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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4001
WealthOne
Albany,
New York
| $284M | -$5.71M | -2% | 4.97% | 23.4% | 136 | 26.47% | 1.8 |
|
|
GDS
4002
Gimbel Daniel Scott
| $284M | +$12.2M | +4% | 4.51% | 57.1% | 3 | 0% | 1.3 |
|
4003
Ellsworth Advisors
Hudson,
Ohio
| $284M | +$13.2M | +5% | 1.42% | 131% | 183 | 44.81% | 0.9 |
|
|
AC
4004
Athos Capital
Hong Kong
| $284M | -$36M | -11% | 1.12% | 110% | 149 | 35.57% | 0.6 |
|
4005
High Note Wealth
Deephaven,
Minnesota
| $283M | -$12.9M | -4% | 4.83% | 82.8% | 98 | 22.45% | 1 |
|
4006
Bard Associates
Chicago,
Illinois
| $283M | -$20.7M | -7% | 2.28% | 241% | 188 | 5.32% | 4.4 |
|
4007
Clean Yield Group
Norwich,
Vermont
| $283M | -$29.8M | -10% | 4.04% | 80.7% | 516 | 21.9% | 2.1 |
|
4008
Summit Wealth & Retirement Planning
San Ramon,
California
| $283M | -$9.45M | -3% | 5.37% | 67.6% | 107 | 20.56% | 1.7 |
|
4009
Foundry Group
Boulder,
Colorado
| $283M | -$166M | -37% | 36.2% | – | 4 | 0% | 0.3 |
|
4010
DCM Advisors
New York
| $283M | -$56.4M | -17% | 2.44% | 99.3% | 236 | 31.36% | 0.7 |
|
4011
Harrell Investment Partners
Austin,
Texas
| $283M | -$42.7M | -13% | 2.98% | 121% | 106 | 16.98% | 1.6 |
|
4012
Red Wave Investments
Dillsburg,
Pennsylvania
| $283M | -$10.6M | -4% | 5.28% | 58% | 106 | 11.32% | 1.1 |
|
4013
Waterfront Wealth
Overland Park,
Kansas
| $283M | +$30M | +12% | 2.78% | 71.8% | 257 | 19.84% | 0.8 |
|
4014
New Harbor Financial Group
Worcester,
Massachusetts
| $283M | -$8.5M | -3% | 16.2% | 94.6% | 34 | 38.24% | 1.9 |
|
4015
China Universal Asset Management Company
Shanghai,
China
| $282M | -$138M | -33% | 8.28% | 292% | 104 | 28.85% | 0.2 |
|
4016
Kize Capital
New York
| $282M | -$58.1M | -17% | 15.3% | 34.7% | 8 | 25% | 1 |
|
4017
Whalerock Point Partners
Providence,
Rhode Island
| $282M | -$9.6M | -3% | 3.37% | 103% | 156 | 7.05% | 4.3 |
|
4018
Archer Investment Corporation
Carmel,
Indiana
| $282M | -$12.4M | -4% | 3.06% | 68.2% | 889 | 17.77% | 1.6 |
|
4019
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $282M | -$24.7M | -8% | 2.37% | 44% | 88 | 34.09% | 1.7 |
|
4020
Pertento Partners
London,
United Kingdom
| $282M | +$68.5M | +32% | 14% | 196% | 15 | 20% | 0.2 |
|
4021
Arcus Capital Partners
Atlanta,
Georgia
| $282M | -$13.4M | -5% | 4.09% | 69.2% | 119 | 18.49% | 2.2 |
|
4022
Athyrium Capital Management
New York
| $281M | +$808K | +0.3% | 9.16% | 25.1% | 10 | 10% | 0.5 |
|
|
HA
4023
Hamel Associates
Chatham,
New Jersey
| $281M | +$2.45M | +0.9% | 2.42% | 50.6% | 80 | 8.75% | 4.6 |
|
4024
Cutler Capital Management
Worcester,
Massachusetts
| $281M | +$6.31M | +2% | 1.29% | 39.7% | 121 | 15.7% | 2.3 |
|
4025
Herold Advisors
New York
| $281M | +$23.7M | +9% | 2.09% | 90.2% | 736 | 73.91% | 0.1 |
|