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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1601
Essex Financial Services
Essex,
Connecticut
| $1.78B | +$24.7M | +1% | 1.09% | 87.7% | 841 | 12.37% | 4.1 |
|
1602
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.78B | -$105M | -6% | 1.98% | 142% | 273 | 11.36% | 5.6 |
|
1603
Ostrum Asset Management
Paris,
France
| $1.78B | -$303M | -15% | 0.19% | 107% | 586 | 6.48% | 2.8 |
|
1604
Univest Financial
Souderton,
Pennsylvania
| $1.78B | -$105M | -6% | 2.66% | 82.6% | 264 | 6.82% | 3.4 |
|
1605
First Interstate Bank
Billings,
Montana
| $1.78B | -$84.3M | -5% | 0.1% | 49.7% | 211 | 17.06% | 5.1 |
|
1606
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1.78B | -$91.2M | -5% | 2.39% | 46.4% | 160 | 29.38% | 2.2 |
|
1607
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1.77B | +$934M | +111% | 1.52% | 97.3% | 730 | 34.38% | 2.8 |
|
1608
Waddell & Associates
Memphis,
Tennessee
| $1.77B | +$291M | +20% | 8.2% | 194% | 491 | 30.96% | 1.4 |
|
1609
Atwood & Palmer
Kansas City,
Missouri
| $1.77B | +$12.4M | +0.7% | 0.38% | 90% | 562 | 19.04% | 5 |
|
1610
Founders Financial Securities
Towson,
Maryland
| $1.77B | +$74.5M | +4% | 0.59% | 71% | 604 | 17.22% | 2.6 |
|
1611
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.77B | +$204M | +13% | 16.9% | 54.4% | 166 | 51.2% | 0.9 |
|
1612
Grandfield & Dodd
New York
| $1.77B | +$5.53M | +0.3% | 3.29% | 80.6% | 218 | 9.17% | 7.7 |
|
1613
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.77B | +$6.37M | +0.4% | 1.19% | 137% | 428 | 14.49% | 2.4 |
|
1614
Contrarius Group Holdings
Hamilton,
Bermuda
| $1.77B | -$296M | -14% | 0.29% | – | 59 | 59.32% | 0.5 |
|
1615
Simplicity Wealth
Summit,
New Jersey
| $1.76B | +$87.6M | +5% | 0.65% | 82.2% | 799 | 18.77% | 1.1 |
|
1616
Saratoga Research & Investment Management
Saratoga,
California
| $1.76B | -$145M | -8% | 6.01% | 65.1% | 49 | 10.2% | 7 |
|
1617
Aaron Wealth Advisors
Chicago,
Illinois
| $1.76B | -$68.3M | -4% | 0.74% | 108% | 771 | 22.83% | 1.8 |
|
1618
Sun Life Financial
Toronto,
Ontario, Canada
| $1.76B | -$144M | -8% | 3.04% | 65.7% | 52 | 38.46% | 3.5 |
|
1619
NEA Management Company
Timonium,
Maryland
| $1.76B | -$202M | -10% | 14.5% | 823% | 28 | 10.71% | 4.5 |
|
|
NM
1620
NWI Management
New York
| $1.76B | -$413M | -19% | 4.29% | 230% | 65 | 32.31% | 2.3 |
|
1621
Evensky & Katz
Coral Gables,
Florida
| $1.76B | -$14.3M | -0.8% | 0.3% | 61.1% | 72 | 0% | 7.4 |
|
1622
Prosperity Capital Advisors
Westlake,
Ohio
| $1.76B | +$85.4M | +5% | 1.08% | 72.2% | 427 | 17.33% | 1.7 |
|
1623
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.76B | -$327M | -16% | 1.57% | 31% | 1,470 | 56.53% | 0.5 |
|
1624
Symmetry Partners
Glastonbury,
Connecticut
| $1.75B | +$60.6M | +4% | 0.24% | 61.4% | 227 | 17.62% | 2.3 |
|
1625
Principle Wealth Partners
Madison,
Connecticut
| $1.75B | -$27.6M | -2% | 1.93% | 90.7% | 393 | 8.4% | 4.2 |
|