We are live on !
Find out more
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
Kimelman & Baird
New York
| $1.23B | +$51.2M | +4% | 6.49% | – | 357 | 6.16% | 3.2 |
|
1952
Zazove Associates
Incline Village,
Nevada
| $1.23B | +$59.7M | +5% | 0.84% | 11% | 181 | 22.1% | 1.2 |
|
1953
Financial Advocates Investment Management
Olympia,
Washington
| $1.23B | -$199M | -14% | 10.5% | 89.9% | 794 | 30.1% | 3.5 |
|
1954
Blue Chip Partners
Farmington Hills,
Michigan
| $1.23B | +$67.8M | +6% | 8.68% | 81.2% | 172 | 12.79% | 5.1 |
|
1955
Fairholme Capital Management
South Miami,
Florida
| $1.23B | +$11.8M | +1% | 0.11% | 36.2% | 12 | 0% | 3.1 |
|
1956
NBC Securities
Birmingham,
Alabama
| $1.23B | +$53M | +5% | 10.1% | 86.6% | 2,586 | 23.59% | 0.9 |
|
1957
HS Management Partners
New York
| $1.23B | -$11.1M | -0.9% | 10.7% | 27.7% | 25 | 8% | 3.3 |
|
1958
BTC Capital Management
Des Moines,
Iowa
| $1.23B | +$132M | +12% | 12.9% | – | 218 | 15.14% | 4.9 |
|
1959
GC Wealth Management RIA
Cambridge,
Massachusetts
| $1.22B | +$679M | +125% | 14% | – | 536 | 44.96% | 0.7 |
|
1960
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.22B | +$98.3M | +9% | 7.15% | 59.7% | 341 | 14.96% | 1.5 |
|
1961
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.22B | +$103M | +9% | 8.25% | 69.3% | 1,092 | 9.98% | 3.6 |
|
1962
McDaniel Terry & Co
Austin,
Texas
| $1.22B | +$78.5M | +7% | 10.4% | 57.9% | 102 | 13.73% | 6.2 |
|
1963
Koss-Olinger Consulting
Gainesville,
Florida
| $1.22B | +$31.9M | +3% | 7.78% | 57.9% | 329 | 11.25% | 0.6 |
|
1964
Stadion Money Management
Watkinsville,
Georgia
| $1.22B | +$215M | +21% | 8.15% | 55.3% | 26 | 15.38% | 2.6 |
|
1965
Teewinot Capital Advisers
New York
| $1.22B | +$238M | +24% | 18.2% | 149% | 45 | 24.44% | 3.7 |
|
1966
Generali Investments CEE
Prague,
Czech Republic
| $1.22B | +$144M | +13% | 8.38% | – | 390 | 3.59% | 0.5 |
|
1967
Coastal Bridge Advisors
Westport,
Connecticut
| $1.21B | +$109M | +10% | 9.23% | 88.1% | 465 | 13.55% | 1.9 |
|
1968
SP Asset Management
Cupertino,
California
| $1.21B | +$77.6M | +7% | 11.3% | 92.4% | 132 | 9.09% | 4.1 |
|
1969
RWWM Inc
Rocklin,
California
| $1.21B | -$31.3M | -3% | 3.74% | 40.6% | 23 | 21.74% | 4.9 |
|
1970
DLD Asset Management
New York
| $1.21B | -$91.8M | -7% | 1.82% | 10.3% | 318 | 73.58% | 0.1 |
|
1971
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.21B | +$86.1M | +8% | 9.6% | 80% | 739 | 14.75% | 3.3 |
|
1972
Ardmore Road Asset Management
New York
| $1.21B | +$233M | +24% | 27.6% | 245% | 60 | 71.67% | 0.4 |
|
1973
Globeflex Capital
San Diego,
California
| $1.21B | +$125M | +12% | 11.8% | 186% | 466 | 19.31% | 2.2 |
|
1974
Payden & Rygel
Los Angeles,
California
| $1.21B | +$44M | +4% | 9.32% | 103% | 134 | 22.39% | 4.5 |
|
|
PWMAG
1975
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.2B | +$133M | +12% | 9.61% | 90.7% | 394 | 11.93% | 4.2 |
|