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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4851
West Oak Capital
Westlake Village,
California
| $214M | +$12.4M | +6% | 8.98% | 110% | 336 | 8.93% | 5.8 |
|
4852
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| $214M | +$21.9M | +11% | 10% | – | 61 | 29.51% | 0.8 |
|
4853
Planned Solutions
Folsom,
California
| $214M | +$47.4M | +28% | 11.1% | 68.3% | 583 | 86.11% | 0.3 |
|
4854
Global Financial Private Client
Sarasota,
Florida
| $214M | +$20.1M | +10% | 10.2% | 100% | 712 | 7.72% | 2.9 |
|
4855
Campbell Capital Management
Miami,
Florida
| $214M | – | – | 14.9% | – | 46 | – | 1.7 |
|
4856
Waterford Advisors
Orchard Park,
New York
| $213M | +$34.7M | +19% | 8.93% | 50.5% | 54 | 18.52% | 0.8 |
|
4857
Tabor Asset Management
New York
| $213M | +$22.8M | +12% | 24.2% | 214% | 56 | 48.21% | 0.6 |
|
|
EFM
4858
Eley Financial Management
South Burlington,
Vermont
| $213M | +$17.1M | +9% | 9.87% | 74.9% | 70 | 5.71% | 0.9 |
|
4859
Sandbox Financial Partners
Bethesda,
Maryland
| $213M | +$23.9M | +13% | 11.6% | 69.6% | 98 | 23.47% | 1.9 |
|
4860
Kelleher Financial Advisors
New York
| $213M | +$17.8M | +9% | 10.3% | 80.3% | 112 | 8.04% | 4.3 |
|
4861
Catalyst Private Wealth
San Mateo,
California
| $213M | +$43.8M | +26% | 27.7% | 120% | 82 | 15.85% | 2.2 |
|
4862
Excalibur Management
Waltham,
Massachusetts
| $213M | +$20.6M | +11% | 11.2% | 93% | 165 | 8.48% | 4.8 |
|
4863
Sherbrooke Park Advisers
White Plains,
New York
| $213M | -$102M | -32% | 7.36% | 9.59% | 733 | 72.71% | 0.2 |
|
4864
Thomas Story & Son
Culver,
Indiana
| $213M | +$7.73M | +4% | 13.1% | 101% | 53 | 5.66% | 6.5 |
|
4865
Brooklyn FI
New York
| $213M | +$26.9M | +14% | 9.49% | 60.4% | 51 | 15.69% | 1.3 |
|
4866
STF Management
Frisco,
Texas
| $213M | +$24.4M | +13% | 15.6% | 208% | 108 | 12.96% | 0.8 |
|
4867
Wealth Management Resources
Smithfield,
Rhode Island
| $213M | +$5.77M | +3% | 7.28% | 37.7% | 43 | 18.6% | 1.4 |
|
4868
Atlas Private Wealth Management
Albany,
New York
| $213M | +$26.4M | +14% | 8.39% | 19.8% | 121 | 11.57% | 2.9 |
|
4869
West Branch Capital
Amherst,
Massachusetts
| $213M | +$22.2M | +12% | 11.9% | 156% | 476 | 14.08% | 2.5 |
|
4870
Hillman Company
Pittsburgh,
Pennsylvania
| $213M | +$45.6M | +27% | 34.1% | 118% | 14 | 7.14% | 1.7 |
|
4871
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $213M | +$35M | +20% | 9.96% | 71.1% | 68 | 5.88% | 1 |
|
4872
Ceera Investments
Bellaire,
Texas
| $212M | +$28.4M | +15% | 18.1% | 56.1% | 87 | 13.79% | 1.6 |
|
4873
Crabel Capital Management
Los Angeles,
California
| $212M | +$88.1M | +71% | 5.83% | 13.9% | 149 | 65.77% | 0.4 |
|
4874
Corbyn Investment Management
Lutherville,
Maryland
| $212M | +$16.8M | +9% | 10.1% | 71% | 63 | 14.29% | 4.4 |
|
4875
Long Path Partners
Stamford,
Connecticut
| $212M | +$12.7M | +6% | 15.4% | 9.18% | 10 | 20% | 1.3 |
|