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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
Evolution Wealth Advisors
Aventura,
Florida
| $556M | +$43.2M | +8% | 4.96% | 84.5% | 149 | 18.79% | 2.4 |
|
3002
Mirador Capital Partners
Pleasanton,
California
| $556M | +$24.1M | +5% | 4.96% | 120% | 202 | 10.89% | 3.7 |
|
3003
Private Capital Management (Colorado)
Denver,
Colorado
| $555M | +$51.7M | +10% | 6.6% | 20% | 305 | 26.23% | 2 |
|
3004
Physician Wealth Advisors
Midvale,
Utah
| $554M | +$11.5M | +2% | 6.01% | 79.9% | 189 | 6.88% | 3.1 |
|
3005
Leelyn Smith
Geneva,
Illinois
| $554M | +$36.7M | +7% | 6.6% | 77.3% | 133 | 15.04% | 3.2 |
|
3006
Valley National Advisers
Bethlehem,
Pennsylvania
| $554M | -$120M | -18% | 6.42% | 87.2% | 1,183 | 39.31% | 5.7 |
|
|
GWI
3007
Grace & White Inc
Ny,
New York
| $554M | +$21.2M | +4% | 5.4% | 59.6% | 138 | 5.8% | 6.8 |
|
3008
Eagle Strategies
New York
| $554M | +$30.8M | +6% | 5.75% | 77.7% | 221 | 10.86% | 1.2 |
|
3009
Pacific Global Investment Management
Glendale,
California
| $554M | +$27.2M | +5% | 7.17% | 48% | 214 | 7.94% | 6.3 |
|
|
AMCA
3010
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $554M | +$8.16M | +1% | 6.44% | 129% | 146 | 8.22% | 4.5 |
|
3011
Crane Advisory
Fullerton,
California
| $553M | +$34.6M | +7% | 4.51% | 38.2% | 44 | 9.09% | 1.2 |
|
|
MAA
3012
Mraz Amerine & Associates
Modesto,
California
| $553M | +$66.2M | +14% | 7.82% | 63.2% | 179 | 12.85% | 5.4 |
|
3013
James J. Burns & Company
Melville,
New York
| $553M | +$44.4M | +9% | 6.71% | 70.2% | 143 | 11.19% | 1.1 |
|
3014
Bordeaux Wealth Advisors
Menlo Park,
California
| $553M | +$28.3M | +5% | 2.97% | 141% | 163 | 15.34% | 1.6 |
|
3015
Human Investing
Lake Oswego,
Oregon
| $553M | +$38.4M | +7% | 6.21% | 56.9% | 104 | 15.38% | 3 |
|
3016
D.L. Carlson Investment Group
Concord,
New Hampshire
| $552M | +$34.4M | +7% | 7.47% | 113% | 161 | 24.84% | 3.6 |
|
|
KAS
3017
Kemnay Advisory Services
New York
| $552M | +$71.2M | +15% | 21% | 167% | 26 | 11.54% | 3.8 |
|
3018
Advocate Group
Minnetonka,
Minnesota
| $552M | +$54.9M | +11% | 9.59% | 56.3% | 125 | 8.8% | 1.9 |
|
3019
Blueprint Investment Partners
Greensboro,
North Carolina
| $551M | +$89.4M | +19% | 5.02% | 91.9% | 175 | 35.43% | 1.3 |
|
3020
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $551M | +$33.1M | +6% | 6.62% | 24.6% | 1,109 | 11.36% | 2.8 |
|
3021
Wedgewood Partners
St Louis,
Missouri
| $551M | +$60.8M | +12% | 7.21% | 78.1% | 19 | 0% | 5.6 |
|
3022
Wealthstream Advisors
New York
| $550M | +$277M | +101% | 7.21% | 88.2% | 166 | 13.25% | 1.5 |
|
3023
Elk River Wealth Management
Denver,
Colorado
| $550M | +$38.7M | +8% | 6.32% | 81.8% | 98 | 6.12% | 2.9 |
|
3024
Moody Aldrich Partners
Marblehead,
Massachusetts
| $550M | +$36.7M | +7% | 14.3% | 312% | 218 | 22.94% | 1.3 |
|
3025
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $549M | -$14.9M | -3% | 8.56% | 94.6% | 1,071 | 70.68% | 0.3 |
|