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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
Ballast Inc
Lexington,
Kentucky
| $325M | +$8.4M | +3% | 0.37% | 71.3% | 124 | 6.45% | 4.1 |
|
4002
Davidson Capital Management
Corpus Christi,
Texas
| $324M | +$13.8M | +4% | 1.43% | 79.4% | 102 | 27.45% | 2.3 |
|
|
CIM
4003
CIM Investment Management
Pittsburgh,
Pennsylvania
| $324M | -$11.3M | -3% | 3.63% | 123% | 293 | 15.7% | 3.8 |
|
4004
Legion Partners Asset Management
Los Angeles,
California
| $324M | -$108M | -25% | 12% | 206% | 16 | 31.25% | 2.4 |
|
4005
Polus Capital Management
London,
United Kingdom
| $324M | +$167M | +106% | 11.7% | – | 5 | 60% | 0.5 |
|
4006
Anchorage Capital Group
New York
| $324M | -$60.3M | -16% | 5.37% | 24.9% | 9 | 11.11% | 2.6 |
|
4007
Portfolio Design Labs
Encino,
California
| $324M | +$26.3M | +9% | 5.3% | – | 112 | 10.71% | 0.4 |
|
4008
ECP ControlCo
Summit,
New Jersey
| $324M | -$38.9M | -11% | 8.87% | 42.5% | 7 | 0% | 2.9 |
|
|
DI
4009
DDFG Inc
Thousand Oaks,
California
| $324M | +$8.94M | +3% | 1.79% | 56.3% | 80 | 10% | 1.3 |
|
4010
Rockline Wealth Management
Plainview,
New York
| $324M | +$37.5M | +13% | 9.04% | 176% | 105 | 19.05% | 0.4 |
|
4011
Summit Rock Advisors
New York
| $323M | +$11.7M | +4% | 6.55% | – | 10 | 40% | 0.4 |
|
4012
Canvas Wealth Advisors
Shawnee,
Kansas
| $323M | +$25.9M | +9% | 3.39% | 115% | 166 | 21.69% | 1.6 |
|
4013
Astoria Strategic Wealth
Conroe,
Texas
| $323M | +$7.55M | +2% | 0.87% | 42.1% | 32 | 6.25% | 3.6 |
|
4014
Windsor Capital Management
Phoenix,
Arizona
| $323M | +$685K | +0.2% | 0.54% | 49.1% | 118 | 11.02% | 6.2 |
|
4015
Wiser Wealth Management
Marietta,
Georgia
| $323M | +$18.2M | +6% | 1.53% | 53% | 37 | 21.62% | 1.9 |
|
4016
AMJ Financial Wealth Management
Leesburg,
Virginia
| $323M | +$23.2M | +8% | 5.25% | 167% | 86 | 24.42% | 1.2 |
|
4017
Fernwood Investment Management
Quincy,
Massachusetts
| $322M | -$21M | -6% | 3.11% | 83.4% | 717 | 72.25% | 5.2 |
|
4018
Glenorchy Capital
Boorolite,
Australia
| $322M | +$38.7M | +14% | 4.16% | – | 73 | 13.7% | 0.5 |
|
4019
VeraBank
Henderson,
Texas
| $322M | +$1.1M | +0.3% | 1.53% | 60.6% | 147 | 4.08% | 3.9 |
|
4020
Safeguard Investment Advisory Group
Corona,
California
| $322M | +$27.2M | +9% | 3.29% | 84.3% | 118 | 18.64% | 2.3 |
|
4021
Lantz Financial
Naperville,
Illinois
| $322M | +$11.2M | +4% | 1.6% | 74.3% | 217 | 7.37% | 3 |
|
4022
ValueWorks
New York
| $322M | +$14M | +5% | 3.64% | 190% | 34 | 5.88% | 5.3 |
|
|
UAG
4023
United Advisor Group
Cincinnati,
Ohio
| $322M | +$55.7M | +21% | 3.28% | – | 285 | 35.09% | 0.2 |
|
4024
VELA Investment Management
New Albany,
Ohio
| $322M | +$26.8M | +9% | 0.7% | 56.8% | 182 | 21.98% | 1.4 |
|
4025
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $321M | +$72.3M | +29% | 3.09% | – | 1,612 | 94.42% | 0 |
|