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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4351
Compass Advisory Group
Melville,
New York
| $356M | +$40.3M | +13% | 5.91% | 49.2% | 82 | 8.54% | 3 |
|
4352
Naman Capital
Sao Paulo,
Brazil
| $356M | +$48.6M | +16% | 10.3% | 89.9% | 13 | 7.69% | 3.1 |
|
|
HC
4353
Headland Capital
Mt. Pleasant,
South Carolina
| $356M | +$25.3M | +8% | 4.73% | – | 73 | 24.66% | 0.5 |
|
|
BWM
4354
Brown Wealth Management
Naperville,
Illinois
| $356M | +$34.1M | +11% | 6.04% | 51.2% | 106 | 14.15% | 1.5 |
|
4355
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $356M | +$69.6M | +24% | 24.7% | 23.7% | 3 | 0% | 2.3 |
|
4356
S&T Bank
Indiana,
Pennsylvania
| $356M | +$26.9M | +8% | 13.4% | 193% | 537 | 22.53% | 1.7 |
|
4357
Grandview Asset Management
Harrisburg,
Pennsylvania
| $356M | +$43.2M | +14% | 11.6% | 200% | 147 | 12.24% | 2 |
|
4358
Brand Asset Management Group
Chesterfield,
Missouri
| $355M | +$87.7M | +33% | 7.93% | 70.2% | 168 | 47.02% | 2.8 |
|
4359
Duncan Williams Asset Management
Memphis,
Tennessee
| $355M | +$38.6M | +12% | 8.47% | – | 168 | 10.71% | 1 |
|
4360
Legacy CG
Plano,
Texas
| $355M | +$19.6M | +6% | 6.35% | 62.6% | 54 | 20.37% | 1.3 |
|
4361
Peak Retirement Planning
Columbus,
Ohio
| $355M | +$107M | +43% | 5.8% | – | 140 | 24.29% | 0.5 |
|
4362
BOS Asset Management
Springfield,
Illinois
| $355M | +$41.5M | +13% | 7.11% | 70.3% | 195 | 13.33% | 1.7 |
|
|
ACM
4363
AIGH Capital Management
Baltimore,
Maryland
| $355M | +$133M | +60% | 41.1% | 3,026% | 53 | 62.26% | 0.8 |
|
|
EFH
4364
Eaton Financial Holdings
Coral Springs,
Florida
| $355M | +$29.8M | +9% | 8.27% | – | 134 | 23.13% | 1 |
|
4365
Level Financial Advisors
East Amherst,
New York
| $355M | +$33.4M | +10% | 4.96% | 44% | 94 | 4.26% | 2.4 |
|
4366
Joseph Group Capital Management
Columbus,
Ohio
| $355M | +$56.7M | +19% | 6.57% | 58.4% | 116 | 26.72% | 2.3 |
|
4367
Sivia Capital Partners
Mill Valley,
California
| $354M | +$60.3M | +21% | 12.1% | – | 513 | 24.37% | 0.8 |
|
4368
Tekne Capital Management
New York
| $354M | +$66.8M | +23% | 25.9% | 516% | 5 | 20% | 1.4 |
|
4369
Delta Financial Advisors
New Orleans,
Louisiana
| $354M | +$69.7M | +25% | 9.61% | 107% | 148 | 26.35% | 3.9 |
|
|
MWM
4370
MGB Wealth Management
Addison,
Texas
| $354M | +$50.5M | +17% | 26.9% | – | 328 | 11.59% | 1.3 |
|
4371
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $354M | +$34.3M | +11% | 6.61% | 65.5% | 349 | 7.45% | 5.6 |
|
4372
Clean Yield Group
Norwich,
Vermont
| $354M | +$19.5M | +6% | 6.93% | 80.7% | 434 | 8.06% | 4.4 |
|
4373
Tactive Advisors
Jacksonville,
Florida
| $354M | +$44.4M | +14% | 10.6% | – | 272 | 23.53% | 0.7 |
|
4374
TRV GP V
Boston,
Massachusetts
| $353M | +$188M | +113% | 130% | – | 4 | 25% | 0.7 |
|
4375
Radcliff Management
New York
| $353M | -$15.5M | -4% | 4.2% | 47.6% | 1 | 0% | 3.8 |
|