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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4501
Westend Capital Management
Sausalito,
California
| $357M | +$13.6M | +4% | 10.3% | – | 281 | 24.91% | 1.7 |
|
4502
Haverford Financial Services
Radnor,
Pennsylvania
| $357M | +$464K | +0.1% | 2.96% | 57.9% | 48 | 6.25% | 5.9 |
|
4503
Peak Planning Group
Centennial,
Colorado
| $357M | +$165M | +86% | 3.45% | 105% | 127 | 31.5% | 1.9 |
|
4504
OLIO Financial Planning
Mclean,
Virginia
| $356M | +$15.6M | +5% | 2.16% | 52.9% | 75 | 16% | 2.3 |
|
4505
Wood Tarver Financial Group
Boise,
Idaho
| $356M | +$17.2M | +5% | 2.21% | – | 153 | 2.61% | 1 |
|
|
DCM
4506
Divisar Capital Management
San Francisco,
California
| $356M | -$11.6M | -3% | 17% | 194% | 28 | 17.86% | 3.5 |
|
4507
Leeward Financial Partners
Bellevue,
Washington
| $356M | +$4.28M | +1% | 1.76% | 97.9% | 104 | 10.58% | 2.5 |
|
4508
McMill Wealth Management
Norfolk,
Nebraska
| $356M | +$4.69M | +1% | 2.33% | – | 59 | 6.78% | 0.8 |
|
4509
Doma Perpetual Capital Management
Miami,
Florida
| $356M | +$57.8M | +19% | 1.12% | – | 13 | 15.38% | 1.4 |
|
4510
Fusion Capital
Mt. Pleasant,
South Carolina
| $356M | +$11.9M | +3% | 4.39% | 108% | 101 | 2.97% | 3.3 |
|
4511
Naman Capital
Sao Paulo,
Brazil
| $356M | -$764K | -0.2% | 1.66% | 89.9% | 12 | 0% | 3.4 |
|
4512
Highline Wealth Partners
Sherman Oaks,
California
| $355M | -$16.4M | -4% | 1.61% | 93.8% | 1,176 | 17.18% | 1.4 |
|
4513
Crossingbridge Advisors
Pleasantville,
New York
| $355M | +$160M | +82% | 0.52% | – | 133 | 60.15% | 0.3 |
|
4514
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $355M | +$27.5M | +8% | 1.73% | 57.3% | 144 | 15.28% | 1.5 |
|
4515
CenterStar Asset Management
Chicago,
Illinois
| $355M | -$112M | -24% | 9.3% | 104% | 435 | 77.24% | 0.3 |
|
4516
Alaethes Wealth
Glenbrook,
Nevada
| $355M | +$2.6M | +0.7% | 2.36% | 96.4% | 121 | 11.57% | 2.5 |
|
4517
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $355M | +$22.6M | +7% | 2.2% | 46.9% | 193 | 8.29% | 3 |
|
4518
Night Squared
New York
| $355M | +$77.7M | +28% | 5.83% | – | 88 | 64.77% | 0.2 |
|
|
SWK
4519
Stephen W. Kidder
| $355M | +$5.8M | +2% | 5.31% | 94.7% | 77 | 10.39% | 7.1 |
|
|
FAP
4520
Financial Advisory Partners
Winter Park,
Florida
| $355M | +$12.2M | +4% | 1.25% | 52.9% | 70 | 7.14% | 3 |
|
4521
Empirical Asset Management
Wellesley,
Massachusetts
| $355M | -$5.58M | -2% | 3.7% | 94.5% | 387 | 12.92% | 1.5 |
|
4522
Northcape Wealth Management
Williamsville,
New York
| $354M | +$12M | +4% | 3.58% | 74% | 146 | 10.27% | 2.7 |
|
4523
FNY Investment Advisers
New York
| $354M | +$43.2M | +14% | 17.3% | 386% | 1,674 | 65.65% | 0.6 |
|
4524
Peregrine Asset Advisers
Portland,
Oregon
| $354M | +$20.8M | +6% | 4.89% | 182% | 196 | 20.41% | 2.6 |
|
4525
FCA Corp
Houston,
Texas
| $354M | -$5.87M | -2% | 2% | 57.4% | 201 | 6.47% | 5 |
|