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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3751
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $296M | -$11.9M | -4% | 3.15% | 86.1% | 195 | 4.62% | 6.5 |
|
3752
Satovsky Asset Management
New York
| $295M | -$726K | -0.2% | 1.6% | 53.6% | 44 | 6.82% | 1.9 |
|
3753
Geisinger Health
Danville,
Pennsylvania
| $295M | -$17.3M | -6% | 3.15% | – | 5 | 20% | 0.8 |
|
3754
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $295M | -$8.33M | -3% | 2.51% | 74% | 144 | 6.25% | 2.8 |
|
3755
Keating Investment Counselors
Delray Beach,
Florida
| $295M | +$18.3M | +7% | 1.05% | 50% | 84 | 8.33% | 5.1 |
|
|
MJP
3756
Michael J. Puzo
| $295M | -$21.1M | -7% | 3.31% | 90.3% | 80 | 7.5% | 6.8 |
|
3757
Adams Wealth Management
Logan,
Utah
| $295M | -$25.5M | -8% | 3.38% | 105% | 109 | 22.02% | 2.2 |
|
3758
Kathryn A. Hall
| $295M | -$12.2M | -4% | 0.99% | 95.2% | 52 | 7.69% | 3.3 |
|
3759
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $295M | -$6.78M | -2% | 3.08% | 84.8% | 102 | 15.69% | 2.9 |
|
3760
Harbourvest Partners
Boston,
Massachusetts
| $295M | -$57.6M | -16% | 7.76% | 8.96% | 63 | 12.7% | 2.1 |
|
|
SPC
3761
Stony Point Capital
New York
| $294M | -$13.8M | -4% | 2.89% | 208% | 33 | 39.39% | 0.9 |
|
3762
Pacific Center for Financial Services
San Ramon,
California
| $294M | -$9.7M | -3% | 3.46% | 60.1% | 423 | 5.44% | 4.5 |
|
3763
Corrigan Financial
Middletown,
Rhode Island
| $294M | -$24.4M | -8% | 3.08% | 9.54% | 79 | 53.16% | 4.8 |
|
3764
Ararat Capital Management
Westport,
Connecticut
| $294M | -$5.68M | -2% | 6.49% | 99.2% | 21 | 28.57% | 1.3 |
|
3765
Raffa Wealth Management
Washington,
District of Columbia
| $294M | +$862K | +0.3% | 3.51% | 35.8% | 1,081 | 2.59% | 3.3 |
|
3766
Searle & Co
Greenwich,
Connecticut
| $294M | -$29M | -9% | 3.86% | 93.8% | 152 | 5.92% | 4.9 |
|
3767
United Capital Management of KS
Salina,
Kansas
| $294M | -$18.4M | -6% | 0.5% | 272% | 81 | 12.35% | 3 |
|
|
LFM
3768
Lumina Fund Management
New York
| $294M | +$59.9M | +26% | 3.82% | 28.1% | 76 | 30.26% | 2.5 |
|
3769
Rosenblum Silverman Sutton
San Francisco,
California
| $294M | -$9.37M | -3% | 1.55% | 90.1% | 72 | 5.56% | 5.1 |
|
3770
Elevated Capital Advisors
Sandy,
Utah
| $294M | -$6.94M | -2% | 2.84% | 46% | 186 | 13.98% | 2.1 |
|
3771
Harrell Investment Partners
Austin,
Texas
| $294M | -$1.35M | -0.5% | 2.4% | 121% | 102 | 5.88% | 2.6 |
|
|
BC
3772
Bruce & Co
Chicago,
Illinois
| $293M | -$63.1M | -18% | 5.29% | 94.5% | 39 | 7.69% | 5.4 |
|
3773
Apeiron RIA
Dallas,
Texas
| $293M | +$1.11M | +0.4% | 2.35% | 68.5% | 198 | 8.08% | 1.1 |
|
3774
Formula Growth
Montreal,
Quebec, Canada
| $293M | -$21M | -7% | 8.07% | 118% | 160 | 30.63% | 2.8 |
|
3775
Moss Adams Wealth Advisors
Seattle,
Washington
| $293M | -$13.4M | -4% | 4.27% | 79.6% | 175 | 21.71% | 0.6 |
|