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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3101
Martin & Co
Knoxville,
Tennessee
| $379M | +$42.2M | +13% | 11% | 67.8% | 108 | 0% | 7.7 |
|
3102
Hahn Capital Management
Walnut Creek,
California
| $379M | +$21.3M | +6% | 11.8% | 71.7% | 36 | 5.56% | 6.2 |
|
3103
Hartford Financial Management
Hartford,
Connecticut
| $378M | +$37.8M | +11% | 12.1% | 87.9% | 393 | 7.63% | 5 |
|
|
SF
3104
Symphony Financial
Houston,
Texas
| $378M | +$72.2M | +24% | 8.6% | 95.7% | 213 | 23.47% | 1.6 |
|
3105
IMA Advisory Services
Denver,
Colorado
| $378M | +$5.5M | +1% | 6.68% | 74.5% | 420 | 22.86% | 3.3 |
|
3106
New Hampshire Trust
Concord,
New Hampshire
| $378M | – | – | 9.78% | 88.5% | 397 | – | 0 |
|
|
CAM
3107
Centre Asset Management
New York
| $378M | +$15.5M | +4% | 11.1% | 45.3% | 84 | 27.38% | 1.8 |
|
3108
Financial Advisors Network
Tustin,
California
| $378M | +$39.2M | +12% | 9.85% | – | 131 | 13.74% | 2.8 |
|
3109
Monograph Wealth Advisors
Manhattan Beach,
California
| $378M | +$72.6M | +24% | 9.82% | 68% | 93 | 26.88% | 0.7 |
|
3110
McNamara Financial Services
Marshfield,
Massachusetts
| $377M | +$29.4M | +8% | 6.51% | 42.6% | 65 | 13.85% | 3.8 |
|
3111
Pine Ridge Advisers
New York
| $377M | +$54.4M | +17% | 6.47% | 90.1% | 27 | 14.81% | 1.7 |
|
|
SHIM
3112
Spruce House Investment Management
New York
| $377M | -$178M | -32% | 13.4% | 863% | 7 | 28.57% | 5.6 |
|
3113
Summit Wealth Partners
Orlando,
Florida
| $377M | +$22.5M | +6% | 5.8% | 44.9% | 180 | 15.56% | 1.9 |
|
3114
Greenspring Advisors
Towson,
Maryland
| $377M | +$52.3M | +16% | 8.13% | – | 115 | 10.43% | 0.9 |
|
3115
Advisor OS
Chicago,
Illinois
| $377M | +$44.9M | +14% | 8.32% | 61.2% | 222 | 14.41% | 1.5 |
|
3116
Disciplina Capital Management
Nashville,
Tennessee
| $376M | -$83.5M | -18% | 4.43% | 30% | 55 | 5.45% | 2 |
|
3117
Honeycomb Asset Management
New York
| $376M | -$376M | -50% | 0.19% | 49% | 47 | 76.6% | 0.3 |
|
3118
Kingfisher Capital
Charlotte,
North Carolina
| $376M | +$13.2M | +4% | 7.03% | 58.5% | 191 | 21.47% | 3.6 |
|
3119
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $376M | +$132M | +54% | 10.8% | – | 136 | 33.09% | 3.5 |
|
3120
Parkman Healthcare Partners
Stamford,
Connecticut
| $376M | +$23.8M | +7% | 23.8% | 306% | 101 | 31.68% | 1 |
|
3121
CHI Advisors
New York
| $375M | +$3.55M | +1% | 31.8% | 88.2% | 26 | 15.38% | 2 |
|
3122
Paragon Capital Management (Colorado)
Denver,
Colorado
| $375M | +$24.9M | +7% | 3.25% | 109% | 173 | 24.86% | 2.2 |
|
3123
Fagan Associates
Troy,
New York
| $375M | +$17.3M | +5% | 6.88% | 127% | 126 | 8.73% | 4 |
|
3124
Truxt Investmentos
Rio De Janeiro,
Brazil
| $375M | -$137M | -27% | 4.57% | – | 16 | 25% | 0.7 |
|
|
PWS
3125
Private Wealth Strategies
New Albany,
Ohio
| $375M | +$32.1M | +9% | 7.15% | 18.8% | 83 | 16.87% | 2.1 |
|