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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
Ascent Group
Virginia Beach,
Virginia
| $906M | -$2.05M | -0.2% | 2.66% | 83.3% | 507 | 22.09% | 1.3 |
|
1902
Bridgeworth
Birmingham,
Alabama
| $905M | +$161K | +0% | 3.41% | 19.3% | 180 | 11.67% | 3.3 |
|
1903
CoreView Capital Management
Hong Kong
| $905M | +$135M | +18% | 8.03% | 50.9% | 12 | 16.67% | 1.4 |
|
1904
2Xideas
Kusnacht,
Switzerland
| $904M | -$142M | -14% | 7.01% | 40.6% | 61 | 9.84% | 2.2 |
|
1905
Casdin Capital
New York
| $904M | -$241M | -21% | 7.68% | 370% | 45 | 20% | 2.2 |
|
1906
Marquard & Bahls
Hamburg,
Germany
| $903M | -$307M | -25% | 2.72% | – | 3 | 33.33% | 1.8 |
|
1907
Nicolet Advisory Services
Green Bay,
Wisconsin
| $903M | -$8.52M | -0.9% | 3.44% | 62.7% | 325 | 8% | 2.3 |
|
1908
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $902M | -$43.1M | -5% | 3.92% | 62% | 100 | 4% | 3.3 |
|
|
WAM
1909
WT Asset Management
Hong Kong
| $900M | +$573M | +175% | 15.2% | 2,788% | 28 | 67.86% | 0.5 |
|
1910
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $900M | -$36.3M | -4% | 2.48% | 102% | 105 | 3.81% | 3.7 |
|
1911
Advocacy Wealth Management Services
Atlanta,
Georgia
| $899M | +$23.6M | +3% | 2.14% | 48.3% | 39 | 10.26% | 2.4 |
|
1912
New York Life Insurance Company
New York
| $897M | -$33.6M | -4% | 3.64% | 61.5% | 8 | 12.5% | 2.4 |
|
1913
Beryl Capital Management
Redondo Beach,
California
| $896M | +$499M | +126% | 19% | 3,932% | 45 | 86.67% | 0.1 |
|
1914
American Assets Investment Management
San Diego,
California
| $896M | -$2.44M | -0.3% | 1.15% | 507% | 177 | 6.21% | 5.1 |
|
1915
Fifth Third Securities
Cincinnati,
Ohio
| $895M | -$23.5M | -3% | 3.16% | 62.7% | 220 | 10% | 1.3 |
|
1916
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $894M | -$76.8M | -8% | 11.8% | 507% | 32 | 3.13% | 2.5 |
|
1917
Lindbrook Capital
Calabasas,
California
| $894M | -$45.6M | -5% | 2.38% | 35.8% | 2,887 | 13.13% | 2.7 |
|
1918
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $894M | +$14.3M | +2% | 3.87% | 26.1% | 181 | 18.23% | 6 |
|
1919
SPC Financial Inc
Rockville,
Maryland
| $891M | -$33.1M | -4% | 2.8% | 65.1% | 221 | 8.6% | 3.9 |
|
1920
SP Asset Management
Cupertino,
California
| $890M | -$6.39M | -0.7% | 0.76% | 92.4% | 119 | 9.24% | 3.5 |
|
1921
Bristlecone Advisors
Bellevue,
Washington
| $890M | -$105M | -11% | 3.22% | 103% | 283 | 10.25% | 3.8 |
|
1922
BBR Partners
New York
| $889M | -$14.6M | -2% | 3.93% | 63.4% | 207 | 29.47% | 2.5 |
|
1923
Charles Schwab Trust
Henderson,
Nevada
| $888M | +$57.9M | +7% | 4.36% | 52.7% | 171 | 21.64% | 2.5 |
|
|
CM
1924
Conifer Management
New York
| $887M | -$24.2M | -3% | 2.52% | 22.7% | 10 | 20% | 2.6 |
|
1925
Beese Fulmer Investment Management
Canton,
Ohio
| $887M | -$37.4M | -4% | 2.52% | 124% | 225 | 4.89% | 6.1 |
|