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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3851
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $292M | +$18.4M | +7% | 7.01% | 75% | 166 | 5.42% | 5.6 |
|
3852
Oak Grove Capital
North Hampton,
New Hampshire
| $292M | +$47.8M | +20% | 14.6% | 470% | 63 | 25.4% | 2.1 |
|
3853
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $292M | +$10.6M | +4% | 2.17% | 49.6% | 80 | 5% | 3.4 |
|
3854
Strategic Equity Management
Tucson,
Arizona
| $292M | +$11.2M | +4% | 4.9% | 70.3% | 42 | 9.52% | 1.2 |
|
3855
Apeiron RIA
Dallas,
Texas
| $292M | +$1.34M | +0.5% | 3.68% | 68.5% | 203 | 10.84% | 0.9 |
|
3856
Waypoint Wealth Partners
Mill Valley,
California
| $292M | +$11.7M | +4% | 4.27% | 52.1% | 72 | 5.56% | 1.5 |
|
3857
WESPAC Advisors SoCal
Pasadena,
California
| $292M | +$2.16M | +0.7% | 8.56% | 135% | 88 | 5.68% | 3.1 |
|
|
HF
3858
Halpern Financial
Ashburn,
Virginia
| $292M | +$13.9M | +5% | 5.04% | 26.3% | 261 | 34.87% | 1.8 |
|
3859
Presilium Private Wealth
Radnor,
Pennsylvania
| $292M | +$32.6M | +13% | 3.47% | 45.9% | 59 | 15.25% | 0.4 |
|
3860
First Wilshire Securities Management
Pasadena,
California
| $292M | -$1.47M | -0.5% | 1.06% | 135% | 89 | 6.74% | 4.2 |
|
3861
AH Equity Partners LSV I
Menlo Park,
California
| $291M | +$11M | +4% | 4% | – | 3 | 0% | 1.5 |
|
3862
EdenTree Asset Management
London,
United Kingdom
| $291M | – | – | 8.36% | 50.2% | 76 | – | 0 |
|
3863
PRW Wealth Management
Quincy,
Massachusetts
| $291M | +$35.5M | +14% | 6.93% | 42.3% | 128 | 50.78% | 1.3 |
|
3864
Bank of Stockton
Stockton,
California
| $291M | +$4.09M | +1% | 5.39% | 99.2% | 119 | 6.72% | 5.9 |
|
|
JCP
3865
Jennifer C. Price
| $291M | -$22.8M | -7% | 4.78% | – | 87 | 32.18% | 0.8 |
|
3866
PhiloSmith Capital
Stamford,
Connecticut
| $291M | +$20.3M | +7% | 8% | 47% | 24 | 0% | 5.2 |
|
3867
Defender Capital
Charlotte,
North Carolina
| $291M | +$4.5M | +2% | 1.85% | 101% | 41 | 14.63% | 2.2 |
|
3868
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $291M | +$11M | +4% | 6.54% | 83.6% | 187 | 3.21% | 5.5 |
|
3869
Coston McIsaac & Partners
Bar Harbor,
Maine
| $291M | +$22M | +8% | 1.89% | 34.3% | 922 | 11.5% | 0.8 |
|
3870
Cornerstone Wealth Advisors
Edina,
Minnesota
| $290M | +$15.2M | +6% | 4.21% | 46.1% | 45 | 4.44% | 1.9 |
|
3871
Timber Creek Capital Management
Boston,
Massachusetts
| $290M | +$10.1M | +4% | 6.87% | 139% | 149 | 14.77% | 4.9 |
|
3872
Cowen Prime Advisors
New York
| $290M | +$40.5M | +16% | 15.5% | 116% | 232 | 3.88% | 4.7 |
|
3873
Pelham Capital
London,
United Kingdom
| $290M | -$4.18M | -1% | 26.2% | 135% | 9 | 33.33% | 2 |
|
3874
Steamboat Capital Partners
Rye,
New York
| $290M | -$11.4M | -4% | 10.3% | 280% | 45 | 17.78% | 1.4 |
|
3875
Ellsworth Advisors
Hudson,
Ohio
| $290M | +$6.27M | +2% | 2.98% | 131% | 187 | 29.95% | 1.3 |
|