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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
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $453M | -$8.86M | -2% | 1.83% | 70% | 39 | 5.13% | 1.5 |
|
1952
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $452M | +$14.4M | +3% | 4.7% | 70.6% | 283 | 54.42% | 0.5 |
|
1953
Beacon Financial Group
Dallas,
Texas
| $451M | -$31.5M | -7% | 0.48% | 66.6% | 196 | 21.43% | 1.1 |
|
1954
Bernzott Capital Advisors
Camarillo,
California
| $451M | -$9.05M | -2% | 3.08% | 46.6% | 56 | 19.64% | 1.2 |
|
|
PWM
1955
Patriot Wealth Management
Houston,
Texas
| $450M | +$22.1M | +5% | 1.56% | 24.3% | 65 | 10.77% | 1.3 |
|
|
SCM
1956
SeaStone Capital Management
New York
| $449M | -$194M | -30% | 6.7% | 17.6% | 46 | 52.17% | 0.6 |
|
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $449M | -$12.5M | -3% | 1.37% | 45.9% | 86 | 11.63% | 1.2 |
|
1958
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $449M | -$7.6M | -2% | 0.04% | 68% | 135 | 7.41% | 1.5 |
|
1959
Prospera Financial Services
Dallas,
Texas
| $449M | +$47.8M | +12% | 2.23% | 97.4% | 363 | 31.4% | 0.9 |
|
1960
Gratus Capital
Atlanta,
Georgia
| $449M | +$26.2M | +6% | 0.35% | 51.4% | 105 | 34.29% | 0.2 |
|
1961
Cobiz Wealth
Denver,
Colorado
| $448M | +$10.8M | +2% | 3.88% | 54% | 136 | 10.29% | 1.4 |
|
1962
Bulldog Investors
Saddle Brook,
New Jersey
| $448M | -$14.2M | -3% | 0.47% | 22.5% | 85 | 32.94% | 0.8 |
|
1963
LBMC Investment Advisors
Brentwood,
Tennessee
| $447M | +$16.8M | +4% | 1.53% | 52.8% | 63 | 12.7% | 1.3 |
|
1964
Corbyn Investment Management
Lutherville,
Maryland
| $447M | -$76M | -15% | 2.53% | 71.9% | 52 | 17.31% | 1.3 |
|
1965
LS Power Partners II
New York
| $447M | +$3.95M | +0.9% | 3.34% | 27.3% | 1 | 0% | 1.8 |
|
1966
Howe & Rusling
Rochester,
New York
| $446M | +$29.1M | +7% | 3.88% | 82% | 1,034 | 18.28% | 1.1 |
|
1967
NBW Capital
Boston,
Massachusetts
| $446M | +$10.2M | +2% | 2.33% | 86% | 83 | 16.87% | 1.3 |
|
1968
YHB Investment Advisors
West Hartford,
Connecticut
| $446M | +$9.1M | +2% | 1.93% | 96.2% | 172 | 8.72% | 1.4 |
|
1969
Asset Advisors Corp
Augusta,
Georgia
| $446M | -$7.08M | -2% | 0.39% | 41.4% | 168 | 11.31% | 1.4 |
|
1970
Grace Capital
Quincy,
Massachusetts
| $445M | +$29.3M | +7% | 2.06% | 127% | 107 | 17.76% | 1.3 |
|
1971
Steel Grove Capital Advisors
Memphis,
Tennessee
| $445M | – | – | 0.85% | 106% | 171 | – | 1 |
|
|
ACM
1972
Astenbeck Capital Management
Southport,
Connecticut
| $445M | +$341M | +329% | 1.27% | 12.4% | 21 | 42.86% | 0.3 |
|
1973
Bainco International Investors
Boston,
Massachusetts
| $444M | +$21.8M | +5% | 2.27% | 69.4% | 93 | 15.05% | 1.4 |
|
1974
Appleton Partners
Boston,
Massachusetts
| $443M | +$6.59M | +2% | 3.74% | 101% | 197 | 14.72% | 1.3 |
|
|
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $443M | -$3.21M | -0.7% | 2.79% | 38.8% | 100 | 5% | 1.4 |
|