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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3101
Montecito Bank & Trust
Santa Barbara,
California
| $465M | +$38.2M | +9% | 9.63% | – | 252 | 5.56% | 5.4 |
|
|
SF
3102
Symphony Financial
Houston,
Texas
| $465M | +$56.6M | +14% | 10.7% | 95.7% | 208 | 30.77% | 1.9 |
|
3103
Vise Technologies
New York
| $465M | +$57.8M | +14% | 9.08% | – | 375 | 18.67% | 1.2 |
|
3104
JMAC Enterprises
Newtown,
Pennsylvania
| $465M | +$59.5M | +15% | 10.7% | 68.5% | 174 | 9.77% | 1.5 |
|
3105
Cheviot Value Management
Beverly Hills,
California
| $464M | +$12.7M | +3% | 5.61% | 77.8% | 76 | 7.89% | 4.9 |
|
3106
Bracebridge Capital LLC
Boston,
Massachusetts
| $464M | -$165M | -26% | 17.3% | 156% | 59 | 42.37% | 0.8 |
|
|
TP
3107
Thunderbird Partners
London,
United Kingdom
| $464M | +$64.6M | +16% | 20.4% | 38% | 13 | 23.08% | 2 |
|
|
EWA
3108
ERTS Wealth Advisors
Marquette,
Michigan
| $464M | +$48.2M | +12% | 9.38% | 39.3% | 90 | 12.22% | 3.4 |
|
3109
EFG Asset Management (Americas)
Miami,
Florida
| $463M | +$46.3M | +11% | 13.3% | 112% | 146 | 10.96% | 3.5 |
|
3110
Human Investing
Lake Oswego,
Oregon
| $463M | +$33.8M | +8% | 9.5% | 56.9% | 101 | 13.86% | 2.8 |
|
3111
Act Two Investors
Santa Cruz,
California
| $463M | +$89.2M | +24% | 12.5% | 53% | 50 | 34% | 1.8 |
|
3112
Ratio Wealth Group
Denver,
Colorado
| $462M | +$63M | +16% | 9.33% | – | 79 | 17.72% | 1.9 |
|
3113
Kelman-Lazarov Inc
Memphis,
Tennessee
| $462M | +$39M | +9% | 8.29% | 46.6% | 105 | 11.43% | 4.3 |
|
3114
Diversified
Wilmington,
Delaware
| $462M | +$76.4M | +20% | 10.8% | 34.4% | 164 | 19.51% | 1.7 |
|
3115
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $462M | +$65.5M | +17% | 4.81% | 39.2% | 8 | 25% | 1 |
|
3116
Claro Advisors
Boston,
Massachusetts
| $462M | +$61.8M | +15% | 11.4% | 98.8% | 420 | 20.24% | 2.2 |
|
3117
Crescent Park Management
East Palo Alto,
California
| $462M | +$36M | +8% | 21.1% | 87% | 36 | 13.89% | 1.8 |
|
|
PWW
3118
Pettyjohn Wood & White
Lynchburg,
Virginia
| $462M | +$38.1M | +9% | 9.65% | 70.9% | 182 | 3.85% | 6.1 |
|
3119
Cannell Capital
Alta,
Wyoming
| $461M | +$31.5M | +7% | 19.6% | 127% | 62 | 24.19% | 1.9 |
|
3120
Manitou Investment Management
Toronto,
Ontario, Canada
| $461M | +$39.8M | +9% | 9.66% | 69.3% | 59 | 6.78% | 2.9 |
|
3121
ECP ControlCo
Summit,
New Jersey
| $461M | +$24.4M | +6% | 14.1% | 42.5% | 9 | 11.11% | 2.2 |
|
3122
Red Door Wealth Management
Memphis,
Tennessee
| $461M | +$60.4M | +15% | 10.8% | 100% | 202 | 13.86% | 2.2 |
|
|
NG
3123
Northstar Group
New York
| $460M | +$38.5M | +9% | 7.76% | 63.9% | 149 | 8.05% | 5.9 |
|
3124
Fagan Associates
Troy,
New York
| $460M | +$46.4M | +11% | 11.2% | 127% | 114 | 6.14% | 4.7 |
|
3125
IBEX Wealth Advisors
Bedminster,
New Jersey
| $460M | +$67.2M | +17% | 13.7% | 221% | 126 | 25.4% | 1.9 |
|