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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4201
Jentner Corp
Akron,
Ohio
| $120M | +$822K | +0.7% | 3.6% | 38.9% | 31 | 12.9% | 1.5 |
|
4202
Elmwood Wealth Management
Berkeley,
California
| $120M | +$10.6M | +10% | 5.72% | 42.1% | 308 | 10.39% | 0.5 |
|
4203
Towerpoint Wealth
Sacramento,
California
| $120M | +$14M | +13% | 2.37% | 67.7% | 33 | 6.06% | 0.7 |
|
4204
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $120M | +$12.6M | +12% | 8.57% | 82% | 49 | 12.24% | 1.1 |
|
4205
Piper Sandler & Co
Minneapolis,
Minnesota
| $120M | -$27.3M | -18% | 0.03% | 0.04% | 26 | 53.85% | 0 |
|
4206
Norwest Venture Partners X
Palo Alto,
California
| $120M | +$7.52M | +7% | 7.93% | 11.3% | 3 | 0% | 2.8 |
|
4207
TRV GP
Boston,
Massachusetts
| $120M | -$38.5M | -24% | 10.7% | 3,178% | 5 | 40% | 0.6 |
|
|
WA1
4208
Wimmer Associates 1
Pasadena,
California
| $120M | +$8.01M | +7% | 8.5% | 78.9% | 107 | 4.67% | 2.3 |
|
4209
Seven Post Investment Office
San Francisco,
California
| $120M | +$96.3M | +404% | 5.97% | 52.6% | 16 | 68.75% | 1.6 |
|
4210
Keeler Thomas Management
Orem,
Utah
| $120M | +$12.1M | +11% | 8.64% | 46.1% | 57 | 8.77% | 0.7 |
|
4211
Endicott Management
New York
| $120M | -$15.6M | -12% | 10.7% | 229% | 7 | 0% | 2.8 |
|
|
RCA
4212
Rex Capital Advisors
Providence,
Rhode Island
| $120M | +$2.2M | +2% | 4.09% | 7.31% | 17 | 11.76% | 3.2 |
|
|
PAM
4213
Pegasus Asset Management
Montebello,
New York
| $120M | +$12.8M | +12% | 8.05% | 89% | 68 | 7.35% | 0.7 |
|
4214
General Equity Holdings
Brooklyn,
New York
| $119M | -$20.8M | -15% | 6.03% | 775% | 16 | 68.75% | 0.3 |
|
|
SV
4215
Stilwell Value
New York
| $119M | -$2.3M | -2% | 3.68% | 87.9% | 40 | 12.5% | 2.4 |
|
4216
Blue Sky Asset Management
Greenwood Village,
Colorado
| $119M | -$157K | -0.1% | 3.37% | – | 118 | 70.34% | 0.3 |
|
4217
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $119M | +$5.06M | +4% | 6.77% | 71.4% | 96 | 11.46% | 1.2 |
|
4218
Kopp Investment Advisors
Bloomington,
Minnesota
| $119M | +$12.2M | +11% | 17.3% | 109% | 62 | 11.29% | 3.2 |
|
4219
Gradient Capital Advisors
San Diego,
California
| $119M | +$11M | +10% | 3.52% | 78.5% | 89 | 7.87% | 0.7 |
|
4220
Capital Asset Advisory Services
Williamston,
Michigan
| $119M | +$7.64M | +7% | 4.9% | 51% | 110 | 10.91% | 1.6 |
|
4221
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $118M | -$2.67M | -2% | 6.04% | 83.3% | 91 | 10.99% | 3 |
|
|
ABP
4222
Arthur B. Page
| $118M | +$8.82M | +8% | 9.87% | 40.4% | 62 | 4.84% | 3.7 |
|
4223
MHI Funds
Woodstock,
New York
| $118M | +$1.73M | +1% | 4.88% | – | 104 | 19.23% | 0.5 |
|
4224
Lederer & Associates Investment Counsel
Long Beach,
California
| $118M | +$7.48M | +7% | 6.56% | 75.5% | 93 | 0% | 2.5 |
|
|
KCM
4225
Knoll Capital Management
Miami,
Florida
| $118M | +$622K | +0.5% | 12.1% | 258% | 19 | 10.53% | 1.4 |
|