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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| $876M | +$32.3M | +4% | 6.12% | 80.1% | 1,020 | 14.51% | 2.5 |
|
1902
Southernsun Asset Management
Memphis,
Tennessee
| $876M | -$1.27M | -0.1% | 3.87% | 54.7% | 30 | 10% | 5 |
|
1903
Lutz Financial Services
Omaha,
Nebraska
| $876M | +$62.1M | +8% | 3.74% | 35.3% | 77 | 3.9% | 3.2 |
|
1904
Beese Fulmer Investment Management
Canton,
Ohio
| $876M | +$45.6M | +5% | 5.85% | 124% | 225 | 4.89% | 5.7 |
|
1905
Zhang Financial
Portage,
Michigan
| $876M | +$91.5M | +12% | 6.55% | 67.9% | 236 | 6.78% | 3.3 |
|
1906
Cahaba Wealth Management
Atlanta,
Georgia
| $874M | +$68.3M | +8% | 4.7% | 48.7% | 151 | 8.61% | 2.7 |
|
1907
Fifth Third Securities
Cincinnati,
Ohio
| $872M | +$111M | +15% | 4.17% | 62.7% | 215 | 7.91% | 0.9 |
|
1908
Ledyard National Bank
| $871M | +$20.2M | +2% | 5.43% | 80.7% | 203 | 3.45% | 6.6 |
|
1909
BTC Capital Management
Des Moines,
Iowa
| $869M | +$37.6M | +5% | 7.61% | – | 251 | 10.36% | 3.6 |
|
1910
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $868M | -$13.5M | -2% | 2.15% | 26.1% | 167 | 11.98% | 6.2 |
|
1911
Nicolet Advisory Services
Green Bay,
Wisconsin
| $868M | +$111M | +15% | 5.32% | 62.7% | 296 | 22.3% | 2.1 |
|
1912
Meeder Advisory Services
Dublin,
Ohio
| $868M | +$76.3M | +10% | 7.76% | 91.4% | 443 | 13.54% | 0.2 |
|
1913
BBR Partners
New York
| $868M | -$21.6M | -2% | 7.93% | 63.4% | 196 | 26.02% | 2.7 |
|
1914
Security Benefit Life Insurance Company
Topeka,
Kansas
| $867M | +$79.6M | +10% | 11.2% | 60.6% | 91 | 31.87% | 1.1 |
|
1915
American Assets Investment Management
San Diego,
California
| $867M | +$4.37M | +0.5% | 0.43% | 520% | 179 | 6.7% | 4.6 |
|
1916
StrategIQ Financial Group
Merrillville,
Indiana
| $866M | +$3.32M | +0.4% | 4.65% | 12.6% | 291 | 7.22% | 3.9 |
|
1917
Callan Capital
La Jolla,
California
| $864M | +$54.1M | +7% | 6.26% | 20.1% | 197 | 12.18% | 2.5 |
|
1918
Mizuho Bank
Tokyo,
Japan
| $864M | +$210M | +32% | 8.45% | 99.8% | 8 | 12.5% | 2.2 |
|
1919
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $863M | +$42.5M | +5% | 6.95% | 81.9% | 203 | 23.15% | 1.8 |
|
1920
Bowie Capital Management
Richardson,
Texas
| $863M | +$81.1M | +10% | 14% | 31.6% | 48 | 35.42% | 2.9 |
|
1921
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $863M | +$48.7M | +6% | 8.2% | 102% | 101 | 0.99% | 3.3 |
|
1922
Bronte Capital Management
Bondi Junction,
Australia
| $862M | +$69.4M | +9% | 7.8% | 123% | 31 | 16.13% | 1.9 |
|
1923
Crescent Grove Advisors
Lake Forest,
Illinois
| $862M | -$100M | -10% | 2.72% | 64.1% | 299 | 14.38% | 2.7 |
|
1924
Y-Intercept (HK)
Hong Kong
| $861M | +$183M | +27% | 4.46% | 41.6% | 1,670 | 75.63% | 0.2 |
|
1925
Private Capital Management (Florida)
Naples,
Florida
| $860M | +$123M | +17% | 12.2% | 118% | 149 | 33.56% | 1.7 |
|