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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
Thrive Wealth Management
Audubon,
Pennsylvania
| $386M | -$3.95M | -1% | 7.97% | 84.1% | 191 | 16.23% | 1.1 |
|
3277
B. Riley Financial
Los Angeles,
California
| $386M | +$3.61M | +0.9% | 7.34% | 682% | 57 | 63.16% | 1.2 |
|
3278
Marietta Investment Partners
Milwaukee,
Wisconsin
| $386M | +$26.4M | +7% | 9.06% | 160% | 174 | 16.67% | 4.4 |
|
3279
Ackerman Capital Advisors
Dallas,
Texas
| $386M | -$356K | -0.1% | 1.46% | 40.4% | 110 | 17.27% | 2.3 |
|
3280
Drexel Morgan & Co
Radnor,
Pennsylvania
| $386M | -$11.3M | -3% | 2.61% | 50.1% | 46 | 4.35% | 7.5 |
|
3281
Gleason Group
Prospect,
Kentucky
| $385M | +$36.9M | +11% | 6.44% | 69.1% | 237 | 5.49% | 2.7 |
|
3282
Gibson Capital
Wexford,
Pennsylvania
| $385M | +$4.77M | +1% | 5.87% | 67.2% | 63 | 23.81% | 4.3 |
|
3283
New Hampshire Trust
Concord,
New Hampshire
| $385M | +$12.1M | +3% | 7.18% | 88.5% | 379 | 55.67% | 0.5 |
|
3284
RJA Asset Management
Stamford,
Connecticut
| $384M | +$110M | +40% | 16.1% | 80.2% | 4 | 25% | 0.9 |
|
3285
Sweet Financial Partners
Fairmont,
Minnesota
| $384M | +$22.3M | +6% | 4.83% | 22.4% | 185 | 11.89% | 1.2 |
|
3286
Kingfisher Capital
Charlotte,
North Carolina
| $384M | +$2.77M | +0.7% | 7.21% | 58.5% | 176 | 7.95% | 3.8 |
|
3287
TMD Wealth Management
Scottsdale,
Arizona
| $384M | +$29.5M | +8% | 3.19% | 2.41% | 59 | 30.51% | 1.2 |
|
|
MRCM
3288
M&R Capital Management
Summit,
New Jersey
| $383M | +$26M | +7% | 9.55% | 52.6% | 632 | 6.8% | 4.1 |
|
3289
Wilkins Investment Counsel
Boston,
Massachusetts
| $383M | +$2.14M | +0.6% | 1.02% | 56.2% | 74 | 1.35% | 7.8 |
|
3290
Peninsula Wealth
San Francisco,
California
| $383M | +$36M | +10% | 10.3% | 30% | 77 | 7.79% | 2 |
|
3291
Adams Street Partners
Chicago,
Illinois
| $382M | +$61.8M | +19% | 13.5% | 399% | 21 | 52.38% | 2 |
|
3292
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $382M | +$10.6M | +3% | 6.82% | 57.2% | 57 | 8.77% | 4.9 |
|
|
AW
3293
Avion Wealth
The Woodlands,
Texas
| $382M | +$15.2M | +4% | 2.29% | 45.4% | 1,115 | 38.57% | 1.2 |
|
3294
Akaris Global Partners
New York
| $381M | +$61.3M | +19% | 9.77% | 35% | 22 | 31.82% | 0.8 |
|
3295
Chandler Asset Management
San Diego,
California
| $381M | -$40M | -9% | 3.01% | 35.6% | 24 | 8.33% | 3.8 |
|
3296
Renaissance Investment Group
Lenox,
Massachusetts
| $381M | +$24.7M | +7% | 7.97% | 99.6% | 83 | 6.02% | 6.3 |
|
|
TCPWM
3297
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $381M | +$16M | +4% | 3.49% | 16.4% | 120 | 8.33% | 3.5 |
|
3298
Lafayette Investments
Ashton,
Maryland
| $381M | +$19.4M | +5% | 6.26% | 77.9% | 129 | 6.2% | 4.4 |
|
3299
Cypress Wealth Services
Palm Desert,
California
| $381M | +$39.1M | +11% | 6.42% | 82.7% | 266 | 13.53% | 1.8 |
|
3300
EnCap Energy Capital Fund X
Houston,
Texas
| $381M | – | – | 5.52% | – | 1 | – | 0 |
|