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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3126
Strategic Planning Group
Bountiful,
Utah
| $544M | +$37M | +7% | 8.91% | 162% | 86 | 16.28% | 0.9 |
|
|
PPP
3127
Private Portfolio Partners
Paramus,
New Jersey
| $544M | +$10.4M | +2% | 0.61% | 16.9% | 303 | 4.62% | 1.2 |
|
3128
Poplar Forest Capital
Pasadena,
California
| $543M | -$191M | -26% | 0.79% | 30% | 56 | 7.14% | 4.9 |
|
3129
SOA Wealth Advisors
New York
| $543M | +$18.5M | +4% | 2.44% | 79.1% | 912 | 12.39% | 3.2 |
|
3130
Ithaka Group
Arlington,
Virginia
| $543M | +$15.5M | +3% | 10.2% | 143% | 37 | 10.81% | 4.9 |
|
3131
Blue Fin Capital
Warren,
Rhode Island
| $543M | +$16.3M | +3% | 3.77% | 147% | 143 | 6.99% | 6.5 |
|
3132
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $542M | +$1.56M | +0.3% | 1.74% | 67.9% | 201 | 9.95% | 3.9 |
|
3133
Oak Hill Advisors
New York
| $542M | -$126M | -19% | 15.3% | 42.4% | 14 | 0% | 4.3 |
|
3134
Wealthstream Advisors
New York
| $542M | -$8.64M | -2% | 0.76% | 88.2% | 179 | 16.2% | 1.6 |
|
3135
Lineweaver Wealth Advisors
Valley View,
Ohio
| $541M | +$15.9M | +3% | 0.65% | 68.4% | 141 | 15.6% | 2.6 |
|
3136
Fortis Capital Management
Bellevue,
Washington
| $541M | +$44.4M | +9% | 3.35% | 82% | 142 | 13.38% | 2.2 |
|
3137
Peak Asset Management
Louisville,
Colorado
| $541M | +$10M | +2% | 3.26% | 70.1% | 154 | 5.84% | 5.7 |
|
3138
Northwest Bancshares
Warren,
Pennsylvania
| $540M | -$46.9M | -8% | 1.62% | 84.8% | 188 | 8.51% | 4.4 |
|
3139
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $540M | -$2.87M | -0.5% | 0.41% | 82.1% | 791 | 72.31% | 1.2 |
|
3140
Moody Aldrich Partners
Marblehead,
Massachusetts
| $540M | -$9.9M | -2% | 6.93% | 312% | 222 | 25.23% | 1.3 |
|
3141
NBW Capital
Boston,
Massachusetts
| $540M | +$9.25M | +2% | 6.05% | 86% | 110 | 23.64% | 4.7 |
|
3142
Wilsey Asset Management
San Diego,
California
| $539M | -$5.84M | -1% | 2.95% | 66.9% | 24 | 12.5% | 4.3 |
|
3143
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $539M | -$139M | -20% | 59.1% | 312% | 1 | 0% | 3.3 |
|
3144
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $539M | +$20M | +4% | 1% | 52.1% | 117 | 11.11% | 2.6 |
|
3145
Duncker Streett & Co
St. Louis,
Missouri
| $539M | -$9.38M | -2% | 2.46% | 102% | 559 | 17.89% | 6 |
|
3146
Matthew Goff Investment Advisor
Houston,
Texas
| $538M | +$12.5M | +2% | 0.12% | 89.6% | 103 | 2.91% | 4.2 |
|
3147
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $538M | -$260K | -0% | 1.44% | 81.8% | 77 | 3.9% | 7.2 |
|
3148
Fortis Group Advisors
Westwood,
New Jersey
| $537M | -$3.96M | -0.7% | 4.61% | 91.2% | 527 | 10.63% | 1.5 |
|
3149
Coerente Capital Management
Toronto,
Ontario, Canada
| $536M | -$95.2K | -0% | 1.9% | 54.7% | 46 | 8.7% | 3 |
|
3150
Farmers Trust Company
Youngstown,
Ohio
| $536M | -$554K | -0.1% | 2.55% | 73.5% | 198 | 8.08% | 6 |
|