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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
26.9%
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
Lloyd Advisory Services
Suwanee,
Georgia
| $469M | +$258M | +122% | 5.27% | 51.1% | 191 | 63.87% | 0.4 |
|
3202
Brian C. Broderick
| $468M | +$67.5M | +17% | 11.1% | 98.6% | 86 | 18.6% | 6.1 |
|
3203
Post Oak Energy Holdings
Houston,
Texas
| $468M | +$97.9M | +26% | 26.8% | 64.6% | 3 | 0% | 1.3 |
|
3204
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $468M | +$47.2M | +11% | 5.09% | 52.1% | 112 | 16.07% | 2.2 |
|
3205
McNamara Financial Services
Marshfield,
Massachusetts
| $467M | +$20.4M | +5% | 4.39% | 42.6% | 70 | 8.57% | 4.5 |
|
3206
Strategy Asset Managers
Pasadena,
California
| $467M | +$45.2M | +11% | 11.4% | 115% | 257 | 21.4% | 2.8 |
|
3207
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $466M | +$201M | +76% | 7.46% | 68.7% | 135 | 18.52% | 0.2 |
|
3208
49 Wealth Management
Austin,
Texas
| $466M | +$77.3M | +20% | 4.74% | – | 140 | 22.14% | 0.2 |
|
3209
Brigade Capital Management
New York
| $466M | -$2.31B | -83% | 8.09% | 42.7% | 35 | 48.57% | 2 |
|
3210
West Financial Advisors
Des Moines,
Iowa
| $466M | +$27.5M | +6% | 5.27% | 49.1% | 168 | 14.88% | 2.1 |
|
3211
Summit Asset Management
Memphis,
Tennessee
| $466M | +$48.1M | +12% | 7.48% | 53.4% | 162 | 7.41% | 5.9 |
|
3212
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $466M | +$47.8M | +11% | 8.09% | 68.2% | 759 | 10.67% | 2.6 |
|
3213
Cannell Capital
Alta,
Wyoming
| $466M | +$4.41M | +1% | 4.36% | 127% | 69 | 37.68% | 2 |
|
3214
IAG Wealth Partners
Waukesha,
Wisconsin
| $466M | +$27.3M | +6% | 6.63% | 54.1% | 467 | 13.7% | 2.7 |
|
3215
Logan Stone Capital
Chicago,
Illinois
| $465M | -$29M | -6% | 5.42% | 43.9% | 182 | 40.11% | 0.8 |
|
3216
Trivium Point Advisory
Westport,
Connecticut
| $465M | +$52.3M | +13% | 11.7% | 106% | 234 | 20.51% | 2.6 |
|
3217
Nebula Research & Development
New York
| $464M | +$133M | +40% | 4.65% | – | 1,048 | 73.85% | 0.1 |
|
3218
Prestige Wealth Management Group
Flemington,
New Jersey
| $464M | +$23.5M | +5% | 6.7% | 55.8% | 1,058 | 6.71% | 3.6 |
|
|
FRM
3219
Fox Run Management
Greenwich,
Connecticut
| $464M | +$71.8M | +18% | 6.55% | 64% | 1,135 | 76.39% | 0.2 |
|
3220
Strategic Global Advisors
Newport Beach,
California
| $463M | +$26.7M | +6% | 14.1% | 137% | 164 | 26.22% | 2.1 |
|
3221
TRB Advisors
New York
| $463M | +$84.5M | +22% | 8.51% | 76.1% | 12 | 66.67% | 2.4 |
|
|
CFMC
3222
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $463M | +$22.3M | +5% | 6.82% | 69.6% | 191 | 2.62% | 6.7 |
|
3223
Kowal Investment Group
Brookfield,
Wisconsin
| $463M | +$34.2M | +8% | 6.36% | 21.1% | 186 | 17.74% | 1.8 |
|
|
PWS
3224
Private Wealth Strategies
New Albany,
Ohio
| $462M | +$11.4M | +3% | 7.35% | 18.8% | 81 | 24.69% | 2.9 |
|
3225
Pilgrim Global Advisors
Reno,
Nevada
| $462M | +$184M | +66% | 32.8% | – | 8 | 37.5% | 0.2 |
|