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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
Falcon Wealth Planning
Ontario,
California
| $770M | +$139M | +22% | 2.34% | 52.7% | 142 | 11.27% | 2 |
|
2402
Hudson Valley Investment Advisors
Goshen,
New York
| $769M | -$65.5M | -8% | 2.65% | 102% | 185 | 5.95% | 5.7 |
|
2403
Private Advisory Group
Redmond,
Washington
| $768M | +$67.3M | +10% | 7.25% | 177% | 216 | 38.43% | 1.8 |
|
|
HPM
2404
H. Partners Management
New York
| $767M | -$49.3M | -6% | 0.93% | 13.5% | 2 | 0% | 7.5 |
|
|
AAA
2405
Adams Asset Advisors
Dallas,
Texas
| $767M | -$6.31M | -0.8% | 0.66% | 66.8% | 78 | 7.69% | 4.8 |
|
2406
Planning Center Inc
Moline,
Illinois
| $765M | +$306M | +67% | 0.29% | 38.9% | 66 | 13.64% | 1.6 |
|
2407
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $765M | -$27.6M | -3% | 2.12% | 58.7% | 42 | 14.29% | 2.7 |
|
2408
GFI Investment Counsel
Toronto,
Ontario, Canada
| $764M | -$24.9M | -3% | 1.22% | 41.8% | 20 | 15% | 3.7 |
|
2409
Baxter Bros Inc
Riverside,
Connecticut
| $764M | -$15.7M | -2% | 1.26% | 73.8% | 162 | 8.02% | 5.5 |
|
2410
Broad Bay Capital Management
New York
| $763M | -$20.3M | -3% | 11.5% | 338% | 24 | 37.5% | 1.8 |
|
2411
Cabot Wealth Management
Salem,
Massachusetts
| $763M | -$2.15M | -0.3% | 2.94% | 69.3% | 145 | 11.03% | 5 |
|
2412
Towle & Co
Denver,
Colorado
| $763M | -$89M | -10% | 8.75% | 172% | 66 | 19.7% | 1.5 |
|
2413
Stansberry Asset Management
Westlake,
Texas
| $763M | +$21.4M | +3% | 0.84% | 79.6% | 131 | 9.92% | 1.9 |
|
2414
Perseverance Asset Management International
George Town,
Cayman Islands
| $762M | +$209M | +38% | 1.38% | 120% | 22 | 18.18% | 1.5 |
|
|
PCM
2415
Prime Capital Management
Hong Kong
| $762M | +$139M | +22% | 20.1% | 579% | 5 | 0% | 1 |
|
2416
Rossmore Private Capital
Glastonbury,
Connecticut
| $761M | -$2.85M | -0.4% | 2.34% | 75.4% | 237 | 4.22% | 4.3 |
|
2417
Cascade Financial Partners
San Diego,
California
| $761M | +$66.6M | +10% | 6.69% | – | 238 | 7.98% | 0.2 |
|
2418
Greenwood Capital Associates
Greenwood,
South Carolina
| $761M | +$7.71M | +1% | 3.03% | 81.3% | 267 | 21.35% | 2.6 |
|
|
TIM
2419
Total Investment Management
Scottsdale,
Arizona
| $760M | -$34.6M | -4% | 0.96% | 44.4% | 78 | 19.23% | 3 |
|
2420
Waddell & Associates
Memphis,
Tennessee
| $760M | +$20.2M | +3% | 1.76% | 194% | 146 | 9.59% | 2.2 |
|
2421
Community Bank
Dewitt,
New York
| $760M | -$2.19M | -0.3% | 2.55% | 73.5% | 423 | 6.62% | 6.2 |
|
2422
Oslo Pensjonsforsikring
Oslo,
| $760M | +$88.5M | +13% | 1.02% | 79% | 455 | 96.48% | 0.2 |
|
2423
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $759M | +$48.6M | +7% | 0.93% | 38.2% | 141 | 14.89% | 3.4 |
|
2424
Heritage Trust
Oklahoma City,
Oklahoma
| $758M | +$11.5M | +2% | 2.36% | – | 295 | 7.12% | 4.3 |
|
2425
Siemens
Munich,
Germany
| $758M | +$7.49M | +1% | 1.11% | 16.8% | 2 | 0% | 2.1 |
|