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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3001
Valley National Advisers
Bethlehem,
Pennsylvania
| $554M | -$2.69M | -0.5% | 2.28% | 87.2% | 846 | 13% | 5.3 |
|
3002
Gleason Group
Prospect,
Kentucky
| $554M | -$15.5M | -3% | 3.39% | 69.1% | 198 | 4.55% | 4.3 |
|
3003
Crane Advisory
Fullerton,
California
| $553M | -$17.3M | -3% | 2.16% | 38.2% | 47 | 12.77% | 1.6 |
|
3004
Acorn Financial Advisory Services
Reston,
Virginia
| $553M | -$53.5M | -9% | 2.85% | 108% | 211 | 13.74% | 3.5 |
|
3005
Fermata Advisors
Sonoma,
California
| $553M | +$17.1M | +3% | 0.31% | 58.3% | 306 | 20.26% | 1.3 |
|
3006
Arcadia Investment Management
Kalamazoo,
Michigan
| $553M | -$72.9M | -12% | 3.59% | 83.5% | 307 | 13.03% | 5.6 |
|
3007
Birnam Oak Advisors
New York
| $552M | +$346M | +168% | 4.82% | – | 36 | 44.44% | 0.2 |
|
3008
III Capital Management
Boca Raton,
Florida
| $552M | -$68.6M | -11% | 1.78% | 28.7% | 48 | 37.5% | 0.8 |
|
3009
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $552M | +$20.4M | +4% | 1.65% | 61.5% | 143 | 4.9% | 3.8 |
|
3010
Stablepoint Partners
Braintree,
Massachusetts
| $552M | +$7.16M | +1% | 1.82% | 92.8% | 246 | 3.66% | 1.1 |
|
3011
Goehring & Rozencwajg Associates
New York
| $552M | +$65M | +13% | 2.68% | 148% | 44 | 4.55% | 2 |
|
3012
Well Done LLC
Holland,
Michigan
| $552M | +$5.22M | +1% | 2.08% | 80.4% | 190 | 12.63% | 4.6 |
|
3013
Wellington Shields Capital Management
New York
| $551M | -$14M | -2% | 4.97% | 157% | 334 | 14.67% | 5.2 |
|
3014
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $551M | +$87.3M | +19% | 23.3% | 172% | 80 | 12.5% | 3.1 |
|
3015
Greystone Financial Group
Bloomfield Hills,
Michigan
| $551M | -$24M | -4% | 0.32% | 79.3% | 108 | 20.37% | 1.5 |
|
3016
Kelman-Lazarov Inc
Memphis,
Tennessee
| $551M | -$4.64M | -0.8% | 0.58% | 46.6% | 123 | 17.07% | 4.6 |
|
3017
Permanens Capital
New York
| $551M | +$27M | +5% | 0.07% | 76.9% | 64 | 25% | 1.8 |
|
3018
Buck Wealth Strategies
Denver,
Colorado
| $550M | +$69.1M | +14% | 0.33% | 48.4% | 138 | 52.9% | 0.6 |
|
3019
KFG Wealth Management
Granger,
Indiana
| $550M | +$15.1M | +3% | 1.39% | 55.9% | 203 | 17.24% | 1.3 |
|
3020
Hazelview Securities
Toronto,
Ontario, Canada
| $550M | +$2.08M | +0.4% | 2.91% | – | 40 | 50% | 1.4 |
|
3021
Algebris (UK)
London,
United Kingdom
| $550M | +$154M | +39% | 1.32% | 17% | 51 | 35.29% | 0.5 |
|
3022
Anson Funds Management
Dallas,
Texas
| $550M | -$442M | -45% | 9.75% | 2,010% | 204 | 67.16% | 0.6 |
|
3023
RWC Asset Advisors
Miami,
Florida
| $549M | +$47.7M | +10% | 27.8% | 267% | 20 | 30% | 2.1 |
|
3024
Capital Advantage
Walnut Creek,
California
| $549M | $0 | 0% | 0.24% | 49.2% | 135 | 0% | 2 |
|
3025
Advocate Group
Minnetonka,
Minnesota
| $548M | +$17.3M | +3% | 2.66% | 56.3% | 119 | 7.56% | 2.4 |
|