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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
Bell Bank
Fargo,
North Dakota
| $445M | +$71.7M | +19% | 2.88% | 71% | 162 | 15.43% | 3.1 |
|
2327
Whitney & Co
Rochester,
New York
| $445M | +$3.01M | +0.7% | 2.81% | 93.2% | 105 | 6.67% | 3.6 |
|
2328
Smith, Moore & Co
Clayton,
Missouri
| $445M | +$24.3M | +6% | 2.75% | 67% | 332 | 8.13% | 2.8 |
|
2329
JOYN Advisors
Atlanta,
Georgia
| $445M | +$10M | +2% | 2.35% | 0.77% | 138 | 23.19% | 1.5 |
|
2330
Main Street Research
Lakeville,
Connecticut
| $444M | +$130M | +41% | 3.68% | 232% | 96 | 11.46% | 3.4 |
|
2331
Roundview Capital
Princeton,
New Jersey
| $444M | +$23.2M | +6% | 4.39% | 77.7% | 232 | 10.78% | 3.3 |
|
|
CBT
2332
Central Bank & Trust
Lexington,
Kentucky
| $444M | -$1.81M | -0.4% | 3.53% | 118% | 282 | 13.12% | 4.1 |
|
2333
Lee Financial
Dallas,
Texas
| $443M | +$15.6M | +4% | 1.86% | 75% | 552 | 8.33% | 1.6 |
|
2334
Kore Private Wealth
New York
| $443M | -$1.4M | -0.3% | 2.35% | 35.9% | 913 | 75.58% | 0.5 |
|
2335
Fiduciary Trust International
Lincoln,
Massachusetts
| $443M | +$44.5M | +11% | 4.78% | 36.8% | 149 | 48.32% | 2 |
|
2336
Mechanics Bank - Trust Department
Walnut Creek,
California
| $443M | +$3.87M | +0.9% | 2.96% | 76.8% | 158 | 8.23% | 4 |
|
|
MRCM
2337
M&R Capital Management
Summit,
New Jersey
| $442M | +$3.31M | +0.8% | 3.23% | 52.6% | 528 | 3.41% | 3.3 |
|
2338
Managed Asset Portfolios
Rochester,
Michigan
| $442M | +$37.7M | +9% | 6.72% | 99.2% | 28 | 7.14% | 3.3 |
|
2339
LVZ Inc
Holland,
Michigan
| $441M | +$13.3M | +3% | 2.18% | 52.9% | 77 | 7.79% | 1.6 |
|
|
VOAM
2340
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $441M | -$22.7M | -5% | 8.06% | 107% | 158 | 43.67% | 1 |
|
|
RPGK
2341
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $441M | +$26.7M | +6% | 2.78% | 54.7% | 66 | 1.52% | 3.7 |
|
2342
University of Notre Dame du Lac
South Bend,
Indiana
| $441M | -$7.2M | -2% | 4.08% | – | 77 | 48.05% | 1.1 |
|
2343
Investure LLC
Charlottesville,
Virginia
| $439M | -$83.3M | -16% | 4.5% | 55.4% | 19 | 42.11% | 1.9 |
|
2344
Crosslink Capital
Menlo Park,
California
| $439M | +$35.4M | +9% | 11% | 135% | 30 | 30% | 1.7 |
|
2345
LVM Capital Management
Portage,
Michigan
| $439M | +$2.82M | +0.6% | 2.39% | 121% | 114 | 7.02% | 4.1 |
|
|
TIM
2346
Total Investment Management
Scottsdale,
Arizona
| $439M | +$22.8M | +5% | 2.3% | 44.4% | 55 | 10.91% | 1.7 |
|
2347
RFG Advisory
Birmingham,
Alabama
| $438M | +$46.3M | +12% | 3.34% | 52.3% | 335 | 21.49% | 1.2 |
|
2348
Private Capital Group
West Hartford,
Connecticut
| $438M | -$87.7M | -17% | 2.9% | 30.1% | 2,667 | 25.12% | 1.2 |
|
|
PCM
2349
Prime Capital Management
Hong Kong
| $438M | -$26.1M | -6% | 3.21% | 579% | 3 | 0% | 2.6 |
|
2350
Miller Investment Management
West Conshohocken,
Pennsylvania
| $438M | +$57.2M | +15% | 2.07% | 60.2% | 79 | 5.06% | 4 |
|