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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3901
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $280M | -$15.8M | -5% | 0.73% | 101% | 141 | 9.22% | 4.8 |
|
3902
Kanen Wealth Management
Coconut Creek,
Florida
| $279M | -$159M | -36% | 6.15% | 328% | 34 | 32.35% | 0.4 |
|
3903
CAZ Investments
Houston,
Texas
| $279M | -$31M | -10% | 1.41% | 263% | 44 | 9.09% | 1.5 |
|
3904
Trinity Legacy Partners
Houston,
Texas
| $279M | +$6.49M | +2% | 2.63% | 63.3% | 132 | 29.55% | 1.2 |
|
|
LFM
3905
Lumina Fund Management
New York
| $279M | +$61.1M | +28% | 0.51% | 28.1% | 54 | 40.74% | 1.5 |
|
3906
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $278M | +$20.9M | +8% | 2.17% | 75.6% | 95 | 10.53% | 1 |
|
3907
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $278M | +$11.2M | +4% | 0.53% | 164% | 93 | 46.24% | 1.7 |
|
3908
NVWM LLC
Yardley,
Pennsylvania
| $278M | -$260K | -0.1% | 0.96% | 119% | 555 | 25.59% | 1.7 |
|
3909
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $278M | -$7.58M | -3% | 0.94% | 72.9% | 177 | 10.17% | 3.6 |
|
3910
Ayalon Insurance Company
Ramat Gan,
Israel
| $278M | -$22.8M | -8% | 0.28% | 99.6% | 167 | 23.95% | 2.4 |
|
3911
High Note Wealth
Deephaven,
Minnesota
| $277M | +$1.92M | +0.7% | 1.42% | 82.8% | 84 | 4.76% | 0.7 |
|
3912
Tucker Asset Management
Littleton,
Colorado
| $277M | +$56M | +25% | 0.05% | 71.6% | 407 | 21.87% | 0.6 |
|
3913
Soundmark Wealth Management
Kirkland,
Washington
| $277M | +$34.3M | +14% | 1.7% | 17.2% | 74 | 18.92% | 0.6 |
|
3914
Red Wave Investments
Dillsburg,
Pennsylvania
| $277M | +$9.14M | +3% | 1.03% | 58% | 99 | 8.08% | 0.7 |
|
3915
Radnor Financial Advisors
Wayne,
Pennsylvania
| $277M | -$476K | -0.2% | 2.03% | 3.04% | 26 | 0% | 1.3 |
|
3916
Tamar Securities
Woodland Hills,
California
| $277M | +$17M | +7% | 1.97% | 84.8% | 55 | 10.91% | 1 |
|
3917
Gleason Group
Prospect,
Kentucky
| $277M | +$854K | +0.3% | 1.56% | 69.1% | 211 | 4.74% | 1.5 |
|
3918
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $277M | +$3.36M | +1% | 0.09% | 84.7% | 163 | 4.29% | 4.5 |
|
3919
Nixon Peabody Trust
Boston,
Massachusetts
| $277M | +$17.2M | +7% | 1.53% | 101% | 74 | 13.51% | 3.8 |
|
3920
AlphaMark Advisors
Ft. Wright,
Kentucky
| $277M | +$2.45M | +0.9% | 0.62% | 26.4% | 627 | 9.89% | 3.3 |
|
3921
American National Registered Investment Advisor
Galveston,
Texas
| $276M | -$3.05M | -1% | 0.43% | 95.8% | 238 | 1.68% | 5.2 |
|
|
LCP
3922
Legacy Capital Partners
Milwaukee,
Wisconsin
| $276M | -$3.16M | -1% | 0.21% | 85.6% | 147 | 12.93% | 4.9 |
|
3923
TRB Advisors
New York
| $276M | -$165M | -37% | 1.88% | 64% | 13 | 38.46% | 3.2 |
|
3924
Summit Financial Group
Moorefield,
West Virginia
| $276M | +$9.02M | +3% | 0.83% | 26.1% | 208 | 7.69% | 2.4 |
|
3925
Voce Capital Management
San Francisco,
California
| $276M | -$2.47M | -0.9% | 0.11% | 69.2% | 12 | 16.67% | 2.2 |
|