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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2076
Grimes & Company
Westborough,
Massachusetts
| $296M | +$21.4M | +8% | 5.15% | 66.2% | 163 | 23.93% | 0.2 |
|
2077
Colonial Trust Advisors
Spartanburg,
South Carolina
| $295M | +$13.3M | +5% | 4.35% | 80% | 111 | 3.6% | 0.2 |
|
2078
First Merchants Corp
Muncie,
Indiana
| $295M | +$13.4M | +5% | 5.14% | 55.6% | 129 | 3.1% | 0.2 |
|
2079
Summit Securities Group
New York
| $294M | +$84.3M | +40% | 9.34% | 136% | 899 | 68.85% | 0.1 |
|
2080
Lucas Capital Management
Red Bank,
New Jersey
| $293M | -$55.8M | -16% | 6.32% | 44.5% | 161 | 24.22% | 0.2 |
|
|
RRC
2081
Red Rocks Capital
Denver,
Colorado
| $293M | +$44.5M | +18% | 9.38% | – | 10 | 10% | 0.2 |
|
2082
B. Riley Wealth Advisors
Boca Raton,
Florida
| $292M | -$2.14M | -0.7% | 5.8% | 118% | 798 | 29.7% | 0.2 |
|
2083
Aureus Asset Management
Boston,
Massachusetts
| $292M | +$13M | +5% | 10.1% | 93.9% | 119 | 18.49% | 0.2 |
|
2084
Welch Capital Partners
Harrison,
New York
| $292M | +$6.08M | +2% | 5.32% | 79.2% | 65 | 44.62% | 0.2 |
|
2085
Rock Creek Group
Washington,
District of Columbia
| $292M | +$15.6M | +6% | 3.18% | 37.2% | 20 | 25% | 0.2 |
|
2086
Condor Capital Management
Martinsville,
New Jersey
| $291M | +$25.8M | +10% | 7.59% | 58.2% | 175 | 15.43% | 0.2 |
|
2087
White Pine Capital
Bloomington,
Minnesota
| $290M | +$2.28M | +0.8% | 6.31% | 143% | 241 | 8.3% | 0.2 |
|
2088
Denali Advisors
San Diego,
California
| $290M | +$21.8M | +8% | 9.1% | 106% | 244 | 22.13% | 0.2 |
|
|
FBP
2089
Flippin Bruce & Porter
Lynchburg,
Virginia
| $290M | +$10.3M | +4% | 4.57% | 44.4% | 91 | 9.89% | 0.2 |
|
2090
Braver Wealth Management
Needham,
Massachusetts
| $290M | +$72.4M | +33% | 4.74% | 20.4% | 80 | 23.75% | 0.2 |
|
2091
GW & Wade
Wellesley,
Massachusetts
| $289M | +$12.3M | +4% | 3.5% | 32.2% | 82 | 4.88% | 0.2 |
|
|
CII
2092
Chapter IV Investors
Charlotte,
North Carolina
| $289M | +$29M | +11% | 5.19% | 4.15% | 12 | 0% | 0.3 |
|
2093
Oslo Asset Management AS
Oslo,
Norway
| $289M | -$11.3M | -4% | 10.8% | 82.7% | 10 | 10% | 0.2 |
|
2094
West Face Capital
Toronto,
Ontario, Canada
| $289M | -$155M | -35% | 18.5% | 10.9% | 9 | 55.56% | 0.3 |
|
|
HPBT
2095
High Point Bank & Trust
High Point,
North Carolina
| $288M | -$7.61M | -3% | 4.19% | 16.5% | 455 | 10.33% | 0.2 |
|
2096
First Nebraska Trust
Lincoln,
Nebraska
| $288M | +$3.95M | +1% | 0.55% | 67.9% | 92 | 13.04% | 0.2 |
|
2097
Covalent Partners
Concord,
Massachusetts
| $288M | +$2.02M | +0.7% | 7.28% | 36.6% | 33 | 33.33% | 0.2 |
|
2098
Jacobs & Co
San Francisco,
California
| $288M | +$11.6M | +4% | 5.63% | 105% | 122 | 9.02% | 0.2 |
|
2099
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $288M | +$24.7M | +9% | 10.7% | 52.1% | 181 | 8.29% | 0.2 |
|
2100
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $286M | +$12.8M | +5% | 2.3% | 17.2% | 262 | 16.41% | 0.2 |
|