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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
Blue Chip Partners
Farmington Hills,
Michigan
| $1.08B | +$52.6M | +5% | 2.28% | 81.2% | 197 | 9.64% | 4.5 |
|
1927
Sage Mountain Advisors
Atlanta,
Georgia
| $1.08B | +$119M | +12% | 2.51% | 62.5% | 453 | 17% | 1.6 |
|
1928
Charles Schwab Trust
Henderson,
Nevada
| $1.08B | +$24.3M | +2% | 0.39% | 52.7% | 162 | 11.73% | 3.1 |
|
1929
Eagle Ridge Investment Management
Stamford,
Connecticut
| $1.08B | -$5.23M | -0.5% | 0.62% | 28.2% | 149 | 8.05% | 5.3 |
|
1930
SPC Financial Inc
Rockville,
Maryland
| $1.08B | +$16.2M | +2% | 0.11% | 65.1% | 249 | 10.84% | 3.9 |
|
1931
Stack Financial Management
Whitefish,
Montana
| $1.08B | -$9.9M | -0.9% | 0.63% | 58.4% | 50 | 10% | 4.5 |
|
1932
Koshinski Asset Management
Decatur,
Illinois
| $1.08B | +$102M | +10% | 2.46% | 76.5% | 651 | 18.43% | 2.5 |
|
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.08B | -$509M | -32% | 6.39% | 61.9% | 530 | 16.98% | 4.8 |
|
1934
True Link Financial Advisors
San Francisco,
California
| $1.08B | +$35M | +3% | 0.74% | 26.8% | 69 | 15.94% | 1.5 |
|
1935
BTC Capital Management
Des Moines,
Iowa
| $1.08B | -$16.5M | -2% | 3.74% | – | 229 | 10.04% | 4.6 |
|
1936
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.07B | -$11.6M | -1% | 1.31% | 60.7% | 192 | 8.85% | 2.5 |
|
1937
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.07B | +$17.1M | +2% | 4.2% | 109% | 170 | 8.24% | 5.2 |
|
1938
Plato Investment Management
Sydney, NSW,
Australia
| $1.07B | +$106M | +11% | 5.73% | – | 521 | 11.13% | 0.4 |
|
1939
Atalan Capital Partners
New York
| $1.07B | -$137M | -11% | 1.49% | 319% | 9 | 0% | 1.6 |
|
1940
Petrus Trust Company
Dallas,
Texas
| $1.07B | -$35.1M | -3% | 3.59% | 36.9% | 791 | 50.06% | 0.6 |
|
1941
1900 Wealth Management
San Antonio,
Texas
| $1.07B | -$27.7M | -3% | 1.9% | 61% | 242 | 11.57% | 2.6 |
|
1942
American Assets Investment Management
San Diego,
California
| $1.07B | +$17.8M | +2% | 0.83% | 507% | 173 | 9.83% | 5.8 |
|
1943
Hartford Funds Management
Wayne,
Pennsylvania
| $1.07B | +$17.1M | +2% | 0.44% | 26.8% | 98 | 10.2% | 1.4 |
|
1944
Angeles Wealth Management
Santa Monica,
California
| $1.07B | +$65.9M | +7% | 3.45% | 70.4% | 327 | 16.21% | 1.3 |
|
1945
Lindbrook Capital
Calabasas,
California
| $1.06B | -$4.21M | -0.4% | 4.35% | 35.8% | 2,874 | 11.9% | 3.1 |
|
1946
QV Investors
Calgary,
Alberta, Canada
| $1.06B | -$88.1M | -8% | 3.9% | 68.3% | 67 | 7.46% | 4.2 |
|
1947
QVT Financial
New York
| $1.06B | -$119M | -10% | 1.25% | 267% | 39 | 20.51% | 3.8 |
|
1948
Artemis Wealth Advisors
New York
| $1.06B | +$73.2M | +7% | 7.42% | 174% | 37 | 16.22% | 2.1 |
|
1949
Flat Footed LLC
Wilson,
Wyoming
| $1.06B | +$485M | +84% | 7.01% | 152% | 28 | 64.29% | 0.5 |
|
|
IAIM
1950
International Assets Investment Management
Orlando,
Florida
| $1.06B | +$106M | +11% | 4.64% | 88.5% | 2,285 | 66.56% | 0.6 |
|