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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
Efficient Advisors
Mason,
Ohio
| $588M | -$4.94M | -0.8% | 0.5% | 30.6% | 53 | 1.89% | 3.1 |
|
1952
Annex Advisory Services
Brookfield,
Wisconsin
| $587M | +$37M | +7% | 3.38% | 85.8% | 135 | 8.89% | 2.7 |
|
1953
KLS Professional Advisors Group
New York
| $587M | -$31.9M | -5% | 3.02% | 38% | 29 | 27.59% | 0.9 |
|
1954
Trinity Street Asset Management
London,
United Kingdom
| $587M | +$51.4M | +10% | 2.01% | 76.9% | 18 | 22.22% | 1.6 |
|
1955
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $586M | -$16.5M | -3% | 0.42% | 70% | 54 | 5.56% | 3.5 |
|
|
WDA
1956
Wendell David Associates
Portsmouth,
New Hampshire
| $586M | +$30.7M | +6% | 5.16% | 46% | 153 | 2.61% | 4.1 |
|
1957
MAK Capital One
New York
| $586M | +$506M | +635% | 52.7% | 200% | 4 | 25% | 1.4 |
|
1958
ORIX Corp
Tokyo,
Japan
| $584M | -$35.1M | -6% | 5.66% | 11.7% | 1 | 0% | 0.5 |
|
1959
Middleton & Co
Boston,
Massachusetts
| $584M | +$25.7M | +5% | 4.84% | 69.7% | 152 | 3.95% | 3.6 |
|
1960
Smith Salley Wealth Management
Greensboro,
North Carolina
| $584M | +$26.2M | +5% | 3.06% | 106% | 185 | 7.57% | 2.9 |
|
1961
Jag Capital Management
St Louis,
Missouri
| $583M | +$42M | +8% | 11% | 230% | 111 | 21.62% | 2.6 |
|
1962
Thomasville National Bank
Thomasville,
Georgia
| $581M | +$18.1M | +3% | 2.96% | – | 200 | 7% | 2 |
|
1963
Ensemble Capital Management
San Francisco,
California
| $580M | +$45.2M | +8% | 5.44% | 36.2% | 38 | 31.58% | 2.8 |
|
1964
North Point Portfolio Managers
Orange Village,
Ohio
| $579M | -$3.91M | -0.7% | 2.38% | 72.8% | 85 | 10.59% | 3.4 |
|
1965
Sound Point Capital Management
New York
| $579M | +$26.8M | +5% | 15.1% | 61.5% | 37 | 35.14% | 0.8 |
|
1966
Godsey & Gibb Inc
Richmond,
Virginia
| $578M | +$10.7M | +2% | 3.45% | 87.5% | 74 | 18.92% | 3.2 |
|
1967
Garde Capital
Seattle,
Washington
| $578M | +$27.2M | +5% | 1.12% | 57.6% | 174 | 7.47% | 2.1 |
|
1968
Brown Advisory Securities
Baltimore,
Maryland
| $577M | +$39.3M | +7% | 4.65% | 51% | 435 | 12.18% | 2.7 |
|
|
MG
1969
Mitchell Group
Houston,
Texas
| $577M | +$59.4M | +11% | 15.7% | 0.96% | 34 | 23.53% | 2.7 |
|
1970
IberiaBank
Lafayette,
Louisiana
| $577M | +$74.3M | +15% | 2.44% | 39.6% | 222 | 11.71% | 2.3 |
|
|
LCM
1971
Lomas Capital Management
New York
| $576M | -$40.9M | -7% | 6.38% | 66.3% | 36 | 52.78% | 0.9 |
|
1972
Hunting Hill Global Capital
New York
| $576M | -$32.6M | -5% | 0.69% | 132% | 34 | 58.82% | 0.5 |
|
1973
J.V. Bruni & Co
Colorado Springs,
Colorado
| $576M | -$3.82M | -0.7% | 2.52% | 97.9% | 26 | 3.85% | 3.1 |
|
1974
Wintrust Investments
Chicago,
Illinois
| $576M | +$182M | +46% | 1.38% | 27.5% | 365 | 35.07% | 1 |
|
1975
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $575M | +$31.5M | +6% | 2.35% | 86% | 410 | 14.15% | 2.5 |
|