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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3351
Family Management
New York
| $378M | +$59.5M | +19% | 8.1% | 69% | 208 | 26.44% | 1.5 |
|
3352
First Ascent Asset Management
Denver,
Colorado
| $377M | +$102M | +37% | 4.16% | 4.15% | 24 | 8.33% | 1.2 |
|
3353
Synergy Asset Management
Vancouver,
Washington
| $377M | +$43.2M | +13% | 8.68% | 97.3% | 139 | 64.03% | 0.2 |
|
3354
Sharkey, Howes & Javer
Denver,
Colorado
| $377M | +$57M | +18% | 6.02% | 60.2% | 83 | 14.46% | 2.4 |
|
3355
Prestige Wealth Management Group
Flemington,
New Jersey
| $377M | +$10.9M | +3% | 5.77% | 55.8% | 1,065 | 5.82% | 1.5 |
|
3356
CFM Wealth Partners
Austin,
Texas
| $377M | +$45M | +14% | 12.4% | 152% | 179 | 7.82% | 1.2 |
|
3357
Brian C. Broderick
| $376M | +$29M | +8% | 7.34% | 98.6% | 81 | 3.7% | 5.5 |
|
3358
Ironwood Investment Counsel
Scottsdale,
Arizona
| $376M | +$28.1M | +8% | 6.48% | 64% | 205 | 4.39% | 3.9 |
|
3359
B&I Capital
Zurich,
Switzerland
| $376M | +$31.9M | +9% | 11.6% | 30.5% | 35 | 22.86% | 0.4 |
|
3360
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $376M | +$28M | +8% | 7.21% | 72.3% | 82 | 3.66% | 4.8 |
|
3361
Occidental Asset Management
Burlingame,
California
| $376M | +$39.7M | +12% | 6.02% | 82.5% | 204 | 9.31% | 2.5 |
|
3362
Adelphi Capital
London,
United Kingdom
| $375M | -$17.6M | -4% | 1.46% | – | 2 | 0% | 4.1 |
|
3363
Bulldog Investors
Saddle Brook,
New Jersey
| $375M | +$35M | +10% | 3.69% | 22.5% | 311 | 53.7% | 0.6 |
|
3364
Wilsey Asset Management
San Diego,
California
| $375M | +$25.3M | +7% | 6.22% | 66.9% | 33 | 33.33% | 2.2 |
|
3365
Searchlight Capital Partners
New York
| $375M | -$81.4M | -18% | 8.28% | 38.5% | 10 | 20% | 1.7 |
|
3366
HUB Investment Partners
Austin,
Texas
| $374M | +$35.4M | +10% | 5.4% | 95.7% | 266 | 37.97% | 0.4 |
|
3367
Quattro Financial Advisors
The Woodlands,
Texas
| $374M | -$66.4M | -15% | 5.03% | 77.6% | 98 | 10.2% | 0.8 |
|
3368
Bank of New Hampshire
Laconia,
New Hampshire
| $374M | – | – | 6.94% | 96.5% | 188 | – | 0 |
|
3369
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $374M | +$56.8M | +18% | 9.82% | 66.3% | 90 | 27.78% | 0.2 |
|
3370
RV Capital
Schindellegi,
Switzerland
| $374M | +$61.6M | +20% | 15% | 250% | 5 | 0% | 1.5 |
|
3371
SkyOak Wealth
Southfield,
Michigan
| $374M | +$14.3M | +4% | 7.45% | 73.4% | 252 | 12.7% | 1.1 |
|
3372
Barry Investment Advisors
New Bedford,
Massachusetts
| $374M | +$10M | +3% | 3.06% | 66.7% | 121 | 6.61% | 2.3 |
|
3373
Waller Financial Planning Group
Columbus,
Ohio
| $373M | +$25.1M | +7% | 4.33% | 47.5% | 54 | 12.96% | 1.9 |
|
3374
Pettinga Financial Advisors
Evansville,
Indiana
| $373M | +$30M | +9% | 6.27% | 78.1% | 115 | 16.52% | 1.4 |
|
3375
Harbour Capital Advisors
Tysons Corner,
Virginia
| $372M | +$32.7M | +10% | 9.54% | 168% | 250 | 15.6% | 1.3 |
|