
|
2556
Serengeti Asset Management
New York
| $413M | +$207M | +101% | 11.2% | 14.9% | 27 | 51.85% | 1.3 |
|
2557
HCR Wealth Advisors
Los Angeles,
California
| $412M | +$111M | +37% | 9.67% | 107% | 252 | 48.41% | 1.2 |
|
2558
Private Ocean
San Rafael,
California
| $412M | +$9.36M | +2% | 3.08% | 2.82% | 661 | 34.19% | 2 |
|
2559
Parkside Investments
Deerfield,
Illinois
| $412M | +$38.1M | +10% | 9.02% | 70.4% | 117 | 26.5% | 1.4 |
|
|
TAM
2560
Tradition Asset Management
Richmond,
Virginia
| $412M | +$25.5M | +7% | 8.22% | – | 197 | 8.12% | 0.5 |
|
2561
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $412M | +$4.02M | +1% | 6.11% | 71.4% | 152 | 14.47% | 2.6 |
|
2562
Empirical Finance
Havertown,
Pennsylvania
| $411M | +$53.1M | +15% | 8.72% | 124% | 205 | 23.9% | 1.1 |
|
2563
Advisory Alpha
Holland,
Michigan
| $411M | +$73.3M | +22% | 7.85% | 50.3% | 965 | 32.12% | 0.4 |
|
2564
German American Bancorp
Jasper,
Indiana
| $409M | +$32.7M | +9% | 8.39% | 92.3% | 89 | 7.87% | 1.2 |
|
|
ECG
2565
EPIQ Capital Group
San Francisco,
California
| $409M | – | – | 59.4% | 6.25% | 42 | – | 0 |
|
2566
Verdence Capital Advisors
Hunt Valley,
Maryland
| $409M | +$52.7M | +15% | 8.54% | 104% | 343 | 17.49% | 1.3 |
|
2567
Gilbert & Cook
West Des Moines,
Iowa
| $408M | +$51.3M | +14% | 5.47% | 63.2% | 152 | 22.37% | 1.5 |
|
2568
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $408M | +$14.8M | +4% | 6.45% | 85.6% | 297 | 13.13% | 0.7 |
|
2569
Private Capital Advisors
Darien,
Connecticut
| $408M | +$47.9M | +13% | 13.8% | 132% | 92 | 14.13% | 4.3 |
|
2570
Incline Global Management
New York
| $408M | -$60.4M | -13% | 9.08% | 40.1% | 25 | 40% | 0.8 |
|
2571
PFG Advisors
Phoenix,
Arizona
| $408M | +$45.2M | +12% | 6.19% | 82.7% | 322 | 13.04% | 1.3 |
|
2572
Conrad N. Hilton Foundation
Agoura Hills,
California
| $407M | +$239M | +142% | 7.22% | – | 5 | 20% | 1.6 |
|
2573
Parker Investment Management
Menlo Park,
California
| $407M | +$72.6M | +22% | 9.07% | 208% | 44 | 13.64% | 1.5 |
|
2574
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $407M | +$37M | +10% | 5.68% | 55.7% | 122 | 2.46% | 5.3 |
|
2575
Evermay Wealth Management
Arlington,
Virginia
| $407M | +$39.8M | +11% | 7.02% | 56.2% | 170 | 18.24% | 2.7 |
|