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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2601
Valley National Advisers
Bethlehem,
Pennsylvania
| $400M | +$35.2M | +10% | 8.39% | 87.2% | 868 | 11.29% | 2.9 |
|
2602
Evolution Wealth Advisors
Aventura,
Florida
| $399M | +$190M | +90% | 20.7% | 84.5% | 725 | 48.14% | 0.3 |
|
2603
Center for Financial Planning
Southfied,
Michigan
| $399M | – | – | 5.65% | 64.4% | 472 | – | 0 |
|
2604
Taikang Asset Management (HK)
Hong Kong
| $399M | -$525M | -57% | 19.7% | 172% | 78 | 8.97% | 1.3 |
|
2605
Lodbrok Capital
London,
United Kingdom
| $399M | +$36.8M | +10% | 0% | 25.9% | 5 | 0% | 0.6 |
|
2606
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $398M | +$38.6M | +11% | 7.21% | 140% | 204 | 26.47% | 2 |
|
2607
Permanens Capital
New York
| $398M | +$40.7M | +11% | 7.09% | 76.9% | 149 | 41.61% | 0.7 |
|
2608
Veritas Investment Management (UK)
London,
United Kingdom
| $398M | +$35.5M | +10% | 13.5% | 151% | 38 | 5.26% | 3.5 |
|
2609
B. Riley Financial
Los Angeles,
California
| $398M | +$127M | +47% | 33.2% | 682% | 63 | 60.32% | 0.7 |
|
2610
Greenline Partners
New York
| $398M | +$48.8M | +14% | 10.9% | 69.6% | 93 | 20.43% | 1.2 |
|
2611
Financial Enhancement Group
Anderson,
Indiana
| $397M | +$26.6M | +7% | 5.03% | 62.2% | 315 | 20% | 1.5 |
|
2612
Kettle Hill Capital Management
New York
| $397M | -$24.1M | -6% | 7.38% | 37.4% | 43 | 67.44% | 0.3 |
|
2613
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $397M | +$48.2M | +14% | 11.7% | 102% | 142 | 15.49% | 2 |
|
2614
L.J. Altfest & Co
New York
| $397M | +$9.04M | +2% | 4.19% | 95.6% | 205 | 18.05% | 2.1 |
|
2615
SOL Capital Management
Rockville,
Maryland
| $396M | +$30.2M | +8% | 9.58% | 56.6% | 248 | 10.48% | 4.6 |
|
2616
Cypress Wealth Services
Palm Desert,
California
| $396M | +$31.9M | +9% | 7.22% | 82.7% | 266 | 7.52% | 1.5 |
|
2617
NFC Investments
Memphis,
Tennessee
| $396M | +$26.3M | +7% | 11.1% | – | 41 | 4.88% | 3.4 |
|
|
CCM
2618
Castine Capital Management
Boston,
Massachusetts
| $396M | +$29.9M | +8% | 11.9% | 13.9% | 47 | 27.66% | 1.6 |
|
2619
Arcadia Investment Management
Kalamazoo,
Michigan
| $395M | +$29.7M | +8% | 7.89% | 83.5% | 299 | 7.36% | 3.5 |
|
2620
Passport Capital
San Francisco,
California
| $394M | +$329M | +506% | 7.29% | 40.2% | 9 | 88.89% | 0.1 |
|
2621
Absher Wealth Management
Chapel Hill,
North Carolina
| $394M | – | – | 7.44% | 54.5% | 72 | – | 0 |
|
2622
Csenge Advisory Group
Clearwater,
Florida
| $394M | +$28.9M | +8% | 6.3% | 66.3% | 318 | 25.79% | 0.9 |
|
2623
New Leaf Venture Partners
New York
| $393M | +$62.6M | +19% | 64.6% | 3.91% | 19 | 0% | 1.4 |
|
2624
Royal Fund Management
Lady Lake,
Florida
| $393M | +$34.4M | +10% | 6.35% | 103% | 746 | 13.4% | 1.7 |
|
2625
Winslow Evans & Crocker
Boston,
Massachusetts
| $393M | +$34.5M | +10% | 9.17% | 76.2% | 1,179 | 6.53% | 3.9 |
|