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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
Old Port Advisors
Portland,
Maine
| $195M | +$4.25M | +2% | 2.39% | 114% | 183 | 6.01% | 0.9 |
|
3552
Peninsula Wealth
San Francisco,
California
| $195M | +$13.9M | +8% | 3.14% | 30% | 33 | 15.15% | 1.1 |
|
3553
INVST
Indianapolis,
Indiana
| $195M | -$4.67M | -2% | 3.04% | 78.5% | 87 | 34.48% | 1 |
|
3554
Thomas Story & Son
Culver,
Indiana
| $195M | +$4.19M | +2% | 1.76% | 101% | 59 | 10.17% | 3.8 |
|
3555
Foresters Asset Management
Toronto,
Ontario, Canada
| $195M | +$1.78M | +0.9% | 3.69% | 55.6% | 51 | 3.92% | 2.5 |
|
3556
Finepoint Capital
Boston,
Massachusetts
| $195M | -$22.9M | -11% | 5.67% | 27.4% | 3 | 0% | 0.4 |
|
3557
Principle Wealth Partners
Madison,
Connecticut
| $194M | +$19.5M | +11% | 3.71% | 79.9% | 144 | 14.58% | 0.4 |
|
3558
Greenspring Associates
Owings Mills,
Maryland
| $194M | -$62.3M | -24% | 0.74% | – | 15 | 73.33% | 0.2 |
|
|
PSG
3559
Planning Solutions Group
Fulton,
Maryland
| $194M | +$7.56M | +4% | 2.61% | – | 144 | 9.03% | 0.4 |
|
3560
Blue Fin Capital
Warren,
Rhode Island
| $194M | +$3.6M | +2% | 4.13% | 125% | 128 | 3.91% | 4.1 |
|
3561
Enterprise Bank & Trust
Lowell,
Massachusetts
| $194M | -$49.4M | -20% | 3.54% | 65.9% | 111 | 27.03% | 0.2 |
|
3562
Somerset Trust
Somerset,
Pennsylvania
| $194M | +$3.84M | +2% | 5% | 80.5% | 188 | 46.28% | 4.5 |
|
|
SC
3563
Schulhoff & Co
Cincinnati,
Ohio
| $194M | +$6.82M | +4% | 4.65% | 51.8% | 106 | 4.72% | 4.8 |
|
|
ACM
3564
Ailanthus Capital Management
New York
| $194M | +$32.2M | +20% | 6.17% | – | 29 | 86.21% | 0.3 |
|
3565
U.S. Global Investors (USGI)
San Antonio,
Texas
| $194M | -$15.1M | -7% | 7.56% | 151% | 228 | 52.63% | 0.8 |
|
3566
Intercontinental Wealth Advisors
San Antonio,
Texas
| $194M | -$8.03M | -4% | 2.42% | 46.7% | 473 | 16.7% | 1 |
|
3567
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $194M | +$9.41M | +5% | 2.31% | 64.1% | 183 | 8.74% | 1.9 |
|
3568
Portland Investment Counsel
Burlington,
Ontario, Canada
| $193M | -$4.99M | -3% | 3.9% | 108% | 46 | 4.35% | 2.9 |
|
3569
Aquamarine Capital Management
New York
| $193M | +$12M | +7% | 7.17% | 23% | 11 | 0% | 3.9 |
|
|
WA
3570
Winfield Associates
Cleveland,
Ohio
| $193M | +$5.46M | +3% | 3.07% | 77.8% | 134 | 10.45% | 3.8 |
|
3571
Covenant Asset Management
Chester,
New Jersey
| $193M | +$2.5M | +1% | 3.99% | 177% | 149 | 15.44% | 1.7 |
|
3572
Zebra Capital Management
Stamford,
Connecticut
| $193M | +$4.37M | +2% | 2.83% | 142% | 550 | 39.82% | 1.1 |
|
|
LJHT
3573
Laurie J. Hall Trustee
| $193M | +$2.77M | +1% | 3.38% | 105% | 340 | 3.24% | 3.3 |
|
3574
Peregrine Asset Advisers
Portland,
Oregon
| $193M | +$19.2M | +11% | 4.72% | 182% | 136 | 41.91% | 1.7 |
|
3575
Surevest
Los Angeles,
California
| $193M | +$30.1M | +19% | 2.33% | 24.6% | 140 | 17.14% | 0.4 |
|