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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
1876
Chai Trust Company
Chicago,
Illinois
| $714M | -$68.7M | -9% | 8.07% | 12.7% | 22 | 0% | 3 |
|
1877
RFG Advisory
Birmingham,
Alabama
| $713M | +$69.6M | +11% | 6.25% | 57% | 428 | 14.02% | 1.6 |
|
1878
Main Management
San Francisco,
California
| $712M | +$80M | +13% | 7.66% | 64.1% | 133 | 14.29% | 2.2 |
|
1879
Pictet North America Advisors
Geneva 73,
Switzerland
| $711M | +$13.3M | +2% | 8.31% | 67.7% | 127 | 6.3% | 3 |
|
1880
Novare Capital Management
Charlotte,
North Carolina
| $710M | +$41.2M | +6% | 7.3% | 76.5% | 140 | 10.71% | 3.5 |
|
1881
Visionary Wealth Advisors
O'fallon,
Illinois
| $710M | +$53.1M | +8% | 6.87% | 75.4% | 271 | 22.51% | 0.5 |
|
1882
James Hambro & Partners
London,
United Kingdom
| $709M | +$63M | +10% | 8.49% | 97% | 62 | 19.35% | 1.5 |
|
1883
Alpha Omega Wealth Management
Richmond,
Virginia
| $709M | +$50.8M | +8% | 6.49% | 65.9% | 204 | 8.82% | 3.1 |
|
|
BCH
1884
Berkshire Capital Holdings
San Jose,
California
| $707M | +$156M | +28% | 39.5% | 2,748% | 71 | 16.9% | 1 |
|
1885
Cornercap Investment Counsel
Atlanta,
Georgia
| $707M | +$87.9M | +14% | 3.51% | 55.4% | 566 | 38.16% | 1.1 |
|
1886
McDaniel Terry & Co
Austin,
Texas
| $707M | +$50.1M | +8% | 11.3% | 76.6% | 83 | 6.02% | 3.9 |
|
1887
Beese Fulmer Investment Management
Canton,
Ohio
| $706M | +$27.5M | +4% | 9.66% | 124% | 609 | 68.47% | 4.3 |
|
1888
Vestor Capital
Chicago,
Illinois
| $706M | – | – | 12.2% | 200% | 133 | – | 3.1 |
|
1889
Grassi Investment Management
Santa Clara,
California
| $706M | +$11.8M | +2% | 9.25% | 170% | 136 | 10.29% | 3.9 |
|
1890
ThornTree Capital Partners
Boston,
Massachusetts
| $705M | +$71.8M | +11% | 26.8% | 217% | 32 | 34.38% | 0.8 |
|
1891
Vicus Capital
State College,
Pennsylvania
| $705M | +$46.8M | +7% | 5.55% | 67% | 224 | 14.73% | 3.3 |
|
1892
Zions Bancorporation
Salt Lake City,
Utah
| $704M | +$16.1M | +2% | 7.34% | 22.9% | 1,076 | 13.85% | 1.6 |
|
1893
Investure LLC
Charlottesville,
Virginia
| $702M | +$128M | +22% | 7.09% | 65.9% | 13 | 0% | 1.2 |
|
1894
Lannebo Fonder
Stockholm,
Sweden
| $702M | +$114M | +19% | 10.9% | 49.8% | 39 | 5.13% | 2.6 |
|
1895
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $702M | -$20.3M | -3% | 8.53% | 56.1% | 123 | 17.07% | 1.4 |
|
1896
Mount Yale Investment Advisors
Denver,
Colorado
| $702M | +$144M | +26% | 10.3% | 92.1% | 387 | 23.77% | 1.4 |
|
1897
Strategy Capital
Los Altos,
California
| $702M | +$81.5M | +13% | 24.6% | 316% | 8 | 12.5% | 1.4 |
|
1898
Avior Wealth Management
Omaha,
Nebraska
| $701M | +$62.4M | +10% | 7.93% | 71.4% | 1,063 | 12.04% | 2.4 |
|
|
ECG
1899
EPIQ Capital Group
San Francisco,
California
| $699M | +$105M | +18% | 17.7% | 6.25% | 48 | 14.58% | 0.6 |
|
1900
Essex Investment Management
Boston,
Massachusetts
| $699M | +$88.7M | +15% | 27.9% | 370% | 519 | 26.4% | 1.9 |
|