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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
Grassi Investment Management
Santa Clara,
California
| $1.26B | +$176M | +16% | 21.8% | 170% | 129 | 6.2% | 6.7 |
|
1927
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.26B | +$76.7M | +7% | 14.1% | 116% | 111 | 9.91% | 6.1 |
|
1928
Needham Investment Management
New York
| $1.25B | +$187M | +18% | 32% | 424% | 155 | 6.45% | 4.8 |
|
1929
Hilton Capital Management
Garden City,
New York
| $1.25B | +$76.4M | +6% | 6.53% | 58.2% | 182 | 18.68% | 2.3 |
|
1930
Freedom Investment Management
Hartford,
Connecticut
| $1.25B | +$61.7M | +5% | 10.9% | 68.5% | 792 | 14.39% | 3.5 |
|
1931
First American Trust
Santa Ana,
California
| $1.25B | +$165M | +15% | 10.3% | 84.6% | 261 | 14.18% | 3.7 |
|
1932
Tradition Wealth Management
Edina,
Minnesota
| $1.25B | +$116M | +10% | 9.56% | 69.6% | 476 | 11.13% | 2.8 |
|
1933
Clean Energy Transition
London,
United Kingdom
| $1.25B | +$441M | +55% | 15.2% | 129% | 19 | 42.11% | 1 |
|
1934
Hardy Reed
Tupelo,
Mississippi
| $1.25B | +$114M | +10% | 9.84% | 69.7% | 257 | 12.06% | 2.1 |
|
1935
Narwhal Capital Management
Marietta,
Georgia
| $1.25B | +$123M | +11% | 12.4% | 93.8% | 172 | 12.21% | 5.7 |
|
1936
Shufro Rose & Co
New York
| $1.24B | -$22M | -2% | 5.11% | 68.1% | 314 | 1.27% | 5.3 |
|
1937
American Assets Investment Management
San Diego,
California
| $1.24B | +$101M | +9% | 9.83% | 507% | 147 | 3.4% | 7 |
|
1938
M.D. Sass LLC
New York
| $1.24B | +$106M | +9% | 12.5% | 80.1% | 40 | 32.5% | 1.8 |
|
1939
Technology Crossover Management IX
Menlo Park,
California
| $1.24B | +$92.6M | +8% | 20.5% | 13% | 6 | 0% | 5.7 |
|
1940
Taconic Capital Advisors
New York
| $1.24B | -$173M | -12% | 14.1% | 273% | 91 | 46.15% | 1.2 |
|
|
F1I
1941
Fund 1 Investments
Rincon,
Puerto Rico
| $1.24B | -$997M | -45% | 13.9% | 128% | 94 | 71.28% | 0.7 |
|
|
IAIM
1942
International Assets Investment Management
Orlando,
Florida
| $1.24B | +$98M | +9% | 12.1% | 88.5% | 905 | 22.65% | 1.9 |
|
1943
Cypress Funds
Los Angeles,
California
| $1.24B | +$145M | +13% | 19.8% | 100% | 16 | 0% | 3.5 |
|
1944
Waterloo Capital
Austin,
Texas
| $1.24B | +$163M | +15% | 9.27% | 79.8% | 492 | 28.05% | 1.5 |
|
1945
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.24B | +$308M | +33% | 15.8% | 45.5% | 44 | 29.55% | 4.9 |
|
1946
Recurrent Investment Advisors
Houston,
Texas
| $1.24B | +$55.5M | +5% | 1.97% | 99.7% | 67 | 7.46% | 3.3 |
|
1947
1607 Capital Partners
Richmond,
Virginia
| $1.23B | -$7.81M | -0.6% | 4.88% | 28.5% | 125 | 7.2% | 4.7 |
|
1948
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.23B | +$105M | +9% | 12.6% | 106% | 656 | 5.64% | 2.8 |
|
1949
Silver Oak Securities
Jackson,
Tennessee
| $1.23B | +$141M | +13% | 8.72% | 73.4% | 733 | 15.55% | 1.5 |
|
1950
Novare Capital Management
Charlotte,
North Carolina
| $1.23B | +$86.1M | +8% | 9.86% | 76.5% | 208 | 15.38% | 4.7 |
|