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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4726
Atwater Malick
Lancaster,
Pennsylvania
| $207M | -$8.29M | -4% | 4.87% | 83.4% | 62 | 12.9% | 2.1 |
|
4727
Monterey Private Wealth
Monterey,
California
| $207M | +$5.12M | +3% | 3.07% | 29.8% | 133 | 30.08% | 1.3 |
|
|
GA
4728
Greytown Advisors
Miami,
Florida
| $207M | -$28.4M | -12% | 4.16% | 14.1% | 122 | 17.21% | 2.5 |
|
4729
Baymount Management
Miami,
Florida
| $207M | +$39M | +23% | – | – | 7 | 100% | 0 |
|
4730
Kendall Capital Management
Rockville,
Maryland
| $207M | -$3.76M | -2% | 2.81% | 130% | 168 | 5.95% | 2.3 |
|
4731
Exane Asset Management
Paris,
France
| $207M | -$176M | -46% | 4.7% | 74.5% | 12 | 66.67% | 1 |
|
4732
Global Financial Private Client
Sarasota,
Florida
| $207M | -$168K | -0.1% | 1.95% | 100% | 682 | 9.38% | 1.6 |
|
4733
Olympus Wealth Management
Cottonwood Heights,
Utah
| $207M | +$62.7M | +44% | 3.64% | 43.1% | 14 | 14.29% | 0.2 |
|
4734
MTM Investment Management
Spartanburg,
South Carolina
| $207M | -$3.78M | -2% | 1.6% | 80.5% | 304 | 13.82% | 1 |
|
4735
Selway Asset Management
| $207M | -$4.43M | -2% | 4.7% | 36.5% | 79 | 10.13% | 4.1 |
|
4736
Davis Rea
Toronto,
Ontario, Canada
| $206M | -$8.93M | -4% | 0.63% | 66.9% | 46 | 6.52% | 5.4 |
|
4737
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $206M | +$633K | +0.3% | 0.12% | 67.5% | 99 | 29.29% | 1.5 |
|
4738
NIA Impact Advisors
Berkeley,
California
| $206M | +$17.7M | +9% | 5.95% | – | 61 | 8.2% | 1.1 |
|
4739
Weaver Consulting Group
Huntington Beach,
California
| $206M | -$1.51M | -0.7% | 3.06% | 56.4% | 174 | 6.9% | 2 |
|
4740
Brick & Kyle Associates
Newtown,
Pennsylvania
| $206M | -$8.2M | -4% | 1.29% | 97.4% | 60 | 6.67% | 4.5 |
|
4741
Sozo Ventures GP II
Redwood City,
California
| $206M | -$67.8M | -25% | 24.8% | 8.44% | 1 | 0% | 0.3 |
|
4742
Bull Street Advisors
Savannah,
Georgia
| $206M | -$4.05M | -2% | 2% | 48.5% | 95 | 1.05% | 2.3 |
|
4743
Affiance Financial
St. Louis Park,
Minnesota
| $206M | -$33.9M | -14% | 4.22% | 57.8% | 150 | 14% | 3.9 |
|
4744
Harbour Investment Management
Edmonds,
Washington
| $206M | -$13.8M | -6% | 2.95% | 58.8% | 78 | 6.41% | 6.3 |
|
4745
Pinnbrook Capital Management
New York
| $205M | -$51.1M | -20% | 4.89% | 913% | 79 | 91.14% | 0 |
|
4746
Pecaut & Co
Sioux City,
Iowa
| $205M | +$8.42M | +4% | 1.21% | 62.8% | 108 | 13.89% | 2.3 |
|
4747
O'Keefe Stevens Advisory
Rochester,
New York
| $205M | -$7.68M | -4% | 0.55% | 208% | 44 | 15.91% | 3.5 |
|
4748
Graybill Wealth Management
Elmhurst,
Illinois
| $205M | -$15.5M | -7% | 1.26% | – | 52 | 9.62% | 4.5 |
|
4749
Matrix Private Capital Group
New York
| $205M | -$6.39M | -3% | 2.26% | 62.5% | 271 | 9.23% | 1.6 |
|
4750
Lipe & Dalton
Syracuse,
New York
| $205M | -$6.56M | -3% | 1.41% | 101% | 116 | 14.66% | 4.2 |
|