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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1876
Ascent Group
Virginia Beach,
Virginia
| $836M | -$22.9M | -3% | 10.8% | 83.3% | 512 | 23.24% | 0.4 |
|
1877
Icon Wealth Partners
Houston,
Texas
| $836M | -$169M | -17% | 13.4% | – | 348 | 20.4% | 2.3 |
|
1878
Wintrust Investments
Chicago,
Illinois
| $836M | -$203M | -20% | 14.2% | 27.5% | 423 | 17.26% | 1.5 |
|
1879
Advance Capital Management
Southfield,
Michigan
| $836M | +$12.9M | +2% | 10.8% | 54.4% | 93 | 17.2% | 0.4 |
|
1880
Bell Bank
Fargo,
North Dakota
| $836M | -$60.7M | -7% | 13.4% | 71% | 212 | 22.17% | 3.5 |
|
1881
Roundview Capital
Princeton,
New Jersey
| $835M | -$138M | -14% | 12.8% | 77.7% | 296 | 7.77% | 4.5 |
|
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| $835M | -$104M | -11% | 11.5% | 75.3% | 209 | 8.61% | 5.4 |
|
1883
Principle Wealth Partners
Madison,
Connecticut
| $831M | -$120M | -13% | 13% | 79.9% | 330 | 12.73% | 2.1 |
|
1884
Eagle Ridge Investment Management
Stamford,
Connecticut
| $830M | -$108M | -12% | 12% | 28.2% | 163 | 13.5% | 4.2 |
|
1885
CapWealth Advisors
Franklin,
Tennessee
| $829M | -$148M | -15% | 11.7% | 152% | 130 | 20% | 4.4 |
|
1886
Ledyard National Bank
| $828M | -$172M | -17% | 13.7% | 80.7% | 233 | 12.45% | 6.2 |
|
1887
Capital Investment Advisory Services
Raleigh,
North Carolina
| $826M | -$93M | -10% | 10.7% | 69.3% | 880 | 11.02% | 2.5 |
|
1888
Stonebridge Capital Advisors
St Paul,
Minnesota
| $825M | -$100M | -11% | 11.7% | 80.1% | 1,119 | 19.84% | 1.9 |
|
1889
StrategIQ Financial Group
Merrillville,
Indiana
| $825M | -$95.7M | -10% | 12.1% | 12.6% | 299 | 7.69% | 3.3 |
|
1890
Vestor Capital
Chicago,
Illinois
| $825M | -$183M | -18% | 11.8% | 188% | 245 | 20.82% | 3.1 |
|
1891
Garde Capital
Seattle,
Washington
| $822M | -$152M | -16% | 14.7% | 57.6% | 287 | 13.59% | 3 |
|
1892
Front Barnett Associates
Chicago,
Illinois
| $821M | -$172M | -17% | 15.1% | 40.5% | 119 | 7.56% | 6.3 |
|
1893
Hikari Tsushin Inc
Tokyo,
Japan
| $821M | -$175M | -18% | 18.3% | 59.5% | 54 | 11.11% | 4.3 |
|
1894
Arch Venture Management
Chicago,
Illinois
| $821M | +$121M | +17% | 3.83% | 228% | 10 | 20% | 0.7 |
|
1895
First Financial Bank - Trust Division
Hamilton,
Ohio
| $820M | -$120M | -13% | 12.7% | 68.6% | 186 | 7.53% | 6.5 |
|
1896
BTC Capital Management
Des Moines,
Iowa
| $818M | -$194M | -19% | 14.8% | – | 269 | 10.04% | 2.9 |
|
1897
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $818M | -$20.1M | -2% | 14.9% | 50.4% | 19 | 15.79% | 4.6 |
|
1898
StoneX Group
New York
| $818M | -$427M | -34% | 12.7% | 85.2% | 866 | 44% | 1.5 |
|
1899
Adell Harriman & Carpenter
Houston,
Texas
| $815M | -$213M | -21% | 13.8% | 176% | 175 | 22.29% | 5.5 |
|
1900
Ironvine Capital Partners
Omaha,
Nebraska
| $815M | -$112M | -12% | 14.4% | 58.8% | 56 | 5.36% | 3.4 |
|