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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
Provident Investment Management
Novi,
Michigan
| $1.12B | +$23.4M | +2% | 6.35% | 90.8% | 83 | 16.87% | 4.1 |
|
1952
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.12B | +$47.3M | +4% | 6.39% | 60.7% | 192 | 8.85% | 2.7 |
|
1953
Tradition Wealth Management
Edina,
Minnesota
| $1.12B | +$87.1M | +8% | 6.24% | 69.6% | 427 | 9.6% | 2.7 |
|
1954
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.12B | +$71.7M | +7% | 5.64% | 64.3% | 315 | 21.9% | 1.6 |
|
1955
Arax Advisory Partners
Denver,
Colorado
| $1.12B | +$94.2M | +9% | 6.62% | 64.7% | 2,679 | 7.65% | 1.9 |
|
1956
Bouchey Financial Group
Troy,
New York
| $1.12B | +$66M | +6% | 5.07% | 66.7% | 159 | 10.69% | 3.2 |
|
1957
Cardiff Park Advisors
Carlsbad,
California
| $1.12B | +$72.4M | +7% | 7.42% | 88.6% | 354 | 10.45% | 2.1 |
|
1958
Hardy Reed
Tupelo,
Mississippi
| $1.12B | +$121M | +12% | 6.21% | 69.7% | 252 | 13.1% | 1.6 |
|
1959
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.12B | +$67.5M | +6% | 7.87% | 75.3% | 211 | 11.85% | 6.6 |
|
1960
PDS Planning
Dublin,
Ohio
| $1.12B | +$125M | +13% | 6.72% | 62.7% | 447 | 12.3% | 2.5 |
|
1961
ARS Investment Partners
New York
| $1.12B | +$70.1M | +7% | 7.41% | 260% | 182 | 17.03% | 3.3 |
|
1962
Seven Eight Capital
New York
| $1.11B | +$157M | +16% | 9.65% | 13.6% | 994 | 64.39% | 0.3 |
|
1963
Helikon Investments
London,
United Kingdom
| $1.11B | +$29.8M | +3% | 13.5% | 282% | 22 | 31.82% | 1.3 |
|
1964
Stack Financial Management
Whitefish,
Montana
| $1.11B | +$34M | +3% | 8.62% | 58.4% | 50 | 6% | 4.8 |
|
1965
Penobscot Investment Management
Boston,
Massachusetts
| $1.11B | +$75.4M | +7% | 7.32% | 114% | 317 | 5.05% | 5.4 |
|
1966
AltraVue Capital
Bellevue,
Washington
| $1.11B | +$105M | +10% | 17.2% | 221% | 28 | 3.57% | 3.6 |
|
1967
Narwhal Capital Management
Marietta,
Georgia
| $1.11B | +$54.5M | +5% | 5.56% | 93.8% | 167 | 7.78% | 5.6 |
|
1968
Condor Capital Management
Martinsville,
New Jersey
| $1.11B | +$65.6M | +6% | 5.76% | 58.2% | 208 | 17.31% | 4.9 |
|
1969
SlateStone Wealth
Jupiter,
Florida
| $1.11B | +$188M | +20% | 6.99% | 79.1% | 309 | 11.33% | 2.5 |
|
1970
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.11B | -$213M | -16% | 3.6% | 143% | 359 | 42.9% | 1.3 |
|
1971
Melqart Asset Management
London,
United Kingdom
| $1.11B | -$129M | -10% | 2.37% | 250% | 68 | 45.59% | 0.6 |
|
1972
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.11B | +$67.6M | +7% | 5.96% | 76.8% | 165 | 14.55% | 5 |
|
1973
Gillson Capital
Chicago,
Illinois
| $1.1B | +$63.6M | +6% | 16.6% | 84.9% | 92 | 69.57% | 0.3 |
|
1974
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $1.1B | +$472M | +75% | 1.49% | 25.8% | 114 | 67.54% | 0.3 |
|
1975
Lyell Wealth Management
Menlo Park,
California
| $1.1B | +$52.4M | +5% | 5.53% | 128% | 208 | 4.81% | 3.9 |
|