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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
Sanford Advisory Services
Portage,
Michigan
| $399M | +$10.4M | +3% | 0.08% | – | 115 | 11.3% | 0.7 |
|
3202
Security National Bank
Omaha,
Nebraska
| $399M | +$18.8M | +5% | 0.69% | 125% | 105 | 11.43% | 2.3 |
|
3203
Bruderman Asset Management
Locust Valley,
New York
| $398M | +$75.3M | +23% | 0.55% | 31.7% | 128 | 32.81% | 1.8 |
|
3204
Martel Wealth Advisors
Vancouver,
Washington
| $398M | +$422K | +0.1% | 0.87% | 43.4% | 45 | 0% | 2.5 |
|
3205
CFM Wealth Partners
Austin,
Texas
| $398M | +$21.1M | +6% | 0.69% | 152% | 192 | 13.02% | 1.4 |
|
|
SXL
3206
Summit X LLC
Chesterfield,
Missouri
| $398M | +$1.58M | +0.4% | 0.41% | 62.9% | 273 | 8.06% | 2.3 |
|
3207
Natural Investments
Windsor,
California
| $397M | -$91.7M | -19% | 1.59% | – | 3 | 0% | 0.9 |
|
3208
YorkBridge Wealth Partners
New York
| $397M | +$14.4M | +4% | 0.63% | 36.5% | 266 | 10.15% | 2.6 |
|
3209
Brickley Wealth Management
San Mateo,
California
| $397M | +$1.68M | +0.4% | 0.43% | 62.6% | 45 | 6.67% | 2.3 |
|
3210
PL Capital Advisors
Naples,
Florida
| $397M | -$9.6M | -2% | 1.38% | 100% | 45 | 17.78% | 3.4 |
|
3211
Martin Investment Management
Palm Beach Gardens,
Florida
| $397M | +$8.45M | +2% | 2.14% | 44% | 55 | 5.45% | 3.7 |
|
3212
FORA Capital
Miami,
Florida
| $396M | -$142M | -26% | 1.88% | 162% | 1,025 | 85.07% | 0.2 |
|
3213
Affinity Asset Advisors
New York
| $396M | +$117M | +42% | 0.15% | 1,487% | 91 | 43.96% | 0.4 |
|
|
GJCM
3214
Grand Jean Capital Management
San Francisco,
California
| $396M | -$7.5M | -2% | 1.65% | 61.4% | 48 | 4.17% | 3.5 |
|
3215
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $396M | -$18.7M | -5% | 0.8% | 99.9% | 76 | 22.37% | 4.4 |
|
3216
Surevest
Los Angeles,
California
| $396M | +$12.2M | +3% | 2.08% | 24.6% | 109 | 10.09% | 1.7 |
|
|
OPPTF
3217
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $396M | +$6.01M | +2% | 0.44% | 13.4% | 283 | 7.42% | 1.2 |
|
3218
Ellis Investment Partners
Berwyn,
Pennsylvania
| $396M | +$3.76M | +1% | 0.9% | 70.8% | 826 | 8.84% | 1.8 |
|
3219
SailingStone Capital Partners
Houston,
Texas
| $396M | -$116M | -23% | 16% | 152% | 13 | 15.38% | 2.5 |
|
3220
Prentice Capital Management
Greenwich,
Connecticut
| $396M | -$23M | -5% | 17.4% | 128% | 32 | 46.88% | 0.5 |
|
3221
Elk River Wealth Management
Denver,
Colorado
| $395M | +$9.3M | +2% | 0.85% | 81.8% | 127 | 6.3% | 0.7 |
|
3222
Parkman Healthcare Partners
Stamford,
Connecticut
| $395M | -$62.2M | -14% | 8.32% | 306% | 93 | 32.26% | 0.8 |
|
|
WC
3223
Walthausen & Co
Malta,
New York
| $395M | -$58.1M | -13% | 1.32% | 63.3% | 160 | 21.25% | 2 |
|
3224
Hill City Capital
Boston,
Massachusetts
| $394M | +$64.2M | +19% | 4.39% | 194% | 24 | 25% | 0.5 |
|
3225
AlphaCentric Advisors
San Juan,
Puerto Rico
| $393M | +$25.3M | +7% | 1.51% | – | 223 | 19.28% | 0.7 |
|