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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
Beaird Harris Wealth Management
Dallas,
Texas
| $1.06B | +$36.5M | +4% | 0.54% | 41.3% | 805 | 30.31% | 1.3 |
|
1952
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.06B | +$125M | +13% | 3.7% | 75.4% | 572 | 11.71% | 2.1 |
|
1953
TCI Wealth Advisors
Tucson,
Arizona
| $1.06B | +$45.3M | +4% | 0.36% | 65% | 231 | 10.39% | 7.1 |
|
1954
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.06B | +$34.8M | +3% | 2.97% | 70.6% | 112 | 11.61% | 4.1 |
|
1955
Founders Financial Securities
Towson,
Maryland
| $1.06B | +$104M | +11% | 2.15% | 64.3% | 438 | 15.3% | 2.1 |
|
1956
Narwhal Capital Management
Marietta,
Georgia
| $1.06B | +$35.8M | +4% | 5.58% | 93.8% | 169 | 9.47% | 5.4 |
|
1957
Girard Partners
King Of Prussia,
Pennsylvania
| $1.06B | -$5.39M | -0.5% | 2.69% | 25.7% | 268 | 5.6% | 4.8 |
|
1958
PDT Partners
New York
| $1.06B | -$1.38M | -0.1% | 1.02% | 211% | 774 | 36.05% | 0.8 |
|
1959
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.05B | -$161M | -13% | 4.59% | 151% | 165 | 35.76% | 2.1 |
|
1960
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.05B | -$70.7M | -6% | 0.16% | 181% | 167 | 26.95% | 2 |
|
1961
Carlyle Group
Washington,
District of Columbia
| $1.05B | -$533M | -34% | 16.4% | 7.98% | 33 | 9.09% | 1.3 |
|
1962
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.05B | +$109M | +12% | 2.71% | 82.6% | 113 | 23.01% | 1.4 |
|
1963
Integral Health Asset Management
New York
| $1.05B | -$24.6M | -2% | 14.5% | 564% | 105 | 55.24% | 0.6 |
|
1964
Bouchey Financial Group
Troy,
New York
| $1.05B | +$36.4M | +4% | 3.69% | 66.7% | 156 | 9.62% | 3.1 |
|
1965
Oak Ridge Investments
Chicago,
Illinois
| $1.05B | +$58.8M | +6% | 9.78% | 208% | 157 | 15.92% | 3.9 |
|
1966
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.05B | +$194M | +23% | 1.34% | 64.3% | 287 | 38.33% | 1.5 |
|
1967
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.05B | +$4.86M | +0.5% | 1.27% | 75.3% | 205 | 7.32% | 6.5 |
|
1968
Lyell Wealth Management
Menlo Park,
California
| $1.05B | +$63.9M | +6% | 4.62% | 128% | 207 | 8.7% | 3.8 |
|
1969
ARS Investment Partners
New York
| $1.05B | +$42.1M | +4% | 4.12% | 260% | 183 | 22.95% | 3.3 |
|
1970
Condor Capital Management
Martinsville,
New Jersey
| $1.05B | +$23.6M | +2% | 1.77% | 58.2% | 204 | 16.18% | 4.9 |
|
1971
Cardiff Park Advisors
Carlsbad,
California
| $1.04B | -$11M | -1% | 2.27% | 88.6% | 363 | 12.67% | 2 |
|
1972
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.04B | +$33.2M | +3% | 4.62% | 80% | 1,055 | 31.66% | 2.6 |
|
1973
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.04B | +$59.2M | +6% | 2.18% | 62.7% | 370 | 11.62% | 2.5 |
|
1974
Progeny 3 Inc
Kirkland,
Washington
| $1.04B | +$135M | +15% | 3.88% | 96.8% | 30 | 16.67% | 1.8 |
|
1975
Kintegral Advisory
New York
| $1.04B | +$42.2M | +4% | 4.59% | 143% | 283 | 23.67% | 3.7 |
|