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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4626
Jeppson Wealth Management
Manhattan Beach,
California
| $273M | -$2.52M | -0.9% | 0.58% | 107% | 214 | 10.75% | 3.2 |
|
4627
Alaethes Wealth
Glenbrook,
Nevada
| $273M | -$6.86M | -2% | 1.56% | 96.4% | 117 | 17.95% | 2.4 |
|
4628
Chase Investment Counsel
Charlottesville,
Virginia
| $273M | -$38.4M | -12% | 2.13% | 350% | 154 | 33.77% | 1.6 |
|
4629
Oak Asset Management
Westlake Village,
California
| $273M | +$2.49M | +0.9% | 1.76% | 91.8% | 105 | 6.67% | 2.5 |
|
4630
Clayton Financial Group
St. Louis,
Missouri
| $273M | -$4.8M | -2% | 2.63% | 69.8% | 128 | 12.5% | 0.9 |
|
|
KA
4631
Kooman & Associates
Altoona,
Pennsylvania
| $273M | -$3.7M | -1% | 1.12% | 66% | 53 | 22.64% | 1.7 |
|
|
SC
4632
Schiavi & Co
Wilmington,
Delaware
| $273M | +$16.4M | +6% | 3.94% | 41.4% | 42 | 14.29% | 1.9 |
|
4633
Tidemark
San Diego,
California
| $273M | +$11.5M | +4% | 0.39% | – | 713 | 14.03% | 0.9 |
|
4634
Marks Wealth
Annapolis,
Maryland
| $272M | +$64.7M | +31% | 2.06% | 165% | 24 | 66.67% | 0.5 |
|
4635
Promethos Capital
Boston,
Massachusetts
| $272M | -$10.8M | -4% | 1.33% | – | 91 | 19.78% | 0.9 |
|
4636
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $272M | -$19.2M | -7% | 6.54% | 90.8% | 103 | 6.8% | 2.9 |
|
4637
Squadra Investments
Rio De Janeiro,
Brazil
| $272M | +$60.5M | +29% | 24.1% | 1.55% | 3 | 0% | 2.8 |
|
4638
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $272M | +$2.88M | +1% | 1.29% | – | 109 | 13.76% | 0.5 |
|
4639
Marcho Partners
London,
United Kingdom
| $272M | -$100M | -27% | 2.57% | 115% | 11 | 18.18% | 2.6 |
|
|
LLWM
4640
Life Line Wealth Management
Beverly Hills,
California
| $272M | -$8.54M | -3% | 6.03% | – | 34 | 26.47% | 0.7 |
|
4641
LCNB Corp
Lebanon,
Ohio
| $272M | -$2.65M | -1% | 1.46% | 75.2% | 187 | 5.35% | 5 |
|
4642
Hayek Kallen Investment Management
Fairhope,
Alabama
| $272M | -$3.58M | -1% | 0.94% | 71.9% | 93 | 3.23% | 6.3 |
|
4643
Cabot-Wellington
Boston,
Massachusetts
| $271M | +$8.29M | +3% | 1.89% | 73.1% | 5 | 20% | 4.6 |
|
4644
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $271M | -$44.1M | -14% | 9.8% | 141% | 21 | 19.05% | 6.5 |
|
4645
Baker Boyer National Bank
Walla Walla,
Washington
| $271M | -$18.4M | -6% | 0.2% | 49.3% | 82 | 14.63% | 5.6 |
|
|
PWMG
4646
Private Wealth Management Group
Princeton,
New Jersey
| $271M | +$9.7M | +4% | 0.37% | 63.2% | 1,620 | 15.56% | 1.1 |
|
4647
Anfield Capital Management
Irvine,
California
| $271M | -$4.8M | -2% | 2.63% | 65.3% | 487 | 15.61% | 0.9 |
|
4648
Arosa Capital Management
Miami Beach,
Florida
| $271M | +$21.5M | +9% | 11% | 536% | 60 | 60% | 0.5 |
|
4649
Centerpoint Advisors
Needham,
Massachusetts
| $271M | -$14.9M | -5% | 4.82% | 82.6% | 480 | 18.54% | 3.5 |
|
4650
Fairway Wealth
Independence,
Ohio
| $271M | +$48.5M | +22% | 1.52% | 51.5% | 295 | 44.75% | 0.5 |
|