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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SAM
4001
Sandell Asset Management
New York
| $179M | -$71.2M | -29% | 14% | 322% | 53 | 45.28% | 1.2 |
|
4002
First United Bank & Trust
Oakland,
Maryland
| $179M | +$9.46M | +6% | 9.13% | 78% | 130 | 7.69% | 4.1 |
|
4003
Hamilton Wealth
Encino,
California
| $179M | +$10.8M | +6% | 6.49% | 108% | 54 | 22.22% | 0.9 |
|
4004
Palouse Capital Management
Spokane,
Washington
| $179M | -$10.8M | -6% | 1.98% | 67.8% | 86 | 25.58% | 2.4 |
|
4005
Peloton Wealth Strategists
Indianapolis,
Indiana
| $178M | +$19.7M | +12% | 10.2% | 58.1% | 80 | 11.25% | 2.8 |
|
4006
Solus Alternative Asset Management
Summit,
New Jersey
| $178M | +$23.3M | +15% | 44.8% | 79.3% | 11 | 54.55% | 2.4 |
|
4007
Black Diamond Financial
Towson,
Maryland
| $178M | +$25.2M | +16% | 7.57% | 68.3% | 78 | 15.38% | 1.3 |
|
|
ACM
4008
Aljian Capital Management
Carson City,
Nevada
| $178M | +$22.4M | +14% | 15.4% | 162% | 52 | 23.08% | 1.3 |
|
4009
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $178M | +$19.4M | +12% | 8.8% | 83.8% | 83 | 13.25% | 1.2 |
|
|
RG
4010
Retirement Group
San Diego,
California
| $178M | +$17M | +11% | 8.25% | 33.7% | 748 | 16.58% | 0.6 |
|
4011
Veracity Capital
Atlanta,
Georgia
| $178M | +$4.87M | +3% | 8.55% | 149% | 248 | 33.87% | 0.5 |
|
4012
D. Scott Neal
Lexington,
Kentucky
| $178M | +$18.5M | +12% | 5.06% | 105% | 40 | 12.5% | 3 |
|
4013
Chartist Inc
Seal Beach,
California
| $178M | – | – | 13.5% | – | 27 | – | 3.8 |
|
4014
Fiducient Advisors
Chicago,
Illinois
| $178M | +$12.5M | +8% | 4.63% | 52.3% | 22 | 18.18% | 1.9 |
|
4015
BHK Investment Advisors
Birmingham,
Alabama
| $178M | +$8.36M | +5% | 6.28% | 54.6% | 61 | 4.92% | 2 |
|
4016
WealthOne
Albany,
New York
| $178M | +$14.6M | +9% | 7.21% | 23.4% | 110 | 19.09% | 1.1 |
|
4017
Long Road Investment Counsel
Kalamazoo,
Michigan
| $177M | +$7.8M | +5% | 9.77% | 64.4% | 68 | 7.35% | 5 |
|
4018
FC Advisory
West Chester,
Pennsylvania
| $177M | +$9.19M | +5% | 5.5% | 46.6% | 61 | 11.48% | 3.4 |
|
4019
Blue Zone Wealth Advisors
Los Angeles,
California
| $177M | -$1.92M | -1% | 8.89% | 91.1% | 72 | 16.67% | 0.5 |
|
|
ARI
4020
Applied Research Investments
Wilmington,
Delaware
| $177M | +$62.8M | +55% | 18.5% | – | 43 | 13.95% | 0.2 |
|
4021
BCS Wealth Management
Johnson City,
Tennessee
| $177M | +$10M | +6% | 5.09% | 51% | 135 | 12.59% | 0.6 |
|
4022
Steginsky Capital
Port Washington,
New York
| $177M | +$17.3M | +11% | 9.66% | 99.4% | 8 | 0% | 3.7 |
|
4023
Beck Capital Management
Austin,
Texas
| $177M | -$20.6M | -10% | 16.2% | 291% | 92 | 30.43% | 1 |
|
4024
Family Legacy Inc
Greenville,
South Carolina
| $177M | +$11.1M | +7% | 8.1% | 89% | 116 | 10.34% | 2.6 |
|
4025
Mirsky Financial Management
Rochester,
New York
| $177M | +$10.4M | +6% | 3.42% | 39.3% | 34 | 2.94% | 1.4 |
|