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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
BOC
4451
Barbara Oil Co
Chicago,
Illinois
| $182M | -$10.6M | -6% | 5.52% | 76.9% | 83 | 2.41% | 6.6 |
|
4452
New Capital Management
Houston,
Texas
| $182M | +$687K | +0.4% | 4.68% | 49.4% | 44 | 9.09% | 3.2 |
|
4453
Bridge City Capital
Lake Oswego,
Oregon
| $182M | -$6.82M | -4% | 3.05% | 120% | 95 | 5.26% | 3.7 |
|
4454
Wells Trecaso Financial Group
Akron,
Ohio
| $182M | -$10.7M | -6% | 5.51% | 108% | 82 | 8.54% | 3.5 |
|
4455
Invus Financial Advisors
New York
| $182M | +$16.6M | +10% | 13.3% | 29.5% | 8 | 0% | 1.8 |
|
4456
IRON Financial
Northbrook,
Illinois
| $182M | -$8.84M | -5% | 4.68% | 60.6% | 103 | 16.5% | 2.7 |
|
4457
Redwood Grove Capital
Palo Alto,
California
| $182M | -$1.84M | -1% | 4.48% | 79.8% | 26 | 3.85% | 1.4 |
|
|
ACM
4458
Aljian Capital Management
Carson City,
Nevada
| $182M | -$782K | -0.4% | 0.46% | 146% | 55 | 7.27% | 2.9 |
|
4459
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $182M | -$18.6M | -9% | 5.57% | 61.9% | 83 | 6.02% | 1.4 |
|
4460
David Kennon
Sarasota,
Florida
| $182M | – | – | 6.3% | 52.4% | 17 | – | 0 |
|
4461
Riverwood Capital Management
Menlo Park,
California
| $182M | -$100M | -36% | 9.96% | 46.5% | 6 | 33.33% | 0.6 |
|
4462
Sonata Capital Group
Seattle,
Washington
| $181M | -$11.1M | -6% | 3.8% | 66.5% | 111 | 7.21% | 5.4 |
|
|
GCM
4463
Gabalex Capital Management
New York
| $181M | +$9M | +5% | 3.86% | 24.9% | 17 | 11.76% | 4.5 |
|
4464
Kaydan Wealth Management
Fenton,
Michigan
| $181M | +$1.56M | +0.9% | 0.58% | 58% | 92 | 9.78% | 0.7 |
|
4465
TriaGen Wealth Management
Calabasas,
California
| $181M | +$40.3M | +29% | 1.49% | 132% | 183 | 30.05% | 1 |
|
4466
Topel & Distasi Wealth Management
Berkeley,
California
| $181M | +$8.32M | +5% | 5.91% | 40% | 74 | 17.57% | 0.6 |
|
4467
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $181M | -$8.39M | -4% | 2.76% | 70.6% | 83 | 6.02% | 1.7 |
|
4468
Everhart Financial Group
Dublin,
Ohio
| $181M | +$16.1M | +10% | 3.59% | 123% | 220 | 23.18% | 0.8 |
|
4469
Oakwell Private Wealth Management
Austin,
Texas
| $181M | +$5.23M | +3% | 6.49% | 63% | 61 | 6.56% | 1.4 |
|
4470
CM Wealth Advisors
Beachwood,
Ohio
| $180M | +$17.1M | +10% | 4.97% | 64.7% | 74 | 12.16% | 0.2 |
|
4471
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $180M | +$26.1M | +17% | 1.12% | 135% | 146 | 68.49% | 0.3 |
|
4472
Brand Asset Management Group
Chesterfield,
Missouri
| $180M | -$16M | -8% | 6.53% | 70.2% | 78 | 5.13% | 3.7 |
|
4473
Wills Financial Group
Richmond,
Virginia
| $180M | -$23.3M | -11% | 5.56% | 57.5% | 63 | 9.52% | 4.6 |
|
|
SGH
4474
Sivik Global Healthcare
Greenwich,
Connecticut
| $180M | +$3.95M | +2% | 1.77% | 83.8% | 45 | 24.44% | 1.7 |
|
4475
Tranquility Partners
Brentwood,
Tennessee
| $180M | -$13.6M | -7% | 4.76% | 77.3% | 214 | 13.55% | 2.1 |
|