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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
KK
4026
Kotler Kevin
| $427M | – | – | 61.7% | – | 38 | – | 0 |
|
4027
Ballast Inc
Lexington,
Kentucky
| $427M | +$14.6M | +4% | 2.76% | 71.3% | 142 | 11.97% | 4.7 |
|
4028
Peak Retirement Planning
Columbus,
Ohio
| $427M | +$72M | +20% | 1.28% | – | 156 | 26.28% | 0.6 |
|
4029
Abound Wealth Management
Franklin,
Tennessee
| $427M | +$27.5M | +7% | 1.89% | 65.7% | 1,506 | 14.67% | 2.1 |
|
4030
TRB Advisors
New York
| $427M | -$69.4M | -14% | 2.13% | 76.1% | 14 | 42.86% | 3.1 |
|
4031
J. Derek Lewis & Associates
Newport Beach,
California
| $427M | – | – | 0.8% | – | 209 | – | 0 |
|
|
WHAM
4032
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $427M | +$45.5M | +12% | 2.77% | 98.1% | 28 | 21.43% | 2.3 |
|
4033
Chapin Davis
Baltimore,
Maryland
| $427M | +$19.4M | +5% | 10.4% | 339% | 263 | 13.31% | 2.1 |
|
4034
von Borstel & Associates
The Dalles,
Oregon
| $427M | -$225M | -35% | 2.22% | – | 171 | 76.61% | 1.2 |
|
4035
Evelyn Partners Asset Management
London,
| $426M | -$16.7M | -4% | 3.22% | – | 299 | 11.04% | 0.8 |
|
4036
Fortress Investment Group
New York
| $426M | -$327M | -43% | 8.75% | 97.5% | 76 | 88.16% | 0.8 |
|
|
WFI
4037
West Family Investments
Carlsbad,
California
| $426M | -$21.8M | -5% | 4.17% | 116% | 394 | 14.97% | 2 |
|
4038
Aspire Capital Advisors
Seattle,
Washington
| $426M | +$20.3M | +5% | 1.54% | 59.3% | 127 | 14.17% | 1.9 |
|
4039
ORG Wealth Partners
Dallas,
Texas
| $426M | -$44.8M | -10% | 6.01% | – | 695 | 17.27% | 0.9 |
|
4040
Rothschild Capital Partners
New York
| $426M | +$2.17M | +0.5% | 6.19% | 90.8% | 103 | 22.33% | 2.7 |
|
4041
Tejara Capital
London,
United Kingdom
| $425M | +$233M | +122% | 1.76% | 17.3% | 75 | 54.67% | 0.8 |
|
4042
Brave Asset Management
Summit,
New Jersey
| $425M | +$11.7M | +3% | 4.27% | 76.3% | 181 | 12.15% | 5.2 |
|
4043
Berkeley Capital Partners
Milton,
Georgia
| $425M | +$1.77M | +0.4% | 2.05% | 62.8% | 205 | 15.61% | 4.2 |
|
4044
Summit Wealth & Retirement Planning
San Ramon,
California
| $425M | +$17.8M | +4% | 3.99% | 67.6% | 112 | 5.36% | 2.5 |
|
4045
Coalescence Partners Investment Management
New York
| $424M | +$40.4M | +11% | 2.5% | – | 14 | 21.43% | 1.4 |
|
4046
White Pine Investment Company
Livonia,
Michigan
| $424M | +$2.9M | +0.7% | 1.98% | 73.3% | 69 | 4.35% | 5.3 |
|
4047
3G Capital Partners
New York
| $424M | +$2.08M | +0.5% | 2.57% | 351% | 17 | 29.41% | 1.2 |
|
4048
Whitcomb & Hess
Ashland,
Ohio
| $424M | +$35.1M | +9% | 3.39% | 54% | 61 | 8.2% | 2.8 |
|
4049
Harrell Investment Partners
Austin,
Texas
| $424M | +$657K | +0.2% | 2.33% | 121% | 130 | 7.69% | 2.8 |
|
|
HWM
4050
HFR Wealth Management
Niskayuna,
New York
| $424M | -$12.6M | -3% | 0.52% | 47.5% | 52 | 5.77% | 3.8 |
|