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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2326
Symetra Life Insurance
Bellevue,
Washington
| $409M | +$24.2M | +6% | 5.78% | – | 3 | 0% | 2 |
|
2327
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $408M | +$21.2M | +5% | 3.96% | 54.8% | 570 | 23.68% | 2.1 |
|
2328
VCU Investment Management
Richmond,
Virginia
| $408M | +$53.8M | +15% | 3.23% | – | 9 | 11.11% | 0.7 |
|
2329
KLCM Advisors
Milwaukee,
Wisconsin
| $407M | +$24.3M | +6% | 4.11% | 122% | 95 | 12.63% | 2.4 |
|
|
BP
2330
Banbury Partners
Charlotte,
North Carolina
| $407M | -$1.55M | -0.4% | 3.87% | 138% | 20 | 40% | 0.8 |
|
2331
LaFleur & Godfrey
Grand Rapids,
Michigan
| $407M | +$25.4M | +7% | 8.42% | 85.2% | 76 | 7.89% | 3.6 |
|
2332
United Bank (Virginia)
Vienna,
Virginia
| $407M | +$302M | +289% | 6.09% | 76.1% | 143 | 68.53% | 0.9 |
|
2333
First American Trust
Santa Ana,
California
| $406M | +$23.4M | +6% | 5.4% | 84.6% | 130 | 22.31% | 2.4 |
|
2334
AIA Investment Management
Singapore
| $406M | – | – | 6.04% | 63.3% | 13 | – | 0 |
|
2335
Van Cleef Asset Management
Beachwood,
Ohio
| $406M | +$38.6M | +11% | 7.89% | 104% | 110 | 11.82% | 3.4 |
|
2336
Periscope Capital
Toronto,
Ontario, Canada
| $406M | +$112M | +38% | 0.25% | 28.8% | 141 | 31.91% | 0.4 |
|
2337
RKL Wealth Management
Lancaster,
Pennsylvania
| $405M | +$48.7M | +14% | 5.14% | 76.8% | 153 | 16.99% | 1.7 |
|
2338
Hudson Valley Investment Advisors
Goshen,
New York
| $405M | +$18.6M | +5% | 6.07% | 94.6% | 155 | 3.87% | 3.4 |
|
2339
Raub Brock Capital Management
Larkspur,
California
| $404M | +$13.7M | +4% | 6.68% | 54.7% | 41 | 12.2% | 2.7 |
|
2340
Petrus Trust Company
Dallas,
Texas
| $404M | -$18.5M | -4% | 6.13% | 36.9% | 234 | 57.69% | 1.1 |
|
|
3C
2341
361 Capital
Denver,
Colorado
| $404M | -$118M | -23% | 10.5% | 118% | 343 | 61.52% | 0.3 |
|
2342
Apriem Advisors
Irvine,
California
| $404M | +$1.36M | +0.3% | 4.24% | 74.3% | 158 | 16.46% | 3.2 |
|
2343
Stairway Partners
Chicago,
Illinois
| $403M | +$12.9M | +3% | 4.51% | 48.1% | 9 | 0% | 4.2 |
|
2344
Makena Capital Management
Menlo Park,
California
| $403M | -$308M | -43% | 2.43% | 78.7% | 18 | 5.56% | 2.6 |
|
|
TCOT
2345
Trust Company of Toledo
Holland,
Ohio
| $402M | +$8.78M | +2% | 4.32% | 109% | 197 | 6.09% | 3.4 |
|
|
OFM
2346
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $402M | -$21M | -5% | 11.3% | 8.26% | 10 | 70% | 1.9 |
|
2347
Fiduciary Trust International
Lincoln,
Massachusetts
| $402M | +$13.4M | +3% | 5.3% | 36.8% | 115 | 20% | 1.8 |
|
2348
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $402M | +$29.9M | +8% | 9.77% | 145% | 86 | 8.14% | 1.6 |
|
2349
AJ Wealth Strategies
New York
| $401M | +$93M | +30% | 3.36% | 32.2% | 94 | 14.89% | 0.8 |
|
2350
Fusion Family Wealth
Woodbury,
New York
| $401M | +$105M | +36% | 4.34% | 58.2% | 322 | 40.37% | 0.6 |
|