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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3401
One Day In July LLC
Burlington,
Vermont
| $339M | +$41.1M | +14% | 5.19% | 48.2% | 64 | 21.88% | 1.2 |
|
3402
Steamboat Capital Partners
Rye,
New York
| $339M | -$11.7M | -3% | 18.7% | 280% | 61 | 65.57% | 0.8 |
|
3403
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $339M | +$73.1M | +28% | 5.51% | 101% | 48 | 22.92% | 1.8 |
|
3404
HUB Investment Partners
Austin,
Texas
| $339M | +$119M | +54% | 5.43% | 109% | 256 | 48.83% | 0.1 |
|
3405
BCWM LLC
Overland Park,
Kansas
| $339M | +$3.52M | +1% | 3.81% | – | 77 | 19.48% | 3 |
|
|
PT
3406
Plimoth Trust
Plymouth,
Massachusetts
| $339M | +$18.7M | +6% | 6.55% | 110% | 165 | 5.45% | 2.8 |
|
|
SA
3407
SoftVest Advisors
Abilene,
Texas
| $339M | +$115M | +51% | 108% | 178% | 12 | 58.33% | 0.6 |
|
3408
EnerVest
Houston,
Texas
| $339M | +$92.4M | +38% | 62.6% | 20.5% | 1 | 0% | 2.3 |
|
3409
YorkBridge Wealth Partners
New York
| $338M | +$39.8M | +13% | 4.38% | 36.5% | 248 | 16.53% | 2.4 |
|
|
T
3410
TRUADVICE
Sarasota,
Florida
| $338M | +$9.9M | +3% | 4.41% | 21.6% | 325 | 34.15% | 0.3 |
|
|
VM
3411
Venator Management
Pittsburgh,
Pennsylvania
| $338M | +$33.4M | +11% | 6.27% | 101% | 36 | 16.67% | 0.2 |
|
|
CFSG
3412
Community Financial Services Group
Newport,
Vermont
| $338M | +$19.9M | +6% | 6.78% | – | 95 | 7.37% | 3.6 |
|
3413
Armbruster Capital Management
Pittsford,
New York
| $338M | +$39.6M | +13% | 8.89% | 66.7% | 91 | 3.3% | 3.2 |
|
|
EWA
3414
ERTS Wealth Advisors
Marquette,
Michigan
| $338M | +$29.6M | +10% | 5.62% | 39.3% | 87 | 11.49% | 1.5 |
|
3415
HNP Capital
Rochester,
New York
| $337M | +$31.8M | +10% | 4.67% | 52.4% | 151 | 15.89% | 1.1 |
|
3416
Monarch Capital Management
Fort Wayne,
Indiana
| $337M | +$19.4M | +6% | 9.23% | 77% | 110 | 5.45% | 5.4 |
|
3417
Valicenti Advisory Services
Elmira,
New York
| $337M | +$28.5M | +9% | 4.12% | 134% | 78 | 8.97% | 4 |
|
3418
Occidental Asset Management
Burlingame,
California
| $336M | +$34.7M | +12% | 4.31% | 97.4% | 199 | 22.61% | 2.5 |
|
3419
Selkirk Management
Chatham,
New Jersey
| $336M | +$27.5M | +9% | 1.34% | 245% | 24 | 16.67% | 4 |
|
3420
Leelyn Smith
Geneva,
Illinois
| $336M | +$23.2M | +7% | 6.37% | 86% | 397 | 10.33% | 0.9 |
|
3421
Octavia Wealth Advisors
Cincinnati,
Ohio
| $336M | +$27.9M | +9% | 4.66% | 67.9% | 178 | 17.98% | 0.2 |
|
3422
Viking Fund Management
Minot,
North Dakota
| $335M | +$24.5M | +8% | 12.7% | 105% | 131 | 19.08% | 2.8 |
|
3423
Sugarloaf Wealth Management
Duluth,
Georgia
| $335M | +$36.1M | +12% | 4.35% | 10.2% | 813 | 14.64% | 1 |
|
3424
Carderock Capital Management
Chevy Chase,
Maryland
| $335M | +$3.42M | +1% | 2.95% | 97.6% | 80 | 11.25% | 4.7 |
|
3425
SCP Investment
Orinda,
California
| $335M | +$25.8M | +8% | 8.36% | 32.8% | 38 | 55.26% | 0.7 |
|