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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
26.9%
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
McNamara Financial Services
Marshfield,
Massachusetts
| $465M | +$39.5M | +9% | 0.37% | 42.6% | 95 | 32.63% | 4 |
|
3377
Bourgeon Capital Management
Darien,
Connecticut
| $465M | -$71M | -13% | 5.09% | 121% | 127 | 24.41% | 4.1 |
|
3378
Goodman Financial
Houston,
Texas
| $464M | -$4.16M | -0.9% | 1.4% | 52.5% | 82 | 40.24% | 2.4 |
|
3379
Leonard Rickey Investment Advisors
Yakima,
Washington
| $464M | +$29.5M | +7% | 0.32% | 60.4% | 112 | 8.93% | 3.3 |
|
3380
Koch Inc
Wichita,
Kansas
| $464M | -$163M | -26% | 25.1% | – | 5 | 0% | 0.3 |
|
3381
Brooklyn Investment Group
Brooklyn,
New York
| $463M | +$128M | +38% | 1.65% | – | 2,924 | 38.89% | 0.3 |
|
3382
SeaBridge Investment Advisors
Summit,
New Jersey
| $463M | -$15.1M | -3% | 0.15% | 139% | 215 | 14.42% | 3.2 |
|
3383
Gibraltar Capital Management
Tulsa,
Oklahoma
| $463M | +$236M | +104% | 3.72% | 65% | 108 | 57.41% | 2 |
|
3384
Capricorn Investment Group
Palo Alto,
California
| $463M | -$69.7M | -13% | 25.5% | 95.9% | 7 | 0% | 3.1 |
|
3385
SilverOak Wealth Management
Edina,
Minnesota
| $462M | -$2.38M | -0.5% | 3.99% | 77.8% | 104 | 10.58% | 1.1 |
|
|
LA
3386
Lynch & Associates
Newburgh,
Indiana
| $462M | +$1.46M | +0.3% | 0.73% | 73.5% | 119 | 3.36% | 7.7 |
|
3387
Great Point Wealth Advisors
Boston,
Massachusetts
| $462M | +$4.74M | +1% | 0.1% | – | 58 | 5.17% | 3.7 |
|
|
TWP
3388
Tyche Wealth Partners
Plano,
Texas
| $462M | -$11.4M | -2% | 1.11% | – | 328 | 17.68% | 1 |
|
3389
Watts Gwilliam & Co
Gilbert,
Arizona
| $462M | -$11.9M | -3% | 5.43% | – | 225 | 12% | 0.8 |
|
3390
Investors Research Corp
Atlanta,
Georgia
| $462M | +$6.56M | +1% | 1.79% | 62.1% | 1,000 | 9.4% | 4.3 |
|
3391
Sierra Summit Advisors
Incline Village,
Nevada
| $462M | -$36.4M | -7% | 6.04% | 302% | 202 | 39.11% | 0.7 |
|
3392
Essex LLC
Deer Park,
Illinois
| $462M | -$14.9M | -3% | 0.84% | 91.4% | 181 | 13.26% | 2.5 |
|
|
CFSG
3393
Community Financial Services Group
Newport,
Vermont
| $461M | -$43.3M | -9% | 2.8% | – | 119 | 19.33% | 4.5 |
|
3394
Quarry LP
New York
| $461M | -$251M | -35% | 1.65% | 83.2% | 2,083 | 47.14% | 0.6 |
|
3395
Rather & Kittrell
Knoxville,
Tennessee
| $461M | +$35.6M | +8% | 1.04% | 41.1% | 87 | 9.2% | 2.2 |
|
3396
Citizens Business Bank
Ontario,
California
| $461M | -$73.9M | -14% | 2.88% | 108% | 108 | 11.11% | 6.1 |
|
3397
Truvestments Capital
Sarasota,
Florida
| $461M | +$71.9M | +19% | 2.95% | 131% | 1,180 | 26.19% | 1.1 |
|
3398
Steadview Capital Management
London,
United Kingdom
| $460M | -$23.2M | -5% | 0.61% | 839% | 10 | 10% | 1.7 |
|
3399
Werba Rubin Papier Wealth Management
San Jose,
California
| $460M | +$35.9M | +8% | 1.61% | 73.5% | 212 | 17.45% | 1.4 |
|
3400
Advisors Management Group
La Crosse,
Wisconsin
| $460M | +$37M | +9% | 2.52% | 132% | 156 | 5.77% | 4.6 |
|