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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2901
Formidable Asset Management
Cincinnati,
Ohio
| $229M | +$31.4M | +16% | 5.8% | 52.2% | 215 | 25.12% | 1.9 |
|
|
TLCM
2902
Tiger Legatus Capital Management
New York
| $229M | -$41.5M | -15% | 13.3% | 19.1% | 18 | 50% | 0.9 |
|
2903
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $229M | +$1.54M | +0.7% | 3.42% | 71.4% | 149 | 13.42% | 1.4 |
|
2904
Oceanic Investment Management
Douglas,
Isle Of Man
| $229M | -$9.1M | -4% | 11.5% | – | 38 | 50% | 0.6 |
|
2905
Proficio Capital Partners
Newton,
Massachusetts
| $229M | -$7.01M | -3% | 5.56% | 97% | 1,425 | 23.02% | 0.8 |
|
2906
Moller Wealth Partners
| $229M | +$26M | +13% | 4.41% | 44.1% | 45 | 6.67% | 2.8 |
|
2907
Univest Financial
Souderton,
Pennsylvania
| $229M | -$7.55M | -3% | 4.82% | 82.6% | 105 | 17.14% | 2.7 |
|
|
SCM
2908
Stonehill Capital Management
New York
| $228M | +$30.9M | +16% | 15.5% | 117% | 21 | 42.86% | 0.8 |
|
|
BA
2909
BKS Advisors
Southfield,
Michigan
| $228M | +$15.6M | +7% | 7.78% | 58% | 212 | 18.4% | 1.2 |
|
|
IAA
2910
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $228M | -$138M | -38% | 8.7% | 49.3% | 158 | 60.13% | 1.8 |
|
|
JIM
2911
JB Investments Management
Phoenixville,
Pennsylvania
| $228M | +$19.5M | +9% | 9.34% | – | 1 | 0% | 0.3 |
|
2912
Orgel Wealth Management
Altoona,
Wisconsin
| $228M | +$72.9M | +47% | 6% | 39.6% | 31 | 45.16% | 0.6 |
|
2913
Quadrant Capital Group
Cincinnati,
Ohio
| $228M | +$28.2M | +14% | 5.54% | 118% | 2,261 | 10.08% | 1.2 |
|
2914
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $228M | +$11.3M | +5% | 7.01% | 17.7% | 325 | 14.77% | 2.1 |
|
2915
Goldstein Munger & Associates
San Ramon,
California
| $227M | +$2.99M | +1% | 5.39% | 11.9% | 43 | 20.93% | 2.4 |
|
2916
Buffington Mohr McNeal
Boise,
Idaho
| $227M | -$34.5M | -13% | 4.9% | 29.3% | 185 | 48.11% | 1.6 |
|
2917
Edgestream Partners
Princeton,
New Jersey
| $227M | +$179M | +371% | 9.68% | 41.7% | 148 | 54.05% | 0.4 |
|
2918
Rowlandmiller & Partners
Atlanta,
Georgia
| $227M | +$5.75M | +3% | 2.96% | 84% | 130 | 8.46% | 1.9 |
|
2919
Sky Investment Group
Hartford,
Connecticut
| $227M | +$11.1M | +5% | 4.69% | 68% | 95 | 11.58% | 2.4 |
|
|
WIP
2920
Wellesley Investment Partners
Wellesley,
Massachusetts
| $226M | +$19.9M | +10% | 3.96% | 22.7% | 115 | 10.43% | 1 |
|
|
SD
2921
Sumway Development
Shanghai,
China
| $226M | +$5.42M | +2% | 21.9% | – | 11 | 18.18% | 0.8 |
|
2922
Filament
Seattle,
Washington
| $226M | +$14.7M | +7% | 5.77% | 46.9% | 35 | 8.57% | 2.5 |
|
2923
Rikoon Group
Santa Fe,
New Mexico
| $226M | -$951K | -0.4% | 4.84% | 63.3% | 176 | 9.09% | 0.4 |
|
|
CT
2924
Chicago Trust
Grayslake,
Illinois
| $226M | -$4.35M | -2% | 3.74% | 85.9% | 169 | 13.61% | 1.7 |
|
2925
Tandem Investment Advisors
Charleston,
South Carolina
| $226M | +$18.6M | +9% | 4.33% | 10.4% | 57 | 10.53% | 0.2 |
|