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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2826
Family Management
New York
| $727M | +$59M | +9% | 7.47% | 69% | 278 | 22.3% | 2.1 |
|
2827
Victory Financial Group
Austin,
Texas
| $727M | +$97.2M | +15% | 8.26% | – | 277 | 27.44% | 0.7 |
|
2828
Brio Consultants
San Francisco,
California
| $727M | +$42.3M | +6% | 5.34% | 42.7% | 143 | 10.49% | 2.8 |
|
2829
Meridian Wealth Partners
Exton,
Pennsylvania
| $727M | +$36.8M | +5% | 6.41% | 54.2% | 119 | 11.76% | 3.3 |
|
2830
Legacy Financial Advisors
Covington,
Kentucky
| $726M | +$85.7M | +13% | 8.2% | 86.3% | 432 | 25.23% | 2.2 |
|
2831
Portside Wealth Group
Provo,
Utah
| $726M | +$50.5M | +7% | 7.31% | 90.1% | 506 | 14.23% | 1.4 |
|
2832
Polymer Capital Management (HK)
Hong Kong
| $725M | +$64.2M | +10% | 36.8% | – | 294 | 65.31% | 0.3 |
|
2833
Abacus Planning Group
Columbia,
South Carolina
| $725M | +$52.3M | +8% | 6.77% | 59.1% | 265 | 7.92% | 3.8 |
|
2834
Concord Wealth Partners
Abingdon,
Virginia
| $725M | +$38.6M | +6% | 5.99% | 66% | 892 | 10.31% | 2.4 |
|
2835
Fagan Associates
Troy,
New York
| $724M | +$77.7M | +12% | 11% | 127% | 139 | 11.51% | 4.6 |
|
2836
Skylands Capital
Milwaukee,
Wisconsin
| $723M | +$33.9M | +5% | 10.1% | 61% | 162 | 12.35% | 5.3 |
|
2837
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $723M | +$42M | +6% | 7.2% | 86.4% | 132 | 3.79% | 8.7 |
|
2838
Northcape Capital
Sydney,
Australia
| $723M | -$62.2M | -8% | 0.08% | – | 8 | 0% | 8.4 |
|
2839
SKBA Capital Management
San Francisco,
California
| $723M | +$28.2M | +4% | 3.65% | 53.9% | 84 | 3.57% | 4.7 |
|
2840
ASK Capital Management
San Francisco,
California
| $722M | +$96.7M | +15% | 19.2% | – | 5 | 20% | 0.6 |
|
2841
Intelligence Driven Advisers
Carlsbad,
California
| $721M | +$58.2M | +9% | 6.84% | 65.6% | 128 | 10.16% | 2.1 |
|
|
CT
2842
Chicago Trust
Grayslake,
Illinois
| $720M | +$8.96M | +1% | 7.36% | 96.7% | 444 | 15.32% | 3.8 |
|
2843
Nottingham Advisors
Amherst,
New York
| $720M | +$46.1M | +7% | 5.46% | 47.6% | 116 | 9.48% | 4.9 |
|
2844
Ramirez Asset Management
New York
| $720M | +$58.9M | +9% | 7.72% | 86.8% | 369 | 10.03% | 1.5 |
|
2845
First Pacific Financial
Vancouver,
Washington
| $720M | +$41.5M | +6% | 5.31% | 53.6% | 554 | 18.41% | 1.6 |
|
2846
Glen Eagle Advisors
Kingston,
New Jersey
| $719M | +$69.4M | +11% | 7.22% | 68.5% | 1,152 | 11.72% | 4.7 |
|
2847
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $719M | +$45.2M | +7% | 7.88% | 81.7% | 261 | 5.75% | 4.9 |
|
2848
Quantitative Investment Management
Charlottesville,
Virginia
| $719M | -$26.6M | -4% | 14.3% | 24.6% | 513 | 79.53% | 0.1 |
|
2849
Live Oak Private Wealth
Wilmington,
North Carolina
| $718M | +$47.7M | +7% | 7.77% | 65% | 200 | 7.5% | 3.8 |
|
2850
Intrinsic Edge Capital Management
Chicago,
Illinois
| $718M | +$3.1M | +0.4% | 26.1% | 283% | 130 | 53.85% | 0.6 |
|