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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WA
3426
WealthTrust Axiom
Wayne,
Pennsylvania
| $227M | +$23.3M | +11% | 19.7% | 125% | 221 | 17.19% | 4.5 |
|
3427
ACME LLC
San Francisco,
California
| $227M | +$212M | +1,420% | 158% | 199% | 3 | 66.67% | 0.2 |
|
3428
RMR Advisors
Newton,
Massachusetts
| $227M | +$29.4M | +15% | 16.4% | 2.17% | 113 | 0.88% | 5.4 |
|
3429
Punch Card Management
Winter Park,
Florida
| $227M | +$28.3M | +14% | 52% | 41% | 4 | 25% | 2.3 |
|
3430
Nalanda India Fund
Moka,
Mauritius
| $227M | +$49.5M | +28% | 27.9% | 15.3% | 1 | 0% | 1.5 |
|
3431
Emerald Advisors
Bellevue,
Washington
| $227M | +$5.36M | +2% | 9.27% | 71.8% | 77 | 14.29% | 0.4 |
|
3432
Sharkey, Howes & Javer
Denver,
Colorado
| $226M | +$34.7M | +18% | 16.9% | 60.2% | 73 | 31.51% | 2.3 |
|
3433
Avestar Capital
New York
| $226M | +$43.2M | +24% | 24.8% | 112% | 209 | 36.36% | 1.2 |
|
3434
Liquid Strategies
Atlanta,
Georgia
| $226M | +$27.3M | +14% | 9% | 46.8% | 7 | 14.29% | 0.4 |
|
3435
Occidental Asset Management
Burlingame,
California
| $226M | +$27.4M | +14% | 15.1% | 82.5% | 160 | 24.38% | 2.8 |
|
3436
American Assets Inc
San Diego,
California
| $226M | +$11.6M | +5% | 7.13% | 63.2% | 12 | 50% | 1.9 |
|
3437
SFE Investment Counsel
Los Angeles,
California
| $226M | +$44M | +24% | 26.1% | 114% | 108 | 10.19% | 4 |
|
|
CT
3438
Chicago Trust
Grayslake,
Illinois
| $226M | +$28.3M | +14% | 15.7% | 96.7% | 177 | 11.3% | 3.6 |
|
3439
Surevest
Los Angeles,
California
| $226M | +$42.3M | +23% | 19.9% | 24.6% | 102 | 27.45% | 1.2 |
|
3440
Blue Fin Capital
Warren,
Rhode Island
| $226M | +$44.7M | +25% | 23.3% | 147% | 122 | 9.84% | 4.6 |
|
3441
Cypress Capital
Franklin,
Tennessee
| $226M | – | – | 12.1% | 43.6% | 64 | – | 1.1 |
|
|
PWS
3442
Private Wealth Strategies
New Albany,
Ohio
| $226M | +$25.3M | +13% | 15.6% | 18.8% | 79 | 26.58% | 0.4 |
|
|
JWCA
3443
J.W. Coons Advisors
Columbus,
Ohio
| $225M | +$34.9M | +18% | 18.8% | 61.2% | 201 | 10.95% | 0.2 |
|
3444
Princeton Capital Management
Red Bank,
New Jersey
| $225M | +$32.9M | +17% | 26.9% | 206% | 97 | 12.37% | 2.9 |
|
3445
Kingfisher Capital
Charlotte,
North Carolina
| $225M | +$30.3M | +16% | 18.2% | 58.5% | 160 | 26.25% | 2.7 |
|
3446
Summit Financial Strategies
Columbus,
Ohio
| $225M | +$40.6M | +22% | 21.1% | 59.4% | 70 | 21.43% | 2.6 |
|
3447
Holderness Investments Company
Greensboro,
North Carolina
| $225M | +$47.8M | +27% | 19.3% | 144% | 177 | 17.51% | 3.4 |
|
3448
Wall Capital Group
Phoenix,
Arizona
| $224M | +$36.6M | +19% | 19.1% | – | 25 | 24% | 2.2 |
|
3449
Cedar Brook Financial Partners
Cleveland,
Ohio
| $224M | +$44.4M | +25% | 20.8% | 47% | 297 | 21.55% | 1.1 |
|
3450
Bulldog Investors
Saddle Brook,
New Jersey
| $224M | +$34.7M | +18% | 24.7% | 22.5% | 172 | 34.3% | 1.1 |
|