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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
Winslow Asset Management
Beachwood,
Ohio
| $423M | +$38.6M | +10% | 14.5% | 89.9% | 80 | 8.75% | 6.3 |
|
2902
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $422M | -$30.9M | -7% | 10.2% | 18.3% | 158 | 12.03% | 4.5 |
|
2903
Ionic Capital Management
New York
| $422M | -$306M | -42% | 6.34% | 163% | 516 | 39.92% | 0.8 |
|
2904
D'Orazio & Associates
Falls Church,
Virginia
| $422M | +$80.3M | +23% | 10.2% | 61.2% | 161 | 28.57% | 3.8 |
|
2905
RK Capital Management (Colorado)
Denver,
Colorado
| $422M | +$32M | +8% | 13.5% | 89% | 54 | 27.78% | 2.4 |
|
2906
Affinity Wealth Management
Wilmington,
Delaware
| $422M | +$20.2M | +5% | 9.49% | 116% | 125 | 39.2% | 1.9 |
|
2907
World Equity Group
Schaumburg,
Illinois
| $421M | +$26M | +7% | 6.98% | 117% | 347 | 13.54% | 0.6 |
|
2908
Shah Capital Management
Raleigh,
North Carolina
| $421M | +$71M | +20% | 23.2% | 287% | 16 | 31.25% | 2.9 |
|
2909
Capital Planning Advisors
Roseville,
California
| $421M | +$48.5M | +13% | 7.53% | 64.2% | 132 | 17.42% | 3.8 |
|
2910
Wilsey Asset Management
San Diego,
California
| $421M | +$40M | +11% | 10.9% | 66.9% | 26 | 3.85% | 3.3 |
|
2911
SYM Financial Corp
Winona Lake,
Indiana
| $421M | +$214M | +104% | 12.6% | 64.3% | 131 | 29.01% | 2.2 |
|
2912
Gryphon Financial Partners
Columbus,
Ohio
| $420M | +$23.4M | +6% | 7.43% | 93.7% | 211 | 15.64% | 2.7 |
|
2913
Sanford Advisory Services
Portage,
Michigan
| $420M | +$69.7M | +20% | 8.19% | – | 127 | 20.47% | 1.5 |
|
2914
Strid Group
Newtown Square,
Pennsylvania
| $420M | +$24.8M | +6% | 6.75% | 55.2% | 48 | 22.92% | 2.9 |
|
2915
FRG Family Wealth Advisors
Bellevue,
Washington
| $420M | +$14.7M | +4% | 11.6% | 76.4% | 143 | 6.29% | 5.1 |
|
2916
Fractal Investments
Glastonbury,
Connecticut
| $420M | +$41.9M | +11% | 11% | 74.2% | 96 | 14.58% | 0.6 |
|
2917
Covenant Asset Management
Chester,
New Jersey
| $419M | +$68.1M | +19% | 7.21% | 177% | 181 | 12.71% | 2.9 |
|
2918
CAS Investment Partners
Westport,
Connecticut
| $419M | -$129M | -24% | 2.23% | 527% | 6 | 16.67% | 3 |
|
2919
NEPC LLC
Boston,
Massachusetts
| $419M | -$320M | -43% | 2.26% | 21.3% | 28 | 7.14% | 2.4 |
|
2920
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $419M | +$51.2M | +14% | 12.1% | 64.4% | 37 | 27.03% | 0.6 |
|
|
GA
2921
GRS Advisors
Chicago,
Illinois
| $418M | +$89.7M | +27% | 8.19% | 54.3% | 39 | 53.85% | 0.8 |
|
|
JCP
2922
Jennifer C. Price
| $418M | -$66.4M | -14% | 12.9% | – | 100 | 18% | 0.5 |
|
|
KWMG
2923
King Wealth Management Group
Naples,
Florida
| $418M | +$24.7M | +6% | 8.85% | 86% | 159 | 15.72% | 4.9 |
|
|
CIA
2924
Covington Investment Advisors
Ligonier,
Pennsylvania
| $418M | +$32.2M | +8% | 8.55% | 100% | 75 | 4% | 6.4 |
|
2925
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $418M | -$21.9M | -5% | 13.8% | 31% | 1,064 | 66.17% | 0.3 |
|