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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
TCPWM
3276
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $365M | +$16.9M | +5% | 4.29% | 16.4% | 115 | 6.96% | 3.4 |
|
3277
Paradigm Asset Management
New York
| $364M | +$7.97M | +2% | 1.56% | 79.2% | 544 | 16.73% | 1.6 |
|
3278
Planning Center Inc
Moline,
Illinois
| $364M | +$35.2M | +11% | 5.51% | 38.9% | 73 | 15.07% | 0.8 |
|
3279
MayTech Global Investments
New York
| $364M | +$62.2M | +21% | 33.5% | 158% | 63 | 52.38% | 3.1 |
|
3280
Lincoln Capital
Lincoln,
Nebraska
| $364M | +$16.6M | +5% | 4.79% | 67.1% | 106 | 7.55% | 4.9 |
|
3281
Summit Asset Management
Memphis,
Tennessee
| $363M | +$17.8M | +5% | 5.2% | 53.4% | 154 | 3.25% | 5.4 |
|
3282
Peterson Wealth Advisors
Orem,
Utah
| $363M | +$32.1M | +10% | 5.43% | 50.9% | 63 | 1.59% | 3.1 |
|
3283
Cadinha & Co
Honolulu,
Hawaii
| $363M | -$84.8M | -19% | 9.07% | 132% | 102 | 12.75% | 5.9 |
|
3284
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $363M | +$20.8M | +6% | 5.4% | 93.2% | 182 | 7.69% | 4 |
|
3285
Sora Investors
Bryn Mawr,
Pennsylvania
| $363M | +$72.6M | +25% | 14.4% | 179% | 50 | 62% | 0.3 |
|
|
CSNH
3286
Crow's Nest Holdings
Richmond,
Virginia
| $362M | +$60.8M | +20% | 14.5% | 103% | 9 | 11.11% | 0.9 |
|
3287
Monashee Investment Management
Boston,
Massachusetts
| $362M | +$130M | +56% | 7.4% | 460% | 71 | 61.97% | 0.2 |
|
3288
Frank Rimerman Advisors
Palo Alto,
California
| $362M | +$40.9M | +13% | 12% | 149% | 109 | 12.84% | 1.5 |
|
3289
Lodbrok Capital
London,
United Kingdom
| $362M | -$365M | -50% | 2.23% | 25.9% | 8 | 12.5% | 0.7 |
|
3290
Sweet Financial Partners
Fairmont,
Minnesota
| $362M | +$21.1M | +6% | 4.55% | 22.4% | 180 | 12.22% | 1 |
|
3291
Capital Advisors Wealth Management
Yakima,
Washington
| $361M | +$31.4M | +10% | 5.03% | 70.5% | 154 | 21.43% | 1.2 |
|
3292
Lafayette Investments
Ashton,
Maryland
| $361M | +$5.81M | +2% | 4.11% | 77.9% | 126 | 5.56% | 4.2 |
|
3293
The Family Firm
Bethesda,
Maryland
| $361M | +$19M | +6% | 4.71% | 40.2% | 185 | 6.49% | 4.7 |
|
3294
Wilson Asset Management
Sydney,
Australia
| $361M | +$31.3M | +9% | 7.41% | 58% | 34 | 26.47% | 0.8 |
|
3295
Farmers & Merchants Trust Company
Long Beach,
California
| $361M | +$5.82M | +2% | 5.2% | 79.8% | 191 | 16.23% | 3 |
|
3296
Vantage Wealth
Pasadena,
California
| $361M | -$27.6M | -7% | 1.92% | 56.1% | 38 | 13.16% | 4.3 |
|
3297
IAG Wealth Partners
Waukesha,
Wisconsin
| $360M | +$21M | +6% | 5.29% | 54.1% | 491 | 19.96% | 2.1 |
|
|
CNBTD
3298
Citizens National Bank Trust Department
Meridian,
Mississippi
| $360M | +$5.41M | +2% | 3.74% | 124% | 316 | 3.48% | 1.8 |
|
3299
RW Investment Management
Eagle,
Idaho
| $359M | +$105M | +41% | 4.12% | – | 86 | 8.14% | 0.2 |
|
3300
Marietta Investment Partners
Milwaukee,
Wisconsin
| $359M | +$5.94M | +2% | 11.4% | 160% | 173 | 13.29% | 4.5 |
|