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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4551
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $343M | +$7.32M | +2% | 0.56% | 58.8% | 279 | 9.32% | 3.5 |
|
4552
Martin Investment Management
Palm Beach Gardens,
Florida
| $343M | -$14.6M | -4% | 4.65% | 44% | 51 | 13.73% | 5.5 |
|
|
MKC
4553
M. Kraus & Co
Shelburne,
Vermont
| $343M | -$15.3M | -4% | 0.02% | 65.9% | 86 | 9.3% | 6.8 |
|
|
FCM
4554
Fieldview Capital Management
Niles,
Michigan
| $343M | -$246M | -42% | 3.83% | – | 736 | 72.28% | 0.2 |
|
|
VST
4555
Van Strum & Towne
San Francisco,
California
| $343M | -$15M | -4% | 1.95% | 72.3% | 118 | 9.32% | 6.4 |
|
4556
FC Advisory
West Chester,
Pennsylvania
| $342M | -$5.58M | -2% | 1.83% | 46.6% | 118 | 3.39% | 5.4 |
|
4557
Consilio Wealth Advisors
Bellevue,
Washington
| $342M | +$492K | +0.1% | 4.17% | 66.4% | 112 | 22.32% | 1.9 |
|
4558
Vectors Research Management
New York
| $342M | +$14.7M | +4% | 2.33% | 67.3% | 144 | 17.36% | 4.1 |
|
4559
Regimen Wealth
Atlanta,
Georgia
| $342M | +$301K | +0.1% | 1.12% | 34.4% | 80 | 17.5% | 2.2 |
|
|
WPA
4560
WIT Partners Advisory
Singapore
| $342M | +$53.2M | +18% | 2.37% | 22.7% | 18 | 22.22% | 0.5 |
|
|
SC
4561
Slotnik Capital
Dallas,
Texas
| $342M | -$87.5M | -20% | 20.1% | – | 50 | 82% | 0.2 |
|
4562
Yakira Capital Management
Westport,
Connecticut
| $342M | +$44.4M | +15% | 1.83% | 74.1% | 244 | 43.44% | 0.8 |
|
4563
Grandview Asset Management
Harrisburg,
Pennsylvania
| $342M | -$22.9M | -6% | 2.88% | 200% | 147 | 12.24% | 2.3 |
|
4564
SMART Wealth
Omaha,
Nebraska
| $341M | +$13.5M | +4% | 0.41% | 83.6% | 240 | 35.42% | 1 |
|
4565
Findell Capital Management
New York
| $341M | -$6.32M | -2% | 2.23% | – | 22 | 40.91% | 0.8 |
|
4566
Seneca Financial Advisors
Rochester,
New York
| $341M | +$12.6M | +4% | 0.09% | 50.9% | 65 | 3.08% | 3.4 |
|
4567
EntryPoint Capital
New York
| $341M | +$84.9M | +33% | 2.35% | – | 955 | 56.54% | 0.4 |
|
4568
Intergy Private Wealth
Colorado Springs,
Colorado
| $341M | +$9.49M | +3% | 0.4% | 73.8% | 126 | 10.32% | 2.3 |
|
4569
Crestview Partners II
New York
| $341M | +$22.9M | +7% | 9.78% | 157% | 3 | 0% | 7.4 |
|
4570
Missouri Trust & Investment Company
Springfield,
Missouri
| $341M | +$100K | +0% | 1.86% | 81.6% | 422 | 7.35% | 3.4 |
|
4571
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $341M | +$9.47M | +3% | 1.78% | 66% | 138 | 26.09% | 2.3 |
|
4572
Crown Wealth Group
Charlotte,
North Carolina
| $340M | -$17.4M | -5% | 3.26% | 98.2% | 163 | 23.31% | 1.8 |
|
4573
Cornell Pochily Investment Advisors
Ithaca,
New York
| $340M | -$4.56M | -1% | 0.28% | 97% | 189 | 11.64% | 5.3 |
|
4574
Main Street Group
Glen Allen,
Virginia
| $340M | +$50.5M | +17% | 5.17% | 98.3% | 865 | 89.48% | 0.2 |
|
4575
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $340M | +$24M | +8% | 0.13% | 62.6% | 147 | 14.97% | 2.9 |
|