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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
RW
1451
Rand Wealth
Baltimore,
Maryland
| $867M | +$129M | +17% | 3.43% | 40.4% | 225 | 7.56% | 3.2 |
|
|
VEPM
1452
Vista Equity Partners Management
San Francisco,
California
| $866M | +$603M | +229% | 5.33% | 3.45% | 27 | 25.93% | 0.9 |
|
1453
EP Wealth Advisors
Torrance,
California
| $866M | +$50M | +6% | 4.19% | – | 192 | 14.58% | 1.9 |
|
|
CA
1454
Cornerstone Advisors
Asheville,
North Carolina
| $864M | +$319M | +58% | 5.47% | 108% | 286 | 30.42% | 1.1 |
|
|
RVPG
1455
Relative Value Partners Group
| $863M | +$10.6M | +1% | 1.93% | 8.9% | 131 | 15.27% | 1.5 |
|
|
WFMPM
1456
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $863M | +$85M | +11% | 4.81% | 68.1% | 89 | 17.98% | 2.5 |
|
|
AIA
1457
Affinity Investment Advisors
Newport Beach,
California
| $863M | +$24.6M | +3% | 5.8% | 189% | 186 | 17.74% | 1.5 |
|
1458
First National Trust
Hermitage,
Pennsylvania
| $863M | +$44.6M | +5% | 4.1% | 82.9% | 337 | 7.42% | 2.8 |
|
|
ALS
1459
Andrew L. Share
| $862M | +$68.8M | +9% | 8.67% | 14.8% | 1 | 0% | 0.8 |
|
1460
Coldstream Capital Management
Bellevue,
Washington
| $860M | +$84.5M | +11% | 4.41% | 71% | 316 | 16.77% | 1.6 |
|
|
CP
1461
Centerbridge Partners
New York
| $859M | -$149M | -15% | 2.67% | 15.9% | 22 | 18.18% | 1.4 |
|
|
NYLIC
1462
New York Life Insurance Company
New York
| $858M | +$78.7M | +10% | 3.6% | 61.5% | 12 | 0% | 0.5 |
|
1463
Salem Investment Counselors
Winston Salem,
North Carolina
| $856M | -$6.65M | -0.8% | 4.13% | 181% | 721 | 26.21% | 1.4 |
|
|
MB
1464
Mizuho Bank
Tokyo,
Japan
| $856M | +$256M | +43% | 5.67% | 99.8% | 15 | 46.67% | 1.6 |
|
1465
Evergreen Capital Management
Bellevue,
Washington
| $855M | +$235M | +38% | 1.31% | 77.2% | 210 | 46.19% | 1.3 |
|
|
PCP
1466
P2 Capital Partners
New York
| $855M | -$4.86M | -0.6% | 7.84% | 7.96% | 17 | 29.41% | 1.4 |
|
1467
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $855M | +$33.1M | +4% | 4.36% | 101% | 359 | 5.29% | 2.7 |
|
1468
Stock Yards Bank & Trust
Louisville,
Kentucky
| $853M | +$27.5M | +3% | 4.04% | 82.8% | 232 | 11.21% | 3.1 |
|
|
NAM
1469
NorthCoast Asset Management
Greenwich,
Connecticut
| $851M | -$15M | -2% | 4.48% | 34.4% | 208 | 44.23% | 0.6 |
|
|
BCM
1470
Bluefin Capital Management
New York
| $850M | -$75.2M | -8% | 4.32% | – | 681 | 58% | 0.6 |
|
1471
Armistice Capital
New York
| $849M | +$64.3M | +8% | 0.89% | 79.7% | 87 | 57.47% | 0.5 |
|
|
GIM
1472
Goelzer Investment Management
Carmel,
Indiana
| $848M | +$32.7M | +4% | 4.03% | 97.2% | 204 | 6.37% | 2.9 |
|
|
PCM
1473
Parsons Capital Management
Providence,
Rhode Island
| $848M | +$27.9M | +3% | 4.14% | 84.9% | 364 | 4.95% | 2.9 |
|
|
DAM
1474
Davis Asset Management
Sausalito,
California
| $845M | +$63.3M | +8% | 6.23% | 97.3% | 27 | 11.11% | 2.6 |
|
1475
Sequoia Financial Advisors
Akron,
Ohio
| $844M | +$37.3M | +5% | 4.19% | 78.3% | 309 | 14.24% | 1.8 |
|