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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4776
Excalibur Management
Waltham,
Massachusetts
| $196M | +$3.43M | +2% | 5.6% | 81.7% | 162 | 5.56% | 4.6 |
|
|
PK
4777
Pflug Koory
Omaha,
Nebraska
| $196M | +$12.3M | +7% | 7.4% | – | 426 | 5.63% | 4.8 |
|
4778
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $196M | +$4.75M | +2% | 3.93% | 47% | 17 | 17.65% | 1.5 |
|
4779
Westshore Wealth
Newport Beach,
California
| $196M | +$5.64M | +3% | 4.51% | 58.8% | 121 | 17.36% | 1.7 |
|
4780
Unio Capital
Princeton,
New Jersey
| $196M | +$9.29M | +5% | 11.1% | 97.8% | 43 | 11.63% | 3.4 |
|
4781
Shaker Investments
Cleveland,
Ohio
| $196M | +$16.9M | +9% | 9.58% | 205% | 95 | 14.74% | 2.8 |
|
|
ITIM
4782
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $196M | +$11.3M | +6% | 7.42% | 114% | 128 | 13.28% | 7.2 |
|
4783
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $196M | +$9.11M | +5% | 5.47% | 66% | 79 | 7.59% | 1.3 |
|
4784
Elequin Capital
New York
| $196M | +$53.4M | +38% | 1.37% | 52.4% | 688 | 77.03% | 0.1 |
|
4785
Hudson Value Partners
Palm Beach,
Florida
| $196M | +$19.9M | +11% | 9.66% | 124% | 116 | 18.97% | 1.9 |
|
4786
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $196M | +$28.9M | +17% | 3.65% | 52% | 92 | 4.35% | 0.5 |
|
|
EAM
4787
Eukles Asset Management
Cincinnati,
Ohio
| $196M | +$11.7M | +6% | 7.77% | 77.2% | 245 | 7.76% | 3.2 |
|
|
MS
4788
Madden Securities
Dallas,
Texas
| $195M | +$6.52M | +3% | 6.96% | 92.2% | 95 | 14.74% | 2.5 |
|
4789
Investment Advisory Group
Hanover,
Massachusetts
| $195M | +$21.4M | +12% | 5.45% | 61.6% | 150 | 11.33% | 1.2 |
|
4790
Vert Asset Management
Sausalito,
California
| $195M | +$25.5M | +15% | 3.64% | 43.6% | 44 | 13.64% | 1.3 |
|
4791
Accuvest Global Advisors
Provo,
Utah
| $195M | -$25.9M | -12% | 7.45% | 130% | 153 | 39.87% | 1.2 |
|
4792
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $195M | +$22.7M | +13% | 7.49% | 82% | 80 | 18.75% | 2.6 |
|
|
ACMC
4793
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| $195M | – | – | 11.1% | 32.2% | 1 | – | 0 |
|
4794
Your Advocates Ltd
Houston,
Texas
| $195M | +$12.8M | +7% | 2.53% | 50% | 293 | 21.16% | 1.6 |
|
4795
Kennicott Capital Management
Corte Madera,
California
| $195M | +$33.2M | +21% | 8.77% | 98% | 42 | 4.76% | 1.8 |
|
4796
Bull Street Advisors
Savannah,
Georgia
| $195M | +$2.16M | +1% | 2.96% | 48.5% | 90 | 1.11% | 3.5 |
|
4797
Deere & Company
Moline,
Illinois
| $195M | -$4.19M | -2% | 3.4% | – | 3 | 0% | 5.8 |
|
4798
Mendel Money Management
Northbrook,
Illinois
| $194M | +$8.87M | +5% | 5.81% | 75.4% | 127 | 5.51% | 3.1 |
|
4799
Benedetti & Gucer
Atlanta,
Georgia
| $194M | +$20.1M | +12% | 6.22% | 42.7% | 170 | 21.18% | 1 |
|
4800
Grey Fox Wealth Advisors
Rockland,
Delaware
| $194M | +$25M | +15% | 3.6% | 41.9% | 546 | 85.16% | 0.4 |
|