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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2526
Hillman Company
Pittsburgh,
Pennsylvania
| $360M | +$31.6M | +10% | 16.1% | 134% | 15 | 20% | 1.6 |
|
2527
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $360M | +$166M | +86% | 2.67% | 112% | 209 | 58.85% | 0.9 |
|
2528
Ativo Capital Management
Chicago,
Illinois
| $359M | +$7.11M | +2% | 7.03% | 63.8% | 268 | 35.82% | 1.4 |
|
2529
Technology Crossover Management IX
Menlo Park,
California
| $359M | +$97.1M | +37% | 27.5% | 13% | 3 | 0% | 0.5 |
|
2530
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $359M | +$22.8M | +7% | 3.3% | 58% | 192 | 14.06% | 2.2 |
|
2531
Arcadia Investment Management
Kalamazoo,
Michigan
| $359M | +$4.14M | +1% | 3.47% | 83.5% | 347 | 6.63% | 2.5 |
|
2532
Herald Investment Management
London,
United Kingdom
| $359M | +$24M | +7% | 12.7% | 493% | 100 | 12% | 2.8 |
|
2533
JHL Capital Group
Chicago,
Illinois
| $358M | -$68.8M | -16% | 3.47% | – | 21 | 66.67% | 0.6 |
|
2534
WealthSource Partners
San Luis Obispo,
California
| $358M | +$29.1M | +9% | 1.08% | 16.8% | 333 | 26.43% | 1.2 |
|
2535
Kovack Advisors
Ft. Lauderdale,
Florida
| $358M | -$40.5M | -10% | 5.28% | 118% | 571 | 39.05% | 1.4 |
|
2536
Belpointe Asset Management
Reno,
Nevada
| $358M | +$14.9M | +4% | 3.13% | 80.1% | 409 | 33.25% | 0.6 |
|
2537
Needham Investment Management
New York
| $356M | +$6.3M | +2% | 8.38% | 424% | 100 | 17% | 3.2 |
|
2538
Marathon Asset Management (New York)
New York
| $356M | -$710M | -67% | 7.24% | 490% | 18 | 66.67% | 0.4 |
|
2539
Fusion Family Wealth
Woodbury,
New York
| $356M | +$58.5M | +20% | 0.05% | 58.2% | 308 | 13.96% | 0.9 |
|
2540
Pensionfund Sabic
Sittard,
Netherlands
| $356M | +$5M | +1% | 4.11% | 63.6% | 232 | 21.55% | 1.7 |
|
2541
Gateway Advisory
Westfield,
New Jersey
| $355M | +$13.9M | +4% | 2.19% | 26% | 82 | 36.59% | 1.6 |
|
2542
NTV Asset Management
Charleston,
West Virginia
| $355M | +$2.85M | +0.8% | 2.56% | 110% | 185 | 4.86% | 3.7 |
|
2543
Naples Global Advisors
Naples,
Florida
| $355M | +$17.9M | +5% | 1.76% | 103% | 300 | 8.67% | 2.8 |
|
2544
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $355M | +$718K | +0.2% | 1.94% | 55.8% | 155 | 7.1% | 3.1 |
|
|
MP
2545
Meghalaya Partners
Greenwich,
Connecticut
| $355M | +$149M | +72% | 2.14% | – | 30 | 46.67% | 0.3 |
|
2546
Nadler Financial Group
Deerfield,
Illinois
| $353M | +$28.6M | +9% | 3.17% | 81.8% | 88 | 13.64% | 3.5 |
|
|
TCM
2547
Tradition Capital Management
Summit,
New Jersey
| $352M | +$2.63M | +0.8% | 1.21% | 43.5% | 180 | 6.67% | 3 |
|
2548
Twin Securities
New York
| $352M | -$231M | -40% | 0.15% | 506% | 26 | 69.23% | 0.6 |
|
|
AC
2549
Apertura Capital
Dallas,
Texas
| $351M | +$100M | +40% | 3.57% | 41.5% | 49 | 71.43% | 0.2 |
|
2550
Lutz Financial Services
Omaha,
Nebraska
| $351M | +$12.2M | +4% | 1.56% | 35.3% | 44 | 6.82% | 0.5 |
|