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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3026
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $517M | +$40.7M | +9% | 6.71% | 52.1% | 128 | 18.75% | 1.5 |
|
3027
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $517M | +$29.6M | +6% | 8.26% | 34.2% | 43 | 4.65% | 6.8 |
|
3028
Smartleaf Asset Management
Boston,
Massachusetts
| $517M | +$143M | +38% | 8.7% | – | 1,888 | 35.7% | 0.2 |
|
3029
Lathrop Investment Management
Little Rock,
Arkansas
| $516M | +$26.5M | +5% | 9.65% | 72.2% | 85 | 5.88% | 6 |
|
|
AGM
3030
Alpine Global Management
New York
| $516M | +$150M | +41% | 6.62% | 149% | 298 | 69.46% | 0.4 |
|
3031
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $516M | -$20.5M | -4% | 3.47% | 110% | 28 | 25% | 1 |
|
3032
Tetrad Corporation
Omaha,
Nebraska
| $516M | +$69M | +15% | 15.7% | 45.6% | 3 | 0% | 10.8 |
|
3033
TFO Wealth Partners
Maumee,
Ohio
| $516M | +$24.3M | +5% | 6.68% | 63.6% | 938 | 16.42% | 1.4 |
|
3034
Stevens Capital Management
Radnor,
Pennsylvania
| $514M | +$113M | +28% | 5.51% | 108% | 372 | 63.98% | 0.3 |
|
3035
Sherbrooke Park Advisers
White Plains,
New York
| $514M | +$301M | +141% | 1.77% | 9.59% | 1,025 | 77.27% | 0.1 |
|
3036
Soundwatch Capital
Rowayton,
Connecticut
| $513M | +$305M | +147% | 10% | 79.6% | 33 | 63.64% | 1.9 |
|
3037
Alpha Capital Management
Austin,
Texas
| $513M | +$28.7M | +6% | 10.6% | 88% | 125 | 16.8% | 4 |
|
3038
Sherborne Investors Management
New York
| $512M | -$35.9M | -7% | 6.55% | 54.2% | 1 | 0% | 1.3 |
|
3039
Liberty Wealth Management
Oakland,
California
| $512M | +$46M | +10% | 7.85% | 64.2% | 200 | 21.5% | 2.3 |
|
3040
HeadInvest LLC
Portland,
Maine
| $512M | +$31.6M | +7% | 8.3% | 59.1% | 241 | 7.05% | 5.4 |
|
3041
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $512M | +$81.6M | +19% | 11.1% | 67.9% | 160 | 8.75% | 4 |
|
3042
D.L. Carlson Investment Group
Concord,
New Hampshire
| $512M | +$20.8M | +4% | 11.3% | 113% | 146 | 10.96% | 3.8 |
|
3043
Kelman-Lazarov Inc
Memphis,
Tennessee
| $512M | +$49.8M | +11% | 5.65% | 46.6% | 106 | 5.66% | 4.4 |
|
3044
Bell Investment Advisors
Oakland,
California
| $512M | +$24.3M | +5% | 4.62% | 45% | 1,965 | 5.75% | 2 |
|
3045
Abacus Planning Group
Columbia,
South Carolina
| $512M | +$37.4M | +8% | 7.37% | 67.8% | 217 | 9.22% | 3.5 |
|
|
WPI
3046
Walter Public Investments
Westmount,
Canada
| $511M | +$35.3M | +7% | 8.88% | 85.1% | 43 | 11.63% | 1.4 |
|
3047
Bourgeon Capital Management
Darien,
Connecticut
| $511M | +$58.6M | +13% | 9.82% | 121% | 406 | 73.4% | 4.2 |
|
3048
Tolleson Wealth Management
Dallas,
Texas
| $511M | +$25.7M | +5% | 8.31% | 56.2% | 86 | 9.3% | 3.3 |
|
3049
Two Seas Capital
Rye,
New York
| $511M | +$101M | +25% | 27.2% | 344% | 22 | 59.09% | 0.7 |
|
3050
Aprio Wealth Management
Atlanta,
Georgia
| $510M | +$62.3M | +14% | 6.99% | 66.1% | 263 | 31.18% | 1.2 |
|