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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
Burnham Asset Management
New York
| $441M | -$13.6M | -3% | 1.46% | 39.5% | 249 | 9.24% | 1.3 |
|
1952
Callan Capital
La Jolla,
California
| $441M | +$79.3M | +22% | 23.2% | 20.1% | 76 | 19.74% | 0.9 |
|
1953
Rafferty Asset Management
New York
| $441M | -$489M | -53% | 0.37% | 238% | 410 | 27.8% | 0.7 |
|
1954
Trinity Street Asset Management
London,
United Kingdom
| $440M | +$23.7M | +6% | 5.94% | 76.9% | 15 | 6.67% | 0.8 |
|
1955
StepStone Group
La Jolla,
California
| $439M | +$13.3M | +3% | 7.39% | 107% | 17 | 17.65% | 0.9 |
|
|
QCMC
1956
Quantum Capital Management (California)
San Francisco,
California
| $439M | -$68.3M | -13% | 6.83% | 53.7% | 196 | 21.94% | 1.1 |
|
1957
Connors Investor Services
Wyomissing,
Pennsylvania
| $439M | +$27.1M | +7% | 6.64% | 125% | 174 | 19.54% | 1.1 |
|
1958
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $439M | +$25.3M | +6% | 6.37% | 66.7% | 151 | 9.27% | 1.3 |
|
1959
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $438M | +$13.7M | +3% | 7.25% | 70.6% | 291 | 53.26% | 0.5 |
|
1960
Bridges Investment Counsel
Omaha,
Nebraska
| $437M | +$3.31M | +0.8% | 4.16% | 33.7% | 160 | 3.75% | 1.4 |
|
1961
Cobiz Wealth
Denver,
Colorado
| $437M | +$7.53M | +2% | 5.38% | 54% | 136 | 11.03% | 1.3 |
|
1962
Efficient Advisors
Mason,
Ohio
| $437M | +$4.6M | +1% | 0.27% | 30.6% | 29 | 0% | 1.2 |
|
1963
Partners Group Holding
Baar-Zug,
Switzerland
| $437M | -$20.8M | -5% | 3.75% | 23.3% | 54 | 29.63% | 1 |
|
1964
TD Capital Management
Memphis,
Tennessee
| $437M | -$2.99M | -0.7% | 1.37% | 40.5% | 169 | 10.06% | 1.2 |
|
1965
Appleton Partners
Boston,
Massachusetts
| $437M | +$8.54M | +2% | 4.87% | 101% | 198 | 13.13% | 1.2 |
|
1966
Brighton Jones LLC
Seattle,
Washington
| $437M | -$8.54M | -2% | 2.09% | 97.9% | 222 | 17.57% | 1.2 |
|
1967
YHB Investment Advisors
West Hartford,
Connecticut
| $437M | +$20.1M | +5% | 5.02% | 96.2% | 165 | 9.7% | 1.3 |
|
1968
NBW Capital
Boston,
Massachusetts
| $436M | -$29.7M | -6% | 2.44% | 86% | 87 | 14.94% | 1.2 |
|
1969
Mazama Capital Management
Portland,
Oregon
| $435M | +$42.3M | +11% | 7.4% | – | 338 | 36.69% | 0.7 |
|
1970
Rehmann Capital Advisory Group
Lansing,
Michigan
| $434M | +$12.2M | +3% | 2.52% | 64.6% | 368 | 18.21% | 1.1 |
|
1971
300 North Capital
Pasadena,
California
| $434M | +$57.5M | +15% | 9.48% | – | 129 | 22.48% | 0.8 |
|
1972
Catawba Capital Management
Roanoke,
Virginia
| $433M | +$3.57M | +0.8% | 4.99% | 33.1% | 267 | 14.61% | 1.3 |
|
1973
Dean Investment Associates
Beavercreek,
Ohio
| $432M | +$21M | +5% | 5.72% | 63.5% | 259 | 29.34% | 1 |
|
1974
Davidson & Garrard
Lynchburg,
Virginia
| $432M | +$20.3M | +5% | 2.31% | 25.2% | 197 | 11.68% | 1.3 |
|
1975
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $432M | -$172M | -28% | 4.74% | 58.1% | 678 | 32.74% | 0.9 |
|