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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SAM
4351
Security Asset Management
New York
| $258M | +$10.4M | +4% | 9.64% | 67.4% | 86 | 3.49% | 4.6 |
|
4352
Herold Advisors
New York
| $257M | +$462K | +0.2% | 11.7% | 90.2% | 712 | 71.49% | 0.2 |
|
4353
Lumature Wealth Partners
Alpharetta,
Georgia
| $257M | +$12.7M | +5% | 6.34% | – | 418 | 5.5% | 0.8 |
|
4354
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $257M | +$20.3M | +9% | 10.9% | 104% | 289 | 5.88% | 6 |
|
4355
SYM Financial Corp
Winona Lake,
Indiana
| $257M | +$86.6M | +51% | 7.46% | 64.3% | 126 | 26.98% | 1.9 |
|
4356
Ballast Inc
Lexington,
Kentucky
| $257M | +$19.7M | +8% | 8.72% | 71.3% | 110 | 16.36% | 2.6 |
|
|
AIA
4357
AIMZ Investment Advisors
Los Altos,
California
| $257M | +$35.3M | +16% | 11.3% | 81.3% | 121 | 8.26% | 4.7 |
|
4358
Cornell Pochily Investment Advisors
Ithaca,
New York
| $257M | +$25.9M | +11% | 11% | 97% | 168 | 7.74% | 2.8 |
|
|
OIA
4359
Optimum Investment Advisors
Chicago,
Illinois
| $257M | +$19.5M | +8% | 11.1% | 125% | 885 | 9.83% | 3.7 |
|
4360
Thomas Story & Son
Culver,
Indiana
| $257M | +$12.6M | +5% | 12.8% | 101% | 66 | 7.58% | 5 |
|
4361
Aubrey Capital Management
Edinburgh,
United Kingdom
| $257M | -$60.8M | -19% | 1.92% | 319% | 52 | 19.23% | 1.2 |
|
4362
Sovereign Investment Advisors
Phoenix,
Arizona
| $257M | +$5.96M | +2% | 4.17% | 43.7% | 30 | 3.33% | 1.7 |
|
4363
Baldrige Asset Management
Allentown,
Pennsylvania
| $257M | +$16.7M | +7% | 5.42% | 43.5% | 366 | 10.38% | 0.9 |
|
4364
Pinnbrook Capital Management
New York
| $257M | – | – | 14.7% | 913% | 38 | – | 0 |
|
4365
Canaan Partners X
Menlo Park,
California
| $257M | -$94.8M | -27% | 17.6% | 55.4% | 5 | 20% | 1.1 |
|
4366
Eagle Strategies
New York
| $257M | – | – | 8.14% | 77.7% | 143 | – | 0 |
|
4367
Fairhaven Wealth Management
Oak Brook,
Illinois
| $256M | +$13.6M | +6% | 7.97% | – | 128 | 13.28% | 1.9 |
|
4368
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $256M | +$28.5M | +13% | 9.14% | 73.9% | 508 | 29.53% | 1.2 |
|
|
LBC
4369
Lawrence B. Cohen
| $256M | +$66.6M | +35% | 11.3% | 41.8% | 106 | 36.79% | 3.8 |
|
4370
Friess Associates
Greenville,
Delaware
| $256M | +$18.1M | +8% | 19.4% | 256% | 111 | 42.34% | 0.7 |
|
4371
Malaga Cove Capital
Pv Estates,
California
| $256M | +$13M | +5% | 8.47% | 97.3% | 184 | 13.59% | 1.7 |
|
4372
BigSur Wealth Management
Miami,
Florida
| $256M | +$33M | +15% | 6.88% | 94.8% | 135 | 9.63% | 2.7 |
|
4373
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $255M | – | – | 5.93% | 53.8% | 60 | – | 0 |
|
4374
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $255M | -$41.5M | -14% | 2.67% | 70.9% | 23 | 4.35% | 5.3 |
|
4375
Cambridge Financial Group
Columbus,
Ohio
| $255M | +$27.4M | +12% | 9.61% | – | 33 | 12.12% | 4 |
|