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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
KMG Fiduciary Partners
Toledo,
Ohio
| $1.35B | +$146M | +12% | 11.7% | 114% | 296 | 6.76% | 3.3 |
|
1827
Trust Asset Management
Houston,
Texas
| $1.35B | +$129M | +11% | 12% | 91.1% | 228 | 5.7% | 3.9 |
|
1828
Kanawha Capital Management
Richmond,
Virginia
| $1.35B | +$61.3M | +5% | 8.31% | 74.5% | 218 | 5.05% | 7.8 |
|
1829
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.35B | +$120M | +10% | 8.56% | 76.5% | 1,393 | 22.4% | 1.4 |
|
1830
Neville Rodie & Shaw
New York
| $1.35B | +$70.5M | +6% | 12.5% | 125% | 258 | 6.98% | 8.1 |
|
1831
Sonora Investment Management Group
Tucson,
Arizona
| $1.35B | +$84.4M | +7% | 9.89% | 78.3% | 325 | 13.85% | 2.3 |
|
1832
Avity Investment Management
Greenwich,
Connecticut
| $1.35B | +$109M | +9% | 12.5% | 119% | 110 | 9.09% | 5.4 |
|
|
CP
1833
Coho Partners
Berwyn,
Pennsylvania
| $1.34B | -$313M | -19% | 0.25% | 35.6% | 38 | 15.79% | 6.8 |
|
1834
Beese Fulmer Investment Management
Canton,
Ohio
| $1.34B | +$181M | +16% | 10.6% | 124% | 291 | 15.46% | 5.7 |
|
1835
Cormorant Asset Management
Boston,
Massachusetts
| $1.34B | +$12.5M | +0.9% | 14.8% | 3,977% | 47 | 17.02% | 1.9 |
|
1836
PDS Planning
Dublin,
Ohio
| $1.34B | +$155M | +13% | 8.23% | 62.7% | 533 | 13.88% | 2.7 |
|
1837
Fiduciary Alliance
Greenville,
South Carolina
| $1.34B | +$323M | +32% | 14.4% | 104% | 487 | 22.59% | 0.9 |
|
1838
Lakewood Capital Management
New York
| $1.34B | +$193M | +17% | 4.88% | 45.4% | 57 | 31.58% | 2.4 |
|
1839
Diversified Enterprises
Wilmington,
Delaware
| $1.34B | +$151M | +13% | 8.73% | – | 328 | 11.89% | 0.6 |
|
1840
Vestor Capital
Chicago,
Illinois
| $1.34B | +$119M | +10% | 12.6% | 188% | 288 | 17.01% | 3.9 |
|
1841
VR Adviser
New York
| $1.33B | +$159M | +14% | 19.9% | 1,698% | 40 | 30% | 1.3 |
|
1842
Regal Investment Advisors
Kentwood,
Michigan
| $1.33B | +$98M | +8% | 7.5% | 64.7% | 507 | 14.6% | 3.1 |
|
1843
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.33B | +$67.6M | +5% | 9.88% | 98.6% | 442 | 15.16% | 4 |
|
1844
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.33B | +$125M | +10% | 11.4% | 96% | 335 | 17.31% | 2 |
|
1845
Charles Schwab Trust
Henderson,
Nevada
| $1.33B | +$138M | +12% | 7.17% | 52.7% | 183 | 14.75% | 3.2 |
|
1846
SFMG Wealth Advisors
Plano,
Texas
| $1.33B | +$65.2M | +5% | 5.89% | 76.1% | 303 | 14.52% | 4.2 |
|
1847
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.33B | +$115M | +9% | 12% | 89.9% | 51 | 3.92% | 3.3 |
|
1848
Fifth Third Securities
Cincinnati,
Ohio
| $1.33B | +$146M | +12% | 8.49% | 62.7% | 317 | 11.04% | 2 |
|
1849
Plato Investment Management
Sydney, NSW,
Australia
| $1.33B | +$143M | +12% | 14.5% | – | 560 | 13.75% | 1.2 |
|
1850
Delta Accumulation LLC
Sausalito,
California
| $1.33B | -$408M | -23% | 8.94% | 96.5% | 230 | 18.7% | 1.2 |
|