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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3376
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $363M | +$9.8M | +3% | 1.46% | 70.3% | 48 | 6.25% | 2.9 |
|
3377
Horst & Graben Wealth Management
Portland,
Oregon
| $363M | +$4.71M | +1% | 0.83% | 55.1% | 143 | 11.89% | 1.1 |
|
3378
Family Management
New York
| $362M | -$15.3M | -4% | 0.09% | 69% | 210 | 22.86% | 1.8 |
|
3379
Working Capital Advisors (UK)
London,
United Kingdom
| $362M | -$8M | -2% | 33.7% | 24.8% | 1 | 0% | 0.8 |
|
3380
Harfst & Associates
Sheridan,
Wyoming
| $362M | +$16.7M | +5% | 1.1% | 88.1% | 136 | 10.29% | 2.8 |
|
3381
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $362M | -$86.5M | -19% | 1.16% | 116% | 307 | 46.91% | 1.1 |
|
3382
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $362M | +$96.2M | +36% | 0.43% | 38.2% | 122 | 17.21% | 2.2 |
|
|
SC
3383
Saybrook Capital
Winston Salem,
North Carolina
| $361M | -$5.08M | -1% | 0.51% | 72.5% | 51 | 1.96% | 6.1 |
|
3384
Barry Investment Advisors
New Bedford,
Massachusetts
| $361M | -$12.2M | -3% | 1.52% | 66.7% | 126 | 11.11% | 2.4 |
|
3385
Mosaic Family Wealth
St. Louis,
Missouri
| $361M | +$14.7M | +4% | 0.75% | 85.2% | 181 | 13.26% | 3.7 |
|
|
GF
3386
Greenfield FTC
Reno,
Nevada
| $361M | -$143M | -28% | 0.32% | 75.4% | 4 | 0% | 0.8 |
|
3387
Essex LLC
Deer Park,
Illinois
| $361M | – | – | 1% | 91.4% | 168 | – | 0 |
|
3388
Bank Pictet & Cie (Asia)
Singapore
| $360M | +$3.27M | +0.9% | 0.32% | 30.4% | 98 | 13.27% | 2.8 |
|
3389
Monarch Capital Management
Fort Wayne,
Indiana
| $360M | +$9.7M | +3% | 0.83% | 77% | 119 | 7.56% | 5.4 |
|
3390
Meridian Wealth Advisors
Austin,
Texas
| $359M | +$5.84M | +2% | 0.24% | 79.9% | 201 | 5.97% | 1.8 |
|
|
WCMN
3391
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $359M | +$2.54M | +0.7% | 0.59% | 121% | 48 | 8.33% | 4.7 |
|
3392
Beck Bode LLC
Dedham,
Massachusetts
| $359M | -$3.72M | -1% | 0.17% | 155% | 343 | 79.3% | 0.3 |
|
3393
Forest Hill Capital
Little Rock,
Arkansas
| $358M | +$23M | +7% | 3.92% | 112% | 42 | 7.14% | 4 |
|
3394
Benedict Financial Advisors
Atlanta,
Georgia
| $358M | -$1.92M | -0.5% | 1.05% | 72.4% | 135 | 11.85% | 4.1 |
|
3395
Univest Financial
Souderton,
Pennsylvania
| $358M | -$6.11M | -2% | 0.71% | 82.6% | 113 | 7.08% | 3.8 |
|
|
NIC
3396
Northwest Investment Counselors
Lake Oswego,
Oregon
| $358M | -$3.68M | -1% | 0.38% | 32.4% | 148 | 8.11% | 5.8 |
|
|
H2CM
3397
H/2 Credit Manager
Stamford,
Connecticut
| $358M | +$60.8M | +20% | 1.14% | 97.4% | 12 | 16.67% | 0.6 |
|
3398
BSW Wealth Partners
Boulder,
Colorado
| $358M | -$5.89M | -2% | 0.64% | 75.4% | 275 | 22.91% | 2.2 |
|
3399
Iowa State Bank
Urbandale,
Iowa
| $358M | +$1.24M | +0.3% | 0.74% | 85.7% | 122 | 6.56% | 4.6 |
|
3400
tru Independence
Portland,
Oregon
| $358M | +$18M | +5% | 2.75% | 67.4% | 349 | 65.33% | 0.6 |
|