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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4251
Vickerman Investment Advisors
Spokane,
Washington
| $211M | -$14M | -6% | 12.7% | 47.3% | 78 | 6.41% | 0.7 |
|
4252
Kiley Juergens Wealth Management
Olympia,
Washington
| $211M | +$4.03M | +2% | 16% | 106% | 75 | 34.67% | 2.3 |
|
4253
East Coast Asset Management
Essex,
Massachusetts
| $211M | -$209M | -50% | 17% | 153% | 64 | 6.25% | 7.4 |
|
4254
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $211M | -$20.3M | -9% | 8.21% | 104% | 292 | 5.48% | 6.1 |
|
4255
Family Legacy Inc
Greenville,
South Carolina
| $211M | -$29M | -12% | 11.8% | 89% | 114 | 6.14% | 3.8 |
|
|
WFA
4256
Wade Financial Advisory
Campbell,
California
| $211M | -$22.3M | -10% | 14.7% | 15.9% | 80 | 11.25% | 1.9 |
|
4257
Martin Capital Partners
Eugene,
Oregon
| $211M | -$8.27M | -4% | 6.97% | 42.3% | 72 | 4.17% | 2.9 |
|
|
SM
4258
Scoggin Management
New York
| $211M | -$160M | -43% | 22.9% | 889% | 74 | 56.76% | 0.8 |
|
4259
Wealth Dimensions Group
Cincinnati,
Ohio
| $211M | -$5.34M | -2% | 10.4% | 57.1% | 135 | 8.89% | 1.3 |
|
4260
Oak Asset Management
Westlake Village,
California
| $211M | -$42.1M | -17% | 11.1% | 91.8% | 167 | 94.61% | 0.3 |
|
4261
Courage Miller Partners
Norfolk,
Virginia
| $211M | -$41.2M | -16% | 11.1% | 43.5% | 76 | 7.89% | 6.7 |
|
|
HCM
4262
Hudson Capital Management
Ramsey,
New Jersey
| $210M | -$42M | -17% | 11.3% | 66.8% | 71 | 14.08% | 3 |
|
4263
Thomas Story & Son
Culver,
Indiana
| $210M | -$42.2M | -17% | 13.7% | 101% | 63 | 14.29% | 5.6 |
|
4264
Insight Folios
Charlotte,
North Carolina
| $210M | -$14.1M | -6% | 7.81% | 32.9% | 123 | 15.45% | 1.3 |
|
4265
Gries Financial
Cleveland,
Ohio
| $210M | -$61.6M | -23% | 10.4% | 71.3% | 159 | 31.45% | 1 |
|
4266
Ayalon Insurance Company
Ramat Gan,
Israel
| $210M | -$85M | -29% | 14.5% | 99.6% | 140 | 30.71% | 3.2 |
|
4267
Regatta Capital Group
El Segundo,
California
| $210M | -$80M | -28% | 15.8% | 78.1% | 173 | 15.61% | 0.5 |
|
4268
TNF
Billings,
Montana
| $210M | -$12.4M | -6% | 11.5% | 21.3% | 129 | 15.5% | 0.7 |
|
4269
Mokosak Advisory Group
Urbandale,
Iowa
| $210M | -$37.2M | -15% | 14.6% | 59.2% | 25 | 16% | 3 |
|
4270
Sage Capital Advisors
Sioux Falls,
South Dakota
| $209M | -$36.8M | -15% | 12% | 105% | 118 | 18.64% | 2.6 |
|
4271
272 Capital
Dallas,
Texas
| $209M | +$212K | +0.1% | 27.1% | 222% | 90 | 37.78% | 0.3 |
|
4272
Forager Capital Management
Birmingham,
Alabama
| $209M | -$8.45M | -4% | 12.1% | 52.6% | 14 | 7.14% | 0.4 |
|
4273
Humankind Investments
New York
| $209M | -$35.3M | -14% | 13.2% | 62.5% | 127 | 24.41% | 1.1 |
|
4274
FC Advisory
West Chester,
Pennsylvania
| $209M | -$21.9M | -10% | 12.9% | 46.6% | 86 | 12.79% | 3.8 |
|
|
OFG
4275
OTA Financial Group
Purchase,
New York
| $209M | +$51.8M | +33% | 0.16% | 320% | 149 | 72.48% | 0.2 |
|