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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SA
3501
SoftVest Advisors
Abilene,
Texas
| $324M | -$105M | -25% | 19.8% | 178% | 5 | 40% | 2.8 |
|
3502
Moller Wealth Partners
| $324M | +$12.9M | +4% | 3.21% | 44.1% | 50 | 6% | 6.2 |
|
3503
Milestone Investment Advisors
Middleton,
Wisconsin
| $324M | +$38.7M | +14% | 5.41% | 56.9% | 449 | 74.16% | 0.1 |
|
|
DI
3504
Diligent Investors
Redlands,
California
| $324M | +$17.7M | +6% | 6.61% | 82.2% | 291 | 4.81% | 3.8 |
|
3505
SFE Investment Counsel
Los Angeles,
California
| $323M | +$1.99M | +0.6% | 9.74% | 114% | 114 | 4.39% | 5.2 |
|
|
ICM
3506
Indaba Capital Management
San Francisco,
California
| $323M | -$194M | -37% | 11.2% | 66.7% | 33 | 42.42% | 1.5 |
|
3507
Waterloo Capital
Austin,
Texas
| $323M | – | – | 5.02% | 79.8% | 200 | – | 1.2 |
|
3508
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $323M | +$18.1M | +6% | 8.56% | – | 173 | 16.18% | 2.3 |
|
3509
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $323M | +$16.5M | +5% | 5.33% | 12.8% | 151 | 18.54% | 4 |
|
3510
Lion Street Advisors
Austin,
Texas
| $323M | +$132M | +69% | 4.55% | 38% | 271 | 58.3% | 0.7 |
|
3511
Bender Robert & Associates
Pasadena,
California
| $323M | +$55.5M | +21% | 24.7% | 146% | 57 | 19.3% | 6.1 |
|
3512
Allied Investment Advisors
Billings,
Montana
| $323M | +$2.97M | +0.9% | 0.14% | 68.4% | 58 | 1.72% | 3.9 |
|
3513
Kirr Marbach & Co
Columbus,
Indiana
| $323M | +$1.98M | +0.6% | 6.84% | 121% | 50 | 16% | 3.9 |
|
3514
Beverly Hills Private Wealth
Beverly Hills,
California
| $323M | +$93.6M | +41% | 5.64% | 91.6% | 290 | 23.45% | 0.2 |
|
3515
Bison Wealth
Atlanta,
Georgia
| $322M | +$9.28M | +3% | 6.55% | 37.4% | 281 | 12.46% | 3.4 |
|
|
PT
3516
Plimoth Trust
Plymouth,
Massachusetts
| $322M | +$12.2M | +4% | 7.17% | 110% | 163 | 3.07% | 4.4 |
|
3517
Paradiem
Covington,
Louisiana
| $322M | +$51.5M | +19% | 9.33% | 107% | 103 | 11.65% | 1.4 |
|
3518
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $322M | +$29M | +10% | 0.64% | 67.9% | 133 | 4.51% | 4.7 |
|
3519
American Financial Group
Cincinnati,
Ohio
| $322M | +$22.7M | +8% | 2.03% | 32.5% | 96 | 6.25% | 4.2 |
|
3520
West Paces Advisors
Atlanta,
Georgia
| $322M | +$7.63M | +2% | 4.06% | 57.7% | 587 | 14.65% | 3.9 |
|
3521
Burt Wealth Advisors
North Bethesda,
Maryland
| $322M | +$23.2M | +8% | 3.18% | 57.3% | 107 | 3.74% | 4.8 |
|
3522
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $322M | +$26.1M | +9% | 6.65% | 90.7% | 260 | 6.54% | 4.9 |
|
3523
Affinity Capital Advisors
Berkeley,
California
| $321M | +$29.6M | +10% | 9.45% | 72.7% | 127 | 15.75% | 2.3 |
|
3524
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $321M | +$26M | +9% | 3.23% | 63% | 205 | 34.63% | 0.2 |
|
3525
Cutter & Co Brokerage
Ballwin,
Missouri
| $321M | +$25.1M | +8% | 6.19% | 40.4% | 232 | 12.93% | 3.7 |
|