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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4676
Wela Strategies
Atlanta,
Georgia
| $192M | -$55.2M | -22% | 0.73% | 51.3% | 46 | 8.7% | 2.4 |
|
4677
Marshall & Sullivan
Seattle,
Washington
| $192M | +$11.4M | +6% | 0.24% | 82% | 41 | 7.32% | 5.3 |
|
4678
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $191M | +$6.66M | +4% | 1.51% | 57.8% | 837 | 11.59% | 1 |
|
4679
Stewart Asset Management
New York
| $191M | -$2.35M | -1% | 0.16% | 42.5% | 30 | 6.67% | 1.5 |
|
4680
Allred Capital Management
Dallas,
Texas
| $191M | -$11.1M | -5% | 0.44% | 73.5% | 186 | 7.53% | 2.1 |
|
4681
GS Investments
Minneapolis,
Minnesota
| $191M | +$118M | +160% | 0.36% | 94.1% | 147 | 55.1% | 1.2 |
|
4682
Lexington Partners
New York
| $191M | -$19.6M | -9% | 3.84% | 1.27% | 6 | 66.67% | 0.8 |
|
|
CSWG
4683
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $191M | +$803K | +0.4% | 0.16% | 67.3% | 68 | 5.88% | 1.4 |
|
|
NERM
4684
New England Research & Management
Chicago,
Illinois
| $191M | -$2.44M | -1% | 1.34% | 65% | 197 | 24.87% | 2.6 |
|
|
DS
4685
Dalal Street
West Lake Hills,
Texas
| $191M | -$86.9M | -31% | 18.4% | 92.7% | 3 | 0% | 1.5 |
|
|
LCH
4686
Lee Capital Holdings
New York
| $191M | -$7.96M | -4% | 1.33% | 34.4% | 77 | 46.75% | 1.3 |
|
4687
Vishria Bird Financial Group
Memphis,
Tennessee
| $191M | -$12.6M | -6% | 1.74% | 74.3% | 66 | 18.18% | 1.6 |
|
4688
Titus Wealth Management
Larskpur,
California
| $190M | +$5.92M | +3% | 1.13% | 26.6% | 172 | 18.6% | 1.9 |
|
4689
Matrix Private Capital Group
New York
| $190M | +$7.64M | +4% | 1.16% | 62.5% | 258 | 10.47% | 1.2 |
|
|
PCMK
4690
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $190M | -$10.2M | -5% | 0.19% | 87.5% | 68 | 20.59% | 4.9 |
|
|
TL
4691
TowerView LLC
New York
| $190M | +$24M | +14% | 6.43% | 17.9% | 33 | 15.15% | 2.5 |
|
4692
Okabena Investment Services
Minneapolis,
Minnesota
| $190M | -$22.6M | -11% | 0.8% | 72.4% | 103 | 15.53% | 0.9 |
|
|
CCP
4693
Cunning Capital Partners
Morrisville,
North Carolina
| $190M | -$1.91M | -1% | 1.73% | 268% | 42 | 7.14% | 0.8 |
|
|
HIC
4694
Harbor Island Capital
Topsfield,
Massachusetts
| $190M | -$11.1M | -6% | 3.77% | 218% | 15 | 0% | 3.3 |
|
4695
GPM Growth Investors
Bloomfield Hills,
Michigan
| $190M | -$611K | -0.3% | 1.3% | – | 39 | 2.56% | 1.3 |
|
|
LBC
4696
Lawrence B. Cohen
| $190M | -$6.49M | -3% | 2.17% | 41.8% | 77 | 7.79% | 5 |
|
4697
Exos Asset Management
New York
| $190M | -$3.14M | -2% | 1.12% | – | 961 | 65.76% | 0.3 |
|
4698
Juncture Wealth Strategies
Scottsdale,
Arizona
| $190M | +$15.5M | +9% | 0.01% | 76.5% | 125 | 19.2% | 2.4 |
|
4699
Columbia Trust
Portland,
Oregon
| $189M | +$13.9M | +8% | 0.51% | 36% | 146 | 8.9% | 1.4 |
|
4700
Atwater Malick
Lancaster,
Pennsylvania
| $189M | +$8.47M | +5% | 1.49% | 83.4% | 58 | 17.24% | 1.7 |
|