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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
Platform Technology Partners
New York
| $330M | +$12.1M | +4% | 3.8% | – | 236 | 12.71% | 3.1 |
|
4202
Muhlenkamp & Co
Wexford,
Pennsylvania
| $329M | +$3.13M | +1% | 1.87% | 107% | 30 | 6.67% | 4.6 |
|
4203
Net Worth Advisory Group
Sandy,
Utah
| $329M | -$7.61M | -2% | 0.66% | – | 410 | 11.95% | 0.2 |
|
4204
Physicians Financial Services
Raleigh,
North Carolina
| $329M | +$7.81M | +2% | 3.34% | 116% | 110 | 7.27% | 6.5 |
|
4205
Westmount Partners
Los Angeles,
California
| $329M | -$3.37M | -1% | 4.05% | 101% | 235 | 9.36% | 1.6 |
|
4206
Science & Technology Partners
New York
| $329M | – | – | 59.8% | – | 23 | – | 0 |
|
4207
Roberts Wealth Advisors
Palo Alto,
California
| $329M | +$20M | +6% | 0.96% | 81.1% | 105 | 14.29% | 1.7 |
|
4208
Bank of Stockton
Stockton,
California
| $329M | -$2.59M | -0.8% | 0.58% | 99.2% | 152 | 10.53% | 5.5 |
|
4209
Knuff & Co
Foster City,
California
| $329M | +$1.35M | +0.4% | 2.13% | 85.8% | 152 | 23.03% | 3.5 |
|
|
EE
4210
EWG Elevate
Roseville,
California
| $328M | +$79.3M | +32% | 1.33% | 76% | 162 | 38.27% | 1.6 |
|
4211
Boltwood Capital Management
Walnut Creek,
California
| $328M | -$9.3M | -3% | 2.31% | 63% | 178 | 6.74% | 6 |
|
4212
LongView Wealth Management
Atlanta,
Georgia
| $328M | +$14.8M | +5% | 0.61% | 60.8% | 208 | 9.13% | 0.8 |
|
4213
Legacy Capital Group California
Los Gatos,
California
| $328M | +$27.4M | +9% | 7.08% | 129% | 363 | 22.87% | 1 |
|
4214
Haverford Financial Services
Radnor,
Pennsylvania
| $328M | -$21.4M | -6% | 0.05% | 57.9% | 43 | 4.65% | 6 |
|
|
CCP
4215
Caden Capital Partners
Santa Monica,
California
| $328M | +$31.2M | +11% | 11.8% | 19.1% | 15 | 26.67% | 1.1 |
|
4216
TOBAM
Paris,
France
| $328M | -$221M | -40% | 1.97% | 76.5% | 343 | 13.99% | 3 |
|
4217
NovaPoint Capital
Atlanta,
Georgia
| $328M | +$5.25M | +2% | 1.23% | 94% | 135 | 10.37% | 3.2 |
|
4218
Tempus Wealth Planning
Irvine,
California
| $327M | +$54.4M | +20% | 1.12% | 95% | 263 | 22.43% | 2.1 |
|
4219
DecisionPoint Financial
Mesa,
Arizona
| $327M | +$11.4M | +4% | 1.9% | 48% | 272 | 14.71% | 1.4 |
|
|
MFGP
4220
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $327M | -$3.85M | -1% | 0.04% | 65.5% | 53 | 1.89% | 5 |
|
4221
Guidance Capital
Lousville,
Kentucky
| $327M | +$7.22M | +2% | 0.96% | 63.7% | 234 | 44.02% | 0.8 |
|
4222
BOCHK Asset Management
Hong Kong
| $327M | -$9.13M | -3% | 36.4% | 503% | 81 | 55.56% | 0.4 |
|
4223
Buckley Wealth Management
Las Vegas,
Nevada
| $327M | +$2.01M | +0.6% | 1.24% | 88% | 103 | 7.77% | 4.6 |
|
4224
Wellington Shields & Co
New York
| $326M | -$2.82M | -0.9% | 3.42% | 127% | 314 | 7.32% | 3.7 |
|
4225
Legacy CG
Plano,
Texas
| $326M | +$20.3M | +7% | 0.75% | 62.6% | 63 | 31.75% | 0.9 |
|