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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
CFSG
3151
Community Financial Services Group
Newport,
Vermont
| $263M | -$30.4M | -10% | 17.4% | – | 88 | 26.14% | 3.3 |
|
|
SCM
3152
Soros Capital Management
New York
| $263M | -$153M | -37% | 27.2% | 732% | 54 | 53.7% | 0.2 |
|
3153
PAX Financial Group
San Antonio,
Texas
| $263M | +$28.4M | +12% | 16.1% | 56% | 131 | 17.56% | 0.4 |
|
3154
FCA Corp
Houston,
Texas
| $262M | +$33.9M | +15% | 15.8% | 57.4% | 152 | 9.87% | 4 |
|
3155
Raffa Wealth Management
Washington,
District of Columbia
| $262M | -$6.25M | -2% | 11.2% | 35.8% | 905 | 6.63% | 0.6 |
|
|
SWK
3156
Stephen W. Kidder
| $262M | +$42M | +19% | 20.8% | 94.7% | 69 | 10.14% | 5.3 |
|
3157
Aisling Capital Management
New York
| $262M | +$32.5M | +14% | 20.4% | 793% | 14 | 7.14% | 1.3 |
|
3158
Covalis Capital
London,
United Kingdom
| $262M | +$44.3M | +20% | 4.15% | 37.9% | 23 | 95.65% | 0 |
|
3159
Intrua Financial
Houston,
Texas
| $262M | – | – | 24% | 77.4% | 265 | – | 0 |
|
3160
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $261M | +$42.5M | +19% | 18.5% | 97.3% | 1,931 | 14.91% | 1.4 |
|
3161
Beach Point Capital Management
Santa Monica,
California
| $261M | +$155M | +145% | 11.3% | 84.1% | 28 | 42.86% | 0.7 |
|
|
SHCM
3162
Shelter Haven Capital Management
Summit,
New Jersey
| $261M | -$2.62M | -1% | 41.9% | – | 20 | 65% | 0.3 |
|
3163
Hoover Financial Advisors
Malvern,
Pennsylvania
| $261M | +$80.2M | +44% | 16.6% | – | 517 | 83.56% | 0.2 |
|
3164
Capital City Trust
Tallahassee,
Florida
| $261M | +$37.3M | +17% | 15.7% | 98.5% | 118 | 14.41% | 4.8 |
|
3165
Cedar Capital
Barrington,
Illinois
| $261M | +$49.3M | +23% | 28.5% | 98% | 177 | 20.9% | 1.9 |
|
3166
Wright Investors Service
Shelton,
Connecticut
| $261M | +$28.4M | +12% | 21.1% | 146% | 161 | 31.68% | 3 |
|
3167
Sugarloaf Wealth Management
Duluth,
Georgia
| $261M | +$37.2M | +17% | 14.4% | 10.2% | 762 | 10.89% | 0.5 |
|
3168
Kavar Capital Partners Group
Leawood,
Kansas
| $260M | +$51.9M | +25% | 17.6% | 77.2% | 129 | 15.5% | 3.6 |
|
3169
Requisite Capital Management
Dallas,
Texas
| $260M | +$29M | +13% | 26.6% | 41% | 73 | 32.88% | 0.8 |
|
3170
Marathon Capital Management
Hunt Valley,
Maryland
| $260M | +$42.5M | +20% | 27.6% | 74% | 149 | 24.16% | 2 |
|
3171
CFO4Life Group
Coppell,
Texas
| $260M | +$73.3M | +39% | 20.3% | 56.7% | 133 | 17.29% | 1.7 |
|
3172
Donor Advised Charitable Giving
San Francisco,
California
| $260M | +$62.9M | +32% | 42.2% | 418% | 56 | 12.5% | 1.1 |
|
|
PTB
3173
Pioneer Trust Bank
Salem,
Oregon
| $260M | +$43.2M | +20% | 19.1% | 61.4% | 69 | 11.59% | 5.5 |
|
|
NIC
3174
Northwest Investment Counselors
Lake Oswego,
Oregon
| $260M | +$36.7M | +16% | 19.3% | 32.4% | 142 | 11.97% | 5.3 |
|
|
BCA
3175
Bray Capital Advisors
Naples,
Florida
| $260M | +$41.6M | +19% | 21.3% | 36.6% | 271 | 6.27% | 2.8 |
|