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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
Okabena Investment Services
Minneapolis,
Minnesota
| $524M | +$9.6M | +2% | 4.45% | 72.4% | 154 | 17.53% | 2.1 |
|
3552
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $524M | -$11.5M | -2% | 1.85% | 58.9% | 127 | 25.98% | 1.9 |
|
3553
Prestige Wealth Management Group
Flemington,
New Jersey
| $524M | +$5.86M | +1% | 2.08% | 55.8% | 1,039 | 7.03% | 4.7 |
|
3554
Machina Capital
Paris,
France
| $524M | -$44.5M | -8% | 0.65% | 34.8% | 432 | 48.38% | 0.5 |
|
3555
TrueMark Investments
Chicago,
Illinois
| $523M | -$51.9M | -9% | 1.54% | – | 301 | 55.81% | 0.5 |
|
3556
M. Kulyk & Associates
Decatur,
Georgia
| $523M | +$31.1M | +6% | 4.02% | 63.3% | 114 | 14.91% | 3 |
|
3557
Dividend Assets Capital
Ridgeland,
South Carolina
| $523M | -$47.1M | -8% | 0.69% | 67.4% | 146 | 6.85% | 7.5 |
|
3558
JMAC Enterprises
Newtown,
Pennsylvania
| $523M | +$17.6M | +3% | 2.12% | 68.5% | 125 | 6.4% | 2.6 |
|
3559
Kirr Marbach & Co
Columbus,
Indiana
| $523M | -$30.7M | -6% | 1.05% | 121% | 60 | 8.33% | 4.1 |
|
|
KC
3560
KCM Capital
Shawnee,
Kansas
| $523M | – | – | 23.3% | – | 30 | – | 0 |
|
3561
Blue Zone Wealth Advisors
Los Angeles,
California
| $523M | +$22M | +4% | 0.95% | 91.1% | 140 | 10.71% | 2.6 |
|
|
CFMC
3562
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $523M | +$2.52M | +0.5% | 2.53% | 69.6% | 222 | 15.32% | 6.8 |
|
3563
Kapitalo Investimentos
Sao Paulo,
Brazil
| $523M | -$14.6M | -3% | 3.75% | 66.5% | 73 | 61.64% | 0.8 |
|
3564
GoalVest Advisory
New York
| $522M | +$50.4M | +11% | 2.3% | 94.8% | 558 | 35.84% | 1.7 |
|
3565
BCM Advisors
Lafayette,
Louisiana
| $522M | +$24.9M | +5% | 3.44% | 66.3% | 76 | 6.58% | 4.7 |
|
3566
Talaria Asset Management
Melbourne,
Australia
| $522M | -$33.9M | -6% | 2.16% | – | 15 | 40% | 0.6 |
|
3567
Seeds Investor
New York
| $522M | +$47.8M | +10% | 2.61% | – | 284 | 18.31% | 1.2 |
|
3568
ESL Trust Services
Rochester,
New York
| $521M | +$11.4M | +2% | 1.98% | 53.9% | 327 | 27.52% | 1.4 |
|
3569
Varenne Capital Partners
Paris,
France
| $521M | -$5.82M | -1% | 2.67% | 212% | 35 | 57.14% | 0.4 |
|
3570
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| $521M | – | – | 4.54% | – | 112 | – | 0 |
|
3571
Great Diamond Partners
Portland,
Maine
| $520M | +$4.1M | +0.8% | 2.21% | 86.1% | 241 | 12.45% | 2.9 |
|
3572
Financial Gravity Asset Management
Lakeway,
Texas
| $520M | +$13.6M | +3% | 0.86% | – | 1,059 | 32.77% | 2.2 |
|
3573
Mattern Wealth Management
Lawrence,
Kansas
| $519M | +$18.6M | +4% | 2.15% | 62.2% | 162 | 7.41% | 3.9 |
|
|
OCP
3574
OCO Capital Partners
New York
| $519M | +$208M | +67% | 11.4% | 679% | 7 | 71.43% | 0.8 |
|
3575
Hazelview Securities
Toronto,
Ontario, Canada
| $519M | -$11.5M | -2% | 0.49% | – | 47 | 34.04% | 1.2 |
|