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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
Strategic Wealth Partners
Independence,
Ohio
| $341M | +$34M | +11% | 0.03% | – | 292 | 36.3% | 1.4 |
|
3502
Patten Group
Chattanooga,
Tennessee
| $340M | -$176K | -0.1% | 0.43% | 99% | 264 | 5.68% | 3.9 |
|
3503
Southern Wealth Management
Dallas,
Texas
| $340M | -$6.6M | -2% | 1.27% | 50% | 55 | 0% | 1.6 |
|
3504
Ally Bridge Group
New York
| $340M | -$62.4M | -16% | 0.68% | 844% | 37 | 37.84% | 0.4 |
|
3505
Delphi Financial Group
Wilmington,
Delaware
| $340M | -$24.8M | -7% | 2.96% | 66.3% | 33 | 12.12% | 2.5 |
|
3506
Black Swift Group
Boulder,
Colorado
| $340M | +$134M | +65% | 1.36% | 139% | 112 | 54.46% | 0.7 |
|
3507
Perennial Advisors
New York
| $340M | -$4.97M | -1% | 0.66% | – | 300 | 73.67% | 3.7 |
|
3508
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $339M | -$6.26M | -2% | 0.27% | 85.4% | 1,910 | 9.11% | 3.3 |
|
3509
Liberty Capital Management
Birmingham,
Michigan
| $339M | +$10.5M | +3% | 1.57% | – | 126 | 0% | 5.1 |
|
3510
Unified Trust Company
Lexington,
Kentucky
| $339M | +$1.86M | +0.6% | 0.13% | 69.7% | 85 | 7.06% | 1.7 |
|
3511
Kize Capital
New York
| $339M | -$56M | -14% | 11.1% | 34.7% | 8 | 25% | 0.6 |
|
|
FCA
3512
FLC Capital Advisors
Palm Desert,
California
| $339M | -$654K | -0.2% | 0.57% | 59.3% | 176 | 7.39% | 1.7 |
|
3513
Rip Road Capital Partners
Boston,
Massachusetts
| $339M | -$30.6M | -8% | 3.1% | 121% | 18 | 22.22% | 1.2 |
|
3514
Alera Investment Advisors
Deerfield,
Illinois
| $339M | +$6.21M | +2% | 0.81% | 28.9% | 96 | 4.17% | 1.8 |
|
3515
LexAurum Advisors
Overland Park,
Kansas
| $339M | +$1.01M | +0.3% | 0.81% | – | 291 | 8.93% | 1.9 |
|
3516
Engrave Wealth Partners
The Woodlands,
Texas
| $339M | +$7.11M | +2% | 1.23% | 39.9% | 81 | 18.52% | 1 |
|
3517
CloudAlpha Capital Management
Hong Kong
| $338M | -$495M | -59% | 11.2% | 2,704% | 34 | 76.47% | 0.3 |
|
3518
Court Place Advisors
Ellicott City,
Maryland
| $338M | -$5.23M | -2% | 0.02% | 92% | 182 | 4.4% | 5.3 |
|
3519
Northern Right Capital Management
Darien,
Connecticut
| $338M | -$3.69M | -1% | 3.27% | 187% | 110 | 49.09% | 0.4 |
|
3520
Brown Advisory Securities
Baltimore,
Maryland
| $338M | -$301M | -47% | 0.55% | 51% | 287 | 27.53% | 4.4 |
|
3521
Bell Investment Advisors
Oakland,
California
| $338M | – | – | 0.63% | 45% | 1,868 | – | 0 |
|
3522
Claar Advisors
New York
| $337M | +$1.88M | +0.6% | 1.41% | 65.5% | 39 | 5.13% | 1.5 |
|
3523
Nalanda India Fund
Moka,
Mauritius
| $337M | +$7.96M | +2% | 2.42% | 15.3% | 1 | 0% | 2.8 |
|
3524
Progressive Investment Management
Lake Oswego,
Oregon
| $337M | +$16.4M | +5% | 3.2% | 139% | 55 | 21.82% | 3.1 |
|
3525
Covenant Asset Management
Chester,
New Jersey
| $337M | +$753K | +0.2% | 0.89% | 177% | 140 | 11.43% | 3 |
|