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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2926
Grove Bank & Trust
Miami,
Florida
| $304M | +$50.3M | +20% | 18.9% | 80.5% | 184 | 16.3% | 3 |
|
|
WCA
2927
Windsor Creek Advisors
Bethel,
Vermont
| $303M | +$22.2M | +8% | 22% | 48.3% | 218 | 49.54% | 0.5 |
|
|
IAA
2928
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $303M | +$139M | +84% | 32.9% | 49.3% | 83 | 21.69% | 1.9 |
|
2929
Univest Financial
Souderton,
Pennsylvania
| $303M | +$51.1M | +20% | 18.6% | 82.6% | 111 | 16.22% | 3.4 |
|
2930
Crestone Asset Management
Boulder,
Colorado
| $303M | +$57.4M | +23% | 26.4% | 6.65% | 86 | 47.67% | 1.8 |
|
2931
Certified Advisory Corp
Altamonte Springs,
Florida
| $302M | +$49.3M | +19% | 16.6% | 62.9% | 843 | 12.22% | 1.9 |
|
2932
Bruderman Asset Management
Locust Valley,
New York
| $302M | +$49.7M | +20% | 12.9% | 31.7% | 94 | 18.09% | 2.4 |
|
2933
Ausdal Financial Partners
Davenport,
Iowa
| $302M | +$19.2M | +7% | 17.3% | 63.2% | 315 | 16.51% | 2.5 |
|
|
SGH
2934
Sivik Global Healthcare
Greenwich,
Connecticut
| $302M | +$48.4M | +19% | 20.3% | 83.8% | 62 | 56.45% | 1.1 |
|
|
NAH
2935
Neumann Advisory (HK)
Central,
Hong Kong
| $301M | +$113M | +60% | 66.4% | 77.3% | 10 | 0% | 2.2 |
|
2936
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $301M | +$73.4M | +32% | 22.1% | 78.2% | 134 | 34.33% | 0.9 |
|
2937
Avitas Wealth Management
Los Angeles,
California
| $301M | +$81.4M | +37% | 30.6% | 56.2% | 186 | 39.78% | 1 |
|
|
RIM
2938
Regent Investment Management
Louisville,
Kentucky
| $301M | +$58.2M | +24% | 23.5% | 44% | 198 | 15.66% | 4.6 |
|
2939
Matisse Capital
Portland,
Oregon
| $301M | +$46.8M | +18% | 16.3% | 73.3% | 204 | 34.8% | 1.4 |
|
|
IBT
2940
International Biotechnology Trust
London,
United Kingdom
| $301M | +$81.5M | +37% | 42% | 11.1% | 59 | 15.25% | 1.8 |
|
2941
Marietta Investment Partners
Milwaukee,
Wisconsin
| $301M | +$67.9M | +29% | 25% | 160% | 139 | 15.83% | 3.3 |
|
2942
Charles Schwab Trust
Henderson,
Nevada
| $301M | +$59.3M | +25% | 15% | 52.7% | 154 | 19.48% | 0.6 |
|
2943
Brian C. Broderick
| $300M | +$47.6M | +19% | 20% | 98.6% | 82 | 8.54% | 5 |
|
2944
Cypress Asset Management
Houston,
Texas
| $300M | +$68.4M | +30% | 25.9% | 141% | 131 | 12.98% | 4.4 |
|
2945
Beaconlight Capital
New York
| $300M | -$76.4M | -20% | 52.3% | 282% | 50 | 54% | 0.5 |
|
|
CM
2946
Capital Management
Glen Allen,
Virginia
| $300M | +$26.5M | +10% | 21.1% | 63.6% | 75 | 18.67% | 3.1 |
|
2947
Brio Consultants
San Francisco,
California
| $299M | +$49.2M | +20% | 16.7% | 42.7% | 83 | 40.96% | 1 |
|
2948
Rikoon Group
Santa Fe,
New Mexico
| $299M | +$58M | +24% | 19.9% | 63.3% | 216 | 16.2% | 2.5 |
|
2949
Strid Group
Newtown Square,
Pennsylvania
| $299M | +$53.9M | +22% | 21% | 55.2% | 28 | 10.71% | 2.2 |
|
2950
Capital Impact Advisors
Boston,
Massachusetts
| $299M | +$61.3M | +26% | 45.7% | – | 129 | 28.68% | 2.6 |
|