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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3151
Heritage Investment Group
Pompano Beach,
Florida
| $536M | +$10.1M | +2% | 0.77% | 54.5% | 114 | 17.54% | 2 |
|
3152
Fermata Advisors
Sonoma,
California
| $536M | +$43M | +9% | 0.71% | 58.3% | 290 | 23.1% | 1.2 |
|
3153
Bourgeon Capital Management
Darien,
Connecticut
| $536M | +$15.7M | +3% | 2.76% | 121% | 130 | 28.46% | 3.8 |
|
3154
Clark Asset Management
Stratham,
New Hampshire
| $535M | +$69.7M | +15% | 1.36% | 51.8% | 147 | 23.13% | 1 |
|
3155
Bell Investment Advisors
Oakland,
California
| $535M | -$10M | -2% | 2.61% | 45% | 1,975 | 8.61% | 2.6 |
|
3156
KFG Wealth Management
Granger,
Indiana
| $535M | +$75M | +16% | 0.12% | 55.9% | 190 | 8.95% | 1.3 |
|
3157
Citizens Business Bank
Ontario,
California
| $535M | +$39.4M | +8% | 5.22% | 108% | 113 | 11.5% | 6 |
|
3158
MA Private Wealth
San Carlos,
California
| $535M | -$64.9K | -0% | 1.09% | 57.5% | 74 | 6.76% | 2.6 |
|
3159
Princeton Global Asset Management
Princeton,
New Jersey
| $535M | +$20.6M | +4% | 3.61% | 110% | 697 | 10.47% | 3.2 |
|
|
GWI
3160
Grace & White Inc
Ny,
New York
| $535M | -$19.1M | -3% | 1.12% | 59.6% | 141 | 9.22% | 6.6 |
|
3161
CacheTech Inc
Logan,
Utah
| $533M | +$67.3M | +14% | 1.48% | – | 133 | 23.31% | 0.4 |
|
3162
Capricorn Investment Group
Palo Alto,
California
| $533M | +$126M | +31% | 48.5% | 95.9% | 8 | 12.5% | 2.8 |
|
3163
Catalyst Financial Partners
Boston,
Massachusetts
| $532M | +$20.7M | +4% | 0.76% | 98.6% | 283 | 7.07% | 1.4 |
|
3164
Tree Line Advisors
Central,
Hong Kong
| $532M | +$101M | +24% | 14.7% | 670% | 9 | 22.22% | 1.1 |
|
3165
Intelligence Driven Advisers
Carlsbad,
California
| $532M | -$168M | -24% | 0.27% | 65.6% | 122 | 22.13% | 2 |
|
3166
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $532M | +$43.1M | +9% | 0.55% | 61.5% | 146 | 7.53% | 3.6 |
|
3167
Affinity Capital Advisors
Berkeley,
California
| $532M | +$15.3M | +3% | 0.25% | 72.7% | 157 | 8.28% | 3.2 |
|
3168
Hohimer Wealth Management
Seattle,
Washington
| $531M | +$66.4M | +14% | 3% | 111% | 264 | 22.73% | 1.9 |
|
3169
Advocate Group
Minnetonka,
Minnesota
| $531M | -$20.5M | -4% | 3.63% | 56.3% | 120 | 5.83% | 2.2 |
|
3170
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $531M | -$17.8M | -3% | 0.25% | 69.7% | 91 | 3.3% | 4.2 |
|
3171
Morton Capital Management
Calabasas,
California
| $531M | +$22.6M | +4% | 1.11% | 75.4% | 117 | 8.55% | 2 |
|
3172
Hutchinson Capital Management
San Rafael,
California
| $530M | +$2.08M | +0.4% | 0.71% | 52.6% | 94 | 6.38% | 4.7 |
|
|
EWA
3173
ERTS Wealth Advisors
Marquette,
Michigan
| $530M | -$4.2M | -0.8% | 2.58% | 39.3% | 90 | 8.89% | 4 |
|
3174
HeadInvest LLC
Portland,
Maine
| $530M | -$10.5M | -2% | 0.86% | 59.1% | 250 | 11.6% | 5.9 |
|
3175
Asio Capital
Lexington,
Kentucky
| $529M | +$2.6M | +0.5% | 1.93% | 98% | 111 | 10.81% | 2.7 |
|