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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3201
Benedict Financial Advisors
Atlanta,
Georgia
| $240M | +$9.37M | +4% | 3.21% | 72.4% | 107 | 3.74% | 3.7 |
|
3202
Diker Management
New York
| $240M | +$75.9M | +46% | 9.76% | 210% | 43 | 34.88% | 2.3 |
|
3203
White Lighthouse Investment Management
Bedford,
Massachusetts
| $240M | +$21.8M | +10% | 2.68% | 62% | 136 | 16.91% | 1.2 |
|
3204
Nicolet Bankshares
Green Bay,
Wisconsin
| $240M | -$2.35M | -1% | 3.65% | 75.5% | 180 | 5% | 2.6 |
|
3205
Bessemer Securities
New York
| $239M | -$54.9M | -19% | 3.31% | 45% | 106 | 6.6% | 0.5 |
|
3206
McNamara Financial Services
Marshfield,
Massachusetts
| $239M | +$24.1M | +11% | 1.8% | 42.6% | 40 | 7.5% | 2.7 |
|
3207
Brickley Wealth Management
San Mateo,
California
| $239M | +$12.5M | +6% | 2.6% | 62.6% | 45 | 17.78% | 1 |
|
3208
Empowered Funds
Havertown,
Pennsylvania
| $239M | -$40.4M | -14% | 2.52% | 127% | 125 | 50.4% | 0.5 |
|
3209
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $239M | +$27.7M | +13% | 2.05% | 42.8% | 122 | 23.77% | 1.5 |
|
3210
Chesapeake Wealth Management
Williamsburg,
Virginia
| $239M | +$11.7M | +5% | 4.1% | 65.9% | 196 | 16.33% | 1 |
|
3211
Cavalier Investments
Alpharetta,
Georgia
| $239M | -$4.04M | -2% | 5.21% | 171% | 153 | 50.98% | 0.6 |
|
3212
Zhang Financial
Portage,
Michigan
| $239M | +$6.77M | +3% | 2.97% | 67.9% | 95 | 14.74% | 3.6 |
|
3213
Winthrop Advisory Group
Boston,
Massachusetts
| $239M | +$11.7M | +5% | 3.03% | 78.3% | 97 | 14.43% | 1.2 |
|
3214
Mosaic Family Wealth
St. Louis,
Missouri
| $239M | -$9.44M | -4% | 3.01% | 85.2% | 707 | 76.24% | 3 |
|
3215
Armbruster Capital Management
Pittsford,
New York
| $238M | +$7.14M | +3% | 2.41% | 66.7% | 73 | 4.11% | 3 |
|
3216
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $238M | -$6.12M | -3% | 3.98% | 72.3% | 66 | 1.52% | 4.2 |
|
3217
Birinyi Associates
Westport,
Connecticut
| $238M | +$4.6M | +2% | 4.94% | 113% | 85 | 20% | 4.1 |
|
3218
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $238M | +$7.54M | +3% | 4.71% | 83.3% | 87 | 4.6% | 2.7 |
|
3219
Twin Focus Capital Partners
Boston,
Massachusetts
| $238M | +$24.5M | +11% | 2.65% | 92.5% | 146 | 34.93% | 2.1 |
|
3220
Inspire Investing
Meridian,
Idaho
| $238M | +$22.4M | +10% | 1.51% | 107% | 334 | 12.87% | 0.9 |
|
3221
HT Partners
Centerbrook,
Connecticut
| $237M | +$6.96M | +3% | 2.7% | 71.1% | 29 | 6.9% | 2.9 |
|
3222
Burleson & Co
Petaluma,
California
| $237M | +$1.82M | +0.8% | 1.59% | 49.1% | 109 | 9.17% | 1.2 |
|
3223
Northwest Bancshares
Warren,
Pennsylvania
| $237M | +$5.4M | +2% | 3.67% | 84.8% | 149 | 11.41% | 1.2 |
|
3224
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $237M | +$26.8M | +13% | 20.3% | 350% | 8 | 50% | 0.5 |
|
|
DMK
3225
David M. Knott
| $237M | -$13.8M | -6% | 1.61% | 81% | 121 | 17.36% | 2.4 |
|