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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
EWA
3676
ERTS Wealth Advisors
Marquette,
Michigan
| $181M | +$13.1M | +8% | 2.43% | 39.3% | 86 | 3.49% | 0.5 |
|
3677
Parkside Advisors
Berkeley,
California
| $181M | +$4.99M | +3% | 1.84% | 36.7% | 64 | 14.06% | 2.7 |
|
3678
Capco Asset Management
Tampa,
Florida
| $181M | +$7.67M | +4% | 5.75% | 46.1% | 21 | 4.76% | 2.2 |
|
3679
SimplyRich
Carlsbad,
California
| $181M | +$58.1M | +47% | 3.15% | 98.3% | 157 | 53.5% | 0.6 |
|
3680
Meridian Investment Counsel
Lafayette,
California
| $181M | +$9.8M | +6% | 3.2% | 116% | 185 | 6.49% | 4.1 |
|
3681
AltraVue Capital
Bellevue,
Washington
| $181M | +$3.88M | +2% | 2.33% | 221% | 35 | 8.57% | 0.5 |
|
3682
ELCO Management
New York
| $181M | +$11.4M | +7% | 2.91% | 98.3% | 175 | 26.86% | 1.6 |
|
3683
Worth Venture Partners
Fort Lee,
New Jersey
| $181M | +$1.1M | +0.6% | 3.3% | 105% | 125 | 45.6% | 0.5 |
|
|
NAH
3684
Neumann Advisory (HK)
Central,
Hong Kong
| $181M | -$7.52M | -4% | 2.99% | 77.3% | 11 | 9.09% | 1.4 |
|
3685
Nepsis Inc
Minneapolis,
Minnesota
| $180M | -$10.9M | -6% | 4.39% | 131% | 37 | 10.81% | 3 |
|
3686
CoreCommodity Management
Stamford,
Connecticut
| $180M | +$4.38M | +2% | 3.11% | 65.8% | 196 | 11.22% | 2.7 |
|
3687
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $180M | +$3.21M | +2% | 2.79% | – | 72 | 9.72% | 1.3 |
|
3688
McIlrath & Eck
Arlington,
Washington
| $180M | $0 | 0% | 3.47% | 44% | 643 | 0% | 1.2 |
|
3689
JT Stratford LLC
Gainesville,
Georgia
| $180M | +$6.12M | +4% | 3.7% | 103% | 154 | 27.27% | 1.3 |
|
3690
Oliver Luxxe Assets
Gladstone,
New Jersey
| $180M | +$7.53M | +4% | 3.46% | 137% | 128 | 18.75% | 1.3 |
|
3691
Salem Capital Management
Woburn,
Massachusetts
| $180M | -$4.65M | -3% | 0.02% | 32.3% | 74 | 6.76% | 4.3 |
|
3692
Arlington Capital Management
Arlington Heights,
Illinois
| $180M | -$5.14M | -3% | 4.44% | 154% | 53 | 30.19% | 0.3 |
|
3693
Shah Capital Management
Raleigh,
North Carolina
| $180M | -$12.3M | -6% | 11.9% | 287% | 18 | 27.78% | 2.5 |
|
3694
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $180M | +$604K | +0.3% | 3.19% | 73.3% | 101 | 6.93% | 3.8 |
|
|
OFCM
3695
One Fin Capital Management
San Francisco,
California
| $180M | +$31.6M | +21% | 3.78% | 92% | 29 | 58.62% | 0.2 |
|
3696
Waller Financial Planning Group
Columbus,
Ohio
| $180M | +$6.85M | +4% | 2.29% | 47.5% | 43 | 2.33% | 0.5 |
|
|
MKC
3697
M. Kraus & Co
Shelburne,
Vermont
| $180M | +$8.61M | +5% | 4.49% | 65.9% | 48 | 12.5% | 4.1 |
|
3698
Truvvo Partners
New York
| $180M | +$43.9M | +32% | 12.3% | 21.1% | 47 | 59.57% | 0.9 |
|
3699
One Day In July LLC
Burlington,
Vermont
| $179M | +$39.1M | +28% | 2.1% | 43.1% | 36 | 13.89% | 0.4 |
|
3700
Disciplina Capital Management
Nashville,
Tennessee
| $179M | +$24.3M | +16% | 2.01% | 30% | 19 | 10.53% | 0.4 |
|