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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1926
Middleton & Co
Boston,
Massachusetts
| $422M | -$39.7M | -9% | 6.15% | 69.7% | 158 | 11.39% | 1.9 |
|
1927
John G. Ullman & Associates
Corning,
New York
| $421M | -$110M | -21% | 8.14% | 156% | 151 | 24.5% | 1.7 |
|
1928
Permian Investment Partners
Dallas,
Texas
| $421M | -$73.4M | -15% | 7.32% | 78.6% | 21 | 52.38% | 0.5 |
|
1929
Efficient Market Advisors
San Diego,
California
| $421M | -$10.7M | -2% | 7.01% | 5.97% | 198 | 32.83% | 1.4 |
|
1930
Integre Asset Management
New York
| $421M | -$56.4M | -12% | 8.68% | 74.1% | 179 | 34.64% | 1.2 |
|
|
CCC
1931
Chelsea Counsel Company
Los Angeles,
California
| $420M | -$26.8M | -6% | 8.68% | 106% | 170 | 11.18% | 1.5 |
|
1932
Altarock Partners
West Palm Beach,
Florida
| $420M | +$106M | +34% | 5.19% | 58.1% | 8 | 12.5% | 0.6 |
|
1933
Capital Investment Services of America
Milwaukee,
Wisconsin
| $418M | -$19.4M | -4% | 2.86% | 50.7% | 64 | 12.5% | 1.8 |
|
1934
PT Asset Management
Chicago,
Illinois
| $418M | +$65.5M | +19% | 8.71% | 7.94% | 289 | 49.83% | 0.4 |
|
1935
Patriot Financial Partners
Radnor,
Pennsylvania
| $418M | -$10.2M | -2% | 0.68% | 16.6% | 19 | 31.58% | 1.5 |
|
1936
Bragg Financial Advisors
Charlotte,
North Carolina
| $418M | -$19M | -4% | 5.54% | 101% | 236 | 7.63% | 2.1 |
|
1937
Norris Perne & French
Grand Rapids,
Michigan
| $418M | -$105M | -20% | 6.08% | 79.9% | 163 | 12.88% | 1.8 |
|
1938
BTR Capital Management
Oakland,
California
| $418M | -$7.11M | -2% | 8.96% | 35% | 180 | 22.22% | 1.5 |
|
1939
Randolph Company
Cincinnati,
Ohio
| $418M | -$25M | -6% | 5.05% | 120% | 61 | 54.1% | 1 |
|
1940
Jay A. Fishman Ltd
Troy,
Michigan
| $417M | -$64M | -13% | 9.58% | 105% | 99 | 13.13% | 1.8 |
|
1941
Strategy Asset Managers
Pasadena,
California
| $417M | -$31.7M | -7% | 5.85% | 115% | 158 | 32.28% | 1.5 |
|
1942
Calamos Wealth Management
Naperville,
Illinois
| $417M | -$6.75M | -2% | 4.74% | 102% | 278 | 23.38% | 0.9 |
|
1943
B. Riley Wealth Advisors
Boca Raton,
Florida
| $416M | +$13.8M | +3% | 6.68% | 118% | 642 | 29.28% | 1.3 |
|
1944
Alphabet Inc
Mountain View,
California
| $416M | -$66.2M | -14% | 13.7% | 327% | 5 | 0% | 1 |
|
1945
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $416M | -$46.1M | -10% | 6.51% | 48.1% | 45 | 24.44% | 1.8 |
|
1946
BTC Capital Management
Des Moines,
Iowa
| $415M | -$14.9M | -3% | 8.4% | – | 190 | 28.95% | 0.7 |
|
1947
MIG Capital
Newport Beach,
California
| $415M | -$115M | -22% | 4.45% | 118% | 39 | 43.59% | 1 |
|
1948
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $415M | -$13B | -97% | 5.57% | 39.9% | 57 | 54.39% | 1.4 |
|
1949
Harvey Investment Company
Louisville,
Kentucky
| $415M | -$15.7M | -4% | 3.25% | 56.4% | 87 | 12.64% | 2.1 |
|
|
PGCM
1950
Prescott Group Capital Management
Tulsa,
Oklahoma
| $415M | -$88M | -18% | 13.5% | 148% | 199 | 25.63% | 1.4 |
|