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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4826
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $311M | -$9.35M | -3% | 3.87% | 87.3% | 330 | 4.85% | 3.4 |
|
4827
Tradewinds LLC
Raleigh,
North Carolina
| $311M | -$108M | -26% | 0.68% | – | 232 | 41.81% | 0.6 |
|
4828
Boothe Investment Group
Dover,
Delaware
| $311M | +$31.3M | +11% | 0.99% | 75.6% | 41 | 14.63% | 2.1 |
|
4829
IronBridge Private Wealth
Austin,
Texas
| $310M | -$5.91M | -2% | 0.79% | 143% | 58 | 43.1% | 1.9 |
|
4830
Redwood Grove Capital
Palo Alto,
California
| $310M | -$40.9M | -12% | 4.88% | 79.8% | 24 | 16.67% | 2.5 |
|
4831
HealthInvest Partners
Stockholm,
Sweden
| $310M | -$3.76M | -1% | 0.04% | – | 43 | 18.6% | 1.7 |
|
|
CCM
4832
Consolidated Capital Management
Burbank,
California
| $310M | -$20.9M | -6% | 1.47% | 166% | 93 | 35.48% | 2.2 |
|
|
IR
4833
IAT Reinsurance
New York
| $310M | -$31.9M | -9% | 2.32% | 60.2% | 75 | 16% | 4.4 |
|
4834
Seven Post Investment Office
San Francisco,
California
| $310M | +$29.8M | +11% | 0.37% | 44.4% | 38 | 7.89% | 4.4 |
|
4835
TSA Wealth Management
Houston,
Texas
| $309M | +$7.49M | +2% | 1.38% | 62.4% | 109 | 22.02% | 1.3 |
|
|
PH
4836
Pinnacle Holdings
Tulsa,
Oklahoma
| $309M | +$13.3M | +4% | 5.62% | 79.6% | 265 | 18.87% | 5.1 |
|
4837
Cloverfields Capital Group
Minneapolis,
Minnesota
| $309M | -$13.6M | -4% | 0.14% | 101% | 100 | 19% | 2.5 |
|
4838
Advisor Resource Council
Dallas,
Texas
| $309M | +$27.7M | +10% | 0.16% | 84.8% | 268 | 22.01% | 0.5 |
|
4839
Pines Wealth Management
Southern Pines,
North Carolina
| $309M | -$694K | -0.2% | 0.48% | – | 234 | 11.54% | 1.1 |
|
4840
Alteri Wealth
Westlake Village,
California
| $309M | +$79.8K | +0% | 0.24% | – | 312 | 14.74% | 1 |
|
4841
Financial Insights
Tacoma,
Washington
| $309M | +$10.2M | +3% | 1.62% | 82.1% | 136 | 10.29% | 3.4 |
|
4842
Castle Wealth Management
West Palm Beach,
Florida
| $309M | +$6.69M | +2% | 0.15% | 53.6% | 136 | 6.62% | 2.7 |
|
4843
Bell & Brown Wealth Advisors
Newport Beach,
California
| $308M | -$2.43M | -0.8% | 2.75% | 125% | 72 | 6.94% | 6.1 |
|
4844
General Electric
Evendale,
Ohio
| $308M | -$347M | -53% | 46.5% | 23.2% | 2 | 0% | 1.9 |
|
4845
Elite Wealth Management
Kirkland,
Washington
| $308M | -$59.2M | -16% | 8.64% | 182% | 63 | 38.1% | 2.8 |
|
4846
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $308M | +$70.4M | +30% | 16.5% | 22.2% | 5 | 20% | 1.4 |
|
4847
Pecaut & Co
Sioux City,
Iowa
| $308M | -$1.98M | -0.6% | 2.99% | 62.8% | 73 | 13.7% | 4.9 |
|
4848
Alta Wealth Advisors
Woburn,
Massachusetts
| $308M | +$8.69M | +3% | 1.75% | 120% | 187 | 25.13% | 2.2 |
|
4849
First United Bank & Trust
Oakland,
Maryland
| $308M | -$5.41M | -2% | 0.21% | 78% | 414 | 9.42% | 3.9 |
|
4850
Islander Capital Partners
San Francisco,
California
| $308M | +$86M | +39% | 16.8% | – | 18 | 27.78% | 0.2 |
|