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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3526
Squar Milner Financial Services
Irvine,
California
| $196M | +$47.4M | +32% | 1.33% | – | 834 | 76.38% | 1.2 |
|
3527
BMT Investment Advisors
Berwyn,
Pennsylvania
| $196M | +$4.94M | +3% | 0.84% | – | 86 | 8.14% | 1.7 |
|
3528
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $196M | +$261K | +0.1% | 3.69% | 97.5% | 464 | 13.58% | 1.8 |
|
|
SSI
3529
Scott & Selber Inc
Houston,
Texas
| $196M | -$3.3M | -2% | 1% | 202% | 81 | 20.99% | 2.6 |
|
3530
Financial Advisors Network
Tustin,
California
| $195M | +$9.38M | +5% | 0.71% | – | 110 | 6.36% | 1.6 |
|
|
PS
3531
Portfolio Strategies
Monsey,
New York
| $195M | +$43.7M | +29% | 3.26% | 120% | 64 | 32.81% | 1 |
|
3532
Chase Investment Counsel
Charlottesville,
Virginia
| $195M | -$1.38M | -0.7% | 2.67% | 350% | 120 | 39.17% | 1.4 |
|
3533
Riggs Asset Management
Dallas,
Pennsylvania
| $195M | +$16.1M | +9% | 1% | 207% | 282 | 12.77% | 3.1 |
|
3534
Tenzing Global Management
San Francisco,
California
| $195M | +$6.53M | +3% | 1.71% | 273% | 31 | 48.39% | 0.8 |
|
3535
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $194M | +$9.18M | +5% | 4.33% | 101% | 215 | 79.53% | 1.8 |
|
3536
Employers Holdings
Reno,
Nevada
| $194M | +$15.2M | +8% | 1.86% | – | 228 | 40.79% | 0.2 |
|
|
CC
3537
Claybrook Capital
Wellesley,
Massachusetts
| $194M | +$4.04M | +2% | 0.76% | 7.15% | 103 | 12.62% | 0.9 |
|
3538
TLWM Financial
San Antonio,
Texas
| $194M | +$20.6M | +12% | 1.12% | 53.9% | 65 | 15.38% | 1.1 |
|
|
SP
3539
StackLine Partners
New York
| $194M | -$30.2M | -13% | 3.74% | 12.7% | 23 | 39.13% | 0.5 |
|
3540
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $194M | -$1.09M | -0.6% | 1.12% | 70.2% | 175 | 21.71% | 2.4 |
|
3541
D. Scott Neal
Lexington,
Kentucky
| $194M | +$10.1M | +5% | 0.55% | 105% | 37 | 21.62% | 2.8 |
|
3542
Consolidated Investment Group
Englewood,
Colorado
| $194M | +$3.14M | +2% | 2.13% | 140% | 47 | 10.64% | 3.6 |
|
3543
Day & Ennis
Macon,
Georgia
| $194M | +$4.02M | +2% | 1.52% | 15.2% | 93 | 9.68% | 2.6 |
|
3544
Mathes Company
New York
| $194M | +$4.99M | +3% | 0.6% | 121% | 127 | 9.45% | 3.9 |
|
3545
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $194M | -$39.6M | -17% | 0.49% | 59.6% | 73 | 47.95% | 0.8 |
|
3546
Eldridge Investment Advisors
Manchester,
New Hampshire
| $194M | +$6.16M | +3% | 1.25% | 50.9% | 99 | 16.16% | 1.1 |
|
3547
Lapides Asset Management
Greenwich,
Connecticut
| $194M | -$23.2M | -11% | 0.78% | 63% | 79 | 20.25% | 3.1 |
|
3548
One Day In July LLC
Burlington,
Vermont
| $193M | +$13.9M | +8% | 1.61% | 43.1% | 35 | 0% | 0.7 |
|
3549
Cowen Prime Advisors
New York
| $193M | -$13.7M | -7% | 0.16% | 116% | 175 | 8.57% | 4.1 |
|
3550
Thomas Story & Son
Culver,
Indiana
| $193M | -$1.31M | -0.7% | 1.66% | 101% | 58 | 1.72% | 4 |
|