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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3276
Barnett & Company
Chattanooga,
Tennessee
| $220M | +$13.7M | +7% | 3.53% | 65.9% | 367 | 15.8% | 2.1 |
|
3277
Summit Financial Strategies
Columbus,
Ohio
| $219M | +$13.5M | +7% | 5.04% | 59.4% | 63 | 15.87% | 2.2 |
|
|
ITIM
3278
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $219M | +$8.98M | +4% | 5.46% | 114% | 134 | 7.46% | 4 |
|
|
MA
3279
Marshwinds Advisory
St Simons Island,
Georgia
| $219M | +$7.53M | +4% | 6.79% | 32.9% | 134 | 5.97% | 4.3 |
|
3280
Boston Research & Management
Manchester,
Massachusetts
| $219M | +$15.6M | +8% | 7.75% | 53.2% | 101 | 3.96% | 4.3 |
|
|
NG
3281
Northstar Group
New York
| $219M | +$22.4M | +11% | 8.98% | 63.9% | 132 | 7.58% | 2.8 |
|
3282
AB CarVal Investors
Minneapolis,
Minnesota
| $219M | +$125M | +134% | 17.6% | 24% | 19 | 36.84% | 0.5 |
|
3283
Patriot Financial Partners
Radnor,
Pennsylvania
| $219M | +$18.8M | +9% | 2.67% | 16.6% | 10 | 20% | 2 |
|
|
TAM
3284
Taylor Asset Management
Toronto,
Ontario, Canada
| $219M | +$2.53M | +1% | 2.47% | 12.9% | 33 | 30.3% | 1.6 |
|
3285
YorkBridge Wealth Partners
New York
| $218M | -$9.6M | -4% | 8.62% | 36.5% | 889 | 15.3% | 1.5 |
|
3286
Zebra Capital Management
Stamford,
Connecticut
| $218M | -$15.2M | -7% | 2.59% | 142% | 492 | 49.39% | 1 |
|
3287
Omnia Family Wealth
Aventura,
Florida
| $218M | +$4.49M | +2% | 3.17% | 80.6% | 603 | 6.63% | 1.5 |
|
3288
TrueWealth LLC
Atlanta,
Georgia
| $218M | +$7.92M | +4% | 6.3% | – | 876 | 5.59% | 0.7 |
|
3289
Glassman Wealth Services
Vienna,
Virginia
| $218M | +$16.8M | +8% | 4.92% | 62.6% | 1,054 | 11.95% | 1.6 |
|
3290
Claar Advisors
New York
| $218M | -$7.74M | -3% | 3.07% | 65.5% | 36 | 30.56% | 1.1 |
|
3291
Advisors Management Group
La Crosse,
Wisconsin
| $218M | +$7.59M | +4% | 2.64% | 125% | 84 | 2.38% | 2.1 |
|
3292
Peavine Capital
Reno,
Nevada
| $218M | +$14.2M | +7% | 3.14% | 30.8% | 25 | 20% | 2.5 |
|
3293
Stone Run Capital
New York
| $218M | +$28.1M | +15% | 10.2% | 77.8% | 69 | 5.8% | 3.9 |
|
3294
Cribstone Capital Management
Augusta,
Maine
| $218M | +$13.9M | +7% | 5.06% | 22.4% | 819 | 6.96% | 1.6 |
|
3295
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $218M | +$16.2M | +8% | 7.67% | 101% | 134 | 8.21% | 3.1 |
|
|
HIH
3296
HRS Investment Holdings
New York
| $217M | +$18.6M | +9% | 8.71% | 21.5% | 82 | 21.95% | 1.8 |
|
3297
GenWealth Group
Maplewood,
New Jersey
| $217M | +$13.6M | +7% | 4.56% | 73.9% | 66 | 12.12% | 1 |
|
3298
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $217M | +$11M | +5% | 6.13% | 74% | 68 | 5.88% | 2.4 |
|
3299
Mittleman Investment Management
Melville,
New York
| $217M | +$30.3M | +16% | 17.9% | 11.6% | 8 | 25% | 3.4 |
|
3300
SC XII Management
Menlo Park,
California
| $217M | +$44.7M | +26% | 26% | 73.4% | 2 | 0% | 3.6 |
|