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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
Cambridge Advisors
Omaha,
Nebraska
| $430M | +$6.29M | +1% | 1.33% | 58.6% | 169 | 2.37% | 6.1 |
|
3377
Perkins Coie Trust Company
Seattle,
Washington
| $430M | +$3.38M | +0.8% | 2.5% | 83.2% | 297 | 16.84% | 5.6 |
|
3378
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $430M | +$21.6M | +5% | 2.68% | 67.5% | 136 | 5.88% | 4.4 |
|
|
TAA
3379
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $429M | +$30M | +8% | 7.2% | 312% | 48 | 39.58% | 1.4 |
|
3380
Harfst & Associates
Sheridan,
Wyoming
| $429M | +$7.87M | +2% | 1.06% | 88.1% | 106 | 2.83% | 4.7 |
|
3381
Counterpoint Mutual Funds
San Diego,
California
| $429M | +$20.9M | +5% | 1.7% | 74.3% | 305 | 71.48% | 0.2 |
|
3382
Sherborne Investors Management
New York
| $429M | -$83.6M | -16% | 16.3% | 54.2% | 1 | 0% | 1.5 |
|
|
CPRC
3383
Consolidated Portfolio Review Corp
Woodbury,
New York
| $429M | +$47.4M | +12% | 2.96% | 65.4% | 316 | 19.62% | 0.9 |
|
3384
Callodine Capital Management
Boston,
Massachusetts
| $429M | +$15.4M | +4% | 1.1% | 53.8% | 47 | 27.66% | 1.4 |
|
3385
EPG Wealth Management
Atlanta,
Georgia
| $429M | +$20.3M | +5% | 3.95% | 96% | 463 | 96.11% | 0 |
|
3386
SkyOak Wealth
Southfield,
Michigan
| $428M | +$10.5M | +3% | 3.33% | 73.4% | 268 | 15.3% | 2.9 |
|
3387
AXQ Capital
Jersey City,
New Jersey
| $428M | +$11.3M | +3% | 4.53% | 35.5% | 777 | 68.85% | 0.3 |
|
3388
Investors Research Corp
Atlanta,
Georgia
| $428M | +$363K | +0.1% | 0.64% | 62.1% | 1,105 | 11.31% | 3.8 |
|
3389
Caligan Partners
New York
| $428M | +$49.7M | +13% | 3.59% | 2,628% | 13 | 7.69% | 0.9 |
|
3390
Correct Capital Wealth Management
Clayton,
Missouri
| $428M | -$5.24M | -1% | 6.12% | – | 140 | 17.86% | 0.5 |
|
3391
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $428M | +$31.2M | +8% | 2.53% | 81% | 825 | 5.94% | 3.8 |
|
3392
Kingfisher Capital
Charlotte,
North Carolina
| $428M | +$12.4M | +3% | 3.17% | 58.5% | 172 | 6.98% | 4.2 |
|
3393
Ipswich Investment Management
Beverly,
Massachusetts
| $427M | +$300K | +0.1% | 3.82% | 104% | 197 | 6.6% | 5.7 |
|
3394
Root Financial Partners
Encinitas,
California
| $427M | +$90M | +27% | 1.32% | 62.5% | 119 | 24.37% | 0.7 |
|
3395
Warwick Investment Management
Bryan,
Texas
| $427M | +$9.8M | +2% | 1.66% | 69.9% | 112 | 16.07% | 1.1 |
|
3396
Searle & Co
Greenwich,
Connecticut
| $427M | +$34.6M | +9% | 1.4% | 93.8% | 188 | 15.43% | 4.2 |
|
3397
Austin Wealth Management
Austin,
Texas
| $427M | +$22.7M | +6% | 1.21% | 48.2% | 119 | 5.04% | 0.7 |
|
3398
Towneley Capital Management
Laguna Hills,
California
| $426M | +$19.7M | +5% | 1.38% | 50.2% | 49 | 24.49% | 0.5 |
|
3399
Allied Investment Advisors
Billings,
Montana
| $426M | +$12M | +3% | 0.02% | 68.4% | 77 | 12.99% | 3.8 |
|
3400
Shorepoint Capital Partners
Norwood,
Massachusetts
| $426M | +$16.9M | +4% | 1.45% | – | 103 | 8.74% | 2.7 |
|