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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
Oxford Financial Group
Carmel,
Indiana
| $1.68B | +$257M | +18% | 6.37% | 77.2% | 272 | 8.82% | 3.8 |
|
1577
Efficient Advisors
Mason,
Ohio
| $1.68B | +$144M | +9% | 6.56% | 30.6% | 101 | 44.55% | 4.4 |
|
1578
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.67B | +$88.6M | +6% | 7.6% | 83.5% | 75 | 1.33% | 8.2 |
|
|
SC
1579
SRB Corp
Boston,
Massachusetts
| $1.67B | +$134M | +9% | 11.8% | 87.3% | 23 | 0% | 3.8 |
|
1580
Univest Financial
Souderton,
Pennsylvania
| $1.67B | +$136M | +9% | 10.9% | 82.6% | 289 | 12.8% | 2.7 |
|
1581
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $1.66B | +$135M | +9% | 8.72% | 69.1% | 368 | 9.78% | 2.6 |
|
1582
Spinnaker Trust
Portland,
Maine
| $1.66B | +$131M | +9% | 9.02% | 68.2% | 295 | 6.78% | 6.2 |
|
1583
Maren Capital
Chicago,
Illinois
| $1.66B | +$193M | +13% | 9.32% | – | 25 | 0% | 1.4 |
|
1584
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.66B | -$33.6M | -2% | 10.6% | 70.7% | 138 | 17.39% | 4.2 |
|
1585
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.66B | +$259M | +19% | 8.08% | 64.3% | 427 | 16.86% | 1.6 |
|
1586
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.66B | +$110M | +7% | 9.94% | 79.7% | 395 | 58.23% | 0.5 |
|
1587
L1 Capital
Melbourne VIC 3000,
Australia
| $1.65B | +$581M | +54% | 19% | 127% | 31 | 58.06% | 0.7 |
|
1588
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.65B | +$62.8M | +4% | 7.91% | 64.6% | 651 | 13.82% | 4.3 |
|
1589
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.65B | +$198M | +14% | 12.6% | 137% | 394 | 14.97% | 2.3 |
|
1590
Courier Capital
Buffalo,
New York
| $1.65B | +$119M | +8% | 7.92% | 70.8% | 397 | 8.82% | 5.7 |
|
|
CWM
1591
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.65B | +$170M | +11% | 8.83% | 69.8% | 664 | 10.99% | 3.9 |
|
|
TP
1592
Theleme Partners
London,
United Kingdom
| $1.65B | +$373M | +29% | 14.7% | 35.5% | 13 | 30.77% | 1.3 |
|
1593
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.64B | +$233M | +17% | 29.1% | 478% | 239 | 24.69% | 2 |
|
1594
Evensky & Katz
Coral Gables,
Florida
| $1.64B | +$147M | +10% | 8.6% | 57.1% | 79 | 8.86% | 6.5 |
|
1595
SoFi Wealth
San Francisco,
California
| $1.64B | +$307M | +23% | 10.6% | 62.2% | 46 | 13.04% | 1.1 |
|
|
KNB
1596
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| $1.64B | +$161M | +11% | 9.6% | 73.6% | 17 | 17.65% | 1.3 |
|
1597
Sofinnova Investments
Menlo Park,
California
| $1.64B | +$104M | +7% | 13.9% | 450% | 80 | 41.25% | 1.2 |
|
1598
Chai Trust Company
Chicago,
Illinois
| $1.63B | +$23M | +1% | 2.12% | 12.7% | 12 | 8.33% | 5.9 |
|
1599
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.63B | +$103M | +7% | 11.2% | 99.5% | 263 | 7.6% | 6.4 |
|
1600
BloombergSen
Toronto,
Ontario, Canada
| $1.63B | +$17.5M | +1% | 4.75% | 46.9% | 34 | 17.65% | 3.4 |
|