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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2401
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $358M | +$42.7M | +14% | 3.84% | 68.7% | 164 | 16.46% | 2 |
|
2402
Lathrop Investment Management
Little Rock,
Arkansas
| $357M | +$6.99M | +2% | 1.29% | 72.2% | 63 | 3.17% | 3.3 |
|
|
TCGI
2403
Three Corner Global Investors
New York
| $357M | +$15.2M | +4% | 8.45% | 57.5% | 34 | 50% | 0.5 |
|
2404
WealthPLAN Partners
Omaha,
Nebraska
| $356M | +$8.29M | +2% | 4.12% | 71.6% | 208 | 18.75% | 1.4 |
|
2405
MV Capital Management
Bethesda,
Maryland
| $356M | +$17.8M | +5% | 2.79% | 67.6% | 385 | 14.29% | 1.9 |
|
2406
Isthmus Partners
Madison,
Wisconsin
| $356M | +$14.3M | +4% | 6.47% | 73.7% | 329 | 20.36% | 1.9 |
|
2407
RKL Wealth Management
Lancaster,
Pennsylvania
| $356M | +$40.7M | +13% | 4.43% | 76.8% | 151 | 11.26% | 1.4 |
|
2408
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $356M | +$12.9M | +4% | 2.47% | 55.7% | 122 | 4.92% | 3.5 |
|
2409
Academy Capital Management
Waco,
Texas
| $355M | -$7.35M | -2% | 3.84% | 71.2% | 41 | 19.51% | 2.7 |
|
2410
Cubic Asset Management
Boston,
Massachusetts
| $355M | +$13M | +4% | 2.72% | 40.5% | 173 | 6.36% | 2.9 |
|
2411
Chanos & Company
New York
| $355M | +$26M | +8% | 4.87% | – | 46 | 13.04% | 1.3 |
|
2412
SOL Capital Management
Rockville,
Maryland
| $354M | -$9.3M | -3% | 5.18% | 56.6% | 255 | 7.06% | 3.1 |
|
2413
Casdin Capital
New York
| $354M | +$83.8M | +31% | 42.5% | 370% | 35 | 25.71% | 1.2 |
|
2414
VCU Investment Management
Richmond,
Virginia
| $354M | -$118M | -25% | 3.54% | – | 9 | 22.22% | 0.5 |
|
2415
Invesco Private Capital
New York
| $354M | +$57.5M | +19% | 22.7% | 41.9% | 4 | 0% | 3.8 |
|
2416
Chatham Capital Group
Savannah,
Georgia
| $353M | -$7.82M | -2% | 4.16% | 97% | 155 | 8.39% | 2.9 |
|
|
FRM
2417
Fox Run Management
Greenwich,
Connecticut
| $353M | +$63.8M | +22% | 5.36% | 64% | 999 | 75.08% | 0.1 |
|
2418
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $353M | +$11.9M | +3% | 10.3% | 149% | 143 | 6.29% | 2.6 |
|
2419
First Wilshire Securities Management
Pasadena,
California
| $353M | +$2.49M | +0.7% | 6.79% | 135% | 127 | 7.09% | 2.9 |
|
2420
Barber Financial Group
Lenexa,
Kansas
| $353M | +$45.3M | +15% | 3.22% | 39% | 115 | 33.91% | 0.5 |
|
2421
Smith, Moore & Co
Clayton,
Missouri
| $352M | +$53.4M | +18% | 3.7% | 67% | 312 | 23.72% | 1.7 |
|
2422
Globeflex Capital
San Diego,
California
| $351M | -$54.2M | -13% | 9.03% | 186% | 444 | 21.62% | 1.1 |
|
|
RPGK
2423
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $350M | +$17.6M | +5% | 3.08% | 54.7% | 49 | 4.08% | 3.7 |
|
|
CM
2424
Capital Management
Glen Allen,
Virginia
| $350M | +$15.1M | +5% | 5.6% | 52.5% | 97 | 7.22% | 2.4 |
|
2425
Roundview Capital
Princeton,
New Jersey
| $350M | +$6.8M | +2% | 4.67% | 77.7% | 246 | 26.02% | 2.1 |
|