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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3226
Beverly Hills Private Wealth
Beverly Hills,
California
| $495M | +$34.7M | +8% | 7.39% | 80% | 370 | 14.59% | 1.3 |
|
3227
Chemung Canal Trust
Elmira,
New York
| $494M | -$22.2M | -4% | 5.16% | 80.9% | 125 | 8.8% | 7.1 |
|
3228
Laffer Tengler Investments
Nashville,
Tennessee
| $494M | +$29.8M | +6% | 6.54% | 96.5% | 400 | 58.75% | 2.6 |
|
3229
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $494M | +$47.6M | +11% | 7.95% | 25.1% | 305 | 26.23% | 0.8 |
|
|
III
3230
Independent Investors Inc
Nesconset,
New York
| $493M | +$37.8M | +8% | 9.03% | 94.5% | 69 | 2.9% | 8.2 |
|
3231
TLWM Financial
San Antonio,
Texas
| $493M | +$28.5M | +6% | 5.01% | 53.9% | 75 | 10.67% | 3.1 |
|
3232
Hunter Perkins Capital Management
Lombard,
Illinois
| $493M | +$17M | +4% | 8.11% | 58% | 110 | 6.36% | 1.9 |
|
3233
Fermata Advisors
Sonoma,
California
| $493M | +$57.2M | +13% | 5.41% | 58.3% | 259 | 16.22% | 1.1 |
|
3234
Lebenthal Global Advisors
Hauppauge,
New York
| $493M | +$36.3M | +8% | 5.19% | 57.2% | 199 | 18.59% | 1.6 |
|
3235
Schoolcraft Capital
Boulder,
Colorado
| $493M | +$26.5M | +6% | 5.95% | 58.7% | 69 | 5.8% | 3.7 |
|
3236
Savvy Advisors Inc
New York
| $492M | +$186M | +61% | 5.67% | – | 374 | 25.94% | 0.4 |
|
3237
Montag & Caldwell
Atlanta,
Georgia
| $492M | -$2.73M | -0.6% | 4.49% | 91.3% | 89 | 8.99% | 4 |
|
3238
Rowlandmiller & Partners
Atlanta,
Georgia
| $492M | +$33.7M | +7% | 7.89% | 84% | 186 | 5.91% | 5.8 |
|
3239
Permanens Capital
New York
| $492M | -$487M | -50% | 5.62% | 76.9% | 55 | 54.55% | 1.9 |
|
3240
Raub Brock Capital Management
Larkspur,
California
| $492M | +$34.3M | +7% | 11% | 54.7% | 40 | 5% | 3.6 |
|
3241
LM Advisors
San Diego,
California
| $492M | -$75.4M | -13% | 4.57% | – | 186 | 15.59% | 0.7 |
|
3242
HughesLittle Investment Management
Vancouver,
| $492M | +$35.9M | +8% | 8.73% | 106% | 17 | 0% | 5.3 |
|
3243
Gibson Capital
Wexford,
Pennsylvania
| $491M | +$38.3M | +8% | 8.86% | 67.2% | 79 | 15.19% | 3.8 |
|
|
SFS
3244
Security Financial Services
Fort Wayne,
Indiana
| $491M | +$30.9M | +7% | 5.63% | 67.7% | 176 | 15.34% | 1.7 |
|
3245
East Coast Asset Management
Essex,
Massachusetts
| $491M | +$49.7M | +11% | 16.3% | 167% | 75 | 2.67% | 8 |
|
3246
Delta Investment Management
San Francisco,
California
| $491M | +$37.5M | +8% | 4.04% | 65.8% | 260 | 24.23% | 2.1 |
|
3247
Goehring & Rozencwajg Associates
New York
| $491M | -$13.1M | -3% | 2% | 148% | 48 | 8.33% | 1.6 |
|
3248
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $490M | +$26.7M | +6% | 6.31% | 56.8% | 276 | 11.59% | 2.2 |
|
3249
Brickley Wealth Management
San Mateo,
California
| $490M | +$33.5M | +7% | 7.58% | 62.6% | 48 | 4.17% | 3.7 |
|
3250
MAK Capital One
New York
| $489M | +$71.5M | +17% | 24.9% | 200% | 10 | 10% | 3.4 |
|