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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
NTCM
4276
Nut Tree Capital Management
New York
| $340M | +$32.8M | +11% | 6.83% | 101% | 12 | 16.67% | 2.1 |
|
4277
Unio Capital
Princeton,
New Jersey
| $340M | +$78.9M | +30% | 8.37% | 97.8% | 24 | 16.67% | 4.8 |
|
4278
Quantessence Capital
New York
| $340M | -$60.2M | -15% | 14.4% | – | 483 | 93.79% | 0.1 |
|
4279
Kelly Financial Services
Braintree,
Massachusetts
| $339M | +$51.7M | +18% | 8.52% | 64.3% | 124 | 15.32% | 3.4 |
|
4280
Ballast Advisors
Woodbury,
Minnesota
| $339M | +$25.6M | +8% | 8.83% | 66.7% | 173 | 8.09% | 4.3 |
|
4281
Roman Butler Fullerton & Co
St Louis,
Missouri
| $339M | +$81.7M | +32% | 14% | 134% | 264 | 25.38% | 3.1 |
|
4282
Iron Horse Wealth Management
Johston,
Iowa
| $339M | +$27.5M | +9% | 6.31% | 29.1% | 647 | 16.23% | 1.9 |
|
4283
Carr Financial Group
Worcester,
Massachusetts
| $339M | +$33.7M | +11% | 8.84% | 66.1% | 197 | 16.24% | 1.8 |
|
|
KLCM
4284
KG&L Capital Management
Saint Francisville,
Louisiana
| $339M | +$30.2M | +10% | 10.9% | 91.9% | 214 | 22.43% | 3 |
|
4285
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $339M | +$29M | +9% | 7.31% | 57.3% | 204 | 18.14% | 3.6 |
|
4286
Gradient Capital Advisors
San Diego,
California
| $339M | +$32.1M | +10% | 9% | 78.5% | 166 | 9.04% | 4.4 |
|
4287
Birnam Oak Advisors
New York
| $338M | -$214M | -39% | 0.21% | – | 36 | 50% | 0.3 |
|
4288
Divergent Planning
Bethesda,
Maryland
| $338M | +$37M | +12% | 7.04% | 43.3% | 36 | 19.44% | 2.4 |
|
|
LFGO
4289
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $338M | +$26.8M | +9% | 8.06% | 64.2% | 93 | 20.43% | 1.8 |
|
4290
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $338M | -$991K | -0.3% | 22.8% | 207% | 38 | 26.32% | 3 |
|
4291
Selkirk Management
Chatham,
New Jersey
| $338M | +$77.6M | +30% | 34.5% | 245% | 15 | 13.33% | 5.3 |
|
4292
West Branch Capital
Amherst,
Massachusetts
| $338M | +$38.4M | +13% | 14.1% | 156% | 540 | 14.63% | 3.3 |
|
4293
Highline Wealth Partners
Sherman Oaks,
California
| $338M | +$41M | +14% | 12.8% | 93.8% | 1,100 | 26.55% | 1.2 |
|
|
TA
4294
TrueWealth Advisors
Birmingham,
Alabama
| $338M | +$33.4M | +11% | 8.4% | 60.9% | 226 | 11.95% | 2.4 |
|
4295
Haverford Financial Services
Radnor,
Pennsylvania
| $338M | +$13.2M | +4% | 10.1% | 57.9% | 44 | 9.09% | 6.1 |
|
4296
BankPlus Trust Department
Jackson,
Mississippi
| $338M | +$38.1M | +13% | 8.4% | – | 488 | 12.3% | 0.5 |
|
4297
WT Wealth Management
Scottsdale,
Arizona
| $338M | +$29.8M | +10% | 9.14% | 72% | 157 | 27.39% | 1.9 |
|
4298
Ruedi Wealth Management
Champaign,
Illinois
| $337M | +$17.5M | +5% | 5.97% | 44.9% | 335 | 84.48% | 2.2 |
|
4299
BNC Wealth Management
Beaverton,
Oregon
| $337M | +$59.6M | +21% | 25% | 204% | 108 | 18.52% | 2.6 |
|
4300
Princeton Capital Management
Red Bank,
New Jersey
| $337M | +$52.7M | +19% | 25.7% | 206% | 135 | 17.04% | 3.9 |
|