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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4101
Essex Savings Bank
Essex,
Connecticut
| $259M | +$30.3M | +13% | 7.17% | 95.2% | 214 | 9.81% | 1.8 |
|
4102
Lumbard & Kellner
Hollis,
New Hampshire
| $258M | -$26M | -9% | 6.24% | 137% | 108 | 12.04% | 3 |
|
4103
Waypoint Wealth Partners
Mill Valley,
California
| $258M | +$121M | +88% | 2.27% | 52.1% | 43 | 13.95% | 0.4 |
|
|
EE
4104
EWG Elevate
Roseville,
California
| $258M | +$32.1M | +14% | 6.01% | 76% | 93 | 31.18% | 0.8 |
|
4105
Crestwood Capital Management
New York
| $258M | +$48.5M | +23% | 9.77% | 203% | 23 | 34.78% | 1.7 |
|
4106
Shulman DeMeo Asset Management
Lake Success,
New York
| $258M | -$109M | -30% | 8.13% | 79.3% | 148 | 67.57% | 1.5 |
|
4107
Guidance Point Advisors
Wellesley,
Massachusetts
| $258M | +$16.3M | +7% | 4.06% | 71.8% | 88 | 4.55% | 1.8 |
|
4108
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $257M | +$14.4M | +6% | 5.24% | 75.6% | 100 | 25% | 0.8 |
|
4109
Knightsbridge Asset Management
Newport Beach,
California
| $257M | +$20.8M | +9% | 8.84% | 150% | 70 | 15.71% | 1.6 |
|
4110
Liberty Wealth Management
Oakland,
California
| $257M | +$52.4M | +26% | 6.74% | 64.2% | 1,219 | 24.77% | 1.5 |
|
4111
Red Door Wealth Management
Memphis,
Tennessee
| $257M | +$61M | +31% | 7.81% | 100% | 666 | 82.43% | 0.2 |
|
|
CP
4112
CPV Partners
Stamford,
Connecticut
| $257M | +$81.7M | +47% | 54.2% | 105% | 4 | 25% | 1.7 |
|
4113
Weik Capital Management
Wyomissing,
Pennsylvania
| $257M | +$20.8M | +9% | 7.14% | 66.9% | 117 | 6.84% | 4.9 |
|
4114
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $257M | +$58M | +29% | 5.37% | 57.9% | 50 | 54% | 1.1 |
|
4115
Independent Family Office
Albany,
New York
| $256M | +$1.64M | +0.6% | 6.09% | 68.4% | 70 | 21.43% | 1.2 |
|
|
MFM
4116
Mohican Financial Management
Wilton,
Connecticut
| $256M | +$102M | +66% | 0% | 0% | 73 | 34.25% | 0.8 |
|
4117
Black Diamond Financial
Towson,
Maryland
| $256M | +$20.3M | +9% | 6.36% | 61% | 90 | 10% | 1.7 |
|
4118
Frank Rimerman Advisors
Palo Alto,
California
| $256M | +$29.9M | +13% | 10.6% | 149% | 89 | 14.61% | 0.5 |
|
4119
WealthOne
Albany,
New York
| $256M | +$23.2M | +10% | 6.25% | 23.4% | 142 | 27.46% | 1.4 |
|
|
SA
4120
SoftVest Advisors
Abilene,
Texas
| $256M | -$83.2M | -25% | 4.2% | 178% | 11 | 36.36% | 0.7 |
|
4121
Abacus Wealth Partners
Santa Monica,
California
| $255M | +$115M | +82% | 3.45% | 46% | 126 | 21.43% | 0.4 |
|
4122
Wisconsin Capital Management
Madison,
Wisconsin
| $255M | +$13.1M | +5% | 12.4% | 153% | 59 | 13.56% | 3 |
|
|
KP
4123
Kuvari Partners
London,
United Kingdom
| $255M | +$151M | +145% | 0.84% | – | 9 | 77.78% | 0.1 |
|
4124
Bandera Partners
New York
| $255M | +$834K | +0.3% | 38.8% | 55.4% | 18 | 0% | 3.4 |
|
4125
Howard Financial Services
Dallas,
Texas
| $255M | +$32.6M | +15% | 6.94% | 55.9% | 134 | 14.18% | 1.4 |
|