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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
Fairhaven Wealth Management
Oak Brook,
Illinois
| $235M | +$11.7M | +5% | 7.06% | – | 128 | 22.66% | 2.3 |
|
4102
OneAscent Financial Services
Birmingham,
Alabama
| $235M | -$16.7M | -7% | 6.29% | 63.8% | 251 | 51.79% | 0.6 |
|
4103
TRV GP IV
Boston,
Massachusetts
| $235M | +$64M | +37% | 60% | 1,102% | 5 | 0% | 2.8 |
|
4104
Blue Owl Capital Holdings
New York
| $235M | +$4.11M | +2% | 7.63% | 145% | 43 | 9.3% | 0.8 |
|
4105
Advisors Preferred
Rockville,
Maryland
| $235M | +$39.5M | +20% | 10.9% | 102% | 233 | 66.95% | 0.4 |
|
4106
Forager Capital Management
Birmingham,
Alabama
| $235M | +$74M | +46% | 22.7% | 52.6% | 13 | 7.69% | 0.9 |
|
4107
Trustees of the Smith College
Northampton,
Massachusetts
| $235M | -$95.8M | -29% | 7.53% | – | 8 | 37.5% | 0.8 |
|
4108
Knuff & Co
Foster City,
California
| $235M | +$23.2M | +11% | 9.93% | 85.8% | 135 | 5.93% | 2.9 |
|
4109
My Legacy Advisors
Bend,
Oregon
| $234M | +$36.3M | +18% | 8.54% | 49.1% | 221 | 18.1% | 0.6 |
|
4110
Winch Advisory Services
Appleton,
Wisconsin
| $234M | +$1.59M | +0.7% | 3.57% | 80.8% | 455 | 6.81% | 3.9 |
|
|
GTC
4111
Ghost Tree Capital
New York
| $234M | -$122M | -34% | 30% | 265% | 53 | 50.94% | 1 |
|
4112
Foresite Capital Management IV
Larkspur,
California
| $234M | -$76.8M | -25% | 9.86% | 151% | 8 | 0% | 1.8 |
|
4113
Oakview Capital Management
Dallas,
Texas
| $234M | +$24.4M | +12% | 12.6% | 21.2% | 17 | 5.88% | 2.1 |
|
4114
Hidden Lake Asset Management
New York
| $234M | +$26.8M | +13% | 10.1% | 849% | 37 | 72.97% | 0.3 |
|
4115
Northwest Wealth Management
Spencer,
Iowa
| $234M | +$7.31M | +3% | 7.91% | 68.2% | 153 | 18.3% | 2.9 |
|
4116
Crake Asset Management
London,
United Kingdom
| $234M | -$112M | -32% | 2.61% | 52.7% | 13 | 53.85% | 2.3 |
|
4117
Untitled Investments
New York
| $233M | -$111M | -32% | 2.8% | 79.6% | 22 | 40.91% | 1.1 |
|
4118
Bourne Lent Asset Management
Pawling,
New York
| $233M | +$3.34M | +1% | 9.89% | 76.1% | 65 | 12.31% | 5.2 |
|
4119
JRM Investment Counsel
Omaha,
Nebraska
| $233M | -$1.61M | -0.7% | 9.06% | 65.5% | 23 | 13.04% | 4.4 |
|
4120
Hemington Wealth Management
Falls Church,
Virginia
| $233M | +$3.87M | +2% | 7.69% | 76.1% | 104 | 14.42% | 1.5 |
|
4121
Clean Yield Group
Norwich,
Vermont
| $233M | +$17.3M | +8% | 10.9% | 80.7% | 502 | 15.94% | 2.6 |
|
4122
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $233M | +$26.8M | +13% | 9.11% | 83.4% | 70 | 15.71% | 1.4 |
|
|
MFGP
4123
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $233M | +$21.2M | +10% | 7.17% | 65.5% | 53 | 3.77% | 3.5 |
|
4124
PRW Wealth Management
Quincy,
Massachusetts
| $233M | +$22.7M | +11% | 9.13% | 42.3% | 112 | 53.57% | 1.3 |
|
4125
New Capital Management
Houston,
Texas
| $232M | +$50.2M | +28% | 8.4% | 55.4% | 50 | 22% | 2.9 |
|