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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2951
St Louis Trust
Saint Louis,
Missouri
| $188M | +$4.86M | +3% | 3.62% | 71.4% | 63 | 22.22% | 0.5 |
|
2952
Bank of Stockton
Stockton,
California
| $188M | +$4.42M | +2% | 2.14% | 99.2% | 125 | 20% | 2.4 |
|
2953
Dorsey Wright & Associates
Pasadena,
California
| $188M | -$553K | -0.3% | 8.55% | 311% | 140 | 41.43% | 0.7 |
|
2954
Kopp Investment Advisors
Bloomington,
Minnesota
| $188M | +$4.68M | +3% | 5.25% | 109% | 70 | 17.14% | 2 |
|
|
CCM
2955
CrestPoint Capital Management
Four Seasons,
Missouri
| $188M | +$3.92M | +2% | 3.03% | 42.6% | 215 | 6.98% | 1.3 |
|
|
NCIM
2956
New Century Investment Management
Southfield,
Michigan
| $188M | -$24.5M | -12% | 3.12% | 103% | 104 | 21.15% | 1.2 |
|
2957
Clarius Group LLC
Seattle,
Washington
| $188M | +$7.24M | +4% | 1.18% | 92.1% | 93 | 17.2% | 0.4 |
|
2958
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $188M | +$5.95M | +3% | 3.57% | 41.6% | 134 | 20.15% | 1.4 |
|
|
KWMG
2959
King Wealth Management Group
Naples,
Florida
| $187M | +$1.62M | +0.9% | 2.9% | 86% | 110 | 8.18% | 2 |
|
2960
Summit Securities Group
New York
| $187M | +$44.6M | +31% | 3.28% | 136% | 328 | 85.06% | 0.1 |
|
2961
Chartist Inc
Seal Beach,
California
| $187M | – | – | 2.69% | – | 43 | – | 1 |
|
2962
Smith Affiliated Capital
New York
| $187M | +$12.3M | +7% | 11.9% | 6.89% | 115 | 0% | 1.4 |
|
2963
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $187M | -$248K | -0.1% | 3.81% | 140% | 191 | 31.41% | 1.3 |
|
2964
Rock Point Advisors
Burlington,
Vermont
| $187M | -$593K | -0.3% | 1.36% | 82.8% | 83 | 14.46% | 2 |
|
2965
Gould Asset Management
Claremont,
California
| $187M | +$1.07M | +0.6% | 2.87% | 42.8% | 105 | 9.52% | 2.2 |
|
2966
Heronetta Management
New York
| $186M | +$29.5M | +19% | 21.4% | 59.7% | 35 | 8.57% | 2.3 |
|
|
TI
2967
Telemetry Investments
New York
| $186M | -$157M | -46% | 6.98% | 77.4% | 149 | 53.69% | 0.5 |
|
2968
Simplicity Solutions
Minneapolis,
Minnesota
| $186M | +$22.8M | +14% | 3.22% | 37.1% | 234 | 22.65% | 0.6 |
|
|
WIP
2969
Wellesley Investment Partners
Wellesley,
Massachusetts
| $185M | +$18.5M | +11% | 1.64% | 22.7% | 96 | 8.33% | 0.4 |
|
|
UIM
2970
Underhill Investment Management
Greenbrae,
California
| $185M | -$13.1M | -7% | 2.85% | 59.8% | 22 | 22.73% | 1.7 |
|
2971
Beach Point Capital Management
Santa Monica,
California
| $185M | -$37.1M | -17% | 0.6% | 84.1% | 15 | 20% | 1.1 |
|
2972
HT Partners
Centerbrook,
Connecticut
| $185M | +$13.1M | +8% | 1.37% | 71.1% | 21 | 4.76% | 1.4 |
|
2973
Capstone Financial Advisors
Downers Grove,
Illinois
| $185M | -$67.5M | -27% | 1.4% | 54.5% | 77 | 15.58% | 1.5 |
|
2974
Gemmer Asset Management
Walnut Creek,
California
| $185M | +$13.5M | +8% | 1.12% | 96.8% | 1,336 | 7.86% | 1.9 |
|
2975
KWMG LLC
Overland Park,
Kansas
| $185M | +$15M | +9% | 2.35% | 76.2% | 147 | 10.88% | 1.2 |
|