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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
OCM
1876
Opti Capital Management
New York
| $1.64B | +$250M | +18% | 0% | 0.01% | 46 | 0% | 0.5 |
|
|
MRG
1877
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.64B | +$1.96M | +0.1% | 15.5% | 95% | 9 | 11.11% | 4 |
|
1878
Evolve Private Wealth
Los Angeles,
California
| $1.64B | -$235M | -13% | 18.6% | – | 1,265 | 42.06% | 0.3 |
|
1879
Tradition Wealth Management
Edina,
Minnesota
| $1.64B | +$230M | +16% | 15.9% | 69.6% | 582 | 13.4% | 2.9 |
|
1880
MONECO Advisors
Fairfield,
Connecticut
| $1.64B | +$346M | +27% | 14.1% | 70.5% | 625 | 22.4% | 2.7 |
|
1881
Howard Capital Management Group
Los Angeles,
California
| $1.64B | +$129M | +9% | 16% | 114% | 160 | 16.88% | 3.3 |
|
1882
Vantage Investment Partners
Kansas City,
Missouri
| $1.63B | +$184M | +13% | 16.7% | 77.4% | 68 | 7.35% | 5 |
|
1883
Kopernik Global Investors
Tampa,
Florida
| $1.63B | +$200M | +14% | 8.7% | 128% | 33 | 15.15% | 3.6 |
|
1884
Appleton Partners
Boston,
Massachusetts
| $1.63B | +$198M | +14% | 26.2% | 110% | 284 | 10.92% | 6.6 |
|
1885
Himension Capital (Singapore)
Singapore
| $1.63B | +$329M | +25% | 71.1% | 492% | 197 | 46.19% | 0.6 |
|
1886
Atalan Capital Partners
New York
| $1.63B | +$545M | +50% | 73.1% | 319% | 11 | 27.27% | 1.8 |
|
1887
Corda Investment Management
Houston,
Texas
| $1.63B | +$184M | +13% | 19% | 85% | 88 | 12.5% | 5.3 |
|
1888
Lyell Wealth Management
Menlo Park,
California
| $1.63B | +$269M | +20% | 27.7% | 144% | 241 | 14.11% | 4.2 |
|
1889
Quent Capital
New York
| $1.63B | +$218M | +15% | 14.1% | 78.1% | 1,697 | 12.37% | 1.3 |
|
1890
Sage Mountain Advisors
Atlanta,
Georgia
| $1.63B | +$197M | +14% | 11% | 62.5% | 321 | 17.76% | 3 |
|
1891
Avalon Trust
Santa Fe,
New Mexico
| $1.63B | +$174M | +12% | 21.8% | 118% | 485 | 9.9% | 1.9 |
|
1892
Westpac Banking Corp
Sydney,
Australia
| $1.62B | +$186M | +13% | 24.6% | 127% | 544 | 17.46% | 7.3 |
|
1893
Strategy Capital
Los Altos,
California
| $1.62B | +$400M | +33% | 67.1% | 316% | 11 | 0% | 3.8 |
|
1894
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.62B | +$172M | +12% | 23.3% | 98.6% | 492 | 17.07% | 4.2 |
|
1895
Morningstar Investment Management
Chicago,
Illinois
| $1.62B | +$6.35M | +0.4% | 6.92% | 48.2% | 317 | 0.63% | 1.2 |
|
1896
Naples Global Advisors
Naples,
Florida
| $1.62B | +$250M | +18% | 26.8% | 103% | 472 | 7.84% | 6 |
|
1897
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.62B | +$249M | +18% | 13.9% | 75.7% | 1,341 | 13.27% | 3.5 |
|
1898
Coastal Bridge Advisors
Westport,
Connecticut
| $1.62B | +$202M | +14% | 20.4% | 88.1% | 493 | 14% | 2.5 |
|
1899
Strategic Wealth Partners
Independence,
Ohio
| $1.62B | +$173M | +12% | 11.6% | – | 1,575 | 13.52% | 1.5 |
|
1900
Recurrent Investment Advisors
Houston,
Texas
| $1.61B | -$50.4M | -3% | 2.76% | 99.7% | 71 | 5.63% | 3.7 |
|