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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3501
GSK plc
London,
| $602M | +$3.07M | +0.5% | 4.24% | – | 13 | 0% | 0.5 |
|
3502
Family Investment Center
Saint Joseph,
Missouri
| $602M | +$82.6M | +16% | 12.6% | 53.1% | 124 | 29.84% | 1.7 |
|
3503
Westover Capital Advisors
Wilmington,
Delaware
| $602M | +$58.5M | +11% | 16.9% | 144% | 256 | 14.45% | 3.2 |
|
3504
Precedent Wealth Partners
Houston,
Texas
| $601M | +$102M | +20% | 12.1% | 61.1% | 217 | 28.11% | 1.5 |
|
3505
Marotta Asset Management
Charlottesville,
Virginia
| $601M | +$57.8M | +11% | 12.5% | 51% | 104 | 1.92% | 4.7 |
|
3506
Kendall Capital Management
Rockville,
Maryland
| $600M | +$112M | +23% | 28.3% | 130% | 253 | 15.42% | 3.7 |
|
3507
Holderness Investments Company
Greensboro,
North Carolina
| $600M | +$102M | +20% | 33.2% | 144% | 270 | 10% | 5.8 |
|
3508
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $600M | +$120M | +25% | 22.4% | 117% | 148 | 11.49% | 2 |
|
3509
Manhattan West Asset Management
Los Angeles,
California
| $599M | +$87.7M | +17% | 12.2% | 65.6% | 191 | 25.13% | 2.2 |
|
3510
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $599M | +$97.1M | +19% | 15.2% | 75.2% | 121 | 17.36% | 2 |
|
3511
Systelligence LLC
Bloomington,
Minnesota
| $599M | +$84.3M | +16% | 14.9% | 57.3% | 70 | 31.43% | 1 |
|
3512
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $599M | +$46.3M | +8% | 12.5% | 111% | 234 | 13.25% | 4.1 |
|
3513
Iowa State Bank
Urbandale,
Iowa
| $598M | +$55M | +10% | 14.2% | 85.7% | 122 | 7.38% | 6.3 |
|
|
VHMC
3514
Value Holdings Management Company
Hampton Bays,
New York
| $598M | -$18.4M | -3% | 15.5% | 125% | 25 | 8% | 7.8 |
|
3515
GWN Securities
Palm Beach Gardens,
Florida
| $598M | +$75.4M | +14% | 18.5% | – | 531 | 21.47% | 1 |
|
3516
Meiji Yasuda America
New York
| $598M | +$193M | +48% | 29.9% | – | 58 | 3.45% | 0.5 |
|
|
WCM
3517
Woodson Capital Management
Greenwich,
Connecticut
| $597M | -$38.6M | -6% | 29.1% | 235% | 36 | 41.67% | 1.1 |
|
|
LHC
3518
Lodge Hill Capital
New York
| $596M | +$78.5M | +15% | 15.9% | 17.9% | 31 | 41.94% | 1.1 |
|
3519
West Paces Advisors
Atlanta,
Georgia
| $596M | +$79.9M | +15% | 12.6% | 57.7% | 766 | 74.41% | 1.7 |
|
3520
Tufton Capital Management
Hunt Valley,
Maryland
| $596M | +$46.3M | +8% | 17.7% | 96.1% | 132 | 8.33% | 8.2 |
|
3521
ABLE Financial Group
Scottsdale,
Arizona
| $596M | +$84.7M | +17% | 11.7% | 64.2% | 229 | 13.1% | 1.9 |
|
3522
Phraction Management
Colchester,
Connecticut
| $596M | +$113M | +23% | 18.6% | 106% | 66 | 1.52% | 2.8 |
|
3523
Rockport Wealth
Fairview Park,
Ohio
| $595M | +$46M | +8% | 10.4% | – | 116 | 18.1% | 1.1 |
|
3524
SOA Wealth Advisors
New York
| $595M | +$65.3M | +12% | 16.2% | 79.1% | 954 | 15.83% | 3.8 |
|
3525
Covenant Asset Management
Chester,
New Jersey
| $595M | -$69.6M | -10% | 23.2% | 177% | 184 | 9.78% | 4.2 |
|