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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2801
Wealth Architects
Mountain View,
California
| $515M | +$4.86M | +1% | 0.89% | 80.1% | 199 | 12.56% | 3.5 |
|
2802
Gifford Fong Associates
Lafayette,
California
| $515M | +$357K | +0.1% | 0.3% | 180% | 136 | 0.74% | 3.1 |
|
2803
Montecito Bank & Trust
Santa Barbara,
California
| $515M | -$6.54M | -1% | 0.37% | – | 263 | 6.84% | 3.8 |
|
2804
Corbin Capital Partners
New York
| $515M | +$31.9M | +7% | 0.74% | 87.7% | 107 | 30.84% | 0.3 |
|
2805
Third Security
Radford,
Virginia
| $515M | -$194M | -27% | 22.5% | 28.2% | 11 | 0% | 2.1 |
|
2806
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $514M | -$897K | -0.2% | 0.84% | 58.7% | 83 | 12.05% | 1.2 |
|
2807
Smith Anglin Financial
Dallas,
Texas
| $513M | -$6.44M | -1% | 1.74% | 52.8% | 151 | 15.89% | 0.7 |
|
|
VM
2808
VPR Management
Houston,
Texas
| $513M | -$37.1M | -7% | 6.13% | 54.5% | 28 | 0% | 3 |
|
2809
Edge Wealth Management
New York
| $513M | +$21.4M | +4% | 0.11% | 75.3% | 558 | 24.91% | 2.4 |
|
2810
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $513M | -$9.7M | -2% | 0.3% | 60% | 67 | 4.48% | 3.4 |
|
2811
Noesis Capital Mangement
Boca Raton,
Florida
| $512M | +$22.8M | +5% | 0.77% | 139% | 136 | 16.18% | 3.4 |
|
2812
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $512M | -$275M | -35% | 1.4% | 78.7% | 30 | 26.67% | 0.5 |
|
2813
Hahn Capital Management
Walnut Creek,
California
| $512M | -$15.8M | -3% | 0.99% | 71.7% | 34 | 2.94% | 5.7 |
|
2814
BlueSky Wealth Advisors
New Bern,
North Carolina
| $511M | +$637K | +0.1% | 1.02% | 45.9% | 65 | 3.08% | 2.8 |
|
2815
Brasada Capital Management
Houston,
Texas
| $510M | +$289K | +0.1% | 3.58% | 76.5% | 162 | 21.6% | 1.7 |
|
|
VDBMI
2816
Van Den Berg Management I
Austin,
Texas
| $510M | +$2.14M | +0.4% | 0.87% | 187% | 78 | 8.97% | 2 |
|
2817
Tectonic Advisors
Frisco,
Texas
| $509M | +$24.5M | +5% | 1.28% | 44.9% | 238 | 22.69% | 0.6 |
|
2818
Quest Capital Management
Dallas,
Texas
| $509M | +$7.16M | +1% | 1.6% | 87.7% | 314 | 14.01% | 1.6 |
|
2819
MA Private Wealth
San Carlos,
California
| $509M | +$6.14M | +1% | 0.62% | 57.5% | 96 | 15.63% | 1.5 |
|
2820
FRG Family Wealth Advisors
Bellevue,
Washington
| $509M | -$17.7M | -3% | 0.67% | 76.4% | 141 | 7.09% | 4.1 |
|
2821
Affinity Wealth Management
Wilmington,
Delaware
| $509M | +$5.31M | +1% | 0.19% | 116% | 128 | 31.25% | 1.3 |
|
2822
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $509M | +$8.14M | +2% | 0.05% | 65.9% | 176 | 3.41% | 4.1 |
|
2823
Charles Schwab Trust
Henderson,
Nevada
| $509M | +$519K | +0.1% | 1.35% | 52.7% | 186 | 8.6% | 1.5 |
|
2824
True North Advisors
Dallas,
Texas
| $508M | +$27.9M | +6% | 2.19% | 82.9% | 232 | 11.21% | 1.2 |
|
2825
Keebeck Wealth Management
Chicago,
Illinois
| $507M | -$187M | -27% | 0.67% | 81.3% | 253 | 21.34% | 1.3 |
|