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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
Journey Advisory Group
Covington,
Kentucky
| $392M | -$43.4M | -10% | 4.82% | 66.2% | 255 | 12.94% | 1.3 |
|
2927
SQN Investors
Menlo Park,
California
| $392M | -$104M | -21% | 1.66% | – | 20 | 20% | 1.3 |
|
2928
Crosslink Capital
Menlo Park,
California
| $391M | +$45.3M | +13% | 9.26% | 135% | 21 | 23.81% | 3.3 |
|
2929
9258 Wealth Management
Blue Ash,
Ohio
| $391M | +$1.17M | +0.3% | 6.07% | 49.6% | 347 | 10.95% | 2.6 |
|
|
EFL
2930
ERn Financial LLC
Middleton,
Wisconsin
| $391M | -$19.1M | -5% | 5.34% | 55.9% | 173 | 13.29% | 1.8 |
|
2931
PAX Financial Group
San Antonio,
Texas
| $391M | -$4.23M | -1% | 5.18% | 56% | 178 | 11.24% | 1.8 |
|
2932
GPI Capital
New York
| $391M | +$15.2M | +4% | 11.3% | 261% | 8 | 12.5% | 1.1 |
|
2933
Sugarloaf Wealth Management
Duluth,
Georgia
| $391M | -$8.74M | -2% | 4.42% | 10.2% | 898 | 15.03% | 2 |
|
2934
TBH Global Asset Management
Brentwood,
Tennessee
| $390M | -$32.2M | -8% | 5.36% | 70.7% | 165 | 11.52% | 1.9 |
|
2935
RK Capital Management (Colorado)
Denver,
Colorado
| $390M | -$35.1M | -8% | 2.47% | 89% | 57 | 26.32% | 2.2 |
|
|
PS
2936
Portfolio Strategies
Monsey,
New York
| $389M | -$39.1M | -9% | 4.56% | 120% | 51 | 3.92% | 2.2 |
|
|
EEP
2937
Edgehill Endowment Partners
Hamden,
Connecticut
| $389M | -$8.28M | -2% | 4.76% | 11.6% | 9 | 0% | 2.3 |
|
2938
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $389M | -$7.54M | -2% | 5.66% | 24.5% | 50 | 20% | 4.1 |
|
2939
Family Management
New York
| $389M | +$17.3M | +5% | 4.13% | 69% | 188 | 23.94% | 2.4 |
|
2940
Sax Wealth Advisors
Parsippany,
New Jersey
| $389M | -$4.68M | -1% | 5.3% | 64.3% | 171 | 11.7% | 1.4 |
|
2941
CFS Investment Advisory Services
Totowa,
New Jersey
| $388M | -$265M | -41% | 4.42% | 59.7% | 221 | 56.56% | 0.8 |
|
2942
Sector Gamma AS
Oslo,
Norway
| $388M | -$58.9M | -13% | 0.42% | 35.3% | 38 | 21.05% | 2.8 |
|
2943
FinTrust Capital Advisors
Greenville,
South Carolina
| $388M | -$11.9M | -3% | 4.4% | 23.6% | 1,311 | 10.3% | 2.4 |
|
2944
YorkBridge Wealth Partners
New York
| $388M | +$5.34M | +1% | 3.94% | 36.5% | 296 | 13.51% | 3.1 |
|
2945
Liquid Strategies
Atlanta,
Georgia
| $388M | -$28.2M | -7% | 5% | 46.8% | 7 | 0% | 2.6 |
|
2946
Archford Capital Strategies
Swansea,
Illinois
| $387M | -$10.3M | -3% | 4.12% | 87.4% | 279 | 9.32% | 3.7 |
|
2947
Hanson & Doremus Investment Management
Burlington,
Vermont
| $387M | -$22.1M | -5% | 5.91% | 86.3% | 548 | 10.4% | 4.9 |
|
2948
Blue Grotto Capital
Atlanta,
Georgia
| $387M | -$2.21M | -0.6% | 0.33% | 300% | 24 | 45.83% | 0.7 |
|
2949
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $387M | -$13.3M | -3% | 6.01% | 48.8% | 327 | 4.59% | 5.2 |
|
2950
Legato Capital Management
San Francisco,
California
| $386M | -$60M | -13% | 0.12% | 243% | 421 | 22.09% | 1.2 |
|