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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
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $403M | +$13.8M | +4% | 2.97% | 24.5% | 48 | 43.75% | 4.4 |
|
3002
Bedel Financial Consulting
Indianapolis,
Indiana
| $402M | +$24.9M | +7% | 9.16% | 104% | 229 | 8.73% | 3.5 |
|
3003
Mason Street Advisors
Milwaukee,
Wisconsin
| $402M | +$57.2M | +17% | 6.59% | 32% | 9 | 0% | 4.2 |
|
3004
Journey Advisory Group
Covington,
Kentucky
| $402M | +$10M | +3% | 11% | 66.2% | 248 | 15.73% | 1.5 |
|
3005
Bell Investment Advisors
Oakland,
California
| $402M | +$79.6M | +25% | 6.96% | 45% | 2,085 | 16.4% | 1 |
|
3006
Luminus Management
Houston,
Texas
| $401M | +$115M | +40% | 12% | 8.7% | 33 | 60.61% | 1.5 |
|
|
PWW
3007
Pettyjohn Wood & White
Lynchburg,
Virginia
| $401M | +$26.3M | +7% | 10.9% | 70.9% | 173 | 8.09% | 5.7 |
|
|
CT
3008
Chicago Trust
Grayslake,
Illinois
| $401M | +$15.3M | +4% | 11% | 96.7% | 317 | 11.67% | 3.5 |
|
3009
Burleson & Co
Petaluma,
California
| $401M | -$64.4M | -14% | 3.32% | 49.1% | 465 | 15.05% | 1.9 |
|
3010
Polunin Capital Partners
London,
United Kingdom
| $401M | +$114M | +40% | 30.3% | 268% | 23 | 26.09% | 0.6 |
|
|
HA
3011
Harbor Advisors
West Palm Beach,
Florida
| $401M | +$28.9M | +8% | 10.5% | 125% | 171 | 7.02% | 4 |
|
3012
GPI Capital
New York
| $400M | +$9.43M | +2% | 5.22% | 261% | 7 | 14.29% | 1.5 |
|
|
HM
3013
HCEP Management
Hong Kong
| $400M | +$272M | +212% | 1.17% | 182% | 7 | 42.86% | 0.7 |
|
3014
Alpha Capital Management
Austin,
Texas
| $400M | +$22.8M | +6% | 8.08% | 88% | 106 | 4.72% | 3.7 |
|
|
BDWCC
3015
B&D White Capital Company
Lakeway,
Texas
| $400M | +$133M | +50% | 3.15% | 38.1% | 123 | 70.73% | 0.4 |
|
3016
Orion Resource Partners (USA)
New York
| $400M | – | – | 20.5% | – | 3 | – | 0 |
|
|
CFMC
3017
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $400M | -$2.42M | -0.6% | 7.54% | 69.6% | 182 | 8.79% | 6.1 |
|
3018
Domani Wealth
Lancaster,
Pennsylvania
| $400M | +$58.5M | +17% | 7.93% | 48.6% | 118 | 15.25% | 4.7 |
|
3019
Advanced Asset Management Advisors
Dublin,
Ohio
| $400M | +$34.3M | +9% | 9.31% | 93.6% | 246 | 63.01% | 1.3 |
|
3020
Divergent Wealth Advisors
South Jordan,
Utah
| $399M | +$29.3M | +8% | 5.77% | 14.7% | 31 | 38.71% | 2.3 |
|
3021
Vector Capital Management
San Francisco,
California
| $399M | +$85.5M | +27% | 25.6% | 42.7% | 6 | 0% | 1.3 |
|
|
CI
3022
CPMG Inc
Dallas,
Texas
| $398M | -$112M | -22% | 25.6% | 878% | 4 | 0% | 3.3 |
|
3023
Sugarloaf Wealth Management
Duluth,
Georgia
| $398M | +$7.57M | +2% | 5.79% | 10.2% | 906 | 20.97% | 2.2 |
|
3024
Iowa State Bank
Urbandale,
Iowa
| $398M | +$46.4M | +13% | 12.2% | 85.7% | 127 | 21.26% | 5 |
|
|
NFAM
3025
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $398M | +$3.76M | +1% | 14.8% | 104% | 108 | 79.63% | 0.2 |
|