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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
CEI
2076
Clark Estates Inc
New York
| $612M | +$40.1M | +7% | 5.41% | 34.5% | 106 | 17.92% | 1.9 |
|
2077
Callahan Advisors
Houston,
Texas
| $612M | +$47.5M | +8% | 9.96% | 87.7% | 136 | 10.29% | 4.5 |
|
2078
Cantor Fitzgerald Investment Advisors
New York
| $611M | -$864K | -0.1% | 5.61% | 73.4% | 59 | 0% | 2.3 |
|
2079
Campbell Wealth Management
Alexandria,
Virginia
| $611M | +$37.4M | +7% | 6.12% | 11.2% | 379 | 83.91% | 1.3 |
|
2080
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $611M | +$56.2M | +10% | 7.61% | 67% | 72 | 8.33% | 3.4 |
|
2081
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $611M | +$35.8M | +6% | 6.51% | 80.2% | 167 | 4.79% | 4.7 |
|
|
AIC
2082
AWM Investment Company
New York
| $610M | +$39.9M | +7% | 27.8% | 778% | 98 | 23.47% | 2.3 |
|
|
MIM
2083
Marco Investment Management
Atlanta,
Georgia
| $610M | +$64.1M | +12% | 10.5% | 131% | 179 | 10.61% | 5 |
|
2084
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $610M | +$296M | +94% | 25.8% | 283% | 78 | 32.05% | 0.4 |
|
2085
Bath Savings Trust
Bath,
Maine
| $610M | +$56.5M | +10% | 11.2% | 57.8% | 127 | 4.72% | 4.8 |
|
2086
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $609M | +$56.1M | +10% | 9.04% | 34% | 91 | 4.4% | 4.6 |
|
2087
Caldwell Trust
Venice,
Florida
| $608M | +$11.3M | +2% | 8.58% | 97.5% | 776 | 9.28% | 0.7 |
|
2088
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $608M | +$38.5M | +7% | 7.95% | 102% | 94 | 6.38% | 1.3 |
|
2089
Hill Path Capital
New York
| $607M | +$175M | +41% | 30.9% | 5.23% | 3 | 33.33% | 2.1 |
|
2090
NWAM LLC
Mercer Island,
Washington
| $606M | -$108M | -15% | 10.1% | 126% | 446 | 50.22% | 3.7 |
|
2091
Adventist Health System West
Roseville,
California
| $606M | +$136M | +29% | 6.58% | 60.2% | 5 | 20% | 1 |
|
2092
Circle Wealth Management
Summit,
New Jersey
| $605M | +$34.4M | +6% | 9.59% | 71.8% | 216 | 14.81% | 1.5 |
|
2093
Laurel Wealth Advisors (California)
Solana Beach,
California
| $605M | +$59M | +11% | 9.93% | 33% | 418 | 17.22% | 2.5 |
|
2094
Summit Financial
Parsippany,
New Jersey
| $605M | +$39.9M | +7% | 7.63% | 81.8% | 37 | 13.51% | 1.2 |
|
2095
Forward Management
San Francisco,
California
| $603M | +$57.1M | +10% | 4.53% | 36.9% | 42 | 35.71% | 3.1 |
|
|
CI
2096
CPMG Inc
Dallas,
Texas
| $601M | -$148M | -20% | 7.49% | 878% | 18 | 22.22% | 1.6 |
|
|
PS
2097
Presima Securities
Montreal,
Quebec, Canada
| $601M | +$71.1M | +13% | 1.32% | 10.3% | 44 | 22.73% | 2.2 |
|
2098
NBT Bank
Norwich,
New York
| $601M | +$39.9M | +7% | 7.87% | 77% | 223 | 6.73% | 4.9 |
|
|
PAM
2099
Private Asset Management
San Diego,
California
| $601M | +$38M | +7% | 8.76% | 38.2% | 143 | 9.79% | 4.2 |
|
2100
Cypress Capital Group
Palm Beach,
Florida
| $600M | +$54.8M | +10% | 7.79% | 111% | 271 | 17.34% | 3.7 |
|