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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1826
Welch Group
Birmingham,
Alabama
| $645M | +$46.5M | +8% | 6.76% | 73.2% | 145 | 14.48% | 3.2 |
|
1827
Denali Advisors
San Diego,
California
| $645M | +$40.1M | +7% | 8.35% | 106% | 312 | 29.17% | 1.5 |
|
1828
Wellington Shields Capital Management
New York
| $644M | +$35.1M | +6% | 5.62% | 137% | 362 | 19.89% | 2.6 |
|
1829
Carret Asset Management
New York
| $643M | +$23.4M | +4% | 6.25% | 94.4% | 269 | 7.06% | 3.4 |
|
1830
Mandatum Life Insurance Company
Helsinki,
Finland
| $643M | -$101M | -14% | 5.36% | 95.9% | 198 | 17.17% | 1.5 |
|
1831
Ashford Capital Management
Wilmington,
Delaware
| $643M | +$21.3M | +3% | 7.8% | 150% | 111 | 13.51% | 2.9 |
|
1832
Baldwin Wealth Partners
Marion,
Massachusetts
| $642M | +$20.1M | +3% | 6.1% | 94.5% | 523 | 14.15% | 2.1 |
|
1833
IberiaBank
Lafayette,
Louisiana
| $640M | +$37.4M | +6% | 6.12% | 39.6% | 250 | 16% | 1.8 |
|
|
TM
1834
Tiger Management
New York
| $640M | +$87.4M | +16% | 5.98% | – | 89 | 61.8% | 0.8 |
|
|
NCM
1835
Numina Capital Management
New York
| $639M | -$104M | -14% | 0.51% | 40.2% | 30 | 46.67% | 0.9 |
|
1836
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $639M | +$38.1M | +6% | 8.33% | 121% | 125 | 7.2% | 3.8 |
|
1837
SCGE Management
Menlo Park,
California
| $638M | +$157M | +33% | 0.87% | 154% | 22 | 45.45% | 1.3 |
|
|
SVG
1838
Sun Valley Gold
Sun Valley,
Idaho
| $637M | -$594M | -48% | 0.34% | 160% | 23 | 21.74% | 3.1 |
|
1839
Evermore Global Advisors
Summit,
New Jersey
| $637M | -$10.9M | -2% | 1.8% | 133% | 22 | 18.18% | 0.6 |
|
1840
E-L Financial Corp
Toronto,
Ontario, Canada
| $637M | +$35.5M | +6% | 5.56% | 68.6% | 2 | 0% | 1 |
|
1841
Kahn Brothers Group
New York
| $637M | -$18M | -3% | 1.68% | 53.4% | 34 | 8.82% | 3.9 |
|
|
CPP
1842
Crow Point Partners
Boston,
Massachusetts
| $635M | +$10.6M | +2% | 0.34% | 56.9% | 311 | 48.55% | 0.9 |
|
1843
1834 Investment Advisors
Milwaukee,
Wisconsin
| $635M | +$98.9M | +18% | 5.76% | 68.7% | 480 | 65.83% | 1 |
|
1844
NBT Bank
Norwich,
New York
| $635M | +$9.03M | +1% | 6.55% | 77% | 206 | 6.8% | 3.8 |
|
|
QAM
1845
Quentec Asset Management
New York
| $634M | -$363M | -36% | 2.99% | 43.5% | 60 | 60% | 0.8 |
|
1846
IFM Investors
Melbourne,
Australia
| $633M | +$40.8M | +7% | 7.19% | 147% | 505 | 5.35% | 0.8 |
|
|
APA
1847
American Portfolios Advisors
Holbrook,
New York
| $633M | – | – | 5.13% | 43.6% | 2,261 | – | 0 |
|
1848
Strategic Financial Services
Utica,
New York
| $632M | +$26.9M | +4% | 5.03% | 58.7% | 123 | 8.13% | 2.9 |
|
1849
Palisade Asset Management
Minneapolis,
Minnesota
| $632M | +$81.8M | +15% | 6.65% | 61.8% | 169 | 22.49% | 3.2 |
|
1850
DT Investment Partners
Chadds Ford,
Pennsylvania
| $631M | +$35.3M | +6% | 3.26% | 58% | 98 | 20.41% | 2.1 |
|