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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3326
Burt Wealth Advisors
North Bethesda,
Maryland
| $256M | +$13.4M | +5% | 5.31% | 57.3% | 357 | 7.84% | 3.5 |
|
3327
White Pine Capital
Bloomington,
Minnesota
| $256M | -$11.3M | -4% | 9.34% | 143% | 237 | 8.86% | 4.1 |
|
3328
Oak Grove Capital
North Hampton,
New Hampshire
| $256M | +$25.8M | +11% | 11.2% | 470% | 85 | 35.29% | 1 |
|
3329
NewFocus Financial Group
Vancouver,
Washington
| $256M | +$28.3M | +12% | 10.1% | 55.4% | 108 | 11.11% | 2.7 |
|
3330
Eos Management LP
New York
| $256M | -$40.2M | -14% | 9.43% | 149% | 29 | 27.59% | 4.9 |
|
3331
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $256M | +$2M | +0.8% | 9.35% | 119% | 38 | 21.05% | 1.8 |
|
3332
Bessemer Securities
New York
| $256M | +$14.7M | +6% | 8.58% | 45% | 120 | 20% | 0.8 |
|
3333
Delta Financial Advisors
New Orleans,
Louisiana
| $255M | +$8.57M | +3% | 8.72% | 107% | 119 | 10.08% | 0.5 |
|
3334
Manchester Financial
Westlake Village,
California
| $255M | +$27.3M | +12% | 7.81% | 73% | 594 | 89.56% | 0.1 |
|
3335
Hudson Way Capital Management
Dallas,
Texas
| $255M | +$28.9M | +13% | 9.76% | 51.3% | 17 | 11.76% | 1.2 |
|
3336
American Securities
New York
| $255M | +$44.8M | +21% | 20.4% | – | 1 | 0% | 3 |
|
3337
Clear Creek Financial Management
Silverdale,
Washington
| $255M | +$48.1M | +23% | 5.02% | 86.1% | 153 | 20.26% | 0.4 |
|
3338
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $254M | +$16.7M | +7% | 8.86% | 86.1% | 191 | 6.81% | 4.3 |
|
3339
Meridian Wealth Advisors
Austin,
Texas
| $254M | +$20.2M | +9% | 6.91% | 79.9% | 171 | 11.7% | 0.7 |
|
3340
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $254M | +$21.6M | +9% | 8.81% | 80.3% | 77 | 10.39% | 1.7 |
|
3341
Trimaran Fund Management
New York
| $254M | +$70M | +38% | 38.1% | 82.8% | 1 | 0% | 5 |
|
|
MCP
3342
Moab Capital Partners
Southampton,
New York
| $253M | -$9.6M | -4% | 21.6% | 89.3% | 31 | 45.16% | 1.8 |
|
3343
Bank OZK
Little Rock,
Arkansas
| $253M | +$26.1M | +11% | 9.64% | 112% | 136 | 9.56% | 4.3 |
|
3344
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $253M | +$24.6M | +11% | 7.73% | 75% | 571 | 73.03% | 1 |
|
3345
Doliver Advisors
Houston,
Texas
| $253M | +$4.04M | +2% | 5.17% | 92.3% | 176 | 30.68% | 1.1 |
|
3346
Aveo Capital Partners
Englewood,
Colorado
| $253M | +$10.8M | +4% | 5.29% | 19.1% | 206 | 19.9% | 1.6 |
|
3347
Pier 88 Investment Partners
San Francisco,
California
| $253M | -$5.3M | -2% | 2.28% | 36.1% | 104 | 22.12% | 1.2 |
|
|
CIM
3348
CIM Investment Management
Pittsburgh,
Pennsylvania
| $253M | -$15.3M | -6% | 8.23% | 123% | 339 | 37.76% | 2.5 |
|
3349
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $253M | +$24.5M | +11% | 8.3% | 101% | 130 | 12.31% | 3.9 |
|
3350
Callodine Capital Management
Boston,
Massachusetts
| $252M | +$2.55M | +1% | 8.31% | 53.8% | 34 | 23.53% | 0.7 |
|