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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
HF
3851
Halpern Financial
Ashburn,
Virginia
| $322M | +$32.3M | +11% | 10.5% | 26.3% | 274 | 31.02% | 2.1 |
|
3852
Shayne & Jacobs LLC
Nashville,
Tennessee
| $322M | +$21.6M | +7% | 8.72% | 79.4% | 94 | 4.26% | 2.5 |
|
3853
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $322M | +$40.4M | +14% | 11.9% | 83.6% | 194 | 6.19% | 5.7 |
|
3854
Creekmur Asset Management
Morton,
Illinois
| $322M | – | – | 8.86% | – | 801 | – | 0 |
|
|
BDWCC
3855
B&D White Capital Company
Lakeway,
Texas
| $322M | +$53.7M | +20% | 5.34% | 44.2% | 83 | 46.99% | 0.8 |
|
3856
Accurate Wealth Management
Wesley Chapel,
Florida
| $322M | +$2.81M | +0.9% | 10.4% | 101% | 294 | 15.31% | 1.3 |
|
3857
Harrell Investment Partners
Austin,
Texas
| $322M | +$28M | +10% | 11.5% | 121% | 102 | 8.82% | 2.9 |
|
3858
Satovsky Asset Management
New York
| $321M | +$26.1M | +9% | 9.03% | 53.6% | 48 | 14.58% | 1.8 |
|
|
GECH
3859
Garnet Equity Capital Holdings
New York
| $321M | +$145M | +82% | 7.86% | 302% | 36 | 25% | 1 |
|
3860
Roberts, Glore & Co
Deerfield,
Illinois
| $321M | +$18.5M | +6% | 9.13% | 72.3% | 209 | 6.7% | 5.7 |
|
3861
Viola Ventures VC Management 4
Herzliya,
Israel
| $321M | -$12.8M | -4% | 3.91% | 79.1% | 5 | 20% | 0.8 |
|
3862
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $321M | +$34.6M | +12% | 12.6% | 111% | 143 | 13.29% | 4.8 |
|
|
HP
3863
Hound Partners
New York
| $321M | -$130M | -29% | 3.48% | 19.7% | 19 | 42.11% | 1.6 |
|
3864
Apeiron RIA
Dallas,
Texas
| $321M | +$27.4M | +9% | 9.18% | 68.5% | 211 | 16.59% | 1.3 |
|
3865
Monetary Management Group
St Louis,
Missouri
| $321M | +$20.6M | +7% | 11.9% | 138% | 341 | 8.21% | 6.4 |
|
3866
Alliance Wealth Management Group
Flemington,
New Jersey
| $320M | – | – | 8.1% | 43.4% | 76 | – | 4.8 |
|
|
SEP
3867
Southland Equity Partners
Wildwood,
Missouri
| $320M | +$29.1M | +10% | 9.07% | 66.1% | 202 | 13.37% | 2.1 |
|
3868
Financial Insights
Tacoma,
Washington
| $320M | +$39.7M | +14% | 11.4% | 82.1% | 158 | 10.13% | 2.2 |
|
3869
Elevated Capital Advisors
Sandy,
Utah
| $320M | +$26.1M | +9% | 8.38% | 50.2% | 178 | 8.43% | 2.2 |
|
3870
Geisinger Health
Danville,
Pennsylvania
| $320M | +$24.4M | +8% | 6.23% | – | 5 | 20% | 0.8 |
|
3871
Arjuna Capital
Durham,
North Carolina
| $319M | +$40.3M | +14% | 12.1% | 118% | 108 | 27.78% | 2.4 |
|
3872
Northside Capital Management
Hood River,
Oregon
| $319M | -$114M | -26% | 10.4% | 99.6% | 128 | 26.56% | 3.7 |
|
3873
Orchard Capital Management
Chicago,
Illinois
| $319M | +$49M | +18% | 13.3% | 140% | 50 | 20% | 1.9 |
|
3874
Donoghue Forlines
Boston,
Massachusetts
| $319M | +$38.2M | +14% | 9.86% | 229% | 266 | 37.59% | 1.2 |
|
|
SM
3875
Scoggin Management
New York
| $319M | +$76.5M | +32% | 9.46% | 889% | 85 | 68.24% | 0.7 |
|