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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1801
Penn Capital Management
Philadelphia,
Pennsylvania
| $976M | -$52.6M | -5% | 3.95% | 181% | 164 | 20.73% | 1.9 |
|
1802
Atlantic Union Bankshares
Glen Allen,
Virginia
| $976M | -$27.1M | -3% | 1.26% | 78.9% | 277 | 2.89% | 4.4 |
|
1803
Procyon Advisors
Shelton,
Connecticut
| $976M | +$180M | +23% | 2.71% | 92.3% | 501 | 15.17% | 1.8 |
|
1804
Willis Johnson & Associates
Houston,
Texas
| $975M | +$37.2M | +4% | 3.51% | 50.9% | 143 | 19.58% | 1.6 |
|
|
CG
1805
Cutler Group
San Francisco,
California
| $975M | +$255M | +35% | 3.51% | 57.7% | 4,549 | 34.4% | 2 |
|
1806
Washington Trust Advisors
Wellesley,
Massachusetts
| $975M | -$56.8M | -6% | 3.51% | 106% | 694 | 7.93% | 1.6 |
|
1807
Himension Capital (Singapore)
Singapore
| $974M | -$123M | -11% | 1.35% | 492% | 94 | 89.36% | 0.2 |
|
1808
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $973M | -$83M | -8% | 1.23% | 162% | 238 | 11.34% | 4.6 |
|
1809
SFMG Wealth Advisors
Plano,
Texas
| $973M | +$1.1M | +0.1% | 3.4% | 76.1% | 278 | 15.47% | 3.5 |
|
1810
Summit Securities Group
New York
| $972M | +$205M | +27% | 0.29% | 136% | 1,121 | 70.03% | 0.8 |
|
1811
Sandler Capital Management
New York
| $971M | -$244M | -20% | 1.65% | 325% | 134 | 47.76% | 0.7 |
|
1812
Main Street Research
Lakeville,
Connecticut
| $971M | +$343M | +55% | 1.67% | 232% | 101 | 17.82% | 4.8 |
|
1813
Litman Gregory Wealth Management
Larkspur,
California
| $969M | +$168M | +21% | 3.37% | 55.5% | 127 | 39.37% | 0.5 |
|
1814
Concentric Capital Strategies
Stamford,
Connecticut
| $968M | +$471M | +95% | 1.77% | 165% | 275 | 73.09% | 0.2 |
|
1815
Ensemble Capital Management
San Francisco,
California
| $968M | -$67.5M | -7% | 4.52% | 36.2% | 25 | 0% | 5.5 |
|
1816
Ion Asset Management
Herzliya,
Israel
| $968M | +$111M | +13% | 19.1% | 125% | 44 | 34.09% | 1.2 |
|
1817
Elm Partners Management
Philadelphia,
Pennsylvania
| $967M | -$25.8M | -3% | 3.31% | 46.9% | 47 | 12.77% | 3 |
|
1818
Executive Wealth Management
Brighton,
Michigan
| $966M | -$425K | -0% | 4.03% | 18.4% | 213 | 13.15% | 2.7 |
|
1819
Belpointe Asset Management
Reno,
Nevada
| $966M | +$20.2M | +2% | 2.9% | 80.1% | 726 | 26.17% | 3 |
|
1820
Clear Harbor Asset Management
Stamford,
Connecticut
| $965M | -$55.7M | -5% | 2.83% | 98.6% | 384 | 15.63% | 3.7 |
|
1821
Zazove Associates
Incline Village,
Nevada
| $964M | -$133M | -12% | 0.29% | 11% | 157 | 14.01% | 1.5 |
|
1822
QV Investors
Calgary,
Alberta, Canada
| $964M | -$145M | -13% | 2.45% | 68.3% | 70 | 8.57% | 3.6 |
|
1823
Adell Harriman & Carpenter
Houston,
Texas
| $964M | -$20.3M | -2% | 0.83% | 176% | 165 | 3.03% | 5.5 |
|
1824
Parcion Private Wealth
Bellevue,
Washington
| $964M | -$27M | -3% | 3.73% | 103% | 194 | 12.37% | 2.5 |
|
1825
Kensington Asset Management
Austin,
Texas
| $961M | -$556M | -37% | 3.27% | 38.1% | 16 | 75% | 0.3 |
|