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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3476
Sharkey, Howes & Javer
Denver,
Colorado
| $236M | +$4.45M | +2% | 4.85% | 60.2% | 67 | 17.91% | 2.6 |
|
3477
Ferox Capital Management
London,
United Kingdom
| $236M | -$29.2M | -11% | 0.2% | 2.07% | 46 | 6.52% | 1.1 |
|
3478
Bach Option
Wanchai,
Hong Kong
| $236M | -$13.2M | -5% | 8.07% | 30.6% | 82 | 45.12% | 1.1 |
|
3479
Univest Financial
Souderton,
Pennsylvania
| $236M | -$75.8M | -24% | 7.25% | 82.6% | 136 | 46.32% | 3.9 |
|
3480
TRB Advisors
New York
| $236M | +$116M | +96% | 13% | 64% | 12 | 8.33% | 2 |
|
3481
Bank of Stockton
Stockton,
California
| $236M | +$7.18M | +3% | 6.37% | 99.2% | 110 | 8.18% | 4.2 |
|
3482
Cornerstone Management
Duluth,
Georgia
| $236M | +$17.5M | +8% | 4.44% | 43.6% | 43 | 11.63% | 2.8 |
|
3483
Stanley Capital Management
Houston,
Texas
| $236M | +$31.2M | +15% | 14.8% | 158% | 35 | 11.43% | 3.2 |
|
3484
Redmond Asset Management
Henrico,
Virginia
| $236M | +$10.2M | +5% | 7.28% | 68.2% | 158 | 8.23% | 3 |
|
|
TCPWM
3485
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $235M | +$26.1M | +12% | 4.7% | 16.4% | 107 | 10.28% | 0.9 |
|
3486
Cedar Brook Financial Partners
Cleveland,
Ohio
| $235M | +$8.54M | +4% | 8.2% | 47% | 333 | 21.32% | 0.8 |
|
3487
Sugarloaf Wealth Management
Duluth,
Georgia
| $235M | – | – | 4.8% | 10.2% | 725 | – | 0 |
|
3488
TSP Capital Management Group
Summit,
New Jersey
| $235M | +$34.3M | +17% | 24.3% | 186% | 54 | 0% | 0.5 |
|
3489
HNP Capital
Rochester,
New York
| $235M | +$52.5M | +29% | 5.93% | 52.4% | 117 | 8.55% | 0.9 |
|
3490
Summit Asset Management
Memphis,
Tennessee
| $234M | +$19.8M | +9% | 6.92% | 48.9% | 129 | 15.5% | 3.8 |
|
3491
Peak Financial Management
Wellesley,
Massachusetts
| $234M | +$9.31M | +4% | 5.86% | 58.2% | 59 | 11.86% | 2.3 |
|
3492
Totem Point Management
New York
| $234M | +$52.7M | +29% | 15.4% | 577% | 19 | 31.58% | 0.7 |
|
3493
Firestone Capital Management
Coral Gables,
Florida
| $234M | – | – | 5.23% | 51.6% | 453 | – | 0 |
|
3494
Surevest
Los Angeles,
California
| $234M | +$30.9M | +15% | 6.05% | 24.6% | 150 | 14% | 0.8 |
|
|
AO
3495
Allen Operations
New York
| $234M | +$28M | +14% | 8.32% | 218% | 31 | 19.35% | 3.5 |
|
3496
Florin Court Capital
London,
United Kingdom
| $234M | +$96.9M | +71% | 5.36% | 108% | 31 | 16.13% | 0.9 |
|
3497
Bulldog Investors
Saddle Brook,
New Jersey
| $234M | +$11M | +5% | 3.17% | 22.5% | 185 | 30.27% | 0.9 |
|
3498
PAX Financial Group
San Antonio,
Texas
| $234M | – | – | 5.86% | 56% | 114 | – | 0 |
|
3499
55I LLC
Boston,
Massachusetts
| $234M | +$29M | +14% | 5.86% | 10.2% | 153 | 29.41% | 0.6 |
|
3500
Bank Pictet & Cie (Asia)
Singapore
| $234M | +$12M | +5% | 7.52% | 30.4% | 92 | 15.22% | 2 |
|