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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
RIA
2576
RPG Investment Advisory
Pleasanton,
California
| $607M | -$6.54M | -1% | 1.21% | 186% | 365 | 7.4% | 2.4 |
|
2577
Planning Alternatives
Birmingham,
Michigan
| $607M | -$5.35M | -0.9% | 1.21% | 69.6% | 46 | 6.52% | 4.8 |
|
2578
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $606M | -$22.4M | -4% | 12.7% | 106% | 49 | 12.24% | 2.2 |
|
2579
MV Capital Management
Bethesda,
Maryland
| $605M | +$16M | +3% | 0.37% | 73.3% | 739 | 11.1% | 2.1 |
|
2580
Rockbridge Investment Management
Syracuse,
New York
| $605M | +$14.9M | +3% | 1.12% | 38.6% | 780 | 7.18% | 1 |
|
2581
Institutional Venture Management XIV
Menlo Park,
California
| $604M | +$53.2M | +10% | 13.2% | 18.1% | 5 | 40% | 1.1 |
|
2582
Creative Financial Designs
Kokomo,
Indiana
| $604M | +$27.8M | +5% | 1.11% | 56.2% | 1,488 | 10.28% | 1.7 |
|
2583
Cornerstone Advisory
Hunt Valley,
Maryland
| $604M | +$10.4M | +2% | 0.63% | 53.5% | 226 | 7.96% | 2.9 |
|
2584
Engle Capital Management
Greenwich,
Connecticut
| $604M | -$78.7M | -12% | 8.99% | 398% | 34 | 64.71% | 0.4 |
|
2585
Zuckerman Investment Group
Chicago,
Illinois
| $604M | -$30.5M | -5% | 2.44% | 111% | 121 | 12.4% | 2.3 |
|
2586
Callan Capital
La Jolla,
California
| $602M | +$26.2M | +5% | 1.29% | 20.1% | 88 | 1.14% | 3.6 |
|
2587
Wallington Asset Management
Indianapolis,
Indiana
| $601M | +$18.3M | +3% | 1.07% | 108% | 80 | 17.5% | 3.9 |
|
2588
Kemper
Chicago,
Illinois
| $601M | +$5.73M | +1% | 1.1% | 28.6% | 45 | 8.89% | 3 |
|
2589
Private Capital Advisors
Darien,
Connecticut
| $601M | +$9.39M | +2% | 2.69% | 132% | 108 | 16.67% | 3.9 |
|
2590
Morningstar Investment Management
Chicago,
Illinois
| $599M | -$293M | -33% | 1.16% | 48.2% | 49 | 28.57% | 1 |
|
2591
HCR Wealth Advisors
Los Angeles,
California
| $599M | +$23.2M | +4% | 1.17% | 107% | 208 | 13.46% | 2.4 |
|
2592
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $596M | +$277M | +87% | 7.01% | 167% | 102 | 52.94% | 0.6 |
|
2593
WBI Investments
Red Bank,
New Jersey
| $596M | -$54.7M | -8% | 0.93% | 97.3% | 245 | 55.1% | 0.6 |
|
2594
RiverVest Venture Management
St. Louis,
Missouri
| $596M | +$84M | +16% | 20.1% | 16.5% | 5 | 0% | 0.7 |
|
2595
Land & Buildings Investment Management
Stamford,
Connecticut
| $596M | +$61.9M | +12% | 3.17% | 53.9% | 21 | 19.05% | 1 |
|
2596
Sierra Capital
Miami,
Florida
| $595M | +$55.8M | +10% | 0.57% | 32.4% | 508 | 9.65% | 0.4 |
|
2597
Wealthquest
Cincinnati,
Ohio
| $593M | +$8.05M | +1% | 0.25% | 52.1% | 150 | 12.67% | 2.9 |
|
2598
EAM Investors
Solana Beach,
California
| $593M | -$55.1M | -9% | 29.4% | 6,012% | 448 | 71.43% | 0.2 |
|
2599
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $592M | -$2.58M | -0.4% | 2.11% | 56.8% | 148 | 12.16% | 1.4 |
|
2600
Makena Capital Management
Menlo Park,
California
| $592M | -$84.8M | -13% | 5.22% | 78.7% | 46 | 15.22% | 0.9 |
|