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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
Legacy Private Trust
Neenah,
Wisconsin
| $1.17B | +$66.6M | +6% | 6.27% | 71.1% | 235 | 9.36% | 5.2 |
|
1577
Simmons Bank
Pine Bluff,
Arkansas
| $1.17B | +$8.05M | +0.7% | 4.28% | 92.9% | 350 | 8.29% | 5 |
|
1578
Moody National Bank Trust Division
Galveston,
Texas
| $1.17B | +$21.5M | +2% | 3.12% | 115% | 618 | 6.47% | 3.3 |
|
1579
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.17B | -$15.4M | -1% | 9.56% | 271% | 662 | 34.44% | 1.7 |
|
1580
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.16B | +$37.1M | +3% | 5.29% | 68% | 180 | 8.89% | 3.6 |
|
|
1WCM
1581
12 West Capital Management
New York
| $1.16B | +$174M | +18% | 20.6% | 169% | 29 | 44.83% | 1.4 |
|
1582
Zions Bancorporation
Salt Lake City,
Utah
| $1.16B | -$103M | -8% | 6.15% | 22.9% | 1,075 | 17.3% | 3.8 |
|
1583
Community Trust & Investment
Versailles,
Kentucky
| $1.16B | +$62.9M | +6% | 7.29% | 123% | 121 | 9.92% | 3.2 |
|
1584
Klingman & Associates
New York
| $1.16B | +$21.1M | +2% | 4.83% | 64.9% | 209 | 7.66% | 3.9 |
|
1585
CSM Advisors
Warrendale,
Pennsylvania
| $1.16B | +$108M | +10% | 7.33% | 105% | 149 | 17.45% | 1.5 |
|
1586
Stairway Partners
Chicago,
Illinois
| $1.15B | +$453M | +65% | 5.32% | 48.1% | 15 | 33.33% | 6 |
|
|
SFG
1587
Sather Financial Group
Victoria,
Texas
| $1.15B | -$65M | -5% | 6.8% | 82.3% | 107 | 12.15% | 2.7 |
|
1588
Goelzer Investment Management
Carmel,
Indiana
| $1.15B | -$16.6M | -1% | 2.64% | 97.2% | 244 | 11.89% | 5.3 |
|
1589
Baystate Wealth Management
Boston,
Massachusetts
| $1.15B | +$56.7M | +5% | 5.37% | 14.6% | 1,093 | 16.01% | 3.3 |
|
1590
Ostrum Asset Management
Paris,
France
| $1.15B | – | – | 4.63% | 107% | 671 | – | 0.1 |
|
1591
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.15B | +$44.8M | +4% | 7.91% | 94.5% | 821 | 7.43% | 3.6 |
|
1592
Sonora Investment Management Group
Tucson,
Arizona
| $1.15B | +$49.2M | +4% | 4.6% | 78.3% | 286 | 10.49% | 0.9 |
|
1593
Meridian Wealth Management
Lexington,
Kentucky
| $1.15B | +$125M | +12% | 10.5% | 117% | 568 | 11.44% | 2.1 |
|
1594
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.15B | -$105M | -8% | 6.47% | 135% | 431 | 25.06% | 1.1 |
|
1595
Adelante Capital Management
Alameda,
California
| $1.14B | -$42.8M | -4% | 3.22% | 43.2% | 46 | 10.87% | 3.3 |
|
1596
Summit Financial
Parsippany,
New Jersey
| $1.14B | +$81.1M | +8% | 7.85% | 81.8% | 265 | 9.81% | 1.7 |
|
1597
Rothschild Investment LLC
Chicago,
Illinois
| $1.14B | +$54.6M | +5% | 6.55% | 99.4% | 511 | 7.63% | 4.9 |
|
1598
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.14B | +$886M | +345% | 5.69% | 48.7% | 39 | 46.15% | 0.6 |
|
1599
WMS Partners
Towson,
Maryland
| $1.14B | +$133M | +13% | 5.95% | 10.8% | 296 | 13.18% | 3.5 |
|
1600
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.14B | +$135M | +13% | 5.86% | 77.5% | 526 | 16.16% | 1.9 |
|