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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3551
Patriot Financial Partners
Radnor,
Pennsylvania
| $173M | -$21.4M | -11% | 2.77% | 16.6% | 9 | 44.44% | 2.6 |
|
3552
Bogart Wealth LLC
Mclean,
Virginia
| $173M | +$17M | +11% | 2.63% | 60.5% | 369 | 11.92% | 0.6 |
|
3553
UG Investment Advisers
Taipei,
Taiwan
| $173M | -$16.5M | -9% | 3.55% | 172% | 8 | 50% | 0.3 |
|
3554
Intercontinental Wealth Advisors
San Antonio,
Texas
| $173M | -$5.79M | -3% | 1.33% | 46.7% | 159 | 20.75% | 1.3 |
|
3555
VNBTrust National Association
Charlottesville,
Virginia
| $173M | +$1.2M | +0.7% | 5.41% | 42.9% | 118 | 11.02% | 2.9 |
|
3556
First Capital Advisors Group
Little Silver,
New Jersey
| $173M | +$14.1M | +9% | 0.84% | – | 904 | 81.19% | 0.2 |
|
3557
WESPAC Advisors SoCal
Pasadena,
California
| $173M | -$2.7M | -2% | 0.26% | 135% | 313 | 21.73% | 1.5 |
|
3558
AMG Funds
Stamford,
Connecticut
| $173M | -$13M | -7% | 3.54% | 6.28% | 116 | 8.62% | 1.3 |
|
3559
Kassirer Asset Management
Toronto,
Ontario, Canada
| $173M | +$75.3M | +77% | 19.6% | 577% | 105 | 64.76% | 0.4 |
|
3560
Wealth Alliance Advisory Group
Wichita,
Kansas
| $172M | +$60.4M | +54% | 1.32% | 72.7% | 127 | 33.86% | 0.2 |
|
3561
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $172M | +$43.4M | +34% | 1.01% | 27.4% | 62 | 41.94% | 1.3 |
|
3562
Union Square GP 2008
New York
| $172M | +$54.2M | +46% | 46.2% | – | 1 | 0% | 0.3 |
|
|
LFG
3563
LifePlan Financial Group
Dayton,
Ohio
| $171M | +$14.4M | +9% | 1.6% | 20.2% | 526 | 79.28% | 0.7 |
|
3564
SigFig Wealth Management
San Francisco,
California
| $171M | -$37.7M | -18% | 0.75% | 49.3% | 41 | 43.9% | 0.8 |
|
|
KC
3565
Keenan Capital
Burlingame,
California
| $171M | +$33.8M | +25% | 18.8% | 110% | 14 | 14.29% | 0.2 |
|
3566
Pathway Financial Advisors
South Burlington,
Vermont
| $171M | -$1.88M | -1% | 1.39% | 52.7% | 490 | 13.47% | 0.2 |
|
|
ECM
3567
EII Capital Management
New York
| $171M | -$65.4M | -28% | 7.6% | 46.9% | 255 | 37.65% | 0.9 |
|
3568
MayTech Global Investments
New York
| $171M | +$19.4M | +13% | 8.32% | 158% | 48 | 43.75% | 0.1 |
|
3569
CNB Bank
Clearfield,
Pennsylvania
| $171M | +$3.95M | +2% | 1.3% | 91.6% | 387 | 26.1% | 0.2 |
|
3570
Silicon Valley Capital Partners
San Jose,
California
| $171M | +$5.67M | +3% | 0.19% | 103% | 27 | 22.22% | 1.3 |
|
3571
AlphaSimPlex Group
Boston,
Massachusetts
| $171M | +$76.9M | +82% | 1.54% | 35.5% | 85 | 81.18% | 0 |
|
3572
McIlrath & Eck
Arlington,
Washington
| $171M | +$15K | +0% | 0.76% | 44% | 605 | 18.68% | 0.2 |
|
3573
Winch Advisory Services
Appleton,
Wisconsin
| $171M | +$4.38M | +3% | 0.81% | 80.8% | 353 | 15.3% | 1.8 |
|
3574
Thomas Story & Son
Culver,
Indiana
| $170M | -$4.45M | -3% | 2.51% | 101% | 55 | 1.82% | 3.4 |
|
|
NAH
3575
Neumann Advisory (HK)
Central,
Hong Kong
| $170M | +$20.4M | +14% | 7.01% | 77.3% | 11 | 0% | 0.3 |
|