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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2126
Mount Yale Investment Advisors
Denver,
Colorado
| $766M | +$53.7M | +8% | 6.17% | 92.1% | 462 | 26.19% | 1.4 |
|
2127
RVW Wealth
Los Angeles,
California
| $766M | +$84M | +12% | 6.13% | 65.8% | 105 | 11.43% | 1.2 |
|
2128
Clear Harbor Asset Management
Stamford,
Connecticut
| $765M | +$68.6M | +10% | 7.44% | 106% | 386 | 32.38% | 2.8 |
|
2129
NewSquare Capital
Newtown Square,
Pennsylvania
| $763M | +$48.8M | +7% | 6.17% | 82.5% | 380 | 20% | 2.7 |
|
|
WCM
2130
Wallace Capital Management
Dallas,
Texas
| $763M | +$104M | +16% | 10.3% | 62.3% | 70 | 7.14% | 3.8 |
|
2131
Maltese Capital Management
New York
| $763M | +$115M | +18% | 23.5% | 114% | 181 | 33.7% | 2 |
|
2132
Tensile Capital Management
Larkspur,
California
| $762M | -$90.1M | -11% | 6.28% | 47.7% | 19 | 15.79% | 2.6 |
|
2133
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $762M | -$6.72M | -0.9% | 5.23% | 112% | 365 | 26.3% | 2 |
|
2134
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $762M | +$33.1M | +5% | 6.57% | 67% | 71 | 7.04% | 3.8 |
|
2135
Colonial Trust Advisors
Spartanburg,
South Carolina
| $761M | +$40.2M | +6% | 5.43% | 80% | 181 | 9.39% | 4 |
|
2136
Summit Financial
Parsippany,
New Jersey
| $758M | +$47.1M | +7% | 6.15% | 81.8% | 57 | 10.53% | 1.1 |
|
2137
Phocas Financial Corp
Alameda,
California
| $758M | +$104M | +16% | 21.9% | – | 220 | 45.45% | 2 |
|
|
PS
2138
Presima Securities
Montreal,
Quebec, Canada
| $758M | +$80.2M | +12% | 8.47% | 10.3% | 56 | 26.79% | 2.1 |
|
2139
SPC Financial Inc
Rockville,
Maryland
| $758M | +$47.2M | +7% | 9.1% | 65.1% | 175 | 15.43% | 3 |
|
2140
Blue Whale Capital
London,
United Kingdom
| $758M | +$55.4M | +8% | 0.3% | 409% | 20 | 20% | 1 |
|
2141
J.L. Bainbridge & Co
Sarasota,
Florida
| $758M | +$47.6M | +7% | 6.68% | 118% | 93 | 16.13% | 1.6 |
|
2142
E-L Financial Corp
Toronto,
Ontario, Canada
| $757M | +$31.8M | +4% | 6% | 78.5% | 1 | 0% | 4.3 |
|
2143
Third Avenue Management
New York
| $756M | +$43.4M | +6% | 22% | 113% | 65 | 7.69% | 3.7 |
|
2144
CDAM (UK)
London,
United Kingdom
| $756M | +$100M | +15% | 10.3% | 7.89% | 14 | 21.43% | 1.9 |
|
2145
Parker Investment Management
Menlo Park,
California
| $756M | +$174M | +30% | 8.93% | 208% | 52 | 30.77% | 1.5 |
|
2146
Stonebridge Capital Advisors
St Paul,
Minnesota
| $756M | +$95.1M | +14% | 7.44% | 80.1% | 987 | 80.75% | 0.9 |
|
2147
St. James Investment Company
Southlake,
Texas
| $755M | -$20.3M | -3% | 4.14% | 43.8% | 38 | 5.26% | 1.8 |
|
2148
SeaCrest Wealth Management
Purchase,
New York
| $755M | +$44M | +6% | 6.41% | 153% | 696 | 16.09% | 1.9 |
|
|
AIM
2149
Aigen Investment Management
New York
| $755M | -$11.4M | -1% | 5.73% | 55.5% | 1,003 | 66.9% | 0.3 |
|
2150
TD Capital Management
Memphis,
Tennessee
| $755M | +$30.1M | +4% | 3.32% | 40.5% | 339 | 18.29% | 3.2 |
|