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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
Round Rock Advisors
Wilton,
Connecticut
| $580M | +$40.5M | +8% | 7.47% | 87.4% | 230 | 12.61% | 2.3 |
|
3102
Nicolet Bankshares
Green Bay,
Wisconsin
| $579M | +$80.7M | +16% | 10.4% | 75.5% | 211 | 8.53% | 5.8 |
|
|
UAG
3103
United Advisor Group
Cincinnati,
Ohio
| $578M | +$90.7M | +19% | 9.41% | – | 399 | 17.79% | 0.9 |
|
3104
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $578M | +$32.4M | +6% | 9.32% | 65.9% | 200 | 14.5% | 5.3 |
|
3105
Calton & Associates
Tampa,
Florida
| $578M | +$140M | +32% | 7.85% | 73.9% | 433 | 32.56% | 1.1 |
|
3106
Scion Asset Management
Saratoga,
California
| $578M | +$379M | +190% | 0.96% | 1.91% | 21 | 95.24% | 0 |
|
3107
Security National Bank
Omaha,
Nebraska
| $578M | +$48.3M | +9% | 10.3% | 113% | 329 | 8.21% | 2.4 |
|
3108
MPM BioImpact
Boston,
Massachusetts
| $577M | -$4.53M | -0.8% | 6.98% | 550% | 51 | 29.41% | 1.1 |
|
3109
Think Investments
San Francisco,
California
| $577M | +$64.2M | +13% | 21.5% | 285% | 24 | 25% | 2.7 |
|
3110
Burton Enright Welch
Walnut Creek,
California
| $577M | +$84.9M | +17% | 8.27% | 62.8% | 126 | 19.84% | 1.9 |
|
3111
Varenne Capital Partners
Paris,
France
| $576M | +$298M | +107% | 25.6% | 212% | 30 | 66.67% | 0.4 |
|
3112
Pfizer
New York
| $576M | +$75.4M | +15% | 21.9% | – | 21 | 0% | 0.5 |
|
3113
Trigran Investments
Northbrook,
Illinois
| $576M | -$104M | -15% | 0.61% | 30.2% | 17 | 11.76% | 4.3 |
|
3114
Noesis Capital Mangement
Boca Raton,
Florida
| $576M | +$73M | +15% | 15.7% | 128% | 138 | 15.22% | 4.4 |
|
3115
Sompo Asset Management
Tokyo,
Japan
| $576M | +$37.1M | +7% | 10.3% | 84.7% | 194 | 5.15% | 4 |
|
3116
Rice Partnership
Honolulu,
Hawaii
| $576M | +$88.4M | +18% | 11.8% | 123% | 178 | 20.22% | 3.3 |
|
3117
FRG Family Wealth Advisors
Bellevue,
Washington
| $575M | +$57.8M | +11% | 13.6% | 76.4% | 153 | 5.88% | 6.1 |
|
3118
Capital Insight Partners
Scottsdale,
Arizona
| $575M | +$2.25M | +0.4% | 8.44% | 51.7% | 172 | 13.95% | 3.5 |
|
3119
Cornerstone Management
Duluth,
Georgia
| $575M | +$41.2M | +8% | 6.52% | 43.6% | 63 | 15.87% | 4.7 |
|
3120
West Financial Advisors
Des Moines,
Iowa
| $575M | +$48.5M | +9% | 7.28% | 49.1% | 214 | 8.41% | 2.4 |
|
3121
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $575M | +$70M | +14% | 10.3% | 65.6% | 106 | 11.32% | 1.6 |
|
|
SP
3122
Solel Partners
Boston,
Massachusetts
| $574M | +$34.4M | +6% | 9.41% | 25.9% | 24 | 29.17% | 1.7 |
|
3123
Endurance Services Ltd
Purchase,
New York
| $574M | +$34.7M | +6% | 6.6% | – | 14 | 0% | 1.1 |
|
3124
LJI Wealth Management
Indianapolis,
Indiana
| $574M | +$72.2M | +14% | 9.89% | 61.5% | 194 | 10.31% | 1.8 |
|
3125
Ignite Planners
San Clemente,
California
| $574M | +$63.4M | +12% | 9.42% | 83.8% | 370 | 14.59% | 1.8 |
|