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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1951
Obermeyer Wealth Partners
Aspen,
Colorado
| $392M | +$35.5M | +10% | 9.03% | 91.3% | 66 | 16.67% | 0.4 |
|
1952
ACG Wealth
Atlanta,
Georgia
| $391M | +$149M | +62% | 11.6% | 45.5% | 186 | 55.38% | 0.2 |
|
1953
Partners Group Holding
Baar-Zug,
Switzerland
| $390M | +$30M | +8% | 5.03% | 23.3% | 56 | 41.07% | 0.4 |
|
1954
Toscafund Asset Management
London,
United Kingdom
| $389M | +$166M | +74% | 17.1% | 80.9% | 19 | 47.37% | 0.3 |
|
1955
Myriad Asset Management
North Point,
Hong Kong
| $387M | +$274M | +243% | 16% | 149% | 36 | 47.22% | 0.1 |
|
1956
ProVise Management Group
Clearwater,
Florida
| $387M | +$34.4M | +10% | 7.65% | 66.8% | 324 | 16.67% | 0.4 |
|
1957
Tompkins Financial
Ithaca,
New York
| $386M | +$28.3M | +8% | 7.43% | 84.4% | 568 | 24.12% | 0.4 |
|
|
CC
1958
ClearArc Capital
Cincinnati,
Ohio
| $386M | +$28.3M | +8% | 11% | 63.4% | 399 | 12.28% | 0.5 |
|
1959
EP Wealth Advisors
Torrance,
California
| $386M | +$67.3M | +21% | 9.98% | – | 129 | 21.71% | 0.4 |
|
|
JEW
1960
Jamison Eaton & Wood
Bedminster,
New Jersey
| $385M | +$22.2M | +6% | 10.1% | – | 257 | 56.03% | 0.5 |
|
1961
Professional Advisory Services
Vero Beach,
Florida
| $385M | +$30.2M | +9% | 9.44% | 69.3% | 50 | 14% | 0.4 |
|
1962
Foundation Asset Management
White Plains,
New York
| $384M | +$22.5M | +6% | 17.8% | 126% | 29 | 51.72% | 0.3 |
|
1963
Bank of Kentucky
Crestview Hills,,
Kentucky
| $384M | +$35.7M | +10% | 9.51% | – | 294 | 7.82% | 0.5 |
|
1964
FrontFour Capital Group
Greenwich,
Connecticut
| $384M | -$237M | -38% | 9.56% | 8.55% | 60 | 65% | 0.2 |
|
|
GMCM
1965
Gruber & McBaine Capital Management
San Francisco,
California
| $383M | +$51M | +15% | 14.4% | – | 192 | 34.38% | 0.3 |
|
1966
Old Mutual Customised Solutions
Pinelands,
South Africa
| $383M | +$28.5M | +8% | 10.1% | 49.7% | 785 | 3.06% | 0.5 |
|
1967
Cabot Wealth Management
Salem,
Massachusetts
| $382M | +$48.5M | +15% | 7.29% | 69.3% | 165 | 19.39% | 0.4 |
|
1968
Itau USA Asset Management
New York
| $382M | -$7.7M | -2% | 1.28% | 15.8% | 129 | 10.85% | 0.4 |
|
|
MRCM
1969
M&R Capital Management
Summit,
New Jersey
| $382M | +$25.9M | +7% | 9.34% | 52.6% | 214 | 13.08% | 0.4 |
|
1970
Middleton & Co
Boston,
Massachusetts
| $382M | +$1.75M | +0.5% | 10.7% | 81.8% | 152 | 19.74% | 0.4 |
|
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| $382M | +$43.2M | +13% | 7.04% | 52.8% | 55 | 16.36% | 0.4 |
|
1972
Jacobs Asset Management
New York
| $382M | +$12M | +3% | 13.5% | 114% | 49 | 20.41% | 0.4 |
|
1973
Petrus Trust Company
Dallas,
Texas
| $381M | +$2.55M | +0.7% | 7.66% | 36.9% | 47 | 6.38% | 0.5 |
|
1974
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $381M | -$71.2M | -16% | 4.23% | 88.9% | 185 | 83.78% | 0.1 |
|
1975
White Mountains Insurance Group
Hanover,
New Hampshire
| $381M | +$22.9M | +6% | 6.41% | 105% | 2 | 0% | 0.5 |
|