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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
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $164M | -$9.7M | -6% | 3.77% | 92.4% | 404 | 9.41% | 4.5 |
|
4677
Providence First Trust
Scottsdale,
Arizona
| $164M | -$13.7M | -8% | 4.72% | 64.1% | 139 | 35.97% | 1.7 |
|
|
SI
4678
Saxon Interests
Houston,
Texas
| $164M | -$1.02M | -0.6% | 4.19% | 81.2% | 162 | 17.9% | 0.6 |
|
4679
Pinnbrook Capital Management
New York
| $164M | -$34.9M | -18% | 3.42% | 913% | 77 | 77.92% | 0.2 |
|
4680
Solas Capital Management
Darien,
Connecticut
| $164M | -$3.6M | -2% | 1.21% | 62.5% | 25 | 28% | 1.3 |
|
4681
Wahed Invest
New York
| $164M | +$1.96M | +1% | 3.77% | 140% | 259 | 11.97% | 0.5 |
|
4682
Black Diamond Capital Management
Stamford,
Connecticut
| $164M | -$20.4M | -11% | 13% | 28.3% | 12 | 8.33% | 2.1 |
|
4683
Gunma Bank
Gunma,
Japan
| $164M | -$72.3M | -31% | 9.28% | 24.5% | 53 | 26.42% | 0.6 |
|
|
CWM
4684
CCG Wealth Management
San Diego,
California
| $164M | -$13.7M | -8% | 5.5% | 82.6% | 117 | 24.79% | 2 |
|
|
SM
4685
Salzhauer Michael
| $164M | -$3.1M | -2% | 0.93% | 107% | 127 | 13.39% | 3.1 |
|
4686
Wealth Effects
Boston,
Massachusetts
| $164M | -$2.64M | -2% | 4.72% | 235% | 201 | 14.93% | 0.7 |
|
|
CP
4687
CPV Partners
Stamford,
Connecticut
| $164M | -$60.1M | -27% | 20.4% | 105% | 6 | 0% | 1.8 |
|
4688
Daily Journal Corp
Los Angeles,
California
| $163M | -$11.4M | -7% | 5.04% | 108% | 5 | 0% | 7.3 |
|
4689
Taika Capital
Sunny Isles Beach,
Florida
| $163M | +$2.59M | +2% | 7.08% | 68.3% | 67 | 59.7% | 0.3 |
|
4690
Stonehearth Capital Management
Danvers,
Massachusetts
| $163M | -$12.2M | -7% | 5.33% | 87.5% | 77 | 24.68% | 2.5 |
|
4691
Ledge Wealth Management
Sartell,
Minnesota
| $163M | +$651K | +0.4% | 3.94% | – | 72 | 13.89% | 0.5 |
|
4692
Worth Venture Partners
Fort Lee,
New Jersey
| $163M | -$6.83M | -4% | 1.67% | 105% | 192 | 33.33% | 0.7 |
|
4693
Monte Financial Group
Guilford,
Connecticut
| $163M | -$8.08M | -5% | 7.69% | 57.9% | 78 | 6.41% | 2.6 |
|
4694
Deane Retirement Strategies
New Orleans,
Louisiana
| $163M | +$2.05M | +1% | 2.63% | 73.4% | 65 | 24.62% | 2.5 |
|
4695
Marvin & Palmer Associates
Wilmington,
Delaware
| $163M | -$31.4M | -16% | 1.46% | 392% | 39 | 66.67% | 0.6 |
|
|
CC
4696
Coann Capital
Westport,
Connecticut
| $163M | +$16.4M | +11% | 6.4% | – | 28 | 82.14% | 0.1 |
|
|
WC
4697
Weil Company
San Diego,
California
| $163M | -$14.9M | -8% | 4.56% | 71.7% | 134 | 16.42% | 2.5 |
|
4698
TPG Financial Advisors
Portland,
Oregon
| $163M | +$13.6M | +9% | 4.9% | – | 47 | 23.4% | 2.3 |
|
4699
EnCap Energy Capital Fund VIII
Houston,
Texas
| $163M | +$1M | +0.6% | 2.26% | 6.16% | 3 | 0% | 0.5 |
|
4700
Stone Summit Wealth
Miami,
Florida
| $163M | -$4.85M | -3% | 5.25% | 67% | 129 | 4.65% | 0.7 |
|