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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
Meteora Capital
Boca Raton,
Florida
| $1.36B | +$161M | +13% | 1.58% | 56.9% | 539 | 50.46% | 0.4 |
|
1952
Washington Trust Bank
Spokane,
Washington
| $1.36B | -$71.7M | -5% | 0.69% | 89.9% | 215 | 12.09% | 6.1 |
|
1953
Narwhal Capital Management
Marietta,
Georgia
| $1.36B | -$20.9M | -2% | 1.29% | 93.8% | 173 | 8.09% | 5.9 |
|
1954
KMG Fiduciary Partners
Toledo,
Ohio
| $1.35B | -$54.6M | -4% | 2.36% | 114% | 273 | 8.42% | 3.9 |
|
1955
Partners Group Holding
Baar-Zug,
Switzerland
| $1.35B | -$130M | -9% | 8.7% | 23.3% | 51 | 5.88% | 4.1 |
|
1956
McIlrath & Eck
Arlington,
Washington
| $1.35B | +$273M | +25% | 0.69% | 44% | 1,722 | 47.68% | 2.5 |
|
1957
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.35B | +$6.2M | +0.5% | 0.9% | 67% | 235 | 24.26% | 3.4 |
|
1958
CapWealth Advisors
Franklin,
Tennessee
| $1.35B | -$114M | -8% | 7.12% | 152% | 124 | 7.26% | 5.4 |
|
1959
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.35B | -$16.6M | -1% | 0.25% | 86.3% | 376 | 13.3% | 3.8 |
|
|
PO
1960
PBCay One
Dubai,
United Arab Emirates
| $1.34B | +$777M | +137% | 10.3% | – | 19 | 47.37% | 0.4 |
|
1961
HoldCo Asset Management
Fort Lauderdale,
Florida
| $1.34B | +$14.2M | +1% | 1.26% | – | 30 | 6.67% | 2.6 |
|
1962
Verity & Verity
Beaufort,
South Carolina
| $1.34B | +$54.6M | +4% | 4.41% | 90.4% | 156 | 14.1% | 5 |
|
|
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| $1.34B | +$160M | +14% | 17.2% | 451% | 14 | 7.14% | 8.1 |
|
1964
Fusion Family Wealth
Woodbury,
New York
| $1.34B | +$19.8M | +1% | 0.39% | 62.2% | 49 | 10.2% | 5.4 |
|
|
NEWAS
1965
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.34B | -$14.9M | -1% | 0.75% | 51.1% | 959 | 11.68% | 1.4 |
|
1966
Baring Fintech Manager Holding
Castel,
Guernsey
| $1.34B | -$73.3M | -5% | 5.2% | – | 1 | 0% | 1.3 |
|
1967
49 Wealth Management
Austin,
Texas
| $1.34B | +$107M | +9% | 0.23% | – | 231 | 26.41% | 1.2 |
|
1968
WBH Advisory
Baltimore,
Maryland
| $1.34B | -$15.2M | -1% | 1.96% | 57.6% | 363 | 9.09% | 6.4 |
|
1969
Arete Wealth Advisors
Chicago,
Illinois
| $1.33B | -$109M | -8% | 0.36% | 85.3% | 406 | 32.27% | 3 |
|
1970
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.33B | -$503M | -27% | 0.09% | 4.8% | 451 | 43.24% | 0.3 |
|
1971
Wellspring Financial Advisors
Cleveland,
Ohio
| $1.33B | +$68.8M | +5% | 1.16% | 77.2% | 315 | 24.76% | 1.8 |
|
1972
NBC Securities
Birmingham,
Alabama
| $1.33B | -$1.53M | -0.1% | 1.79% | 93.1% | 2,971 | 20.6% | 1.4 |
|
1973
Applied Finance Capital Management
San Juan,
Puerto Rico
| $1.33B | -$64.2M | -5% | 0.08% | 106% | 236 | 12.29% | 1.8 |
|
1974
Compass Rose Asset Management
New York
| $1.33B | +$100M | +8% | 4.65% | 41% | 36 | 77.78% | 0.2 |
|
1975
SHP Wealth Management
Plymouth,
Massachusetts
| $1.33B | +$40.5M | +3% | 2.37% | – | 1,931 | 25.12% | 0.2 |
|