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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3451
Summit Financial Strategies
Columbus,
Ohio
| $128M | +$4.11M | +3% | 0.11% | 59.4% | 45 | 11.11% | 0.4 |
|
3452
Globe Life
Mckinney,
Texas
| $128M | -$534K | -0.4% | 0.41% | 60.1% | 27 | 14.81% | 1.3 |
|
3453
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $128M | +$11.8M | +10% | 1.37% | 145% | 51 | 13.73% | 1 |
|
3454
Avior Wealth Management
Omaha,
Nebraska
| $128M | -$1.38M | -1% | 2.07% | 71.4% | 412 | 14.56% | 1 |
|
|
RTS
3455
Round Table Services
Westfield,
New Jersey
| $128M | +$1.19M | +0.9% | 0.59% | 16.1% | 82 | 13.41% | 1.1 |
|
3456
Tieton Capital Management
Yakima,
Washington
| $128M | -$5.24M | -4% | 0.41% | 172% | 31 | 16.13% | 1.3 |
|
3457
DST Managers
Grand Cayman,
Cayman Islands
| $128M | -$2.08B | -94% | 20.4% | – | 4 | 25% | 0.9 |
|
|
PC
3458
Palo Capital
Newport Beach,
California
| $128M | +$5.07M | +4% | 1.8% | 34.6% | 144 | 29.17% | 0.4 |
|
3459
Lightyear Capital
New York
| $128M | +$9.7M | +8% | 8.59% | – | 3 | 0% | 0.5 |
|
3460
Fernwood Investment Management
Quincy,
Massachusetts
| $127M | +$5.73M | +5% | 3.18% | 83.4% | 120 | 10.83% | 1.2 |
|
3461
Cordasco Financial Network
Naples,
Florida
| $127M | -$12.9M | -9% | 2.15% | 31.1% | 322 | 16.15% | 1.2 |
|
3462
FCG Advisors
Chatham,
New Jersey
| $127M | -$67.7M | -35% | 0.34% | 19.7% | 103 | 27.18% | 1.5 |
|
3463
Bourne Lent Asset Management
Pawling,
New York
| $127M | -$4.96M | -4% | 0.29% | 76.1% | 60 | 16.67% | 0.2 |
|
3464
Seven Post Investment Office
San Francisco,
California
| $127M | +$4.83M | +4% | 1.4% | 52.6% | 8 | 0% | 1.7 |
|
3465
RK Asset Management
Grosse Pointe Farms,
Michigan
| $127M | -$1.72M | -1% | 0.76% | 47.6% | 16 | 18.75% | 1.2 |
|
3466
Vector Wealth Management
Minneapolis,
Minnesota
| $127M | +$3.58M | +3% | 1.93% | 2.13% | 77 | 5.19% | 1.4 |
|
|
QAM
3467
Quantres Asset Management
Cayman,
Cayman Islands
| $127M | +$26.6M | +27% | 5.33% | 11% | 235 | 86.81% | 0.1 |
|
3468
Osmium Partners
Greenbrae,
California
| $126M | +$5.36M | +4% | 6.15% | 28.4% | 23 | 13.04% | 1.3 |
|
3469
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $126M | -$2.36M | -2% | 1.43% | 116% | 14 | 0% | 1.9 |
|
3470
Opus Point Partners Management
New York
| $126M | +$6.95M | +6% | 7.52% | 85.2% | 74 | 35.14% | 0.4 |
|
3471
Metropolitan Capital Advisors
New York
| $126M | +$11.5M | +10% | 4.41% | – | 51 | 25.49% | 0.9 |
|
3472
Westover Capital Advisors
Wilmington,
Delaware
| $126M | +$2.04M | +2% | 0.53% | 133% | 103 | 26.21% | 1.2 |
|
3473
B. Riley Wealth Management
Memphis,
Tennessee
| $126M | -$7.22M | -5% | 0.36% | 32.4% | 1,154 | 17.24% | 1 |
|
3474
Peloton Wealth Strategists
Indianapolis,
Indiana
| $126M | -$3.33M | -3% | 0.68% | 51.3% | 78 | 12.82% | 1.3 |
|
3475
Trees Investment Counsel
Chicago,
Illinois
| $126M | +$1.82M | +1% | 0.33% | – | 55 | 3.64% | 1.7 |
|