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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
26.9%
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
Ford Financial Group
Fresno,
California
| $504M | +$244M | +94% | 4.47% | 47.7% | 550 | 80.91% | 0.5 |
|
3002
Mission Creek Capital Partners
San Francisco,
California
| $503M | -$33.2M | -6% | 0.57% | 138% | 265 | 17.36% | 1.5 |
|
3003
Condire Management
Dallas,
Texas
| $503M | +$111M | +28% | 9.95% | 187% | 34 | 47.06% | 0.3 |
|
3004
Sompo Asset Management
Tokyo,
Japan
| $502M | +$66.9M | +15% | 6.33% | 84.7% | 157 | 9.55% | 2.2 |
|
|
CT
3005
Chicago Trust
Grayslake,
Illinois
| $502M | +$47M | +10% | 11.1% | 96.7% | 355 | 12.68% | 2.6 |
|
3006
Taikang Asset Management (HK)
Hong Kong
| $502M | +$9.48M | +2% | 7.61% | 172% | 84 | 19.05% | 2.7 |
|
3007
Cyrus Capital Partners
New York
| $502M | +$159M | +46% | 1.4% | 163% | 14 | 50% | 2.2 |
|
3008
Austin Private Wealth
Austin,
Texas
| $502M | +$29.8M | +6% | 6.19% | 62.3% | 169 | 17.75% | 1 |
|
3009
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $501M | -$7.93M | -2% | 11.5% | 75.9% | 180 | 8.33% | 4.2 |
|
3010
Wellington Shields & Co
New York
| $501M | +$214M | +75% | 11.4% | 127% | 248 | 19.76% | 2 |
|
3011
IDG China Venture Capital Fund IV Associates
Hong Kong
| $500M | -$274M | -35% | 34.8% | 59.2% | 4 | 0% | 1.7 |
|
|
BC
3012
Bruce & Co
Chicago,
Illinois
| $500M | +$29.5M | +6% | 11.1% | 94.5% | 31 | 0% | 5.4 |
|
|
EVM
3013
Evelyn V. Moreno
| $500M | +$75.2M | +18% | 9.85% | 39.4% | 61 | 8.2% | 5.5 |
|
3014
Acorn Financial Advisory Services
Reston,
Virginia
| $500M | +$176M | +55% | 5.25% | 108% | 221 | 6.33% | 1.4 |
|
3015
Twin Focus Capital Partners
Boston,
Massachusetts
| $500M | +$71.3M | +17% | 5.03% | 92.5% | 234 | 22.65% | 2.4 |
|
3016
Davide Leone & Partners Investment Company
London,
United Kingdom
| $500M | -$806M | -62% | 11.7% | 64.1% | 43 | 83.72% | 1.6 |
|
3017
Meridian Wealth Partners
Exton,
Pennsylvania
| $499M | +$37M | +8% | 6.23% | 54.2% | 84 | 11.9% | 1.6 |
|
|
MWM
3018
Madison Wealth Management
Cincinnati,
Ohio
| $499M | +$41.7M | +9% | 9% | 35.1% | 155 | 7.1% | 1.6 |
|
3019
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $499M | +$42.6M | +9% | 4.9% | 47% | 120 | 8.33% | 3.1 |
|
3020
Arkansas Financial Group
Little Rock,
Arkansas
| $498M | +$42.6M | +9% | 4.68% | 41.4% | 47 | 8.51% | 3.6 |
|
3021
Spirit of America Management Corp
Syosset,
New York
| $498M | +$33.6M | +7% | 10.9% | 113% | 252 | 7.54% | 4.7 |
|
3022
Winthrop Advisory Group
Boston,
Massachusetts
| $498M | +$48.7M | +11% | 9.26% | 78.3% | 151 | 14.57% | 2.2 |
|
3023
Marietta Wealth Management
Marietta,
Georgia
| $498M | +$39.9M | +9% | 8.71% | 93% | 119 | 8.4% | 3 |
|
3024
Golden Gate Private Equity
San Francisco,
California
| $498M | -$67M | -12% | 9.22% | 8.72% | 6 | 0% | 1.2 |
|
3025
Wealth Alliance
Mellville,
New York
| $497M | +$52M | +12% | 8.69% | 75.7% | 465 | 11.83% | 1.2 |
|