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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4026
Weaver Consulting Group
Huntington Beach,
California
| $420M | +$10.6M | +3% | 0.86% | 56.4% | 284 | 8.8% | 3.5 |
|
4027
Harrell Investment Partners
Austin,
Texas
| $419M | -$4.85M | -1% | 0.14% | 121% | 148 | 16.89% | 2.7 |
|
4028
Summit Wealth & Retirement Planning
San Ramon,
California
| $419M | -$5.59M | -1% | 1.11% | 67.6% | 117 | 11.97% | 2.8 |
|
4029
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $419M | +$33.6M | +9% | 2.15% | 59.7% | 117 | 22.22% | 2.1 |
|
4030
Fairvoy Private Wealth
Birmingham,
Alabama
| $419M | -$27.7M | -6% | 0.06% | – | 231 | 30.3% | 0.9 |
|
4031
Mattson Financial Services
Kentwood,
Michigan
| $419M | -$9.44M | -2% | 1.47% | – | 242 | 29.34% | 0.9 |
|
4032
Vega Investment Solutions
Paris,
France
| $419M | -$210M | -33% | 3.82% | – | 191 | 13.61% | 1 |
|
4033
Monetary Management Group
St Louis,
Missouri
| $419M | -$13.8M | -3% | 1.51% | 138% | 339 | 6.49% | 7.6 |
|
4034
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $419M | +$8.69M | +2% | 0.4% | 63% | 208 | 17.79% | 4 |
|
4035
Praesidium Investment Management Company
New York
| $419M | -$121M | -22% | 17.7% | 79% | 12 | 0% | 2.9 |
|
4036
Trigran Investments
Northbrook,
Illinois
| $418M | -$89.4M | -18% | 9.67% | 30.2% | 19 | 21.05% | 3.9 |
|
|
WPI
4037
Walter Public Investments
Westmount,
Canada
| $418M | -$147M | -26% | 0.82% | 85.1% | 55 | 23.64% | 2 |
|
|
FFA
4038
Florida Financial Advisors
Tampa,
Florida
| $418M | +$50.1M | +14% | 4.67% | – | 348 | 29.31% | 1.1 |
|
4039
Millstreet Capital Management
Boston,
Massachusetts
| $418M | -$21.1M | -5% | 11.7% | – | 3 | 33.33% | 1.3 |
|
|
PA
4040
PSI Advisors
Tampa,
Florida
| $418M | +$19.4M | +5% | 0.44% | 58.2% | 163 | 28.83% | 2.8 |
|
4041
Bill Few Associates
Pittsburgh,
Pennsylvania
| $417M | +$10.6M | +3% | 0.56% | 91.5% | 218 | 12.39% | 2.7 |
|
4042
Alight Capital Management
New York
| $417M | +$26M | +7% | 4.14% | 466% | 84 | 50% | 0.8 |
|
4043
Bender Robert & Associates
Pasadena,
California
| $417M | -$64.4M | -13% | 8.87% | 146% | 46 | 17.39% | 1.2 |
|
4044
Alpine Woods Capital Investors
Purchase,
New York
| $417M | -$3.32M | -0.8% | 0.75% | 105% | 231 | 38.53% | 4 |
|
4045
KFA Private Wealth Group
Tysons,
Virginia
| $417M | +$5.47M | +1% | 1.97% | 62.8% | 167 | 13.77% | 2.4 |
|
4046
Westwind Capital
Las Cruces,
New Mexico
| $416M | -$73M | -15% | 7.31% | 87.6% | 80 | 50% | 1.5 |
|
|
CEI
4047
Clark Estates Inc
New York
| $416M | +$4.1M | +1% | 2.74% | 34.5% | 110 | 22.73% | 2.5 |
|
4048
Spruce Street Capital
New York
| $416M | +$113M | +37% | 44.4% | – | 34 | 38.24% | 0.2 |
|
4049
Stevens Capital Partners
Omaha,
Nebraska
| $416M | +$33.8M | +9% | 2.86% | 76.3% | 129 | 22.48% | 1.5 |
|
|
VM
4050
Venator Management
Pittsburgh,
Pennsylvania
| $416M | -$27.8M | -6% | 10.2% | 101% | 31 | 22.58% | 2.6 |
|