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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
Icon Wealth Partners
Houston,
Texas
| $945M | +$26.4M | +3% | 5.6% | – | 439 | 10.93% | 2.3 |
|
1877
Provident Investment Management
Novi,
Michigan
| $945M | +$22.1M | +2% | 9.28% | 90.8% | 75 | 2.67% | 3.8 |
|
1878
Mount Yale Investment Advisors
Denver,
Colorado
| $944M | +$53.5M | +6% | 8.01% | 81.9% | 524 | 16.6% | 2.3 |
|
1879
Bell Bank
Fargo,
North Dakota
| $944M | -$1.43M | -0.2% | 4.34% | 71% | 203 | 16.26% | 4.4 |
|
1880
Armstrong Advisory Group
Needham,
Massachusetts
| $942M | +$95.5M | +11% | 4.86% | 55.6% | 833 | 10.08% | 0.5 |
|
1881
Stonebridge Capital Advisors
St Paul,
Minnesota
| $941M | +$64.9M | +7% | 6.06% | 80.1% | 1,022 | 17.32% | 2.7 |
|
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| $940M | +$39.8M | +4% | 6.31% | 75.3% | 198 | 9.09% | 6.1 |
|
1883
Salomon & Ludwin
Richmond,
Virginia
| $940M | +$101M | +12% | 6.35% | 52.6% | 176 | 8.52% | 2.2 |
|
1884
Lindbrook Capital
Calabasas,
California
| $939M | +$86.2M | +10% | 7.65% | 35.8% | 2,925 | 12.48% | 2.5 |
|
1885
Willis Johnson & Associates
Houston,
Texas
| $938M | +$95.4M | +11% | 4.11% | 50.9% | 133 | 13.53% | 1.5 |
|
1886
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $936M | +$73.5M | +9% | 8.39% | 102% | 103 | 1.94% | 3.5 |
|
1887
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $935M | +$57.5M | +7% | 6.5% | 73.7% | 238 | 11.34% | 3 |
|
1888
Koshinski Asset Management
Decatur,
Illinois
| $933M | -$90.7M | -9% | 5.51% | 76.5% | 671 | 27.57% | 2.4 |
|
1889
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $932M | +$69M | +8% | 6.96% | 81.9% | 238 | 23.95% | 1.6 |
|
1890
Blackhill Capital
Morristown,
New Jersey
| $932M | +$36M | +4% | 6.12% | 212% | 53 | 5.66% | 8.6 |
|
1891
Crescent Grove Advisors
Lake Forest,
Illinois
| $932M | +$70.1M | +8% | 5.76% | 64.1% | 310 | 15.81% | 2.8 |
|
|
BCM
1892
Bayesian Capital Management
Brooklyn,
New York
| $931M | +$123M | +15% | 10.6% | 107% | 1,150 | 70.17% | 0.2 |
|
1893
Novare Capital Management
Charlotte,
North Carolina
| $931M | +$50.9M | +6% | 7.51% | 76.5% | 180 | 9.44% | 4.2 |
|
1894
New York Life Insurance Company
New York
| $931M | -$177M | -16% | 7.97% | 61.5% | 9 | 22.22% | 2.5 |
|
1895
Lutz Financial Services
Omaha,
Nebraska
| $930M | +$53.5M | +6% | 3.38% | 35.3% | 82 | 8.54% | 3.2 |
|
1896
Wedmont Private Capital
West Chester,
Pennsylvania
| $929M | +$171M | +23% | 5.82% | 87.5% | 532 | 20.3% | 0.9 |
|
1897
Meeder Advisory Services
Dublin,
Ohio
| $929M | +$60.8M | +7% | 6.45% | 91.4% | 453 | 9.71% | 0.4 |
|
1898
Pembroke Management
Montreal,
Quebec, Canada
| $928M | +$13.5M | +1% | 7.81% | 105% | 66 | 9.09% | 3.3 |
|
1899
Invictus Private Wealth
Denver,
Colorado
| $927M | +$77.3M | +9% | 8.48% | 84.2% | 93 | 9.68% | 0.4 |
|
|
MIM
1900
Marco Investment Management
Atlanta,
Georgia
| $925M | +$38.3M | +4% | 7.43% | 127% | 210 | 8.1% | 6.3 |
|