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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
Pegasus Partners
Mequon,
Wisconsin
| $308M | +$53.1M | +21% | 21.4% | 32.6% | 142 | 15.49% | 2 |
|
2902
Filament
Seattle,
Washington
| $308M | +$42.1M | +16% | 25.4% | 46.9% | 37 | 18.92% | 4.4 |
|
2903
Avalon Global Asset Management
San Francisco,
California
| $308M | +$95.7M | +45% | 46.6% | 278% | 58 | 58.62% | 2 |
|
|
MCG
2904
McCollum Christoferson Group
Amherst,
New York
| $308M | +$57.7M | +23% | 26.6% | 59.4% | 69 | 14.49% | 2 |
|
2905
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $308M | +$97.3M | +46% | 22.2% | 84.5% | 289 | 26.64% | 1.3 |
|
2906
Intercontinental Wealth Advisors
San Antonio,
Texas
| $308M | +$118M | +63% | 23.6% | 46.7% | 191 | 24.08% | 1.8 |
|
2907
Transcend Capital Advisors
Madison,
New Jersey
| $307M | -$26.2M | -8% | 21.4% | 71.6% | 227 | 57.27% | 0.4 |
|
2908
Cutter & Co Brokerage
Ballwin,
Missouri
| $307M | +$41.8M | +16% | 25.8% | 40.4% | 290 | 33.79% | 2.3 |
|
2909
Clearline Capital
New York
| $307M | +$90.6M | +42% | 17.9% | 57.4% | 98 | 69.39% | 0.4 |
|
2910
Marquette Asset Management
Minneapolis,
Minnesota
| $307M | +$64.9M | +27% | 24.6% | 69.6% | 266 | 15.41% | 1.8 |
|
|
LCM
2911
Lonestar Capital Management
San Francisco,
California
| $306M | +$207M | +208% | 39.2% | 260% | 27 | 66.67% | 0.6 |
|
2912
Strategic Point Investment Advisors
Providence,
Rhode Island
| $306M | +$72.5M | +31% | 17.1% | 58.2% | 26 | 19.23% | 2.9 |
|
2913
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $306M | +$42M | +16% | 22.3% | 85.4% | 1,806 | 21.54% | 2.9 |
|
2914
Evolution Wealth Advisors
Aventura,
Florida
| $305M | +$57.5M | +23% | 24.8% | 84.5% | 585 | 56.92% | 0.4 |
|
2915
Matthew Goff Investment Advisor
Houston,
Texas
| $305M | +$67.3M | +28% | 11.7% | 89.6% | 74 | 27.03% | 1.9 |
|
2916
Bishop Rock Capital
New York
| $305M | +$36.3M | +14% | 20.8% | 35.4% | 26 | 26.92% | 2.7 |
|
|
KM
2917
Kylin Management
New York
| $304M | +$72.9M | +31% | 43.7% | 126% | 11 | 36.36% | 1.7 |
|
2918
Cable Hill Partners
Portland,
Oregon
| $304M | +$25.7M | +9% | 12.3% | 20.3% | 99 | 25.25% | 3.9 |
|
|
LWANC
2919
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $304M | +$38M | +14% | 16.4% | 71.1% | 562 | 7.47% | 1.3 |
|
2920
Welch Capital Partners
Harrison,
New York
| $304M | +$53.7M | +21% | 23.7% | 79.2% | 24 | 12.5% | 2.2 |
|
2921
Realta Investment Advisors
Wilmington,
Delaware
| $304M | +$71.1M | +31% | 26.4% | 151% | 364 | 24.73% | 1 |
|
|
MWM
2922
Madison Wealth Management
Cincinnati,
Ohio
| $304M | +$54.6M | +22% | 23.1% | 35.1% | 128 | 20.31% | 0.4 |
|
2923
Newport Asia
San Francisco,
California
| $304M | -$44.1M | -13% | 12.6% | – | 6 | 16.67% | 3.5 |
|
2924
LSP Investment Advisors
New York
| $304M | +$126M | +71% | 41.6% | 79.5% | 19 | 52.63% | 1.1 |
|
2925
Terril Brothers
St. Louis,
Missouri
| $304M | +$73.5M | +32% | 20.8% | 94.4% | 61 | 13.11% | 3 |
|