We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
1926
Howe & Rusling
Rochester,
New York
| $429M | -$16.6M | -4% | 0.32% | 82% | 999 | 27.63% | 0.8 |
|
1927
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $428M | +$11M | +3% | 4.99% | 307% | 160 | 49.38% | 0.4 |
|
|
MCTIC
1928
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $428M | -$2.04M | -0.5% | 0.07% | 38.8% | 96 | 6.25% | 1 |
|
1929
Appleton Partners
Boston,
Massachusetts
| $428M | +$600K | +0.1% | 1.48% | 101% | 198 | 17.17% | 1 |
|
1930
Smith Hayes Advisers
Lincoln,
Nebraska
| $427M | +$949K | +0.2% | 0.11% | 35.2% | 311 | 15.11% | 1 |
|
1931
Sector Gamma AS
Oslo,
Norway
| $427M | +$4.69M | +1% | 1.53% | 35.3% | 37 | 27.03% | 0.7 |
|
1932
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $427M | +$14.4M | +3% | 0.62% | 68% | 134 | 4.48% | 1.1 |
|
1933
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $427M | -$13.5M | -3% | 0.19% | 69.3% | 719 | 14.88% | 1 |
|
|
JMH
1934
J.M. Hartwell
New York
| $427M | -$68.3M | -14% | 0.32% | 72.2% | 114 | 27.19% | 0.9 |
|
1935
Steel Grove Capital Advisors
Memphis,
Tennessee
| $427M | +$3.27M | +0.8% | 1.09% | 106% | 148 | 16.22% | 0.9 |
|
1936
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $427M | -$24.5M | -5% | 8.58% | 52.1% | 178 | 11.24% | 1.1 |
|
1937
Stratos Wealth Partners
Beachwood,
Ohio
| $426M | +$127M | +42% | 1.15% | 83.3% | 368 | 28.53% | 0.2 |
|
|
BPM
1938
Bowling Portfolio Management
Cincinnati,
Ohio
| $426M | +$3.96M | +0.9% | 2.61% | 45.7% | 108 | 0.93% | 0.9 |
|
1939
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $426M | +$15.7M | +4% | 1.98% | 51.3% | 409 | 12.71% | 0.9 |
|
|
MC
1940
MSF Capital
New York
| $426M | -$16.8M | -4% | 1.11% | – | 75 | 40% | 0.7 |
|
1941
Dialectic Capital Management
Norwalk,
Connecticut
| $426M | +$109M | +34% | 0.32% | 91.5% | 239 | 67.78% | 0.2 |
|
1942
StepStone Group
La Jolla,
California
| $426M | +$298M | +232% | 20.5% | 107% | 15 | 13.33% | 0.7 |
|
|
SIG
1943
Schooner Investment Group
Wayne,
Pennsylvania
| $426M | -$16.7M | -4% | 1.92% | 24.3% | 156 | 20.51% | 0.8 |
|
1944
Middleton & Co
Boston,
Massachusetts
| $426M | -$14.2M | -3% | 0.37% | 81.8% | 163 | 9.2% | 1 |
|
1945
Pictet North America Advisors
Geneva 73,
Switzerland
| $425M | +$37.2M | +10% | 0.31% | 67.7% | 55 | 20% | 0.6 |
|
1946
Bernzott Capital Advisors
Camarillo,
California
| $425M | -$11.8M | -3% | 2.46% | 46.6% | 57 | 19.3% | 0.9 |
|
1947
Meiji Yasuda Asset Management
Tokyo,
Japan
| $425M | -$61.2M | -13% | 1.08% | 93.9% | 380 | 15% | 1 |
|
1948
Aston Asset Management
Chicago,
Illinois
| $424M | -$12.7M | -3% | 1.67% | 26.1% | 146 | 13.7% | 1 |
|
1949
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $424M | -$14.7M | -3% | 1.98% | 70.6% | 336 | 64.29% | 0.3 |
|
1950
Alaska Permanent Capital Management
Anchorage,
Alaska
| $423M | -$9.24M | -2% | 2.93% | 42.8% | 32 | 18.75% | 1 |
|