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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
2051
American Assets Capital Advisers
San Diego,
California
| $620M | +$100M | +19% | 10.2% | 73.5% | 36 | 8.33% | 2.5 |
|
2052
Transform Wealth
Greenwood Village,
Colorado
| $620M | +$36.4M | +6% | 9.32% | 48.4% | 237 | 14.77% | 1.9 |
|
2053
Narwhal Capital Management
Marietta,
Georgia
| $620M | +$42.9M | +7% | 9.8% | 109% | 160 | 23.13% | 3.7 |
|
2054
Weatherly Asset Management
Del Mar,
California
| $620M | +$54.1M | +10% | 9.26% | 116% | 183 | 6.56% | 4.7 |
|
2055
Oxford Financial Group
Carmel,
Indiana
| $620M | +$30.1M | +5% | 9.48% | 77.2% | 204 | 17.65% | 1 |
|
2056
Hengehold Capital Management
Cincinnati,
Ohio
| $619M | +$55.9M | +10% | 5.41% | 54.5% | 141 | 9.22% | 3.3 |
|
2057
Woodstock Corp
Boston,
Massachusetts
| $619M | +$32.6M | +6% | 9.3% | 115% | 162 | 2.47% | 5.3 |
|
|
C
2058
Chescapmanager
Baltimore,
Maryland
| $619M | +$24.5M | +4% | 23.7% | 202% | 66 | 50% | 0.8 |
|
2059
IFG Advisory
Atlanta,
Georgia
| $618M | +$63M | +11% | 7.33% | 76.3% | 423 | 12.53% | 1.6 |
|
2060
Maple Capital Management
Montpelier,
Vermont
| $617M | +$107M | +21% | 10.2% | 114% | 105 | 7.62% | 3.8 |
|
2061
Oakworth Capital
Birmingham,
Alabama
| $617M | +$60M | +11% | 8.01% | 70% | 635 | 13.23% | 4.3 |
|
2062
Segment Wealth Management
Houston,
Texas
| $616M | +$75M | +14% | 10.7% | 108% | 210 | 12.38% | 3.3 |
|
2063
CCM Investment Advisers
Columbia,
South Carolina
| $616M | +$28.9M | +5% | 6.55% | 170% | 69 | 11.59% | 3.4 |
|
2064
American Financial Advisors
Marietta,
Georgia
| $615M | -$9.2M | -1% | 5.36% | 52.7% | 112 | 6.25% | 1.3 |
|
2065
BDO Wealth Advisors
Jacksonville,
Florida
| $614M | +$45.1M | +8% | 7.14% | 38.3% | 993 | 36.96% | 1.3 |
|
2066
Steamboat Capital Partners
Rye,
New York
| $614M | +$76.9M | +14% | 10.8% | 280% | 60 | 20% | 1 |
|
2067
Resource Management
Metairie,
Louisiana
| $613M | +$35.3M | +6% | 6.47% | 82.7% | 164 | 17.07% | 1.9 |
|
|
RPGK
2068
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $613M | +$68.7M | +13% | 6.88% | 54.7% | 60 | 11.67% | 4.3 |
|
2069
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $613M | +$166M | +37% | 10% | 94.9% | 165 | 39.39% | 0.4 |
|
2070
Cowen and Company
New York
| $613M | +$11.1M | +2% | 5.03% | 120% | 630 | 70.16% | 0.2 |
|
|
JC
2071
JBF Capital
Aspen,
Colorado
| $612M | -$14.9M | -2% | 9.03% | 93.6% | 180 | 62.78% | 0.7 |
|
2072
Western Wealth Management
Golden,
Colorado
| $612M | +$60.7M | +11% | 10% | 92.1% | 481 | 17.67% | 1.2 |
|
|
DGHMC
2073
Dalton, Greiner, Hartman, Maher & Co
New York
| $612M | -$405M | -40% | 5.16% | 63% | 180 | 14.44% | 2.5 |
|
|
LCM
2074
Lomas Capital Management
New York
| $612M | +$141M | +30% | 7.9% | 66.3% | 28 | 42.86% | 0.8 |
|
2075
Keeley-Teton Advisors
Chicago,
Illinois
| $612M | -$23.4M | -4% | 3.53% | 28.6% | 262 | 9.92% | 2.6 |
|