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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3551
Okabena Investment Services
Minneapolis,
Minnesota
| $519M | -$5.45M | -1% | 0.73% | 72.4% | 156 | 16.03% | 2.2 |
|
3552
Platform Technology Partners
New York
| $519M | +$49.1M | +10% | 1.04% | – | 356 | 30.34% | 2.6 |
|
3553
Wendel SE
Paris,
| $518M | +$48.5M | +10% | 10.3% | – | 1 | 0% | 1 |
|
3554
Whalerock Point Partners
Providence,
Rhode Island
| $518M | -$7.56M | -1% | 2.25% | 103% | 202 | 6.93% | 5.6 |
|
3555
Grey Fox Wealth Advisors
Rockland,
Delaware
| $518M | +$29.5M | +6% | 0.72% | 45.3% | 143 | 8.39% | 2.2 |
|
|
LHC
3556
Lodge Hill Capital
New York
| $518M | -$11.4M | -2% | 4.28% | 17.9% | 27 | 37.04% | 1.2 |
|
3557
WealthPLAN Partners
Omaha,
Nebraska
| $518M | -$152M | -23% | 0.67% | 71.6% | 287 | 28.22% | 4.7 |
|
|
AAM
3558
AR Asset Management
West Hollywood,
California
| $517M | +$27.8M | +6% | 2.99% | 66% | 123 | 9.76% | 8.2 |
|
3559
RS Crum Inc
Newport Beach,
California
| $517M | +$16.5M | +3% | 1.37% | 54.2% | 104 | 8.65% | 2.9 |
|
3560
Schoolcraft Capital
Boulder,
Colorado
| $516M | +$1.56M | +0.3% | 0.6% | 58.7% | 67 | 4.48% | 5.2 |
|
3561
Mason & Associates (California)
Los Angeles,
California
| $516M | -$15.1M | -3% | 1.73% | 68.5% | 171 | 14.62% | 1.9 |
|
3562
West Paces Advisors
Atlanta,
Georgia
| $516M | -$821K | -0.2% | 0.53% | 57.7% | 213 | 13.62% | 6.3 |
|
3563
Sivia Capital Partners
Mill Valley,
California
| $516M | +$21.8M | +4% | 0.44% | – | 643 | 43.23% | 0.9 |
|
3564
Cambridge Advisors
Omaha,
Nebraska
| $515M | -$10M | -2% | 0.9% | 58.6% | 182 | 5.49% | 6.7 |
|
3565
TFG Asset Management
Grand Cayman,
Cayman Islands
| $515M | +$40.8M | +9% | 16.4% | 72.1% | 40 | 40% | 1.1 |
|
3566
Vertex Planning Partners
Downers Grove,
Illinois
| $515M | +$84.5M | +20% | 1.88% | 55.4% | 144 | 15.97% | 1.9 |
|
3567
Winslow Asset Management
Beachwood,
Ohio
| $515M | -$27.5M | -5% | 0.96% | 89.9% | 82 | 6.1% | 7.6 |
|
3568
Palo Duro Investment Partners
Chicago,
Illinois
| $515M | +$181M | +54% | 34.8% | 62.8% | 29 | 24.14% | 1 |
|
3569
Systelligence LLC
Bloomington,
Minnesota
| $514M | -$10.9M | -2% | 0.21% | 58.3% | 69 | 43.48% | 1 |
|
3570
Aspen Grove Capital
Avon,
Colorado
| $514M | -$62.5M | -11% | 4.6% | 90% | 220 | 16.36% | 2.2 |
|
3571
TrueMark Investments
Chicago,
Illinois
| $514M | -$9.8M | -2% | 6.07% | 87.7% | 288 | 58.68% | 0.7 |
|
3572
Hamilton Wealth
Encino,
California
| $513M | -$12.2M | -2% | 2.89% | 108% | 135 | 33.33% | 2 |
|
|
SEP
3573
Southland Equity Partners
Wildwood,
Missouri
| $513M | +$6.38M | +1% | 0.66% | 66.1% | 282 | 12.41% | 2.9 |
|
3574
Mattern Wealth Management
Lawrence,
Kansas
| $513M | -$6.61M | -1% | 0.25% | 62.2% | 166 | 10.84% | 3.9 |
|
3575
Kozak & Associates
Highlands Ranch,
Colorado
| $513M | -$4.7M | -0.9% | 4.82% | 111% | 462 | 10.82% | 2.9 |
|