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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4526
Montis Financial
Waltham,
Massachusetts
| $281M | +$63.3M | +29% | 6.66% | 46% | 110 | 29.09% | 1.7 |
|
4527
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $281M | +$28M | +11% | 5.97% | 54.5% | 281 | 24.91% | 1.5 |
|
4528
Highland Financial Advisors
Wayne,
New Jersey
| $281M | +$12.4M | +5% | 5.17% | 70% | 59 | 20.34% | 1.5 |
|
4529
Symetra Investment Management
Farmington,
Connecticut
| $281M | -$14.6M | -5% | 3.6% | 37.3% | 5 | 0% | 2.2 |
|
|
ATI
4530
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $281M | +$13.9M | +5% | 5.91% | 62.2% | 110 | 5.45% | 0.7 |
|
4531
Webs Creek Capital Management
Dallas,
Texas
| $281M | -$13.7M | -5% | 6.5% | 133% | 19 | 57.89% | 0.6 |
|
4532
Empirical Asset Management
Wellesley,
Massachusetts
| $281M | +$15.1M | +6% | 6.25% | 94.5% | 368 | 21.74% | 0.9 |
|
4533
PL Capital Advisors
Naples,
Florida
| $281M | +$40.3M | +17% | 22.1% | 100% | 29 | 10.34% | 4.7 |
|
4534
Sterling Investment Counsel
Buffalo,
New York
| $281M | +$26.6M | +10% | 5.89% | 93.8% | 180 | 12.78% | 1.8 |
|
4535
Triumph Capital Management
Denver,
Colorado
| $281M | +$24.6M | +10% | 4.82% | 55.5% | 312 | 38.14% | 1.1 |
|
4536
Field & Main Bank
Henderson,
Kentucky
| $281M | +$13.6M | +5% | 7.08% | 107% | 248 | 4.03% | 6.2 |
|
4537
Promethos Capital
Boston,
Massachusetts
| $281M | +$16.6M | +6% | 9.12% | – | 83 | 13.25% | 0.6 |
|
4538
Seascape Capital Management
Portsmouth,
New Hampshire
| $280M | +$12.3M | +5% | 7.09% | 111% | 103 | 9.71% | 2.9 |
|
4539
Silphium Asset Management
London,
United Kingdom
| $280M | +$69.9M | +33% | 5.73% | 118% | 63 | 34.92% | 0.9 |
|
4540
BBJS Financial Advisors
Seattle,
Washington
| $280M | +$12.2M | +5% | 3.75% | – | 174 | 20.11% | 1.3 |
|
4541
APEIRON Capital Ltd
Hong Kong
| $280M | -$6.26M | -2% | 3.15% | 487% | 13 | 38.46% | 1.1 |
|
4542
Front Row Advisors
Tiburon,
California
| $280M | -$7.34M | -3% | 6.24% | 142% | 951 | 48.26% | 4.9 |
|
4543
Smart Money Group
Eastland,
Texas
| $280M | +$653K | +0.2% | 4.7% | 58.9% | 96 | 6.25% | 2.4 |
|
4544
MY.Alpha Management HK Advisors
Hong Kong
| $280M | +$14.8M | +6% | 21% | 423% | 21 | 57.14% | 0.7 |
|
|
SSCM
4545
Summit Street Capital Management
New York
| $280M | +$6.41M | +2% | 2.7% | 217% | 29 | 0% | 6.1 |
|
4546
Insight Folios
Charlotte,
North Carolina
| $280M | +$36.3M | +15% | 11.1% | 32.9% | 119 | 4.2% | 2.9 |
|
4547
EWA LLC
Pittsbugh,
Pennsylvania
| $280M | +$38.4M | +16% | 5.14% | 102% | 180 | 18.89% | 0.9 |
|
4548
Auour Investments
Woburn,
Massachusetts
| $280M | +$11.4M | +4% | 4.93% | 39.2% | 82 | 8.54% | 1.1 |
|
|
SVCM
4549
Saturn V Capital Management
Austin,
Texas
| $280M | +$15.1M | +6% | 15.3% | 1,083% | 30 | 30% | 0.8 |
|
|
LLWM
4550
Life Line Wealth Management
Beverly Hills,
California
| $280M | +$15.1M | +6% | 7.64% | – | 28 | 35.71% | 0.5 |
|