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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1901
Levin Capital Strategies
New York
| $981M | +$41.6M | +4% | 5.78% | 88.6% | 468 | 46.37% | 2 |
|
1902
Evensky & Katz
Coral Gables,
Florida
| $981M | +$76.1M | +8% | 6.46% | 57.1% | 76 | 6.58% | 4.1 |
|
1903
ProVise Management Group
Clearwater,
Florida
| $980M | +$52.3M | +6% | 6.49% | 66.8% | 398 | 15.08% | 3.6 |
|
1904
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $980M | +$81.6M | +9% | 7.33% | 70.8% | 11 | 27.27% | 0.4 |
|
1905
Oldfield Partners
London,
United Kingdom
| $979M | +$14.1M | +1% | 7.01% | 90.3% | 22 | 4.55% | 4.8 |
|
1906
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $979M | +$147M | +18% | 9.39% | 91.5% | 273 | 21.98% | 1.4 |
|
1907
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| $978M | +$206M | +27% | 17.7% | – | 21 | 19.05% | 0.9 |
|
|
TA
1908
Trivest Advisors
Hong Kong
| $978M | +$626M | +178% | 17.4% | 2,977% | 40 | 70% | 0.2 |
|
1909
Accredited Investors
Edina,
Minnesota
| $978M | +$231M | +31% | 11.4% | 74% | 168 | 6.55% | 3.7 |
|
1910
Ledyard National Bank
| $977M | +$48.7M | +5% | 6.7% | 80.7% | 245 | 6.12% | 5.4 |
|
1911
Strategy Capital
Los Altos,
California
| $977M | +$241M | +33% | 20.7% | 316% | 9 | 11.11% | 1.8 |
|
1912
Global Retirement Partners
San Rafael,
California
| $976M | +$122M | +14% | 7.29% | – | 2,000 | 13.15% | 2.5 |
|
1913
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $976M | +$100M | +11% | 4.5% | 26.1% | 180 | 9.44% | 4.7 |
|
1914
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $975M | +$80.9M | +9% | 6.45% | 56.1% | 121 | 12.4% | 1.7 |
|
1915
GM Advisory Group
Melville,
New York
| $975M | +$141M | +17% | 8.7% | 53.6% | 218 | 16.97% | 1.7 |
|
1916
Wintrust Investments
Chicago,
Illinois
| $975M | +$7.72M | +0.8% | 6.9% | 27.5% | 450 | 17.56% | 1.3 |
|
1917
Western Wealth Management
Golden,
Colorado
| $973M | +$229M | +31% | 7.46% | 82.6% | 639 | 22.85% | 1.3 |
|
1918
Mangrove Partners
Greenwich,
Connecticut
| $971M | -$19.4M | -2% | 2.12% | 185% | 508 | 75% | 0.1 |
|
1919
Central Securities
New York
| $971M | +$94.4M | +11% | 10.3% | 90.2% | 33 | 6.06% | 5 |
|
1920
Iron Triangle Partners
Cos Cob,
Connecticut
| $971M | +$184M | +23% | 8.58% | 152% | 36 | 52.78% | 0.5 |
|
1921
Phillips Financial Management
Fort Wayne,
Indiana
| $970M | +$157M | +19% | 3.98% | 45.6% | 89 | 4.49% | 5 |
|
1922
Money Design
Tokyo,
Japan
| $969M | +$111M | +13% | 3.87% | 26.4% | 65 | 1.54% | 1.9 |
|
1923
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $968M | +$49.4M | +5% | 5.63% | – | 186 | 8.06% | 5.4 |
|
1924
Pictet North America Advisors
Geneva 73,
Switzerland
| $968M | +$113M | +13% | 8.39% | 67.7% | 130 | 7.69% | 3.2 |
|
|
KL
1925
KGH Ltd
Nassau,
Bahamas
| $968M | +$172M | +22% | 24.8% | 139% | 40 | 42.5% | 0.5 |
|