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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3051
FRG Family Wealth Advisors
Bellevue,
Washington
| $510M | +$16.8M | +3% | 9.24% | 76.4% | 377 | 62.33% | 2.2 |
|
3052
Embree Financial Group
Chicago,
Illinois
| $510M | +$34.3M | +7% | 8.92% | 87.6% | 203 | 18.23% | 0.2 |
|
3053
Iridian Asset Management
Westport,
Connecticut
| $510M | -$41.6M | -8% | 7.67% | 88.4% | 57 | 12.28% | 2.9 |
|
3054
Tufton Capital Management
Hunt Valley,
Maryland
| $509M | +$32.5M | +7% | 9.6% | 96.1% | 124 | 5.65% | 7.4 |
|
|
NG
3055
Northstar Group
New York
| $509M | +$48.8M | +11% | 9.74% | 68.4% | 154 | 9.09% | 5.8 |
|
3056
Cannon Financial Strategists
Athens,
Georgia
| $509M | +$41.7M | +9% | 5.29% | 56.7% | 96 | 8.33% | 2.8 |
|
3057
Well Done LLC
Holland,
Michigan
| $508M | -$2.67M | -0.5% | 8.36% | 80.4% | 200 | 17% | 3.7 |
|
3058
Vise Technologies
New York
| $508M | +$43.2M | +9% | 9.18% | – | 404 | 20.05% | 1.3 |
|
3059
Matthews International Capital Management
San Francisco,
California
| $508M | -$204M | -29% | 8.99% | 186% | 42 | 21.43% | 2.5 |
|
3060
Biltmore Family Office
Charlotte,
North Carolina
| $508M | +$22M | +5% | 3.78% | 99% | 241 | 6.64% | 3.7 |
|
3061
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $507M | +$47.5M | +10% | 8.2% | 24.6% | 1,180 | 28.05% | 2.5 |
|
|
SA
3062
Strategic Advisors
New York
| $507M | -$21.3M | -4% | 10.9% | 106% | 213 | 12.21% | 4.4 |
|
3063
Deltec Asset Management
New York
| $507M | +$62.7M | +14% | 17.6% | 127% | 175 | 30.29% | 3.2 |
|
|
VARA
3064
Value Aligned Research Advisors
Princeton,
New Jersey
| $507M | +$111M | +28% | 46.4% | 1,641% | 20 | 10% | 0.8 |
|
3065
Essex Investment Management
Boston,
Massachusetts
| $507M | -$1.25M | -0.2% | 12.9% | 370% | 339 | 16.81% | 3.5 |
|
3066
Duncker Streett & Co
St. Louis,
Missouri
| $507M | +$32.8M | +7% | 9.97% | 102% | 499 | 6.21% | 6.3 |
|
3067
Blueprint Investment Partners
Greensboro,
North Carolina
| $506M | +$143M | +39% | 8.62% | 91.9% | 157 | 26.11% | 1.3 |
|
3068
Cedar Brook Financial Partners
Cleveland,
Ohio
| $506M | +$55.8M | +12% | 8.12% | 47% | 447 | 8.28% | 2.8 |
|
3069
Fiducient Advisors
Chicago,
Illinois
| $505M | -$28.3M | -5% | 7.02% | 52.3% | 146 | 33.56% | 1.2 |
|
3070
Peak Asset Management
Louisville,
Colorado
| $505M | +$50.4M | +11% | 8.77% | 70.1% | 152 | 10.53% | 5.1 |
|
3071
Trustees of Dartmouth College
Hanover,
New Hampshire
| $504M | +$110M | +28% | 8.18% | 52.5% | 4 | 25% | 2 |
|
3072
MAK Capital One
New York
| $504M | -$36.5M | -7% | 8.57% | 200% | 11 | 45.45% | 3 |
|
3073
Alpine Woods Capital Investors
Purchase,
New York
| $503M | -$165M | -25% | 12.3% | 105% | 184 | 17.39% | 4.3 |
|
3074
Benjamin Edwards Inc
Clayton,
Missouri
| $503M | +$44.5M | +10% | 9.91% | 66.5% | 767 | 22.43% | 2.3 |
|
3075
Advocate Group
Minnetonka,
Minnesota
| $503M | +$37.1M | +8% | 6.19% | 56.3% | 125 | 9.6% | 1.5 |
|