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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
Joule Financial
Lexington,
Kentucky
| $246M | +$3.18M | +1% | 0.34% | 55.5% | 113 | 15.93% | 1.4 |
|
4727
Bear Mountain Capital
Seattle,
Washington
| $246M | +$13.8M | +6% | 0.08% | – | 227 | 20.7% | 0.5 |
|
4728
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $245M | +$9.9M | +4% | 4.2% | 47.8% | 113 | 6.19% | 4.5 |
|
4729
Selway Asset Management
| $245M | -$4.93M | -2% | 2.82% | 36.5% | 84 | 11.9% | 5.4 |
|
4730
Excalibur Management
Waltham,
Massachusetts
| $245M | +$8.87M | +4% | 1.9% | 81.7% | 170 | 9.41% | 5.1 |
|
|
ACM
4731
Altium Capital Management
New York
| $245M | -$7.55M | -3% | 7.84% | – | 90 | 44.44% | 0.8 |
|
|
RL
4732
Rogco LP
Claremore,
Oklahoma
| $245M | +$563K | +0.2% | 0.71% | 53.3% | 246 | 4.88% | 0.7 |
|
4733
Transatlantique Private Wealth
New York
| $245M | +$15.7M | +7% | 1.98% | 88.6% | 219 | 14.61% | 1.5 |
|
4734
City State Bank
Norwalk,
Iowa
| $245M | +$18.4M | +8% | 2.12% | 79.1% | 771 | 12.97% | 2 |
|
4735
Adirondack Trust Company
Saratoga Springs,
New York
| $245M | +$5.98M | +3% | 3.69% | 96.7% | 512 | 5.47% | 5.7 |
|
4736
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $245M | +$1.2M | +0.5% | 0.69% | 51.7% | 131 | 14.5% | 1.7 |
|
4737
Baker Tilly Wealth Management
Madison,
Wisconsin
| $244M | -$309M | -56% | 3.2% | 96.9% | 423 | 36.17% | 2.8 |
|
|
SCI
4738
Silver Coast Investments
San Diego,
United States
| $244M | -$427K | -0.2% | 1.05% | – | 102 | 19.61% | 0.4 |
|
4739
Cumberland Advisors
Sarasota,
Florida
| $244M | -$24.7M | -9% | 0.38% | 73.5% | 57 | 8.77% | 4 |
|
4740
MTM Investment Management
Spartanburg,
South Carolina
| $244M | +$1.61M | +0.7% | 2.19% | 80.5% | 293 | 11.6% | 2.7 |
|
4741
Somerset Trust
Somerset,
Pennsylvania
| $244M | -$1.28M | -0.5% | 0.3% | 80.5% | 152 | 4.61% | 5.5 |
|
4742
Silverlake Wealth Management
Williston,
Vermont
| $244M | +$47.4M | +24% | 1.88% | 73.3% | 293 | 21.16% | 1.6 |
|
4743
Insight Folios
Charlotte,
North Carolina
| $244M | -$3.2M | -1% | 1.86% | 32.9% | 122 | 8.2% | 2.7 |
|
4744
Oldfather Financial Services
Kearney,
Nebraska
| $244M | +$748K | +0.3% | 0.38% | 60.8% | 74 | 6.76% | 3.1 |
|
4745
Texas Capital Bancshares
Dallas,
Texas
| $244M | +$23.1M | +10% | 11.9% | 175% | 83 | 12.05% | 3.7 |
|
4746
Kelleher Financial Advisors
New York
| $244M | +$2.45M | +1% | 3.25% | 72.4% | 129 | 20.16% | 4.5 |
|
4747
Vance Wealth
Santa Clarita,
California
| $244M | -$7.49M | -3% | 1.7% | 66.4% | 98 | 12.24% | 1.7 |
|
4748
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $243M | +$17.4M | +8% | 5.33% | – | 1,015 | 8.67% | 1.9 |
|
4749
Performa Ltd (US)
Charleston,
South Carolina
| $243M | +$16M | +7% | 1.24% | 55.8% | 65 | 23.08% | 2.3 |
|
4750
Davis Investment Partners
Charlotte,
North Carolina
| $243M | +$14.8M | +6% | 1.28% | 88.9% | 122 | 9.84% | 1.2 |
|