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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1576
Principle Wealth Partners
Madison,
Connecticut
| $1.06B | +$229M | +28% | 7.35% | 79.9% | 309 | 7.12% | 2.3 |
|
1577
Cooper Investors
Melbourne, Victoria,
Australia
| $1.06B | -$89.1M | -8% | 3.23% | 57.5% | 43 | 13.95% | 2.9 |
|
1578
Axxcess Wealth Management
Carlsbad,
California
| $1.06B | -$30.6M | -3% | 5.58% | 81.2% | 622 | 27.01% | 0.6 |
|
1579
Summit Financial
Parsippany,
New Jersey
| $1.06B | -$11.5M | -1% | 4.88% | 81.8% | 259 | 13.13% | 1.3 |
|
1580
Ellevest Inc
New York
| $1.06B | -$9.6M | -0.9% | 5.99% | 73.8% | 1,993 | 32.41% | 1.5 |
|
1581
Patten & Patten
Chattanooga,
Tennessee
| $1.05B | -$84.5M | -7% | 5.41% | 74.1% | 277 | 4.69% | 6.1 |
|
1582
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.05B | -$130M | -11% | 5.17% | 18.1% | 2,367 | 20.15% | 2.6 |
|
1583
Legacy Private Trust
Neenah,
Wisconsin
| $1.05B | -$63.4M | -6% | 5.13% | 71.1% | 235 | 11.91% | 5.2 |
|
1584
TrustCore Financial Services
Brentwood,
Tennessee
| $1.05B | -$22.5M | -2% | 3.75% | 28.3% | 1,216 | 19.65% | 2.3 |
|
1585
Foster & Motley
Cincinnati,
Ohio
| $1.05B | -$84.8M | -7% | 6.45% | 68.8% | 365 | 11.78% | 3.9 |
|
1586
NWAM LLC
Mercer Island,
Washington
| $1.05B | -$34.4M | -3% | 4.62% | 112% | 547 | 18.46% | 2.7 |
|
|
ACM
1587
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.05B | -$47.9M | -4% | 2.71% | 70.7% | 10 | 20% | 4.7 |
|
1588
Community Trust & Investment
Versailles,
Kentucky
| $1.05B | -$36.8M | -3% | 3.64% | 123% | 127 | 18.9% | 2.7 |
|
1589
Country Club Bank
Kansas City,
Missouri
| $1.05B | -$32.8M | -3% | 5.94% | 77.4% | 278 | 9.71% | 0.5 |
|
1590
Cowen and Company
New York
| $1.05B | +$9.8M | +1% | 5.02% | 120% | 874 | 50.69% | 0.4 |
|
1591
Easterly Investment Partners
Beverly,
Massachusetts
| $1.05B | -$77.4M | -7% | 5.45% | 57.6% | 203 | 16.75% | 1.1 |
|
1592
III Capital Management
Boca Raton,
Florida
| $1.04B | -$38M | -4% | 0.04% | 28.7% | 171 | 25.73% | 0.6 |
|
1593
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.04B | -$71.8M | -6% | 3.46% | 93.3% | 329 | 15.5% | 3.7 |
|
1594
Venturi Wealth Management
Austin,
Texas
| $1.04B | -$79.5M | -7% | 4.32% | 101% | 351 | 21.37% | 2.3 |
|
1595
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.04B | -$75.4M | -7% | 5.1% | 58.6% | 270 | 11.48% | 5.2 |
|
1596
Tybourne Capital Management
Hong Kong
| $1.04B | -$344M | -25% | 3.14% | 109% | 27 | 3.7% | 1.9 |
|
1597
Sand Grove Capital Management
London,
United Kingdom
| $1.04B | +$127M | +14% | 9.05% | 410% | 28 | 60.71% | 0.3 |
|
1598
Caprock Group
Boise,
Idaho
| $1.04B | +$19M | +2% | 4.92% | – | 619 | 19.06% | 2.7 |
|
1599
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.04B | -$105M | -9% | 5.03% | 78.8% | 260 | 5.38% | 5.7 |
|
1600
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.04B | -$74.8M | -7% | 3.22% | 142% | 232 | 12.5% | 4.3 |
|