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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
KMWM
3476
Keudell/Morrison Wealth Management
Salem,
Oregon
| $312M | +$44.4M | +17% | 8.14% | – | 195 | 16.41% | 2.5 |
|
3477
CMH Wealth Management
Portsmouth,
New Hampshire
| $312M | +$38.8M | +14% | 6.61% | 88% | 54 | 25.93% | 3.2 |
|
3478
WrapManager Inc
Mill Valley,
California
| $311M | +$15.2M | +5% | 7.02% | 64.6% | 306 | 23.53% | 2.9 |
|
3479
Moller Wealth Partners
| $311M | +$33.7M | +12% | 8.44% | 44.1% | 49 | 6.12% | 6.1 |
|
3480
Cypress Wealth Services
Palm Desert,
California
| $311M | +$17.1M | +6% | 6.38% | 82.7% | 242 | 11.57% | 1.5 |
|
3481
SC XII Management
Menlo Park,
California
| $311M | -$35.6M | -10% | 10.3% | 73.4% | 1 | 0% | 2.3 |
|
3482
Tucker Asset Management
Littleton,
Colorado
| $311M | +$4.25M | +1% | 1.49% | 71.6% | 943 | 14.63% | 0.9 |
|
3483
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $311M | +$52.8M | +20% | 13.6% | 85.6% | 141 | 24.11% | 4.1 |
|
3484
TenCore Partners
New York
| $310M | -$46.1M | -13% | 5.23% | 50.4% | 13 | 15.38% | 2.3 |
|
3485
Callan Family Office
Radnor,
Pennsylvania
| $310M | – | – | 10.2% | 93.4% | 102 | – | 0 |
|
|
PT
3486
Plimoth Trust
Plymouth,
Massachusetts
| $310M | +$20.8M | +7% | 10.3% | 110% | 162 | 4.32% | 4.2 |
|
3487
Pacifica Capital Investments
Leander,
Texas
| $310M | +$46.1M | +17% | 16.6% | 70.4% | 20 | 5% | 5.7 |
|
3488
Finepoint Capital
Boston,
Massachusetts
| $309M | +$5.24M | +2% | 2.31% | 27.4% | 61 | 34.43% | 0.8 |
|
|
JC
3489
Joho Capital
New York
| $309M | -$48.6M | -14% | 7.76% | 80.2% | 18 | 38.89% | 1.6 |
|
3490
Princeton Global Asset Management
Princeton,
New Jersey
| $309M | +$22M | +8% | 9.43% | 110% | 603 | 10.61% | 2.5 |
|
3491
Riversedge Advisors
Wilmington,
Delaware
| $309M | +$32.2M | +12% | 8.03% | 71.3% | 77 | 19.48% | 2 |
|
3492
Institutional Venture Management XV
Menlo Park,
California
| $309M | -$36.1M | -10% | 5.63% | 116% | 7 | 14.29% | 1.4 |
|
3493
Punch Card Management
Winter Park,
Florida
| $309M | +$8M | +3% | 4.21% | 41% | 4 | 0% | 3.8 |
|
3494
Delta Investment Management
San Francisco,
California
| $309M | +$77.4M | +33% | 6.78% | 65.8% | 186 | 14.52% | 1.7 |
|
3495
SMI Advisory Services
Columbus,
Indiana
| $309M | +$1.08M | +0.4% | 3.84% | 80.7% | 41 | 12.2% | 0.9 |
|
|
AFS
3496
Annapolis Financial Services
Annapolis,
Maryland
| $309M | +$36.1M | +13% | 8.75% | 15% | 556 | 25.72% | 1.5 |
|
3497
tru Independence
Portland,
Oregon
| $308M | +$25.4M | +9% | 13.1% | 67.4% | 178 | 39.33% | 1.6 |
|
3498
Studio Investment Management
Chicago,
Illinois
| $308M | +$30.6M | +11% | 10.7% | 51.3% | 212 | 25% | 0.7 |
|
3499
JFG Wealth Management
Denver,
Colorado
| $308M | +$9.8M | +3% | 9.31% | 65.2% | 49 | 40.82% | 1.5 |
|
3500
Pensionfund Sabic
Sittard,
Netherlands
| $308M | +$23.9M | +8% | 9.39% | 63.6% | 213 | 15.02% | 3.8 |
|