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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
Richard C. Young & Co
Newport,
Rhode Island
| $475M | +$12.3M | +3% | 2.62% | 137% | 67 | 8.96% | 2.4 |
|
1927
Harvey Investment Company
Louisville,
Kentucky
| $475M | +$4.25M | +0.9% | 1.76% | 56.4% | 83 | 4.82% | 3 |
|
1928
Clear Harbor Asset Management
Stamford,
Connecticut
| $475M | +$16.7M | +4% | 4.36% | 98.6% | 286 | 22.73% | 2 |
|
|
GA
1929
GFS Advisors
Houston,
Texas
| $475M | +$24.5M | +5% | 5.55% | 97.9% | 147 | 16.33% | 2 |
|
1930
CCM Investment Advisers
Columbia,
South Carolina
| $474M | +$636K | +0.1% | 5.42% | 170% | 102 | 13.73% | 2.3 |
|
1931
Amtrust Financial Services
New York
| $474M | – | – | 10.1% | 61.9% | 97 | – | 0 |
|
1932
Hilton Capital Management
Garden City,
New York
| $473M | +$68.3M | +17% | 7.83% | 58.2% | 148 | 38.51% | 1.3 |
|
1933
ACG Wealth
Atlanta,
Georgia
| $473M | +$2.83M | +0.6% | 3.83% | 45.5% | 284 | 20.42% | 1.8 |
|
1934
American Assets Investment Management
San Diego,
California
| $473M | +$37.4M | +9% | 6.83% | 507% | 149 | 11.41% | 2.1 |
|
1935
Jacobs Asset Management
New York
| $473M | +$94.8M | +25% | 28.7% | 114% | 59 | 37.29% | 1.2 |
|
1936
Makena Capital Management
Menlo Park,
California
| $471M | -$596M | -56% | 0.28% | 78.7% | 23 | 13.04% | 1.7 |
|
1937
Kanaly Trust
Houston,
Texas
| $471M | -$1.05M | -0.2% | 3.38% | 11.6% | 987 | 12.46% | 2 |
|
1938
Dudley & Shanley
Palm Beach,
Florida
| $470M | +$34.3M | +8% | 8.14% | 67.9% | 33 | 0% | 2.1 |
|
1939
Summit Partners Public Asset Management
Boston,
Massachusetts
| $469M | -$141M | -23% | 5.35% | 1,167% | 136 | 69.85% | 0.3 |
|
1940
SFMG Wealth Advisors
Plano,
Texas
| $469M | +$13.4M | +3% | 3.58% | 76.1% | 124 | 16.13% | 1.8 |
|
1941
Serengeti Asset Management
New York
| $468M | +$74.1M | +19% | 1.56% | 14.9% | 30 | 43.33% | 1.2 |
|
1942
InterOcean Capital
Chicago,
Illinois
| $468M | +$39.2M | +9% | 4.87% | 32.1% | 185 | 26.49% | 2 |
|
|
CC
1943
Cornerstone Capital
Palo Alto,
California
| $468M | +$4.9M | +1% | 2.21% | 91.2% | 80 | 10% | 2.6 |
|
1944
Essex Financial Services
Essex,
Connecticut
| $466M | +$46.1M | +11% | 3.56% | 87.7% | 336 | 12.8% | 2.4 |
|
1945
Elm Ridge Management
Briarcliff Manor,
New York
| $466M | +$42M | +10% | 14.3% | 93.6% | 35 | 22.86% | 1.5 |
|
1946
Gillson Capital
Chicago,
Illinois
| $465M | – | – | 23.1% | 84.9% | 33 | – | 0 |
|
|
GWI
1947
Grace & White Inc
Ny,
New York
| $465M | +$15.9M | +4% | 10.8% | 61.5% | 144 | 5.56% | 2.9 |
|
1948
Clearfield Capital Management
New York
| $465M | +$24M | +5% | 2.36% | 421% | 16 | 43.75% | 0.5 |
|
|
AR
1949
Argyll Research
Wilmington,
Delaware
| $463M | -$4.46M | -1% | 0.95% | 0.8% | 5 | 0% | 2.2 |
|
1950
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $463M | +$18.2M | +4% | 5.09% | 86% | 302 | 28.15% | 2.2 |
|