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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2926
Glassman Wealth Services
Vienna,
Virginia
| $587M | +$44.1M | +8% | 6.57% | 62.6% | 198 | 11.62% | 4.1 |
|
2927
Sloy Dahl & Holst
Vancouver,
Washington
| $586M | +$110M | +23% | 18.9% | 132% | 104 | 14.42% | 2.2 |
|
2928
Portside Wealth Group
Provo,
Utah
| $586M | +$61.3M | +12% | 7% | 90.1% | 413 | 16.71% | 0.9 |
|
2929
Cadinha & Co
Honolulu,
Hawaii
| $585M | +$45.6M | +8% | 9.25% | 132% | 105 | 13.33% | 6.2 |
|
2930
JT Stratford LLC
Gainesville,
Georgia
| $585M | +$46.5M | +9% | 6.47% | 103% | 318 | 26.42% | 2.4 |
|
2931
Biltmore Family Office
Charlotte,
North Carolina
| $585M | +$41.5M | +8% | 6.98% | 78.1% | 277 | 12.64% | 3.6 |
|
2932
Main Management Fund Advisors
San Francisco,
California
| $583M | +$28.1M | +5% | 5.04% | 80% | 7 | 42.86% | 1.4 |
|
2933
FCPM III Services
Naarden,
Netherlands
| $582M | -$95.8M | -14% | 2.91% | – | 7 | 0% | 0.7 |
|
|
EEP
2934
Edgehill Endowment Partners
Hamden,
Connecticut
| $581M | -$77.7M | -12% | 5.22% | 11.6% | 6 | 0% | 4.2 |
|
2935
Kelman-Lazarov Inc
Memphis,
Tennessee
| $581M | +$44.9M | +8% | 6.92% | 46.6% | 111 | 6.31% | 4.7 |
|
2936
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $581M | +$100M | +21% | 6.3% | – | 136 | 5.88% | 4.8 |
|
2937
Kahn Brothers Group
New York
| $581M | -$14.4M | -2% | 0.88% | 53.4% | 55 | 9.09% | 5 |
|
2938
Herald Investment Management
London,
United Kingdom
| $580M | -$29.8M | -5% | 0.45% | 493% | 97 | 4.12% | 5.4 |
|
|
BDWCC
2939
B&D White Capital Company
Lakeway,
Texas
| $580M | +$102M | +21% | 1.97% | 38.1% | 82 | 54.88% | 0.9 |
|
2940
Insight Advisors
Newtown,
Pennsylvania
| $580M | +$26.5M | +5% | 4.14% | 74% | 310 | 10% | 2.6 |
|
|
CT
2941
Chicago Trust
Grayslake,
Illinois
| $580M | +$87M | +18% | 5.92% | 96.7% | 389 | 14.91% | 3.6 |
|
2942
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $579M | +$31.8M | +6% | 6.66% | 65.9% | 192 | 7.29% | 4.9 |
|
2943
Hudock Inc
Williamsport,
Pennsylvania
| $579M | +$42.5M | +8% | 6.43% | 69.7% | 173 | 7.51% | 6.4 |
|
2944
Mirova
Paris,
France
| $579M | +$31.4M | +6% | 8.85% | 64.6% | 124 | 4.03% | 2.7 |
|
2945
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $578M | +$68M | +13% | 8.02% | 68.7% | 136 | 12.5% | 0.6 |
|
2946
Ionic Capital Management
New York
| $577M | -$8.48M | -1% | 15.6% | 163% | 204 | 56.37% | 0.9 |
|
2947
Academy Capital Management
Waco,
Texas
| $577M | +$23.2M | +4% | 5.45% | 71.2% | 35 | 11.43% | 3.9 |
|
2948
Engine Capital Management
New York
| $577M | +$43.3M | +8% | 5.76% | 21.1% | 44 | 31.82% | 1.2 |
|
2949
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $577M | +$31.5M | +6% | 5.38% | 39.5% | 48 | 0% | 2.7 |
|
2950
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $577M | +$19.8M | +4% | 5.17% | 99.9% | 77 | 0% | 5.8 |
|