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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
Donor Advised Charitable Giving
San Francisco,
California
| $1.04B | +$479M | +86% | 38.1% | 418% | 61 | 34.43% | 1.7 |
|
1927
Montag & Caldwell
Atlanta,
Georgia
| $1.04B | -$47.9M | -4% | 14.7% | 91.3% | 74 | 8.11% | 4.1 |
|
1928
Orgel Wealth Management
Altoona,
Wisconsin
| $1.04B | +$156M | +18% | 4.52% | 39.6% | 68 | 19.12% | 2.4 |
|
1929
Cat Rock Capital Management
Greenwich,
Connecticut
| $1.04B | -$104M | -9% | 3.42% | 66.7% | 10 | 40% | 1.5 |
|
1930
Kovack Advisors
Ft. Lauderdale,
Florida
| $1.04B | +$115M | +12% | 9.37% | 118% | 797 | 22.33% | 2.2 |
|
|
RPGK
1931
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1.03B | +$155M | +18% | 6.85% | 54.7% | 112 | 25.89% | 2.8 |
|
1932
Washington Trust Bank
Spokane,
Washington
| $1.03B | +$178M | +21% | 12.1% | 89.9% | 239 | 15.06% | 4.2 |
|
|
XS
1933
XR Securities
Chicago,
Illinois
| $1.03B | +$817M | +377% | 10.3% | 17% | 570 | 51.75% | 0.7 |
|
1934
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.03B | +$132M | +15% | 10.2% | 80.4% | 36 | 8.33% | 4.1 |
|
1935
Hackensack Meridian Health
Edison,
New Jersey
| $1.03B | – | – | 4.1% | 53.4% | 7 | – | 0 |
|
1936
First Interstate Bank
Billings,
Montana
| $1.03B | +$55.3M | +6% | 5.32% | 49.7% | 114 | 5.26% | 4.9 |
|
1937
Advisors Preferred
Rockville,
Maryland
| $1.03B | +$310M | +43% | 6.02% | 102% | 250 | 63.2% | 0.8 |
|
1938
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.03B | +$337M | +49% | 9.59% | 85.9% | 466 | 27.47% | 1.1 |
|
1939
NXG Investment Management
Dallas,
Texas
| $1.03B | -$5.16M | -0.5% | 0.28% | 121% | 130 | 34.62% | 2.1 |
|
1940
SFMG Wealth Advisors
Plano,
Texas
| $1.03B | +$127M | +14% | 10.4% | 76.1% | 308 | 20.78% | 2.3 |
|
|
AAM
1941
AO Asset Management
New York
| $1.03B | -$332M | -24% | 12.1% | 127% | 68 | 36.76% | 1.5 |
|
1942
Johns Hopkins University
Baltimore,
Maryland
| $1.03B | -$204M | -17% | 3.48% | 30.6% | 13 | 30.77% | 0.5 |
|
1943
Middleton & Co
Boston,
Massachusetts
| $1.03B | +$92.2M | +10% | 10.9% | 81.8% | 167 | 8.98% | 5.4 |
|
1944
HighTower Trust
Houston,
Texas
| $1.03B | +$213M | +26% | 10.9% | 90.4% | 231 | 57.14% | 1.8 |
|
1945
IFG Advisory
Atlanta,
Georgia
| $1.03B | +$98.2M | +11% | 8.62% | 70.1% | 519 | 12.14% | 2.2 |
|
1946
Garde Capital
Seattle,
Washington
| $1.02B | +$55.3M | +6% | 6.46% | 67.6% | 304 | 14.8% | 2.5 |
|
1947
JB Capital
Wethersfield,
Connecticut
| $1.02B | +$249M | +32% | 5.75% | 83.8% | 351 | 38.46% | 0.2 |
|
1948
Anson Funds Management
Dallas,
Texas
| $1.02B | -$36.2M | -3% | 1.54% | 2,010% | 491 | 69.25% | 0.2 |
|
1949
Bramshill Investments
Naples,
Florida
| $1.02B | -$155M | -13% | 1.25% | 3.6% | 145 | 29.66% | 1.6 |
|
1950
Phillips Financial Management
Fort Wayne,
Indiana
| $1.02B | +$54.8M | +6% | 4.48% | 45.6% | 93 | 6.45% | 5.3 |
|