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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3401
D.L. Carlson Investment Group
Concord,
New Hampshire
| $628M | +$46.4M | +8% | 15.2% | 113% | 149 | 20.13% | 4.4 |
|
3402
RBO & Co
Saint Helena,
California
| $628M | +$8.52M | +1% | 1.96% | 27.9% | 58 | 5.17% | 7.8 |
|
3403
Marino Stram & Associates
Braintree,
Massachusetts
| $628M | +$71.2M | +13% | 12.1% | 72.2% | 204 | 10.29% | 4.1 |
|
3404
Elk River Wealth Management
Denver,
Colorado
| $628M | +$25.5M | +4% | 16.9% | 81.8% | 105 | 7.62% | 3.9 |
|
3405
Financial Strategies Group
Okemos,
Michigan
| $628M | +$29.8M | +5% | 7.98% | 44.9% | 103 | 4.85% | 3.4 |
|
3406
Satovsky Asset Management
New York
| $627M | +$60.7M | +11% | 9.14% | 53.6% | 76 | 6.58% | 2.8 |
|
|
PAS
3407
PKS Advisory Services
Albany,
New York
| $627M | +$196M | +46% | 15.4% | – | 388 | 43.3% | 0.8 |
|
3408
Paradice Investment Management
Denver,
Colorado
| $627M | +$94.2M | +18% | 16.2% | 72.2% | 24 | 16.67% | 4.4 |
|
|
BVC
3409
Bright Valley Capital
Hong Kong
| $626M | +$473M | +308% | 173% | – | 28 | 78.57% | 0.3 |
|
3410
Fortis Group Advisors
Westwood,
New Jersey
| $626M | +$21.2M | +4% | 16.3% | 91.2% | 651 | 15.67% | 2.2 |
|
3411
LMG Wealth Partners
Shreveport,
Louisiana
| $626M | +$77.1M | +14% | 18.6% | 88.9% | 170 | 11.76% | 2.2 |
|
3412
Bellecapital
Zurich,
Switzerland
| $625M | +$71.2M | +13% | 23.3% | 152% | 152 | 41.45% | 3 |
|
3413
Third Avenue Management
New York
| $625M | +$9.31M | +2% | 7.42% | 113% | 57 | 10.53% | 5 |
|
3414
RAM Investment Partners
Bellevue,
Washington
| $625M | +$55.9M | +10% | 10.8% | 61.9% | 136 | 17.65% | 1.9 |
|
3415
Chemistry Wealth Management
New York
| $625M | +$56.6M | +10% | 9.24% | 77.1% | 219 | 10.5% | 2.8 |
|
3416
Avidity Partners Management
Dallas,
Texas
| $624M | +$131M | +26% | 26.7% | 492% | 58 | 44.83% | 0.9 |
|
3417
Davidson Capital Management
Corpus Christi,
Texas
| $624M | +$72.3M | +13% | 16.9% | 79.4% | 96 | 3.13% | 2.1 |
|
3418
Spinnaker Investment Group
Newport Beach,
California
| $624M | +$133M | +27% | 9.57% | 56.9% | 195 | 32.82% | 1.7 |
|
3419
Pettinga Financial Advisors
Evansville,
Indiana
| $624M | +$92.7M | +17% | 10.7% | 78.1% | 165 | 16.36% | 3.3 |
|
3420
East Coast Asset Management
Essex,
Massachusetts
| $624M | +$65.5M | +12% | 15.7% | 167% | 85 | 10.59% | 8.2 |
|
3421
Amarillo National Bank
Amarillo,
Texas
| $624M | +$57.6M | +10% | 11.3% | 63.5% | 103 | 16.5% | 6 |
|
3422
Proactive Wealth Strategies
Marietta,
Georgia
| $623M | +$91.1M | +17% | 19.8% | – | 226 | 8.85% | 1.1 |
|
|
TAA
3423
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $623M | +$142M | +30% | 104% | 312% | 51 | 62.75% | 1.2 |
|
3424
TruNorth Capital Management
Kalamazoo,
Michigan
| $623M | +$101M | +19% | 11.5% | – | 131 | 19.08% | 1.6 |
|
3425
Parkwoods Wealth Partners
Syracuse,
New York
| $622M | +$215M | +53% | 10.5% | – | 168 | 33.93% | 0.7 |
|