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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
Concord Wealth Partners
Abingdon,
Virginia
| $333M | +$17.4M | +6% | 7.18% | 66% | 1,254 | 86.84% | 0.2 |
|
3352
Bulldog Investors
Saddle Brook,
New Jersey
| $333M | -$9.8M | -3% | 4.96% | 22.5% | 404 | 48.51% | 0.9 |
|
3353
Moerus Capital Management
New York
| $332M | +$97.2M | +41% | 24.5% | 220% | 16 | 12.5% | 2.9 |
|
3354
Bank of New Hampshire
Laconia,
New Hampshire
| $332M | +$12.1M | +4% | 10% | 96.5% | 529 | 4.91% | 1 |
|
3355
Odey Asset Management Group
London,
United Kingdom
| $332M | +$303M | +1,046% | 31.2% | 259% | 27 | 88.89% | 0.5 |
|
3356
EVR Research
Richmond,
Virginia
| $332M | -$5.5M | -2% | 11.9% | 165% | 48 | 58.33% | 0.5 |
|
3357
Monaco Asset Management
Monaco
| $331M | +$70.7M | +27% | 18.9% | 120% | 94 | 44.68% | 0.6 |
|
3358
Peterson Wealth Advisors
Orem,
Utah
| $331M | +$33.4M | +11% | 7.45% | 50.9% | 68 | 19.12% | 2.9 |
|
3359
Essex LLC
Deer Park,
Illinois
| $331M | +$27.2M | +9% | 9% | 91.4% | 155 | 10.32% | 1.1 |
|
3360
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $330M | -$11.5M | -3% | 7.32% | 70.3% | 595 | 24.54% | 1 |
|
3361
Fort Baker Capital Management
Larkspur,
California
| $330M | -$335M | -50% | 5% | 46.3% | 134 | 47.76% | 0.7 |
|
3362
First PREMIER Bank
Sioux Falls,
South Dakota
| $330M | +$23.7M | +8% | 9.38% | 63% | 427 | 10.77% | 3.7 |
|
3363
Tikehau Investment Management
Paris,
France
| $330M | $0 | 0% | 4.65% | 102% | 16 | 0% | 2 |
|
3364
Lineweaver Wealth Advisors
Valley View,
Ohio
| $330M | +$21.6M | +7% | 7.63% | 68.4% | 137 | 17.52% | 1.8 |
|
|
PTB
3365
Pioneer Trust Bank
Salem,
Oregon
| $330M | +$35.1M | +12% | 13.1% | 61.4% | 79 | 20.25% | 6.2 |
|
3366
Capital Advisors Wealth Management
Yakima,
Washington
| $330M | +$28.5M | +9% | 6.87% | 70.5% | 135 | 15.56% | 1.1 |
|
|
GCMG
3367
Gyroscope Capital Management Group
Naples,
Florida
| $330M | +$70.9M | +27% | 10.9% | 24.8% | 139 | 23.02% | 2.3 |
|
3368
Nalanda India Fund
Moka,
Mauritius
| $330M | -$7.63M | -2% | 2.26% | 15.3% | 1 | 0% | 4 |
|
3369
Mandatum Life Insurance Company
Helsinki,
Finland
| $330M | +$15.1M | +5% | 9.82% | 95.9% | 72 | 9.72% | 4.5 |
|
3370
Wilson Asset Management
Sydney,
Australia
| $329M | +$32.4M | +11% | 9.32% | 58% | 35 | 17.14% | 0.6 |
|
3371
Clifford Capital Partners
Alpine,
Utah
| $329M | +$95.5M | +41% | 16.1% | 77.3% | 47 | 8.51% | 2.8 |
|
3372
Artemis Wealth Advisors
New York
| $329M | -$52.5M | -14% | 3.5% | 174% | 110 | 20.91% | 1.5 |
|
3373
Planning Center Inc
Moline,
Illinois
| $329M | +$203M | +160% | 13% | 38.9% | 72 | 38.89% | 0.6 |
|
3374
Corbin Capital Partners
New York
| $329M | -$74M | -18% | 2.08% | 87.7% | 126 | 27.78% | 1.1 |
|
3375
Independent Solutions Wealth Management
Williamsville,
New York
| $328M | +$23.3M | +8% | 8.53% | 125% | 228 | 15.35% | 2 |
|