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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
Atalan Capital Partners
New York
| $1.3B | +$250M | +24% | 21.5% | 319% | 12 | 25% | 1.6 |
|
1877
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.3B | +$122M | +10% | 6.81% | 68.3% | 511 | 19.77% | 1.8 |
|
1878
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.3B | -$1.22B | -48% | 5.47% | 29.1% | 24 | 20.83% | 3.2 |
|
1879
YHB Investment Advisors
West Hartford,
Connecticut
| $1.3B | +$98.2M | +8% | 10.1% | 96.2% | 305 | 6.89% | 5.6 |
|
1880
Next Century Growth Investors
Plymouth,
Minnesota
| $1.29B | +$170M | +15% | 26.6% | 447% | 136 | 19.12% | 1.9 |
|
1881
Transcend Capital Advisors
Madison,
New Jersey
| $1.29B | -$100M | -7% | 7.75% | 71.6% | 722 | 31.44% | 2.3 |
|
1882
YCG LLC
Austin,
Texas
| $1.29B | +$17M | +1% | 5.4% | 27% | 38 | 5.26% | 6.8 |
|
1883
Beaird Harris Wealth Management
Dallas,
Texas
| $1.29B | +$116M | +10% | 6.61% | 41.3% | 642 | 24.14% | 1.8 |
|
1884
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.29B | +$64.2M | +5% | 7.46% | 87.2% | 134 | 10.45% | 6.4 |
|
1885
Nixon Peabody Trust
Boston,
Massachusetts
| $1.29B | +$113M | +10% | 12.2% | 101% | 157 | 8.28% | 3.2 |
|
1886
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.29B | +$104M | +9% | 6.35% | 42.8% | 41 | 24.39% | 4.3 |
|
1887
Lutz Financial Services
Omaha,
Nebraska
| $1.29B | +$66.7M | +5% | 4.32% | 35.3% | 98 | 4.08% | 4.3 |
|
1888
Cahaba Wealth Management
Atlanta,
Georgia
| $1.29B | +$78.4M | +6% | 6.91% | 45.2% | 162 | 13.58% | 4.1 |
|
1889
Leo Wealth LLC
Hurst,
Texas
| $1.29B | +$590M | +85% | 8.79% | – | 401 | 36.91% | 0.9 |
|
1890
Journey Advisory Group
Covington,
Kentucky
| $1.29B | +$63.7M | +5% | 6.64% | 66.2% | 295 | 13.22% | 2.5 |
|
1891
Lee, Danner & Bass
Nashville,
Tennessee
| $1.29B | +$49.1M | +4% | 6.02% | – | 229 | 6.55% | 7.4 |
|
1892
Mark Asset Management
New York
| $1.28B | +$251M | +24% | 29.1% | 325% | 64 | 37.5% | 2.2 |
|
1893
Nuance Investments
Kansas City,
Missouri
| $1.28B | -$239M | -16% | 1.5% | 3.13% | 53 | 20.75% | 2.4 |
|
|
ACM
1894
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.28B | +$165M | +15% | 16.4% | 70.7% | 7 | 0% | 6.3 |
|
1895
Ally Invest Advisors
Charlotte,
North Carolina
| $1.28B | +$115M | +10% | 7.58% | 41.1% | 76 | 6.58% | 2.7 |
|
1896
Private Wealth Partners
Mill Valley,
California
| $1.28B | +$74.6M | +6% | 12.1% | 132% | 185 | 18.38% | 4 |
|
1897
Forest Avenue Capital Management
Miami,
Florida
| $1.28B | +$550M | +75% | 44.4% | 415% | 19 | 31.58% | 0.9 |
|
1898
Mount Yale Investment Advisors
Denver,
Colorado
| $1.28B | +$115M | +10% | 9.36% | 81.9% | 1,519 | 66.49% | 1.1 |
|
1899
Gilead Sciences
Foster City,
California
| $1.28B | +$98.9M | +8% | 14.1% | – | 14 | 0% | 0.5 |
|
1900
Himension Capital (Singapore)
Singapore
| $1.28B | +$109M | +9% | 28% | 492% | 70 | 25.71% | 1 |
|