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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
HCM
4001
Horrell Capital Management
Little Rock,
Arkansas
| $271M | +$16.9M | +7% | 7.92% | 55.6% | 210 | 12.38% | 4.5 |
|
4002
Summit Wealth & Retirement Planning
San Ramon,
California
| $270M | +$1.22M | +0.5% | 5.47% | 67.6% | 103 | 28.16% | 1.6 |
|
4003
Opes Wealth Management
Menlo Park,
California
| $270M | +$13.9M | +5% | 7.24% | 54.1% | 90 | 12.22% | 1.3 |
|
|
NME
4004
Notis-McConarty Edward
| $270M | +$13.2M | +5% | 6.54% | 91.2% | 98 | 3.06% | 5.6 |
|
4005
Versant Capital Management
Phoenix,
Arizona
| $270M | -$4.2M | -2% | 5.8% | 97.3% | 1,685 | 10.39% | 3.9 |
|
4006
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $270M | +$6.39M | +2% | 4.49% | 76.5% | 105 | 6.67% | 3.9 |
|
4007
Capital Advisors Wealth Management
Yakima,
Washington
| $270M | +$38.2M | +17% | 5.62% | 70.5% | 99 | 14.14% | 0.2 |
|
4008
Shaker Financial Services
Arlington,
Virginia
| $270M | +$18.6M | +7% | 5.83% | 12.9% | 190 | 31.58% | 1.3 |
|
4009
Montgomery Investment Management
Rockville,
Maryland
| $270M | +$8.46M | +3% | 5.26% | 98.4% | 84 | 3.57% | 5.5 |
|
4010
Corbyn Investment Management
Lutherville,
Maryland
| $269M | +$22.8M | +9% | 7.69% | 71.9% | 84 | 34.52% | 2.3 |
|
|
FA
4011
FMA Advisory
Harrisburg,
Pennsylvania
| $269M | -$54.6M | -17% | 5.69% | 46.7% | 172 | 29.65% | 3.1 |
|
4012
Knuff & Co
Foster City,
California
| $269M | +$35.4M | +15% | 10.9% | 85.8% | 173 | 15.61% | 1.6 |
|
4013
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $269M | -$19.3M | -7% | 8.97% | 239% | 378 | 37.57% | 0.4 |
|
4014
BHZ Capital Management
San Jose,
California
| $269M | -$46.2M | -15% | 6.2% | 3.24% | 141 | 14.89% | 2.9 |
|
4015
Ibex Investors
Denver,
Colorado
| $269M | -$22.5M | -8% | 11.5% | 16.6% | 107 | 72.9% | 0.4 |
|
|
MPEM
4016
Marathon Partners Equity Management
New York
| $269M | +$29.2M | +12% | 3.87% | – | 17 | 41.18% | 2.1 |
|
4017
Worth Venture Partners
Fort Lee,
New Jersey
| $269M | +$62.5M | +30% | 10.2% | 105% | 139 | 34.53% | 0.6 |
|
|
PCA
4018
Prospect Capital Advisors
Sausalito,
California
| $269M | +$41.4M | +18% | 13.2% | 202% | 36 | 22.22% | 1.7 |
|
4019
Entrust Global Partners
New York
| $269M | -$29.6M | -10% | 3.93% | 82.3% | 4 | 25% | 0.5 |
|
4020
Ford Financial Group
Fresno,
California
| $268M | +$35.8M | +15% | 5.84% | 47.7% | 620 | 83.87% | 0.3 |
|
4021
First Washington Corp
Seattle,
Washington
| $268M | +$15.3M | +6% | 8.19% | 142% | 88 | 18.18% | 3.3 |
|
4022
Thomas Story & Son
Culver,
Indiana
| $268M | +$3.18M | +1% | 5.58% | 101% | 68 | 5.88% | 4.5 |
|
4023
Red Wave Investments
Dillsburg,
Pennsylvania
| $268M | +$25.1M | +10% | 5.18% | 58% | 96 | 10.42% | 0.4 |
|
4024
59 North Capital Management
Houston,
Texas
| $268M | +$29.5M | +12% | 15.1% | 81.4% | 17 | 52.94% | 0.3 |
|
4025
Fulcrum Equity Management
Plano,
Texas
| $268M | +$14.9M | +6% | 7.87% | 116% | 246 | 57.32% | 0.5 |
|