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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
Falcon Wealth Planning
Ontario,
California
| $349M | +$46.9M | +16% | 7.26% | 52.7% | 102 | 19.61% | 1.3 |
|
3252
Wright Investors Service
Shelton,
Connecticut
| $349M | +$30.7M | +10% | 12.3% | 146% | 145 | 11.03% | 3.8 |
|
3253
Shelter Mutual Insurance
Columbia,
Missouri
| $348M | +$39.6M | +13% | 13.7% | 51.2% | 54 | 1.85% | 5.6 |
|
3254
PSquared Asset Management
Zurich,
Switzerland
| $348M | -$85M | -20% | 54% | 178% | 17 | 88.24% | 0.3 |
|
3255
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $348M | +$37.9M | +12% | 7.71% | 82.3% | 22 | 31.82% | 1.8 |
|
|
TCPWM
3256
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $348M | +$21.5M | +7% | 6.45% | 16.4% | 111 | 3.6% | 3.3 |
|
3257
Laffer Tengler Investments
Nashville,
Tennessee
| $347M | +$75.3M | +28% | 8.89% | 96.5% | 518 | 35.52% | 1.5 |
|
3258
Asio Capital
Lexington,
Kentucky
| $347M | +$32.5M | +10% | 9.29% | 98% | 123 | 17.07% | 1.6 |
|
3259
SONA Asset Management (US)
New York
| $347M | +$179M | +106% | 4.18% | 41% | 358 | 27.09% | 0.7 |
|
|
RC
3260
Reik & Co
New York
| $347M | +$35M | +11% | 12.2% | 47.2% | 52 | 5.77% | 7 |
|
3261
Hein Park Capital Management
New York
| $347M | -$8.44M | -2% | 2.27% | 122% | 11 | 27.27% | 1.3 |
|
3262
Chandler Asset Management
San Diego,
California
| $347M | -$315K | -0.1% | 6.33% | 35.6% | 28 | 21.43% | 3.7 |
|
3263
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $347M | +$34M | +11% | 8.81% | 85.4% | 2,078 | 11.84% | 3.8 |
|
3264
Lincoln Capital
Lincoln,
Nebraska
| $347M | +$25.6M | +8% | 10.6% | 67.1% | 103 | 6.8% | 4.8 |
|
|
PS
3265
Presima Securities
Montreal,
Quebec, Canada
| $347M | +$9.8M | +3% | 3.01% | 10.3% | 48 | 4.17% | 3.5 |
|
3266
TFC Financial Management
Boston,
Massachusetts
| $347M | +$31.2M | +10% | 9.28% | 66.9% | 571 | 11.03% | 1.9 |
|
3267
Harfst & Associates
Sheridan,
Wyoming
| $347M | +$14.2M | +4% | 9.14% | 88.1% | 100 | 2% | 4.3 |
|
|
NIC
3268
Northwest Investment Counselors
Lake Oswego,
Oregon
| $346M | +$41.2M | +13% | 11.8% | 32.4% | 555 | 10.45% | 2.5 |
|
3269
Fulcrum Capital
Seattle,
Washington
| $346M | +$9.37M | +3% | 7.97% | 102% | 104 | 26.92% | 2.1 |
|
|
SXL
3270
Summit X LLC
Chesterfield,
Missouri
| $346M | +$6.84M | +2% | 7.43% | 62.9% | 266 | 16.92% | 3.2 |
|
3271
Cohanzick Management
Pleasantville,
New York
| $346M | -$66.5M | -16% | 1.59% | 1.18% | 318 | 44.97% | 0.7 |
|
3272
Summit Asset Management
Memphis,
Tennessee
| $346M | +$36.2M | +12% | 9.05% | 48.9% | 156 | 7.69% | 5.2 |
|
|
DVF
3273
Discovery Value Fund
Singapore
| $345M | -$53.3M | -13% | 10.7% | 210% | 7 | 0% | 1.9 |
|
3274
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $345M | +$29.8M | +9% | 6.57% | 44% | 100 | 19% | 1.8 |
|
3275
Waller Financial Planning Group
Columbus,
Ohio
| $345M | +$17.7M | +5% | 8.04% | 47.5% | 60 | 16.67% | 2.9 |
|