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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3776
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $201M | +$13.3M | +7% | 5.64% | 52.9% | 439 | 22.1% | 1.1 |
|
3777
Inherent Group
New York
| $201M | +$125M | +164% | 12.7% | 61.7% | 23 | 34.78% | 0.4 |
|
3778
SimpliFi Inc
San Diego,
California
| $201M | +$10.1M | +5% | 3.69% | 27.9% | 25 | 20% | 1.4 |
|
|
SCM
3779
Stormborn Capital Management
Greenwich,
Connecticut
| $201M | +$114M | +131% | 31.8% | 256% | 35 | 51.43% | 0.2 |
|
3780
Corrigan Financial
Middletown,
Rhode Island
| $201M | +$14.5M | +8% | 8.09% | 9.54% | 67 | 19.4% | 2.8 |
|
|
KCP
3781
KDI Capital Partners
Raleigh,
North Carolina
| $201M | +$8.28M | +4% | 8.61% | 77.1% | 30 | 3.33% | 3.1 |
|
|
SPC
3782
Stony Point Capital
New York
| $200M | +$23.5M | +13% | 15.8% | 208% | 33 | 39.39% | 0.4 |
|
3783
Chase Investment Counsel
Charlottesville,
Virginia
| $200M | +$2.68M | +1% | 14.7% | 380% | 117 | 41.03% | 1.4 |
|
3784
Albar Capital
London,
United Kingdom
| $200M | +$8M | +4% | 17.3% | 163% | 49 | 77.55% | 0.2 |
|
3785
Physicians Financial Services
Raleigh,
North Carolina
| $200M | +$19.4M | +11% | 13.6% | 116% | 110 | 7.27% | 3.7 |
|
3786
Bedel Financial Consulting
Indianapolis,
Indiana
| $200M | +$14.5M | +8% | 3.12% | 97.4% | 887 | 9.47% | 1.9 |
|
3787
Laffer Tengler Investments
Nashville,
Tennessee
| $200M | +$25.9M | +15% | 5.68% | 96.5% | 286 | 15.73% | 0.9 |
|
3788
Stewardship Advisors
Mount Joy,
Pennsylvania
| $200M | +$19.4M | +11% | 4.6% | 46.1% | 37 | 10.81% | 0.6 |
|
3789
SWS Partners
Columbus,
Ohio
| $200M | +$121M | +154% | 8.61% | 127% | 118 | 43.22% | 1 |
|
3790
SimplyRich
Carlsbad,
California
| $199M | +$17.7M | +10% | 8.99% | 105% | 150 | 9.33% | 1.6 |
|
3791
Perennial Investment Advisors
Los Angeles,
California
| $199M | +$51.7M | +35% | 13.7% | 84.3% | 163 | 26.99% | 0.5 |
|
|
1C
3792
1623 Capital
Alexandria,
Virginia
| $199M | +$55.9M | +39% | 15.6% | 11.9% | 41 | 12.2% | 0.6 |
|
3793
Arkadios Wealth Advisors
Atlanta,
Georgia
| $199M | +$19.1M | +11% | 8.71% | 91.1% | 1,163 | 19.35% | 0.5 |
|
|
SM
3794
Saya Management
New York
| $199M | +$3.16M | +2% | 16.2% | 34.8% | 14 | 42.86% | 0.7 |
|
3795
Ironwood Financial
Tucson,
Arizona
| $199M | +$13.9M | +8% | 3.11% | 54.1% | 458 | 8.3% | 2.9 |
|
3796
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $199M | +$25.5M | +15% | 10.7% | 100% | 191 | 13.61% | 1.3 |
|
3797
Atlas Principals
Charlotte,
North Carolina
| $199M | +$64.2M | +48% | 27.5% | – | 47 | 46.81% | 0.4 |
|
3798
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $199M | +$8.82M | +5% | 6.4% | 104% | 312 | 7.05% | 5.2 |
|
3799
Somerset Trust
Somerset,
Pennsylvania
| $199M | +$11M | +6% | 8.37% | 80.5% | 124 | 8.87% | 4 |
|
3800
Engine Capital Management
New York
| $198M | +$46.3M | +30% | 8.6% | 21.1% | 43 | 41.86% | 0.8 |
|