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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
MA Private Wealth
San Carlos,
California
| $535M | +$29.3M | +6% | 4.79% | 57.5% | 80 | 17.5% | 2.5 |
|
|
MTC
3077
Matrix Trust Company
Denver,
Colorado
| $535M | +$91.9M | +21% | 7.05% | 51.4% | 278 | 52.52% | 0.7 |
|
3078
Hoey Investments
Coatesville,
Pennsylvania
| $534M | $0 | 0% | 0.48% | 247% | 397 | 0% | 2.2 |
|
3079
Gries Financial
Cleveland,
Ohio
| $534M | +$48M | +10% | 5.77% | 71.3% | 291 | 22.34% | 1.5 |
|
|
EWA
3080
ERTS Wealth Advisors
Marquette,
Michigan
| $534M | +$36.7M | +7% | 6.36% | 39.3% | 91 | 7.69% | 3.8 |
|
|
PPP
3081
Private Portfolio Partners
Paramus,
New Jersey
| $533M | +$411M | +334% | 5.73% | 16.9% | 295 | 70.51% | 0.9 |
|
3082
Tufton Capital Management
Hunt Valley,
Maryland
| $533M | +$19.2M | +4% | 6.76% | 96.1% | 125 | 8% | 7.4 |
|
3083
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $533M | +$39.8M | +8% | 6.7% | 71.4% | 154 | 10.39% | 4.2 |
|
3084
Sycale Advisors
New York
| $533M | +$184M | +53% | 8.38% | 31.5% | 23 | 34.78% | 0.7 |
|
3085
Summit Asset Management
Memphis,
Tennessee
| $532M | +$49.3M | +10% | 6.78% | 48.9% | 168 | 8.33% | 5.9 |
|
3086
Alpha Capital Management
Austin,
Texas
| $532M | +$18.3M | +4% | 7.68% | 88% | 118 | 7.63% | 4.1 |
|
3087
Point72 Asia (Singapore)
Singapore
| $532M | +$52M | +11% | 6.29% | – | 1,414 | 63.72% | 0.2 |
|
3088
Beck Bode LLC
Dedham,
Massachusetts
| $531M | +$33.9M | +7% | 10.4% | 155% | 135 | 46.67% | 1 |
|
3089
Chandler Asset Management
San Diego,
California
| $531M | +$37.3M | +8% | 6.91% | 35.6% | 24 | 0% | 4.8 |
|
3090
Peak Asset Management
Louisville,
Colorado
| $531M | +$20M | +4% | 6.12% | 70.1% | 152 | 3.29% | 5.4 |
|
3091
NBW Capital
Boston,
Massachusetts
| $530M | +$23.5M | +5% | 4.94% | 86% | 117 | 23.08% | 3.8 |
|
3092
Bremer Bank National Association
St Paul,
Minnesota
| $530M | +$18M | +4% | 6.41% | 37.4% | 182 | 7.69% | 3.9 |
|
3093
Cheviot Value Management
Beverly Hills,
California
| $530M | +$18.2M | +4% | 7.98% | 77.8% | 70 | 5.71% | 5.5 |
|
3094
Act Two Investors
Santa Cruz,
California
| $530M | +$24.9M | +5% | 3.24% | 53% | 52 | 19.23% | 2.4 |
|
3095
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $530M | +$286M | +118% | 7.51% | – | 990 | 68.59% | 2.4 |
|
3096
Peterson Wealth Advisors
Orem,
Utah
| $529M | +$52.6M | +11% | 5.62% | 50.9% | 84 | 11.9% | 3.3 |
|
3097
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $529M | +$32.3M | +6% | 6.63% | 56.3% | 121 | 13.22% | 3.7 |
|
3098
Medicxi Ventures Management
St. Helier,
Jersey
| $529M | +$194M | +58% | 65.5% | 505% | 4 | 0% | 3.1 |
|
3099
Stieven Capital Advisors
St. Louis,
Missouri
| $529M | +$77.3M | +17% | 18.2% | 117% | 57 | 35.09% | 3.2 |
|
3100
Sugarloaf Wealth Management
Duluth,
Georgia
| $529M | +$35M | +7% | 6.5% | 10.2% | 716 | 13.41% | 3.5 |
|