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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
AAM
3351
AR Asset Management
West Hollywood,
California
| $357M | -$16.1M | -4% | 3.32% | 64.9% | 112 | 2.68% | 7.6 |
|
3352
Security National Bank
Omaha,
Nebraska
| $356M | -$36.3M | -9% | 3.23% | 125% | 107 | 7.48% | 3.6 |
|
3353
Harfst & Associates
Sheridan,
Wyoming
| $356M | -$19.4M | -5% | 3.27% | 88.1% | 93 | 5.38% | 4.8 |
|
3354
Northwest Quadrant Wealth Management
Bend,
Oregon
| $356M | -$5.59M | -2% | 3.18% | 45.6% | 61 | 11.48% | 4.6 |
|
3355
The Family Firm
Bethesda,
Maryland
| $356M | -$22.2M | -6% | 3.24% | 40.2% | 184 | 5.43% | 5.2 |
|
3356
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $356M | +$23.4M | +7% | 3.77% | 12.8% | 143 | 9.79% | 4.4 |
|
3357
Sage Rhino Capital
Menlo Park,
California
| $356M | -$3.04M | -0.8% | 2.76% | 93.9% | 237 | 10.55% | 2.9 |
|
3358
Essex LLC
Deer Park,
Illinois
| $356M | -$3.01M | -0.8% | 2.93% | 91.4% | 167 | 14.97% | 1.6 |
|
3359
Systelligence LLC
Bloomington,
Minnesota
| $356M | +$39.5M | +12% | 2.73% | 57.3% | 56 | 53.57% | 0.9 |
|
3360
ICA Group Wealth Management
Denver,
Colorado
| $356M | -$43.1M | -11% | 3.58% | – | 1,335 | 82.4% | 1.3 |
|
3361
Affinity Asset Advisors
New York
| $356M | +$69.2M | +24% | 4.84% | 1,487% | 101 | 52.48% | 0.6 |
|
|
CCP
3362
Caden Capital Partners
Santa Monica,
California
| $355M | -$38.7M | -10% | 8.25% | 19.1% | 16 | 18.75% | 0.6 |
|
3363
Fermata Advisors
Sonoma,
California
| $355M | +$244M | +221% | 4.12% | 58.3% | 165 | 58.18% | 0.7 |
|
3364
Lowell Blake & Associates
Boston,
Massachusetts
| $355M | +$10M | +3% | 3.01% | 44.2% | 63 | 4.76% | 2.6 |
|
3365
Schoolcraft Capital
Boulder,
Colorado
| $355M | -$9.9M | -3% | 3.07% | 58.7% | 77 | 2.6% | 2.7 |
|
3366
Perkins Coie Trust Company
Seattle,
Washington
| $354M | +$2.29M | +0.7% | 3.8% | 83.2% | 615 | 64.55% | 2.6 |
|
|
SFS
3367
Security Financial Services
Fort Wayne,
Indiana
| $354M | +$1.74M | +0.5% | 3.92% | 67.7% | 170 | 16.47% | 1.2 |
|
3368
Gould Asset Management
Claremont,
California
| $354M | -$4.08M | -1% | 4.02% | 42.8% | 151 | 1.32% | 5.2 |
|
3369
American Assets Capital Advisers
San Diego,
California
| $354M | -$42.5M | -11% | 3.47% | 73.5% | 35 | 11.43% | 3 |
|
3370
Rice Partnership
Honolulu,
Hawaii
| $353M | -$11.8M | -3% | 2.67% | 123% | 146 | 13.01% | 2.9 |
|
3371
Contravisory Investment Management
Norwell,
Massachusetts
| $353M | -$25.1M | -7% | 3.28% | 135% | 396 | 46.46% | 1.4 |
|
3372
Paradigm Asset Management
New York
| $353M | -$19.6M | -5% | 1.65% | 73.8% | 627 | 29.67% | 1.6 |
|
3373
venBio Partners
San Francisco,
California
| $353M | +$76.3M | +28% | 4.1% | 564% | 8 | 12.5% | 1.9 |
|
3374
Albar Capital
London,
United Kingdom
| $353M | -$94.4M | -21% | 1.3% | 163% | 61 | 63.93% | 0.2 |
|
3375
Vitruvian Partners
London,
United Kingdom
| $353M | -$139M | -28% | 3.74% | 96.9% | 10 | 10% | 2.1 |
|