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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1751
Venturi Wealth Management
Austin,
Texas
| $1.12B | +$77.3M | +7% | 5.98% | 101% | 346 | 22.83% | 1.6 |
|
1752
Perigon Wealth Management
San Francisco,
California
| $1.12B | +$144M | +15% | 8.13% | 104% | 538 | 13.38% | 2.1 |
|
|
BFS
1753
Bard Financial Services
Branford,
Connecticut
| $1.12B | +$93.1M | +9% | 6.73% | 90.1% | 283 | 8.83% | 0.5 |
|
1754
RFG Advisory
Birmingham,
Alabama
| $1.12B | +$206M | +22% | 5.62% | 52.3% | 458 | 12.01% | 2.1 |
|
1755
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.12B | +$20.3M | +2% | 5.05% | 42.8% | 36 | 2.78% | 3.4 |
|
1756
Kimelman & Baird
New York
| $1.12B | – | – | 8.9% | – | 117 | – | 4.8 |
|
1757
Beryl Capital Management
Redondo Beach,
California
| $1.12B | +$338M | +43% | 4.82% | 3,932% | 310 | 71.94% | 0.2 |
|
1758
2Xideas
Kusnacht,
Switzerland
| $1.12B | +$214M | +24% | 11.6% | 40.6% | 70 | 5.71% | 0.5 |
|
1759
First Horizon Corporation
Memphis,
Tennessee
| $1.12B | +$66M | +6% | 7.48% | – | 1,293 | 6.34% | 2.4 |
|
|
BIC
1760
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.12B | -$6.99M | -0.6% | 5.79% | 36% | 180 | 12.22% | 4.2 |
|
1761
EJF Capital
Arlington,
Virginia
| $1.11B | -$270M | -19% | 0.01% | 127% | 462 | 57.14% | 0.5 |
|
1762
Zazove Associates
Incline Village,
Nevada
| $1.11B | +$267M | +32% | 4.64% | 11% | 158 | 17.72% | 1.1 |
|
|
TP
1763
Thunderbird Partners
London,
United Kingdom
| $1.11B | -$72.2M | -6% | 6.25% | 38% | 17 | 23.53% | 1.1 |
|
1764
Clarius Group LLC
Seattle,
Washington
| $1.11B | +$93.4M | +9% | 7.1% | 92.1% | 429 | 11.66% | 1.7 |
|
1765
Kerrisdale Advisers
Miami,
Florida
| $1.11B | -$190M | -15% | 11% | 78.8% | 64 | 32.81% | 0.8 |
|
1766
Atwood & Palmer
Kansas City,
Missouri
| $1.11B | +$73.7M | +7% | 5.7% | 90% | 466 | 15.88% | 3.7 |
|
1767
Cederberg Capital
London,
United Kingdom
| $1.11B | -$248M | -18% | 4.11% | 273% | 12 | 16.67% | 1.1 |
|
1768
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.11B | +$81.8M | +8% | 7.36% | 78.8% | 224 | 3.13% | 5.4 |
|
1769
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.11B | +$84.7M | +8% | 8.49% | 94.2% | 130 | 6.15% | 5.2 |
|
1770
HHR Asset Management
Berkeley Heights,
New Jersey
| $1.11B | -$2.72M | -0.2% | 7.63% | 76.3% | 36 | 19.44% | 2.1 |
|
1771
Ashford Capital Management
Wilmington,
Delaware
| $1.11B | +$38.1M | +4% | 7.54% | 150% | 115 | 13.91% | 3.2 |
|
1772
Montag & Caldwell
Atlanta,
Georgia
| $1.11B | +$15M | +1% | 8.73% | 91.3% | 73 | 13.7% | 3.9 |
|
1773
Capital Growth Management
Boston,
Massachusetts
| $1.11B | +$13.5M | +1% | 14.6% | 422% | 91 | 76.92% | 0.2 |
|
1774
Quest Investment Management
Lake Oswego,
Oregon
| $1.11B | +$16M | +1% | 10.8% | 105% | 101 | 6.93% | 4.1 |
|
1775
Quantitative Investment Management
Charlottesville,
Virginia
| $1.11B | -$74.3M | -6% | 8.27% | 24.6% | 647 | 69.24% | 0.2 |
|