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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SF
3101
Symphony Financial
Houston,
Texas
| $408M | +$1.03M | +0.3% | 3.03% | 95.7% | 191 | 21.99% | 2.2 |
|
3102
NBW Capital
Boston,
Massachusetts
| $408M | -$20.3M | -5% | 0.2% | 86% | 117 | 15.38% | 3.6 |
|
3103
Bayberry Capital Partners
New York
| $408M | -$90.6M | -18% | 4.07% | 99.7% | 18 | 11.11% | 1.1 |
|
3104
Nelson Capital Management
Menlo Park,
California
| $408M | +$20.6M | +5% | 1.65% | 121% | 97 | 12.37% | 5.5 |
|
3105
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $407M | -$25.5M | -6% | 3.1% | 71.4% | 131 | 14.5% | 4.5 |
|
3106
Vise Technologies
New York
| $407M | -$6.14M | -1% | 1.54% | – | 369 | 18.43% | 1.1 |
|
|
YLHM
3107
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $407M | – | – | 3.8% | 144% | 80 | – | 0 |
|
3108
Skaana Management
Brooklyn,
New York
| $407M | -$48.6M | -11% | 2.83% | 269% | 250 | 36% | 0.5 |
|
3109
Horst & Graben Wealth Management
Portland,
Oregon
| $407M | -$12.7M | -3% | 4.32% | 55.1% | 143 | 15.38% | 2.4 |
|
3110
Eagle Strategies
New York
| $406M | -$5.07M | -1% | 3.37% | 77.7% | 189 | 11.11% | 1.1 |
|
3111
Bleichroeder LP
New York
| $406M | -$87M | -18% | 9.26% | 202% | 86 | 17.44% | 2.6 |
|
3112
Prestige Wealth Management Group
Flemington,
New Jersey
| $406M | -$16.5M | -4% | 3.82% | 55.8% | 1,099 | 8.28% | 3.2 |
|
3113
Rowlandmiller & Partners
Atlanta,
Georgia
| $405M | -$17.8M | -4% | 2.54% | 84% | 184 | 7.07% | 5.5 |
|
3114
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $405M | -$12.9M | -3% | 1.6% | 79.3% | 144 | 6.25% | 3.4 |
|
|
NM
3115
Newtyn Management
New York
| $405M | -$18.1M | -4% | 5.2% | 52% | 51 | 19.61% | 1.6 |
|
3116
JMAC Enterprises
Newtown,
Pennsylvania
| $405M | +$643K | +0.2% | 2.29% | 68.5% | 176 | 11.36% | 1.4 |
|
3117
Equitec Proprietary Markets
Chicago,
Illinois
| $405M | +$73.6M | +22% | 6.92% | 526% | 159 | 52.2% | 0.9 |
|
|
JCP
3118
JB Capital Partners
Armonk,
New York
| $405M | -$61.7M | -13% | 0.2% | 142% | 77 | 1.3% | 2.2 |
|
3119
Colonial Trust
Spartanburg,
South Carolina
| $405M | -$12.8M | -3% | 2.28% | 75.5% | 993 | 9.77% | 0.7 |
|
|
CFMC
3120
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $404M | -$15.2M | -4% | 2.74% | 69.6% | 184 | 4.35% | 6.5 |
|
|
FA
3121
Financial Advisors
Andover,
Massachusetts
| $404M | -$15.7M | -4% | 3.24% | 71.5% | 80 | 10% | 3.5 |
|
3122
Icon Advisers
Greenwood Village,
Colorado
| $404M | +$10.1M | +3% | 0.93% | 114% | 178 | 21.35% | 2 |
|
3123
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $403M | -$23.5M | -6% | 2.74% | – | 147 | 8.16% | 4 |
|
3124
SOA Wealth Advisors
New York
| $402M | -$24.7M | -6% | 4.82% | 79.1% | 968 | 5.79% | 2.4 |
|
3125
Martel Wealth Advisors
Vancouver,
Washington
| $402M | -$10.5M | -3% | 3.34% | 43.4% | 54 | 7.41% | 3.6 |
|