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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4401
Wells Trecaso Financial Group
Akron,
Ohio
| $216M | +$15.7M | +8% | 8.27% | 108% | 94 | 10.64% | 3.5 |
|
|
DA
4402
Dash Acquisitions
Woodland Hills,
California
| $216M | +$25.8M | +14% | 13.8% | 52% | 46 | 19.57% | 1.6 |
|
4403
Three Bridge Wealth Advisors
Los Altos,
California
| $216M | +$29.2M | +16% | 12.3% | 162% | 94 | 14.89% | 0.8 |
|
|
PH
4404
Pinnacle Holdings
Tulsa,
Oklahoma
| $216M | -$7.86M | -4% | 1.63% | 79.6% | 281 | 29.54% | 3.8 |
|
|
SFA
4405
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $216M | +$18M | +9% | 4.28% | 187% | 14 | 28.57% | 2.7 |
|
4406
S.R. Schill & Associates
Mercer Island,
Washington
| $216M | +$14.8M | +7% | 7.82% | 42.7% | 85 | 14.12% | 3.1 |
|
|
CSWG
4407
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $216M | +$7.57M | +4% | 6.76% | 76% | 95 | 16.84% | 2 |
|
4408
Calton & Associates
Tampa,
Florida
| $216M | -$42.8M | -17% | 4.04% | 73.9% | 305 | 30.82% | 2.9 |
|
4409
BHZ Capital Management
San Jose,
California
| $215M | -$12M | -5% | 18.9% | 3.24% | 131 | 26.72% | 2.9 |
|
|
SC
4410
Schulhoff & Co
Cincinnati,
Ohio
| $215M | -$2.18M | -1% | 0.22% | 51.8% | 122 | 3.28% | 6.7 |
|
4411
JCIC Asset Management
Toronto,
Ontario, Canada
| $215M | +$13.7M | +7% | 9.92% | – | 119 | 15.13% | 3.7 |
|
4412
DCM Advisors
New York
| $215M | +$8.64M | +4% | 7.67% | 99.3% | 73 | 5.48% | 1.5 |
|
4413
Ashburton (Jersey)
St Helier,
Jersey
| $215M | +$36.4M | +20% | 7.37% | – | 53 | 16.98% | 2.9 |
|
4414
Spartan Fund Management
Toronto, Ontario,
Canada
| $215M | -$62.2M | -22% | 2.34% | 25% | 496 | 47.38% | 0.4 |
|
4415
VeraBank
Henderson,
Texas
| $215M | +$14.4M | +7% | 4.37% | 60.6% | 140 | 10.71% | 3 |
|
4416
TRB Advisors
New York
| $214M | +$113M | +111% | 15.7% | 76.1% | 10 | 70% | 2.3 |
|
4417
AMI Investment Management
Kendallville,
Indiana
| $214M | +$15.9M | +8% | 7.22% | 52% | 63 | 11.11% | 5.7 |
|
4418
Quaker Wealth Management
Moorestown,
New Jersey
| $214M | +$17.1M | +9% | 3.91% | – | 52 | 26.92% | 1.2 |
|
4419
Kirkoswald Asset Management
New York
| $214M | – | – | 9.81% | – | 8 | – | 0 |
|
4420
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $214M | +$431K | +0.2% | 2.56% | 104% | 274 | 2.19% | 6.9 |
|
4421
Gibraltar Capital Management
Tulsa,
Oklahoma
| $214M | +$2.73M | +1% | 5.09% | 65% | 82 | 35.37% | 3 |
|
4422
Bessemer Securities
New York
| $214M | -$9.19M | -4% | 9.12% | 45% | 139 | 12.95% | 2.4 |
|
4423
Oarsman Capital
Milwaukee,
Wisconsin
| $214M | +$18M | +9% | 7.11% | 74.9% | 186 | 19.35% | 4.5 |
|
4424
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $214M | +$23.7M | +12% | 17.5% | 22.2% | 4 | 0% | 0.9 |
|
4425
Boone Capital Management
Atlanta,
Georgia
| $214M | +$18.7M | +10% | 9.04% | 278% | 20 | 55% | 0.2 |
|