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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
HA
3276
Hamel Associates
Chatham,
New Jersey
| $201M | -$30.1M | -13% | 8.42% | 50.6% | 97 | 8.25% | 3.3 |
|
|
FNBOMD
3277
First National Bank of Mount Dora
Mount Dora,
Florida
| $201M | -$32.2M | -14% | 11.9% | 96.2% | 104 | 14.42% | 3.3 |
|
3278
Birinyi Associates
Westport,
Connecticut
| $200M | -$80.7M | -29% | 16.3% | 113% | 97 | 23.71% | 3.9 |
|
3279
Bogart Wealth LLC
Mclean,
Virginia
| $200M | +$27.7M | +16% | 11.5% | 60.5% | 388 | 19.33% | 1.1 |
|
3280
Inspirion Wealth Advisors
Libertyville,
Illinois
| $200M | -$35.5M | -15% | 12.1% | 52.5% | 77 | 7.79% | 2.8 |
|
3281
Aveo Capital Partners
Englewood,
Colorado
| $200M | -$23.6M | -11% | 7.47% | 19.1% | 158 | 29.75% | 1.4 |
|
3282
Valicenti Advisory Services
Elmira,
New York
| $200M | -$30.3M | -13% | 14.3% | 134% | 74 | 27.03% | 3 |
|
3283
Viridian RIA
Bothell,
Washington
| $200M | -$26.5M | -12% | 13% | 63.1% | 61 | 31.15% | 0.5 |
|
3284
Northwest Quadrant Wealth Management
Bend,
Oregon
| $200M | +$37.4M | +23% | 10.2% | 45.6% | 62 | 17.74% | 1.5 |
|
|
BCA
3285
Bray Capital Advisors
Naples,
Florida
| $200M | -$26.7M | -12% | 12% | 36.6% | 393 | 15.78% | 1.3 |
|
3286
Cahill Financial Advisors
Edina,
Minnesota
| $200M | -$26.8M | -12% | 12.5% | 55.9% | 159 | 13.84% | 3 |
|
3287
Farmers & Merchants Trust Company
Long Beach,
California
| $199M | – | – | 8.21% | 79.8% | 136 | – | 0 |
|
3288
Silicon Valley Capital Partners
San Jose,
California
| $199M | -$40.7M | -17% | 14.9% | 103% | 33 | 39.39% | 1.7 |
|
3289
Alpha Omega Wealth Management
Richmond,
Virginia
| $199M | -$24.2M | -11% | 10.7% | 65.9% | 518 | 10.04% | 1.9 |
|
3290
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $199M | -$8.06M | -4% | 9.9% | 151% | 98 | 41.84% | 0.7 |
|
3291
Kestrel Investment Management
San Mateo,
California
| $199M | -$48.1M | -20% | 16.8% | 89.2% | 52 | 25% | 1.1 |
|
3292
HMS Capital Management
Nashville,
Tennessee
| $199M | -$3.19M | -2% | 15% | 140% | 232 | 32.76% | 1 |
|
3293
Covenant Asset Management
Chester,
New Jersey
| $198M | -$7K | -0% | 18% | 177% | 137 | 0% | 1.6 |
|
3294
Southport Capital Management
Chattanooga,
Tennessee
| $198M | -$37.3M | -16% | 13.6% | 80% | 651 | 74.65% | 3.4 |
|
3295
Bank OZK
Little Rock,
Arkansas
| $198M | -$52.9M | -21% | 17% | 112% | 136 | 8.82% | 3.8 |
|
3296
Point View Wealth Management
Summit,
New Jersey
| $198M | -$26.6M | -12% | 12.4% | 27% | 280 | 12.14% | 3.4 |
|
3297
Strategic Wealth Partners
Independence,
Ohio
| $198M | +$10.6M | +6% | 8.15% | – | 747 | 15.53% | 0.8 |
|
3298
Iowa State Bank
Urbandale,
Iowa
| $198M | -$26.4M | -12% | 9.18% | 85.7% | 103 | 3.88% | 3.5 |
|
3299
Artemis Wealth Advisors
New York
| $198M | +$14M | +8% | 17% | 174% | 42 | 30.95% | 1.1 |
|
|
AWW
3300
Alan W. Weber
| $198M | -$65.4M | -25% | 17.7% | 191% | 80 | 13.75% | 2.4 |
|