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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3251
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $387M | +$1.04M | +0.3% | 1.43% | 61.5% | 150 | 10% | 1.8 |
|
3252
Huber Capital Management
El Segundo,
California
| $387M | -$4.97M | -1% | 0.37% | 70.4% | 101 | 1.98% | 4.6 |
|
3253
Sharkey, Howes & Javer
Denver,
Colorado
| $387M | +$10M | +3% | 0.71% | 60.2% | 81 | 9.88% | 2.5 |
|
3254
HBW Advisory Services
Simi Valley,
California
| $387M | +$6.36M | +2% | 2.09% | 68.6% | 279 | 22.58% | 1 |
|
3255
Swiss Re
Zurich,
Switzerland
| $386M | +$94.2M | +32% | 0.82% | – | 6 | 33.33% | 1.6 |
|
|
RC
3256
Reik & Co
New York
| $386M | -$5.72M | -1% | 0.74% | 47.2% | 53 | 0% | 5.8 |
|
|
LA
3257
Lynch & Associates
Newburgh,
Indiana
| $386M | -$3.63M | -0.9% | 0.68% | 73.5% | 107 | 3.74% | 6 |
|
3258
Cypress Asset Management
Houston,
Texas
| $386M | -$4.53M | -1% | 0.25% | 141% | 134 | 0% | 4.6 |
|
3259
Punch Card Management
Winter Park,
Florida
| $386M | +$6.05M | +2% | 1.68% | 41% | 3 | 0% | 3.6 |
|
3260
Occidental Asset Management
Burlingame,
California
| $386M | +$9.38M | +2% | 0.61% | 82.5% | 213 | 8.92% | 2.7 |
|
3261
Source Financial Advisors
New York
| $385M | -$3.17M | -0.8% | 0.2% | 18.5% | 110 | 6.36% | 0.7 |
|
|
WFI
3262
West Family Investments
Carlsbad,
California
| $385M | +$15.8M | +4% | 6.47% | 116% | 398 | 29.9% | 0.4 |
|
3263
Kingfisher Capital
Charlotte,
North Carolina
| $385M | -$7.52M | -2% | 0.38% | 58.5% | 188 | 10.11% | 3 |
|
3264
Sage Advisory Services
Austin,
Texas
| $385M | +$19.6M | +5% | 1.46% | 37.8% | 64 | 25% | 1.7 |
|
|
NG
3265
Northstar Group
New York
| $385M | +$2.71M | +0.7% | 0.73% | 63.9% | 154 | 6.49% | 4.3 |
|
3266
Encompass Wealth Advisors
Portland,
Oregon
| $383M | -$23.1M | -6% | 0.19% | 68.7% | 394 | 15.74% | 0.5 |
|
|
BCM
3267
BlueMar Capital Management
Miami,
Florida
| $383M | -$46.4M | -11% | 0.4% | 27.4% | 65 | 29.23% | 1.1 |
|
3268
Old West Investment Management
Los Angeles,
California
| $383M | -$101M | -21% | 6.65% | 242% | 64 | 14.06% | 2.6 |
|
3269
WrapManager Inc
Mill Valley,
California
| $383M | -$4.93M | -1% | 0.87% | 64.6% | 325 | 16% | 2.4 |
|
|
UAM
3270
UAS Asset Management
New York
| $383M | -$24.7M | -6% | 1.4% | 98% | 33 | 60.61% | 2.3 |
|
3271
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $383M | -$27.3M | -7% | 9.09% | 172% | 57 | 17.54% | 1.3 |
|
3272
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $383M | -$44.5M | -10% | 6.34% | 129% | 153 | 51.63% | 0.6 |
|
3273
Gibson Capital
Wexford,
Pennsylvania
| $382M | -$2.43M | -0.6% | 0.28% | 67.2% | 43 | 13.95% | 4.6 |
|
|
LCM
3274
Lionstone Capital Management
New York
| $382M | -$28.4M | -7% | 0.61% | 74.1% | 20 | 5% | 2.4 |
|
3275
Chandler Asset Management
San Diego,
California
| $382M | -$937K | -0.2% | 1.49% | 35.6% | 17 | 0% | 3.3 |
|