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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
CANC
2826
Culbertson A N & Co
Charlottesville,
Virginia
| $859M | +$87.8M | +11% | 12.7% | 87.5% | 142 | 8.45% | 7.8 |
|
2827
Portside Wealth Group
Provo,
Utah
| $858M | +$120M | +16% | 15.8% | 90.1% | 564 | 26.42% | 1.6 |
|
2828
Unique Wealth
Clearwater,
Florida
| $858M | +$135M | +19% | 13.7% | 68.5% | 211 | 18.48% | 1.4 |
|
2829
Stokes Family Office
New Orleans,
Louisiana
| $858M | -$111M | -11% | 13.4% | 68.1% | 292 | 12.33% | 3.6 |
|
2830
Pathway Financial Advisors
South Burlington,
Vermont
| $857M | +$49M | +6% | 9.87% | 52.7% | 141 | 11.35% | 4.9 |
|
2831
Mattern Capital Management
Lakewood,
Colorado
| $857M | +$21.9M | +3% | 4.29% | 31.5% | 173 | 5.78% | 3.9 |
|
2832
Slow Capital
Greenbrae,
California
| $857M | +$86.7M | +11% | 26.1% | 156% | 111 | 6.31% | 5.1 |
|
2833
ACK Asset Management
Greenwich,
Connecticut
| $856M | +$55.2M | +7% | 33.2% | 132% | 27 | 48.15% | 0.9 |
|
2834
Alley Investment Management Company
Lake Forest,
Illinois
| $856M | +$34.9M | +4% | 9.31% | 54.6% | 90 | 6.67% | 3.4 |
|
2835
Quest Investment Management
Lake Oswego,
Oregon
| $856M | -$855K | -0.1% | 21.9% | 105% | 127 | 13.39% | 3.9 |
|
2836
Evolution Wealth Advisors
Aventura,
Florida
| $855M | -$127M | -13% | 17.6% | 84.5% | 198 | 19.7% | 2.8 |
|
2837
Talon Private Wealth
The Villages,
Florida
| $855M | +$102M | +14% | 13% | – | 254 | 35.43% | 1 |
|
2838
Hikari Power
Tokyo,
Japan
| $855M | -$293M | -26% | 4.21% | 53.9% | 53 | 22.64% | 7.1 |
|
2839
Dimension Capital Management
Coral Gables,
Florida
| $854M | +$141M | +20% | 10.4% | 65.5% | 144 | 16.67% | 3.5 |
|
2840
Brio Consultants
San Francisco,
California
| $853M | +$35.4M | +4% | 9.35% | 42.7% | 164 | 7.32% | 3 |
|
2841
FIFTHDELTA
London,
United Kingdom
| $853M | +$128M | +18% | 13.3% | 16.6% | 14 | 42.86% | 0.3 |
|
2842
United Bank (Virginia)
Vienna,
Virginia
| $853M | +$71.9M | +9% | 14.5% | 76.1% | 132 | 9.85% | 5.9 |
|
2843
Conversant Capital
Summit,
New Jersey
| $852M | +$107M | +14% | 29.6% | 228% | 27 | 77.78% | 0.4 |
|
2844
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $852M | +$97.3M | +13% | 12.4% | 61.6% | 202 | 9.41% | 2.4 |
|
2845
Burton Enright Welch
Walnut Creek,
California
| $852M | +$116M | +16% | 10.6% | 62.8% | 141 | 8.51% | 2.6 |
|
2846
Capital Advisors Wealth Management
Yakima,
Washington
| $851M | +$107M | +14% | 13% | 70.5% | 242 | 14.05% | 2.6 |
|
2847
Harbor Group
Bedford,
New Hampshire
| $851M | +$159M | +23% | 8.95% | 43% | 123 | 12.2% | 2.7 |
|
|
HCP
2848
Holt Capital Partners
Fort Worth,
Texas
| $849M | +$107M | +14% | 14.4% | 69.5% | 166 | 8.43% | 7.4 |
|
2849
Kimmeridge Energy Management
New York
| $849M | +$549M | +183% | 11.2% | 19.7% | 4 | 100% | 0 |
|
2850
Ellevest Inc
New York
| $848M | +$129M | +18% | 18% | 73.8% | 503 | 21.07% | 3.2 |
|