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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4726
Lederer & Associates Investment Counsel
Long Beach,
California
| $120M | +$13.2M | +12% | 8.09% | 92.7% | 87 | 12.64% | 3 |
|
4727
Rho Capital Partners
New York
| $120M | -$34.3M | -22% | 22.1% | – | 5 | 0% | 3.6 |
|
4728
Stone House Capital Management
Bay Harbor Islands,
Florida
| $120M | +$67.9M | +130% | 117% | 151% | 4 | 25% | 1.4 |
|
4729
AUA Capital Management
Camp Hill,
Pennsylvania
| $120M | +$20M | +20% | 6.37% | 70.2% | 369 | 54.47% | 1.5 |
|
4730
Banyan Capital Management
Atlanta,
Georgia
| $120M | +$11.3M | +10% | 11.1% | 44.4% | 18 | 0% | 1.7 |
|
4731
United Bank (Georgia)
Zebulon,
Georgia
| $120M | +$13.7M | +13% | 8.61% | 93.7% | 79 | 7.59% | 2.6 |
|
4732
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $120M | +$7.44M | +7% | 5.68% | 57.8% | 755 | 11.79% | 0.2 |
|
4733
Pacific Sun Financial
Los Angeles,
California
| $120M | +$8.93M | +8% | 7.37% | 70.3% | 149 | 6.71% | 1.9 |
|
4734
Coyle Financial Counsel
Glenview,
Illinois
| $120M | +$11.3M | +10% | 10.1% | 67.3% | 53 | 16.98% | 1.8 |
|
4735
Fourthstone LLC
St Louis,
Missouri
| $119M | -$1K | -0% | 5.23% | 104% | 60 | 48.33% | 0.4 |
|
4736
Triton Wealth Management
Sun City,
Arizona
| $119M | +$22.5M | +23% | 13.2% | – | 89 | 16.85% | 0.4 |
|
4737
Boyar Asset Management
New York
| $119M | +$11.1M | +10% | 8.05% | 75.5% | 71 | 8.45% | 4.5 |
|
4738
MBE Wealth Management
Tomah,
Wisconsin
| $119M | +$107K | +0.1% | 7.14% | 66.5% | 47 | 0% | 0.7 |
|
4739
Trust Company
Manhattan,
Kansas
| $119M | +$13.7M | +13% | 7.16% | 40.6% | 333 | 12.31% | 3.3 |
|
4740
CNB Bank
Clearfield,
Pennsylvania
| $119M | +$5.18M | +5% | 7.84% | 91.6% | 440 | 14.77% | 1.9 |
|
4741
Bluestem Financial Advisors
Champaign,
Illinois
| $119M | +$9.44M | +9% | 4.28% | 42.2% | 26 | 7.69% | 0.6 |
|
4742
Broadview Financial Management
Wauwatosa,
Wisconsin
| $119M | -$6.28M | -5% | 5.93% | 52.4% | 45 | 2.22% | 2.3 |
|
4743
ValueWorks
New York
| $119M | +$2.11M | +2% | 0.54% | 190% | 33 | 18.18% | 3 |
|
4744
Meridian Financial Partners
Warrenton,
Virginia
| $119M | +$8.23M | +7% | 5.47% | 80.8% | 67 | 16.42% | 1.2 |
|
4745
HBC Financial Services
Seattle,
Washington
| $119M | +$7.26M | +7% | 6.5% | 12.6% | 211 | 36.49% | 0.5 |
|
4746
Loveless Wealth Management
Billings,
Montana
| $119M | +$11.2M | +10% | 8.9% | – | 118 | 8.47% | 0.7 |
|
4747
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $119M | +$11.8M | +11% | 8.14% | 61.1% | 107 | 9.35% | 4.4 |
|
4748
Phoenician Capital
New York
| $118M | -$37.3M | -24% | 12.8% | 41.1% | 17 | 23.53% | 0.8 |
|
4749
Monetta Financial Services
Wheaton,
Illinois
| $118M | +$4.6M | +4% | 13.4% | 275% | 39 | 17.95% | 2.5 |
|
4750
Sterneck Capital Management
Kansas City,
Missouri
| $118M | +$12.2M | +11% | 10.5% | 61.5% | 80 | 15% | 4 |
|