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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
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $231M | +$21M | +10% | 10.6% | 103% | 62 | 9.68% | 3.4 |
|
4852
Wealth Management Resources
Smithfield,
Rhode Island
| $231M | +$18.7M | +9% | 5.05% | 37.7% | 41 | 9.76% | 1.5 |
|
4853
Compass Group
New York
| $231M | -$21.1M | -8% | 2.26% | 64.6% | 23 | 47.83% | 1.6 |
|
4854
Palogic Value Management
Dallas,
Texas
| $231M | +$5.38M | +2% | 2.75% | 31.3% | 165 | 6.06% | 1.1 |
|
4855
Cohanzick Management
Pleasantville,
New York
| $231M | +$68.1M | +42% | 0.55% | 1.18% | 57 | 96.49% | 1.3 |
|
4856
Chiron Investment Management
New York
| $231M | -$31.8M | -12% | 14.4% | 104% | 129 | 51.94% | 0.3 |
|
4857
Providence First Trust
Scottsdale,
Arizona
| $231M | +$27.1M | +13% | 6.38% | 68.4% | 108 | 16.67% | 3 |
|
4858
Arohi Asset Management
Singapore
| $231M | +$22.6M | +11% | 11.1% | – | 3 | 33.33% | 0.2 |
|
4859
Core Wealth Management
Jupiter,
Florida
| $231M | +$21.1M | +10% | 4.63% | 44.5% | 24 | 16.67% | 0.9 |
|
4860
STF Management
Frisco,
Texas
| $231M | +$17.8M | +8% | 12.8% | 208% | 102 | 1.96% | 1.1 |
|
4861
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $230M | -$300K | -0.1% | 8.25% | 104% | 253 | 2.77% | 7.9 |
|
4862
Clear Rock Advisors
Kerrville,
Texas
| $230M | +$9.15M | +4% | 5.36% | – | 73 | 6.85% | 0.2 |
|
4863
ARQ Wealth Advisors
Scottsdale,
Arizona
| $230M | +$62.2M | +37% | 6.89% | 59.3% | 87 | 25.29% | 1.6 |
|
4864
Selective Wealth Management
Forest,
Virginia
| $230M | +$31.6M | +16% | 9.25% | 74.4% | 108 | 24.07% | 2.5 |
|
4865
Mill Road Capital Management
Greenwich,
Connecticut
| $230M | +$11.1M | +5% | 6.72% | 85.1% | 23 | 0% | 3 |
|
|
RFMS
4866
RWQ Financial Management Services
Naples,
Florida
| $230M | +$108M | +89% | 44.6% | 446% | 27 | 40.74% | 1.3 |
|
4867
Seneca House Advisors
Richmond,
Virginia
| $230M | +$14M | +6% | 6.46% | 58.2% | 84 | 9.52% | 3.6 |
|
|
EAM
4868
Eukles Asset Management
Cincinnati,
Ohio
| $230M | +$18.5M | +9% | 13.4% | 87.9% | 251 | 10.36% | 3.6 |
|
4869
S.R. Schill & Associates
Mercer Island,
Washington
| $230M | +$5.4M | +2% | 3.84% | 42.7% | 91 | 14.29% | 3.5 |
|
4870
FSA Wealth Management
Needham,
Massachusetts
| $230M | +$19.1M | +9% | 7.53% | – | 644 | 7.45% | 0.4 |
|
4871
Instrumental Wealth
Tampa,
Florida
| $230M | +$137M | +148% | 9.36% | 38.2% | 46 | 17.39% | 0.7 |
|
4872
One Charles Private Wealth Services
Hingham,
Massachusetts
| $230M | +$40.7M | +22% | 15% | 99.7% | 151 | 11.92% | 1.9 |
|
4873
TSA Wealth Management
Houston,
Texas
| $230M | +$15M | +7% | 6.29% | 62.4% | 66 | 30.3% | 0.2 |
|
4874
Royal Harbor Partners
Houston,
Texas
| $229M | +$14.1M | +7% | 8.02% | 54.6% | 56 | 19.64% | 1.9 |
|
4875
Main Street Group
Glen Allen,
Virginia
| $229M | -$58.2M | -20% | 9.9% | 98.3% | 1,400 | 38.14% | 0.2 |
|