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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3076
Security National Trust
Wheeling,
West Virginia
| $432M | -$18.6M | -4% | 1.23% | 58.3% | 409 | 3.91% | 5.7 |
|
3077
MPM Asset Management
Boston,
Massachusetts
| $431M | -$106M | -20% | 14.9% | 5.89% | 10 | 20% | 1.4 |
|
|
GPC
3078
Guardian Point Capital
Charlottesville,
Virginia
| $431M | -$9.6M | -2% | 0.82% | 142% | 22 | 18.18% | 1.4 |
|
3079
Websterrogers Financial Advisors
Florence,
South Carolina
| $431M | +$12.5M | +3% | 1.39% | 42.9% | 65 | 13.85% | 0.6 |
|
3080
Steamboat Capital Partners
Rye,
New York
| $431M | +$37M | +9% | 3.24% | 280% | 55 | 34.55% | 1.3 |
|
3081
TBH Global Asset Management
Brentwood,
Tennessee
| $431M | -$2.92M | -0.7% | 0.37% | 70.7% | 192 | 13.02% | 1.2 |
|
|
TAA
3082
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $430M | -$71.5M | -14% | 44.9% | 312% | 50 | 52% | 0.9 |
|
3083
Synergy Asset Management
Vancouver,
Washington
| $430M | +$53.3M | +14% | 0.13% | 97.3% | 144 | 65.28% | 0.3 |
|
3084
CFO4Life Group
Coppell,
Texas
| $430M | -$3.67M | -0.8% | 1.77% | 56.7% | 154 | 16.23% | 2.3 |
|
3085
Great Point Partners
Greenwich,
Connecticut
| $429M | -$47.2M | -10% | 3.08% | 710% | 44 | 50% | 0.4 |
|
3086
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $429M | -$25.7M | -6% | 1.09% | 24.6% | 1,023 | 10.36% | 1.1 |
|
3087
Intercontinental Wealth Advisors
San Antonio,
Texas
| $429M | -$75.9M | -15% | 0.64% | 46.7% | 299 | 10.7% | 2.1 |
|
|
PCR
3088
Potrero Capital Research
San Francisco,
California
| $429M | +$12.5M | +3% | 0.51% | 226% | 116 | 37.93% | 0.8 |
|
3089
Twin Focus Capital Partners
Boston,
Massachusetts
| $428M | -$3.72M | -0.9% | 1.57% | 92.5% | 202 | 11.88% | 2.7 |
|
|
PWMAG
3090
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $428M | +$822K | +0.2% | 1.08% | 90.7% | 235 | 10.21% | 3.2 |
|
3091
MidWestOne Financial Group
Iowa City,
Iowa
| $427M | +$3.09M | +0.7% | 1.06% | 62.7% | 239 | 8.79% | 1.5 |
|
3092
HughesLittle Investment Management
Vancouver,
| $426M | -$3.52M | -0.8% | 0.52% | 106% | 16 | 0% | 5 |
|
3093
McDonald Partners
Cleveland,
Ohio
| $426M | +$2.78M | +0.7% | 1.07% | 90.7% | 307 | 3.91% | 0.7 |
|
3094
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $426M | +$46.7M | +12% | 0.34% | 80.3% | 135 | 12.59% | 1.9 |
|
3095
Noked Capital
Tel Aviv,
Israel
| $425M | +$23.8M | +6% | 3.42% | 197% | 53 | 49.06% | 0.5 |
|
3096
Noked Israel
Ramat Hasharon,
Israel
| $425M | +$23.8M | +6% | 3.42% | 265% | 53 | 49.06% | 0.5 |
|
|
EVM
3097
Evelyn V. Moreno
| $425M | -$1.07M | -0.3% | 1.12% | 39.4% | 58 | 5.17% | 5.4 |
|
3098
Vanderbilt University
Nashville,
Tennessee
| $425M | -$44.3M | -9% | 1.1% | 61.8% | 44 | 84.09% | 0.3 |
|
3099
Martin & Co
Knoxville,
Tennessee
| $425M | +$23M | +6% | 1.52% | 67.8% | 116 | 3.45% | 6.6 |
|
3100
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $424M | +$18.8M | +5% | 0.8% | 101% | 55 | 14.55% | 1.9 |
|