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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
32.8%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3901
13D Management
New York
| $242M | +$14.8M | +7% | 32.5% | 157% | 33 | 12.12% | 1.5 |
|
3902
Ashburton (Jersey)
St Helier,
Jersey
| $242M | +$48.1M | +25% | 11.9% | – | 94 | 29.79% | 2.2 |
|
3903
Moller Wealth Partners
| $242M | +$18.7M | +8% | 15.1% | 44.1% | 52 | 19.23% | 4.5 |
|
3904
Stonebridge Capital Management
Los Angeles,
California
| $242M | +$25.1M | +12% | 11.2% | – | 99 | 5.05% | 5.2 |
|
|
LFM
3905
Lumina Fund Management
New York
| $241M | +$75.9M | +46% | 12.5% | 28.1% | 36 | 30.56% | 1.9 |
|
3906
Totem Point Management
New York
| $241M | -$60.1M | -20% | 24.6% | 577% | 21 | 42.86% | 0.7 |
|
3907
Atlas Principals
Charlotte,
North Carolina
| $241M | +$42.5M | +21% | 15.8% | – | 51 | 60.78% | 0.4 |
|
3908
Keystone Financial Planning
Cleveland,
Ohio
| $241M | +$34.1M | +16% | 12.3% | 46% | 47 | 8.51% | 4.4 |
|
3909
Jacobs Asset Management
New York
| $241M | +$13.7M | +6% | 43% | 93.8% | 53 | 62.26% | 1.6 |
|
3910
Virtus ETF Advisers
New York
| $241M | +$50.3M | +26% | 25.8% | 191% | 372 | 17.2% | 1.5 |
|
3911
Pathway Financial Advisors
South Burlington,
Vermont
| $241M | -$17.8M | -7% | 12.8% | 52.7% | 122 | 22.13% | 1.9 |
|
3912
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $241M | +$28.1M | +13% | 16.5% | 76.5% | 91 | 3.3% | 3.8 |
|
3913
Beck Capital Management
Austin,
Texas
| $241M | +$63.9M | +36% | 20.4% | 284% | 119 | 46.22% | 0.8 |
|
3914
Winch Advisory Services
Appleton,
Wisconsin
| $241M | +$4.46M | +2% | 8.89% | 92.4% | 491 | 23.22% | 2.7 |
|
3915
Daniels + Tansey
Wilmington,
Delaware
| $241M | +$39.7M | +20% | 13.7% | 21.1% | 32 | 31.25% | 0.2 |
|
3916
Working Capital Advisors (UK)
London,
United Kingdom
| $241M | – | – | 116% | 17.1% | 1 | – | 0 |
|
3917
Castle Rock Wealth Management
Walnut Creek,
California
| $241M | +$88M | +58% | 11.5% | 115% | 251 | 42.63% | 0.6 |
|
3918
NVWM LLC
Yardley,
Pennsylvania
| $240M | +$27.3M | +13% | 14.4% | 119% | 462 | 21.86% | 1.5 |
|
3919
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $240M | +$33.4M | +16% | 15.1% | 89.4% | 147 | 18.37% | 1.3 |
|
3920
Shaker Financial Services
Arlington,
Virginia
| $240M | +$52.7M | +28% | 11.6% | 12.9% | 198 | 38.89% | 1 |
|
|
MKC
3921
M. Kraus & Co
Shelburne,
Vermont
| $240M | +$28M | +13% | 9.02% | 65.9% | 65 | 16.92% | 3.9 |
|
3922
AlphaCentric Advisors
San Juan,
Puerto Rico
| $240M | +$33.2M | +16% | 6.03% | – | 243 | 47.74% | 0.3 |
|
3923
Rezny Wealth Management
Fort Myers,
Florida
| $240M | +$24M | +11% | 10.9% | 99.6% | 12 | 8.33% | 2.4 |
|
3924
FundX Investment Group
San Francisco,
California
| $240M | -$20.5M | -8% | 10.2% | 94.6% | 38 | 21.05% | 0.8 |
|
3925
Blankinship & Foster
Solana Beach,
California
| $240M | +$29.1M | +14% | 12.6% | 67.1% | 52 | 3.85% | 2.4 |
|