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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4301
Mattson Financial Services
Kentwood,
Michigan
| $315M | +$35.7M | +13% | 0.76% | – | 383 | 38.9% | 0.3 |
|
4302
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $314M | +$11M | +4% | 0.62% | 63% | 196 | 14.8% | 3.7 |
|
4303
Clean Yield Group
Norwich,
Vermont
| $314M | -$1.21M | -0.4% | 0.85% | 80.7% | 481 | 6.24% | 3.7 |
|
4304
Ogorek Anthony Joseph
Williamsville,
New York
| $314M | +$23M | +8% | 0.38% | 61.1% | 322 | 20.19% | 3.6 |
|
|
LI
4305
LHM Inc
Sandy,
Utah
| $314M | -$3.55M | -1% | 1.6% | – | 23 | 21.74% | 0.6 |
|
4306
Avanda Investment Management
Singapore
| $314M | -$200M | -39% | 2.75% | – | 48 | 54.17% | 0.9 |
|
4307
Endeavour Capital Advisors
Greenwich,
Connecticut
| $314M | -$4.49M | -1% | 10.8% | 105% | 34 | 20.59% | 3.4 |
|
4308
Solus Alternative Asset Management
Summit,
New Jersey
| $314M | -$37.6M | -11% | 0.81% | 79.3% | 10 | 0% | 2.9 |
|
|
CSWG
4309
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $314M | +$8.35M | +3% | 0.39% | 76% | 85 | 31.76% | 2.7 |
|
4310
Lion Street Advisors
Austin,
Texas
| $314M | +$26.6M | +9% | 1.44% | 38% | 281 | 14.59% | 1.8 |
|
4311
West Branch Capital
Amherst,
Massachusetts
| $313M | +$24.3M | +8% | 5.3% | 156% | 631 | 17.91% | 2.6 |
|
4312
S&T Bank
Indiana,
Pennsylvania
| $313M | -$68.1M | -18% | 0.24% | 193% | 258 | 63.57% | 2.2 |
|
4313
Sherbrooke Park Advisers
White Plains,
New York
| $313M | -$123M | -28% | 4.03% | 9.59% | 1,231 | 70.76% | 0.3 |
|
4314
TrueMark Investments
Chicago,
Illinois
| $313M | +$1.66M | +0.5% | 0.83% | 87.7% | 267 | 43.45% | 0.5 |
|
4315
Packer & Co
Cottesloe,
Australia
| $313M | +$18.2M | +6% | 3.67% | – | 6 | 50% | 2.5 |
|
4316
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $313M | +$4.7M | +2% | 2.49% | 101% | 129 | 6.2% | 6 |
|
4317
Buckhead Capital Management
Atlanta,
Georgia
| $313M | -$3.46M | -1% | 1.42% | 76.1% | 132 | 9.85% | 5 |
|
|
CPA
4318
Capital Performance Advisors
Walnut Creek,
California
| $313M | -$16.2M | -5% | 1.52% | 71% | 2,902 | 94.07% | 1 |
|
4319
Quantum Private Wealth
Tampa,
Florida
| $313M | +$17.3M | +6% | 13.3% | 240% | 196 | 12.76% | 2.2 |
|
|
RI
4320
Rinkey Investments
San Diego,
California
| $313M | +$3.54M | +1% | 1.61% | 42.1% | 98 | 25.51% | 1.2 |
|
4321
Wambolt & Associates
Littleton,
Colorado
| $313M | -$53.4M | -15% | 1.3% | 62.2% | 202 | 13.37% | 4 |
|
4322
Buska Wealth Management
Wausau,
Wisconsin
| $312M | +$25.7M | +9% | 1.06% | – | 61 | 9.84% | 0.6 |
|
|
WPA
4323
WIT Partners Advisory
Singapore
| $312M | -$101M | -24% | 24.4% | 22.7% | 1 | 0% | 1 |
|
4324
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $312M | +$11.8M | +4% | 3.51% | 17.7% | 165 | 16.97% | 3.9 |
|
4325
Prosperity Planning
Kansas City,
Missouri
| $312M | -$3.54M | -1% | 2.12% | 43.5% | 105 | 2.86% | 2.2 |
|