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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2576
Opus Capital Group
Cincinnati,
Ohio
| $564M | -$13.8M | -2% | 2.9% | 49.7% | 126 | 8.73% | 4.5 |
|
2577
Cornerstone Wealth Group
Huntersville,
North Carolina
| $564M | +$12M | +2% | 3.11% | 96% | 160 | 17.5% | 2.4 |
|
2578
SYM Financial Corp
Winona Lake,
Indiana
| $563M | +$70.1M | +14% | 4.33% | 64.3% | 201 | 44.78% | 1.6 |
|
2579
Intelligence Driven Advisers
Carlsbad,
California
| $563M | -$7.33M | -1% | 2.81% | 65.6% | 101 | 20.79% | 1.9 |
|
2580
Discovery Capital Management
South Norwalk,
Connecticut
| $563M | -$388M | -41% | 6.95% | 871% | 75 | 65.33% | 0.6 |
|
2581
Thompson Investment Management
Madison,
Wisconsin
| $563M | -$53.3M | -9% | 5.51% | 100% | 425 | 5.65% | 2.9 |
|
2582
One Day In July LLC
Burlington,
Vermont
| $562M | +$9.4M | +2% | 4.72% | 43.1% | 106 | 16.98% | 2.4 |
|
2583
City Holding Co
Charleston,
West Virginia
| $561M | -$19.5M | -3% | 2.09% | 89.2% | 538 | 10.22% | 5.6 |
|
2584
Acorn Financial Advisory Services
Reston,
Virginia
| $560M | -$2.74M | -0.5% | 2.55% | 96.9% | 254 | 9.45% | 2.4 |
|
2585
River Wealth Advisors
Camp Hill,
Pennsylvania
| $559M | -$30.3M | -5% | 3.24% | 80.3% | 213 | 7.04% | 5.5 |
|
2586
Baker Ellis Asset Management
Vancouver,
Washington
| $557M | -$31.2M | -5% | 2.99% | 91.9% | 216 | 11.11% | 5.2 |
|
2587
Hartline Investment Corp
Winnetka,
Illinois
| $557M | -$30M | -5% | 2.81% | 201% | 117 | 11.97% | 2.4 |
|
|
GIM
2588
Greylin Investment Management
Orange,
Virginia
| $557M | +$2.97M | +0.5% | 2.53% | 52.1% | 74 | 12.16% | 5.6 |
|
2589
Lake Street Private Wealth
Chicago,
Illinois
| $556M | -$13.2M | -2% | 2.24% | 105% | 305 | 12.13% | 2.4 |
|
2590
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $555M | +$149M | +37% | 2.78% | 82.3% | 33 | 60.61% | 0.9 |
|
2591
Moloney Securities Asset Management
Manchester,
Missouri
| $555M | -$10.6M | -2% | 2.05% | 86% | 479 | 18.37% | 3.2 |
|
2592
Great Lakes Retirement
Sandusky,
Ohio
| $555M | -$10.8M | -2% | 2.3% | 118% | 236 | 16.95% | 1.6 |
|
2593
Gateway Wealth Partners
Appleton,
Wisconsin
| $555M | -$4.69M | -0.8% | 3.39% | 58.9% | 273 | 18.32% | 0.6 |
|
2594
Institute for Wealth Management
Denver,
Colorado
| $554M | -$38.4M | -6% | 2.39% | 137% | 481 | 8.94% | 3.6 |
|
2595
Perennial Investment Advisors
Los Angeles,
California
| $554M | -$14.4M | -3% | 3.27% | 84.3% | 381 | 12.34% | 1.6 |
|
2596
Mark Asset Management
New York
| $553M | -$65.4M | -11% | 3.21% | 325% | 61 | 37.7% | 2.6 |
|
2597
NTV Asset Management
Charleston,
West Virginia
| $552M | -$21.4M | -4% | 2.59% | 110% | 266 | 8.27% | 5.8 |
|
2598
Nemes Rush Group
Novi,
Michigan
| $552M | -$15.4M | -3% | 3.44% | 111% | 734 | 17.98% | 0.2 |
|
2599
Hardy Reed
Tupelo,
Mississippi
| $552M | -$15.8M | -3% | 3.71% | 69.7% | 108 | 12.96% | 2.7 |
|
2600
Strategic Wealth Investment Group
Louisville,
Kentucky
| $552M | -$78.5M | -12% | 3.91% | – | 117 | 14.53% | 2.3 |
|