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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2826
Xponance
Philadelphia,
Pennsylvania
| $297M | +$77.1M | +35% | 0.14% | 144% | 98 | 18.37% | 0.6 |
|
2827
Barry Investment Advisors
New Bedford,
Massachusetts
| $297M | +$36.5M | +14% | 3.09% | 66.7% | 78 | 14.1% | 2.2 |
|
2828
Nicholas Hoffman & Company
Atlanta,
Georgia
| $297M | +$24.8M | +9% | 6.66% | 65.1% | 190 | 12.11% | 1.7 |
|
2829
James Hambro & Partners
London,
United Kingdom
| $297M | +$23.2M | +8% | 10% | 97% | 23 | 13.04% | 0.6 |
|
2830
Lyell Wealth Management
Menlo Park,
California
| $297M | +$23.4M | +9% | 9.08% | 128% | 124 | 15.32% | 1.3 |
|
2831
Peak Asset Management
Louisville,
Colorado
| $297M | +$21.3M | +8% | 7.86% | 70.1% | 132 | 6.82% | 2.8 |
|
2832
American Investment Services
Great Barrington,
Massachusetts
| $297M | +$7.14M | +2% | 4.19% | 63.1% | 119 | 5.04% | 3.3 |
|
2833
Filament
Seattle,
Washington
| $297M | +$6.76M | +2% | 0.16% | 46.9% | 52 | 21.15% | 2.6 |
|
2834
Litman Gregory Wealth Management
Larkspur,
California
| $297M | +$42.6M | +17% | 1.6% | 55.5% | 113 | 17.7% | 1.3 |
|
|
WA
2835
WealthTrust Axiom
Wayne,
Pennsylvania
| $296M | +$13.1M | +5% | 5.99% | 125% | 244 | 11.48% | 3.6 |
|
|
LA
2836
Lynch & Associates
Newburgh,
Indiana
| $296M | +$20.2M | +7% | 7.59% | 73.5% | 100 | 5% | 4.3 |
|
2837
Institute for Wealth Management
Denver,
Colorado
| $296M | -$17.5M | -6% | 6.37% | 137% | 221 | 11.76% | 1.2 |
|
2838
High Falls Advisors
Rochester,
New York
| $296M | +$5.07M | +2% | 3.19% | 56.9% | 98 | 18.37% | 1.9 |
|
2839
Cambridge Advisors
Omaha,
Nebraska
| $296M | +$13.3M | +5% | 5.52% | 58.6% | 148 | 6.76% | 3 |
|
2840
Kettle Hill Capital Management
New York
| $296M | +$33.7M | +13% | 4.86% | 37.4% | 50 | 68% | 0.4 |
|
2841
Ipswich Investment Management
Beverly,
Massachusetts
| $296M | +$78.2M | +36% | 7.82% | 104% | 168 | 51.79% | 1.8 |
|
|
AMG
2842
Asset Management Group
Stamford,
Connecticut
| $295M | +$9M | +3% | 4.17% | 57% | 109 | 3.67% | 4.2 |
|
2843
Hartford Financial Management
Hartford,
Connecticut
| $295M | +$14.5M | +5% | 7.34% | 87.9% | 432 | 12.96% | 2.3 |
|
2844
Brian C. Broderick
| $295M | +$21.3M | +8% | 9.21% | 98.6% | 86 | 1.16% | 3.9 |
|
2845
Permanens Capital
New York
| $294M | +$30.4M | +12% | 6.11% | 76.9% | 13 | 15.38% | 2.3 |
|
2846
Versant Venture Management
San Francisco,
California
| $294M | -$26.5M | -8% | 14.6% | 409% | 10 | 10% | 2.1 |
|
2847
Gibson Capital
Wexford,
Pennsylvania
| $294M | +$12.2M | +4% | 3.81% | 67.2% | 38 | 5.26% | 3.9 |
|
2848
Focused Wealth Management
Newburgh,
New York
| $294M | +$5.28M | +2% | 3.89% | 73.9% | 757 | 19.42% | 3.1 |
|
2849
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $293M | +$15.9M | +6% | 4.4% | 28% | 441 | 80.5% | 1.4 |
|
2850
Cutter & Co Brokerage
Ballwin,
Missouri
| $293M | +$33.9M | +13% | 5.29% | 40.4% | 297 | 22.22% | 2.1 |
|