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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SC
4051
Sawyer & Company
Boston,
Massachusetts
| $162M | +$36.3M | +29% | 18.1% | 111% | 176 | 7.39% | 2.2 |
|
4052
Pettee Investors
Rowayton,
Connecticut
| $162M | +$22.7M | +16% | 18.3% | 96.1% | 115 | 13.04% | 3.8 |
|
4053
SCF Partners
Houston,
Texas
| $161M | +$58M | +56% | 64.5% | 2.1% | 4 | 0% | 3.4 |
|
|
BG
4054
Berry Group
Worcester,
Massachusetts
| $161M | +$28.8M | +22% | 22.1% | – | 107 | 13.08% | 0.4 |
|
|
ITIM
4055
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $161M | +$20.8M | +15% | 10.1% | 114% | 111 | 4.5% | 5.5 |
|
4056
Front Row Advisors
Tiburon,
California
| $161M | +$13.3M | +9% | 24.3% | 142% | 1,052 | 8.65% | 1.8 |
|
|
RG
4057
Retirement Group
San Diego,
California
| $161M | – | – | 17.5% | 33.7% | 677 | – | 0.4 |
|
4058
Xcel Wealth Management
Holly Hill,
Florida
| $161M | +$50.3M | +45% | 30.6% | 98.8% | 102 | 27.45% | 0.9 |
|
4059
Cornell Pochily Investment Advisors
Ithaca,
New York
| $161M | +$26.3M | +19% | 17.2% | 97% | 142 | 13.38% | 2 |
|
4060
Reliant Wealth Planning
Louisville,
Kentucky
| $161M | -$30.6M | -16% | 13.8% | 39.4% | 11 | 45.45% | 0.2 |
|
4061
Spark Growth Management Partners
Boston,
Massachusetts
| $161M | +$21.8M | +16% | 15.8% | – | 1 | 0% | 0.5 |
|
4062
Smith & Howard Wealth Management
Atlanta,
Georgia
| $161M | +$4.06M | +3% | 14.5% | 43.8% | 70 | 12.86% | 2.7 |
|
|
LP
4063
LGL Partners
Philadelphia,
Pennsylvania
| $161M | +$8.81M | +6% | 21.4% | 68.9% | 95 | 21.05% | 1.9 |
|
4064
Wills Financial Group
Richmond,
Virginia
| $161M | +$20.4M | +15% | 15.4% | 57.5% | 53 | 11.32% | 3.9 |
|
4065
Towerpoint Wealth
Sacramento,
California
| $161M | +$34.4M | +27% | 14.2% | 67.7% | 69 | 20.29% | 1.6 |
|
4066
Tinicum
New York
| $161M | +$69.8M | +77% | 79.7% | 21.1% | 3 | 33.33% | 4.1 |
|
4067
Vivid Financial Management
Orcutt,
California
| $160M | +$83.8M | +110% | 17.2% | – | 106 | 48.11% | 0.3 |
|
4068
D. Scott Neal
Lexington,
Kentucky
| $160M | -$6.72M | -4% | 9.73% | 105% | 41 | 24.39% | 2.8 |
|
4069
Steginsky Capital
Port Washington,
New York
| $160M | +$16.2M | +11% | 12.3% | 99.4% | 8 | 0% | 3.4 |
|
4070
Timber Creek Capital Management
Boston,
Massachusetts
| $160M | +$22.5M | +16% | 20.4% | 139% | 132 | 12.12% | 4.4 |
|
4071
Continuum Advisory
Eagle,
Idaho
| $159M | +$10.9M | +7% | 15.5% | 77% | 165 | 28.48% | 1.6 |
|
|
PCMK
4072
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $159M | +$20.4M | +15% | 19.6% | 87.5% | 193 | 75.65% | 4.9 |
|
4073
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $159M | +$55.3M | +53% | 20.9% | 47.8% | 402 | 73.63% | 0.6 |
|
4074
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $159M | +$20.5M | +15% | 17.8% | 13.1% | 75 | 21.33% | 1.9 |
|
4075
AREX Capital Management
New York
| $159M | +$73.8M | +86% | 60% | 36.2% | 10 | 30% | 0.4 |
|