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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
Luminus Management
Houston,
Texas
| $325M | -$122M | -27% | 15.5% | 8.7% | 27 | 59.26% | 1.1 |
|
3377
Catterton Management Company
Greenwich,
Connecticut
| $324M | -$119M | -27% | 25.4% | 13.2% | 3 | 0% | 1.3 |
|
3378
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $324M | -$45.6M | -12% | 12.2% | 86.2% | 107 | 14.02% | 2.5 |
|
3379
Sargent Investment Group
Bethesda,
Maryland
| $324M | -$73.2M | -18% | 18.1% | 113% | 207 | 14.98% | 2.3 |
|
3380
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $323M | +$41.3M | +15% | 11.8% | 44% | 94 | 30.85% | 1.6 |
|
|
LDFR
3381
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $323M | -$36.4M | -10% | 10.9% | 37.5% | 213 | 52.11% | 1.5 |
|
3382
Brickley Wealth Management
San Mateo,
California
| $323M | -$51.7M | -14% | 14.9% | 62.6% | 49 | 20.41% | 2.5 |
|
3383
Summit Asset Management
Memphis,
Tennessee
| $323M | -$25.3M | -7% | 12.5% | 48.9% | 164 | 9.76% | 4.8 |
|
3384
Punch Card Management
Winter Park,
Florida
| $323M | -$67.3M | -17% | 20.4% | 41% | 4 | 25% | 3.3 |
|
3385
Northwest Quadrant Wealth Management
Bend,
Oregon
| $323M | -$42.1M | -12% | 12% | 45.6% | 66 | 10.61% | 4 |
|
3386
Essex LLC
Deer Park,
Illinois
| $323M | -$46.3M | -13% | 11.9% | 91.4% | 168 | 10.12% | 0.7 |
|
|
AW
3387
Avion Wealth
The Woodlands,
Texas
| $322M | -$25.2M | -7% | 9.33% | 45.4% | 568 | 28.7% | 1.3 |
|
3388
Vesa Equity Investment
Luxembourg
| $322M | -$56.2M | -15% | 14.9% | 2.97% | 1 | 0% | 1.5 |
|
3389
McIlrath & Eck
Arlington,
Washington
| $322M | -$23.9M | -7% | 12.7% | 44% | 900 | 11.44% | 2.8 |
|
3390
High Falls Advisors
Rochester,
New York
| $322M | -$50.9M | -14% | 12% | 56.9% | 124 | 17.74% | 2.4 |
|
3391
Perennial Advisors
New York
| $321M | -$55.4M | -15% | 12.7% | – | 95 | 11.58% | 3.8 |
|
3392
M. Kulyk & Associates
Decatur,
Georgia
| $321M | -$44.9M | -12% | 10.8% | 63.3% | 107 | 16.82% | 1.1 |
|
3393
Sicart Associates
New York
| $321M | -$65.2M | -17% | 11.9% | 99.1% | 97 | 15.46% | 3.1 |
|
3394
True North Advisors
Dallas,
Texas
| $321M | -$50.8M | -14% | 14.7% | 82.9% | 216 | 18.06% | 1.6 |
|
3395
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $321M | -$63.9M | -17% | 16.1% | 70.3% | 66 | 24.24% | 2.7 |
|
3396
Independent Solutions Wealth Management
Williamsville,
New York
| $321M | -$104M | -24% | 12.6% | 112% | 253 | 30.43% | 1.6 |
|
3397
Greystone Financial Group
Bloomfield Hills,
Michigan
| $321M | -$74.9M | -19% | 9.76% | 64.8% | 98 | 47.96% | 0.8 |
|
3398
WrapManager Inc
Mill Valley,
California
| $320M | -$52.6M | -14% | 11.5% | 64.6% | 315 | 17.46% | 2.8 |
|
3399
HUB Investment Partners
Austin,
Texas
| $320M | -$105M | -25% | 12.4% | 95.7% | 200 | 27.5% | 1.1 |
|
|
NAMP
3400
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $320M | -$70.6M | -18% | 15.5% | 90.2% | 148 | 9.46% | 5.3 |
|