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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2776
Blue Edge Capital
Richmond,
Virginia
| $334M | +$57.3M | +21% | 18.7% | 67.4% | 100 | 12% | 3.5 |
|
2777
Security National Trust
Wheeling,
West Virginia
| $334M | +$59M | +22% | 21.9% | 58.3% | 494 | 20.85% | 4.9 |
|
2778
Ackerman Capital Advisors
Dallas,
Texas
| $334M | +$76.8M | +30% | 12.6% | 46.4% | 143 | 50.35% | 0.6 |
|
2779
Roble Belko & Company
Sewickley,
Pennsylvania
| $334M | +$24.3M | +8% | 16.8% | 53.3% | 349 | 11.46% | 3.2 |
|
2780
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $334M | +$46M | +16% | 20.2% | 65.9% | 127 | 14.96% | 4.8 |
|
2781
Good Life Advisors
Reading,
Pennsylvania
| $333M | +$57.5M | +21% | 17.1% | 60% | 269 | 24.16% | 2.1 |
|
2782
Sage Rock Capital Management
New York
| $333M | +$89.6M | +37% | 19.5% | 13% | 123 | 36.59% | 0.3 |
|
2783
Quest Capital Management
Dallas,
Texas
| $333M | +$41.8M | +14% | 15% | 87.7% | 214 | 20.09% | 1.1 |
|
2784
Muzinich & Co
New York
| $333M | +$136M | +69% | 26.3% | 13.5% | 62 | 38.71% | 3.2 |
|
2785
Pathway Financial Advisors
South Burlington,
Vermont
| $332M | +$32.7M | +11% | 9.66% | 52.7% | 107 | 18.69% | 1.8 |
|
2786
FFT Wealth Management
Philadelphia,
Pennsylvania
| $332M | -$8.58M | -3% | 20.2% | 65.6% | 35 | 31.43% | 2.7 |
|
|
CRB
2787
Chad R. Baker
| $332M | +$74.6M | +29% | 28% | 123% | 57 | 8.77% | 3.4 |
|
2788
Plancorp LLC
Saint Louis,
Missouri
| $332M | +$73.5M | +28% | 23.6% | 67.3% | 184 | 14.67% | 2.8 |
|
2789
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $332M | +$37.6M | +13% | 14.4% | 54.3% | 293 | 6.14% | 4 |
|
|
AMCA
2790
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $332M | +$79.9M | +32% | 23.1% | 129% | 130 | 24.62% | 3.1 |
|
2791
Zeal Asset Management
Central,
Hong Kong
| $332M | +$153M | +86% | 40.9% | 26.9% | 5 | 20% | 0.4 |
|
2792
Bluescape Energy Partners
Dallas,
Texas
| $331M | +$51.3M | +18% | 18.7% | 57.9% | 2 | 0% | 1.5 |
|
2793
Geller Advisors
New York
| $330M | -$17.6M | -5% | 20.2% | 20.4% | 105 | 56.19% | 1.1 |
|
2794
Gifford Fong Associates
Lafayette,
California
| $330M | +$57.5M | +21% | 24% | 180% | 130 | 3.08% | 2 |
|
2795
Creative Financial Designs
Kokomo,
Indiana
| $330M | +$136M | +70% | 17.9% | 56.2% | 1,233 | 61.56% | 0.8 |
|
|
ARMC
2796
American Research & Management Company
Marion,
Massachusetts
| $329M | +$66.1M | +25% | 18.6% | 35.1% | 389 | 23.65% | 4.2 |
|
2797
River Wealth Advisors
Camp Hill,
Pennsylvania
| $329M | +$78.9M | +32% | 20.8% | 80.3% | 183 | 14.75% | 3.5 |
|
2798
Zevin Asset Management
Boston,
Massachusetts
| $329M | +$60.4M | +22% | 25% | 71.7% | 81 | 8.64% | 4.4 |
|
2799
Abundance Wealth Counselors
State College,
Pennsylvania
| $329M | +$40.7M | +14% | 18.2% | 107% | 78 | 52.56% | 0.5 |
|
2800
Ironwood Investment Counsel
Scottsdale,
Arizona
| $328M | +$73.4M | +29% | 17.6% | 64% | 192 | 14.58% | 3.5 |
|