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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4326
Lantz Financial
Naperville,
Illinois
| $246M | +$28.6M | +13% | 1.66% | 74.3% | 178 | 21.91% | 1.9 |
|
4327
Indus Capital Partners
New York
| $246M | -$177M | -42% | 9.84% | 117% | 40 | 47.5% | 1.6 |
|
4328
Diversified
Wilmington,
Delaware
| $246M | +$8.97M | +4% | 6.01% | 34.4% | 123 | 13.82% | 1 |
|
4329
Palantir Technologies
Aventura,
Florida
| $245M | +$24.5M | +11% | 0.75% | – | 19 | 31.58% | 0.2 |
|
|
AB
4330
Atlas Brown
Louisville,
Kentucky
| $245M | -$12.9M | -5% | 3.07% | 115% | 197 | 6.6% | 4.8 |
|
4331
Beech Hill Advisors
New York
| $245M | -$18.1M | -7% | 6.22% | 105% | 91 | 6.59% | 3.5 |
|
4332
Foresite Capital Management V
Larkspur,
California
| $245M | -$162M | -40% | 28% | 401% | 17 | 5.88% | 0.7 |
|
4333
Birch Grove Capital
New York
| $245M | +$23.9M | +11% | 1.29% | 2.66% | 47 | 25.53% | 0.7 |
|
4334
Sycale Advisors
New York
| $245M | +$30.6M | +14% | 6.29% | 31.5% | 26 | 38.46% | 0.8 |
|
4335
Baldrige Asset Management
Allentown,
Pennsylvania
| $245M | -$12.1M | -5% | 5.3% | 43.5% | 349 | 12.61% | 1.2 |
|
4336
North Reef Capital Management
Laguna Beach,
California
| $245M | +$27.6M | +13% | 3.33% | 81.9% | 46 | 54.35% | 0.2 |
|
4337
Humankind Investments
New York
| $244M | -$3.78M | -2% | 2.4% | 62.5% | 121 | 5.79% | 0.8 |
|
4338
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $244M | -$4.54M | -2% | 2.09% | 87.3% | 81 | 6.17% | 6.2 |
|
4339
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $244M | -$27.1M | -10% | 5.13% | 63.5% | 224 | 16.52% | 0.8 |
|
4340
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $244M | +$6.86M | +3% | 0.91% | 63.9% | 137 | 2.19% | 4.1 |
|
4341
Affinity Investment Advisors
Newport Beach,
California
| $244M | -$5.14M | -2% | 0.23% | 189% | 213 | 21.13% | 2 |
|
4342
Ogorek Anthony Joseph
Williamsville,
New York
| $244M | +$9.9M | +4% | 5.01% | 61.1% | 279 | 19.35% | 2.5 |
|
4343
Morton Capital Management
Calabasas,
California
| $244M | -$3.41M | -1% | 0.58% | 75.4% | 95 | 14.74% | 0.2 |
|
4344
Fluent Financial
Dallas,
Texas
| $244M | -$1.91M | -0.8% | 6.76% | 46.9% | 88 | 55.68% | 1 |
|
4345
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $243M | +$14.1M | +6% | 3.88% | 34.2% | 56 | 8.93% | 3.1 |
|
4346
Curran Financial Partners
Daniel Island,
South Carolina
| $243M | +$7.73M | +3% | 4.39% | 49.4% | 82 | 18.29% | 0.8 |
|
|
AIA
4347
AIMZ Investment Advisors
Los Altos,
California
| $243M | -$13.7M | -5% | 2.93% | 81.3% | 122 | 7.38% | 5 |
|
|
PA
4348
PSI Advisors
Tampa,
Florida
| $243M | -$2.81M | -1% | 3.21% | 58.2% | 836 | 12.8% | 0.7 |
|
|
APW
4349
Aurora Private Wealth
Rockaway,
New Jersey
| $243M | +$12.3M | +5% | 2.53% | – | 219 | 17.35% | 1.3 |
|
4350
Wall Capital Group
Phoenix,
Arizona
| $243M | -$44.3M | -15% | 5.65% | – | 28 | 25% | 3 |
|