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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3001
Nexpoint Asset Management
Dallas,
Texas
| $458M | +$75.3M | +20% | 14.8% | 253% | 247 | 65.99% | 0.5 |
|
3002
McMorgan & Co
San Francisco,
California
| $458M | – | – | 3.43% | 30.1% | 39 | – | 0 |
|
3003
Minot Wealth Management
Westwood,
Massachusetts
| $458M | +$66M | +17% | 8.63% | – | 233 | 26.61% | 0.9 |
|
|
T
3004
TRUADVICE
Sarasota,
Florida
| $458M | +$120M | +35% | 5.73% | 21.6% | 327 | 24.77% | 0.5 |
|
3005
Parkman Healthcare Partners
Stamford,
Connecticut
| $457M | +$26.6M | +6% | 11.2% | 306% | 99 | 33.33% | 0.7 |
|
3006
Fieldpoint Private Securities
Greenwich,
Connecticut
| $457M | +$28.8M | +7% | 7.23% | 47.2% | 1,694 | 8.68% | 0.8 |
|
3007
Oberweis Asset Management
Lisle,
Illinois
| $456M | -$32.4M | -7% | 20.9% | 485% | 201 | 34.33% | 1.3 |
|
3008
Mitchell Capital Management
Leawood,
Kansas
| $456M | +$45.9M | +11% | 10.7% | 219% | 159 | 9.43% | 2.3 |
|
3009
Rush Island Management
New York
| $456M | +$156M | +52% | 14.6% | 15.5% | 30 | 56.67% | 0.5 |
|
|
CIA
3010
Covington Investment Advisors
Ligonier,
Pennsylvania
| $455M | +$41.5M | +10% | 8.71% | 100% | 78 | 2.56% | 4.7 |
|
3011
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $455M | +$22.4M | +5% | 19% | 36.7% | 5 | 0% | 2.7 |
|
3012
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $455M | +$43.9M | +11% | 7.08% | 24.6% | 1,033 | 11.04% | 0.8 |
|
3013
XML Financial
Bethesda,
Maryland
| $455M | +$44.3M | +11% | 6.07% | 69.5% | 231 | 9.09% | 1.1 |
|
3014
Marquette Asset Management
Minneapolis,
Minnesota
| $454M | +$40.3M | +10% | 8.11% | 69.6% | 255 | 12.94% | 2.5 |
|
3015
Carrhae Capital
London,
United Kingdom
| $454M | +$96.8M | +27% | 3.98% | 182% | 20 | 60% | 0.5 |
|
|
RTS
3016
Round Table Services
Westfield,
New Jersey
| $454M | +$41M | +10% | 5.97% | 16.1% | 138 | 19.57% | 2.4 |
|
3017
Well Done LLC
Holland,
Michigan
| $454M | +$18.2M | +4% | 5.61% | 80.4% | 182 | 12.09% | 2.4 |
|
3018
Golden State Wealth Management
Santa Ana,
California
| $454M | +$150M | +50% | 6.92% | – | 313 | 38.34% | 0.7 |
|
|
MWM
3019
Madison Wealth Management
Cincinnati,
Ohio
| $453M | +$44.8M | +11% | 9.81% | 35.1% | 147 | 7.48% | 1.2 |
|
|
WC
3020
Walthausen & Co
Malta,
New York
| $453M | -$21.4M | -5% | 3.68% | 63.3% | 158 | 18.99% | 2.1 |
|
3021
Live Oak Private Wealth
Wilmington,
North Carolina
| $453M | +$45.6M | +11% | 5.53% | 65% | 165 | 7.88% | 1 |
|
3022
Aveo Capital Partners
Englewood,
Colorado
| $453M | +$55.7M | +14% | 5.7% | 19.1% | 280 | 23.21% | 0.7 |
|
3023
KLCM Advisors
Milwaukee,
Wisconsin
| $452M | +$11M | +3% | 2.63% | 122% | 119 | 17.65% | 3.6 |
|
3024
Farmers Trust Company
Youngstown,
Ohio
| $452M | +$17.5M | +4% | 7.01% | 73.5% | 174 | 7.47% | 4.4 |
|
|
BCP
3025
Berylson Capital Partners
Boston,
Massachusetts
| $451M | +$40.4M | +10% | 4.97% | 57.7% | 75 | 46.67% | 0.4 |
|