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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
American National Bank & Trust
Wichita Falls,
Texas
| $451M | -$15.6M | -3% | 0.39% | 102% | 336 | 26.49% | 2.6 |
|
3002
Willow Creek Wealth Management
Sebastopol,
California
| $451M | +$32.3M | +8% | 0.01% | – | 117 | 6.84% | 2.4 |
|
3003
Madison Avenue Partners
New York
| $451M | +$116M | +35% | 0.04% | 284% | 21 | 52.38% | 0.6 |
|
3004
Essex Woodlands Management
The Woodlands,
Texas
| $451M | -$226M | -33% | 25.8% | 55% | 9 | 0% | 4 |
|
3005
Plante Moran Financial Advisors
Southfield,
Michigan
| $450M | +$38.6M | +9% | 0% | 62.8% | 1,050 | 19.9% | 3.3 |
|
3006
Gryphon Financial Partners
Columbus,
Ohio
| $450M | +$5.78M | +1% | 1.06% | 93.7% | 210 | 24.76% | 1.9 |
|
3007
First Ascent Asset Management
Denver,
Colorado
| $450M | +$73.1M | +19% | 1.47% | 4.15% | 34 | 29.41% | 1 |
|
|
PWW
3008
Pettyjohn Wood & White
Lynchburg,
Virginia
| $450M | +$3.86M | +0.9% | 0.52% | 70.9% | 161 | 3.73% | 5.2 |
|
3009
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $450M | +$28.7M | +7% | 2.5% | 60.5% | 190 | 17.89% | 0.8 |
|
3010
Astor Investment Management
Chicago,
Illinois
| $450M | -$17.2M | -4% | 0.66% | 23.3% | 61 | 22.95% | 1.5 |
|
3011
Altavista Wealth Management
Asheville,
North Carolina
| $450M | -$8.75M | -2% | 0.21% | 80.6% | 187 | 5.35% | 4.4 |
|
3012
Strategy Asset Managers
Pasadena,
California
| $450M | -$23.3M | -5% | 0.77% | 115% | 297 | 21.55% | 2 |
|
3013
Farmers Trust Company
Youngstown,
Ohio
| $450M | -$2.11M | -0.5% | 0.14% | 73.5% | 176 | 11.93% | 4.7 |
|
3014
Sky Investment Group
Hartford,
Connecticut
| $449M | +$5.78M | +1% | 0.06% | 81.4% | 132 | 7.58% | 4.4 |
|
3015
Winthrop Advisory Group
Boston,
Massachusetts
| $449M | +$4.74M | +1% | 0.04% | 78.3% | 145 | 11.72% | 2.1 |
|
3016
Stockman Wealth Management
Billings,
Montana
| $449M | +$30.5M | +7% | 1.42% | 77.5% | 203 | 5.42% | 3.4 |
|
3017
Teewinot Capital Advisers
New York
| $449M | +$18.3M | +4% | 5.85% | 149% | 42 | 35.71% | 2.6 |
|
3018
Divergent Wealth Advisors
South Jordan,
Utah
| $449M | +$10.2M | +2% | 0.47% | 14.7% | 19 | 15.79% | 2.6 |
|
3019
Well Done LLC
Holland,
Michigan
| $449M | -$5.12M | -1% | 0.76% | 80.4% | 181 | 9.39% | 2.6 |
|
|
JHCM
3020
Juniper Hill Capital Management
Menlo Park,
California
| $448M | +$149M | +50% | 1.68% | 33.6% | 9 | 22.22% | 0.8 |
|
3021
Stonnington Group
Pasadena,
California
| $447M | -$2.26M | -0.5% | 2.73% | – | 301 | 24.58% | 0.4 |
|
3022
Strid Group
Newtown Square,
Pennsylvania
| $447M | +$3.77M | +0.9% | 1.96% | 55.2% | 41 | 2.44% | 2.3 |
|
3023
Buckhead Capital Management
Atlanta,
Georgia
| $447M | -$3.61M | -0.8% | 0.56% | 67.6% | 145 | 2.76% | 3.6 |
|
3024
Mitchell Capital Management
Leawood,
Kansas
| $446M | -$9.27M | -2% | 1.4% | 234% | 163 | 11.66% | 2.4 |
|
3025
First National Corp
Rockland,
Massachusetts
| $446M | +$155M | +53% | 0.7% | 56.3% | 172 | 25% | 1.8 |
|