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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4876
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $233M | +$21.7M | +10% | 10.5% | 203% | 111 | 40.54% | 1.7 |
|
4877
Intrepid Financial Planning Group
Carmel,
Indiana
| $233M | +$1.59M | +0.7% | 2.79% | 92.5% | 136 | 12.5% | 1.5 |
|
4878
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $233M | +$17.7M | +8% | 11.2% | 961% | 53 | 49.06% | 0.8 |
|
4879
Pacifica Partners
Surrey,
Canada
| $233M | +$7.32M | +3% | 3.36% | 127% | 575 | 19.13% | 2.7 |
|
4880
American Financial Group
Cincinnati,
Ohio
| $233M | -$33.2M | -12% | 3.36% | 32.5% | 70 | 4.29% | 5.5 |
|
4881
Rakuten Securities
Tokyo,
Japan
| $233M | +$4.51M | +2% | 16.1% | – | 795 | 20.25% | 0.4 |
|
|
DS
4882
Dalal Street
West Lake Hills,
Texas
| $233M | +$17.1M | +8% | 7.56% | 92.7% | 4 | 0% | 0.8 |
|
4883
Wealth Management Resources
Smithfield,
Rhode Island
| $233M | +$1.38M | +0.6% | 0.12% | 37.7% | 40 | 17.5% | 1.9 |
|
4884
Campbell Capital Management
Miami,
Florida
| $233M | +$5.84M | +3% | 7.02% | – | 65 | 47.69% | 1.6 |
|
|
FFG
4885
Fortem Financial Group
Palm Desert,
California
| $233M | +$4.76M | +2% | 3.33% | 183% | 175 | 9.71% | 2.3 |
|
4886
Brooklyn Investment Group
Brooklyn,
New York
| $232M | $0 | 0% | 4.8% | – | 229 | 0% | 0.5 |
|
|
GBI
4887
GP Brinson Investments
Chicago,
Illinois
| $232M | -$1.69M | -0.7% | 1.96% | 51.2% | 16 | 6.25% | 2.7 |
|
4888
Takeda Pharmaceutical Company
Tokyo,
Japan
| $232M | -$56.7M | -20% | 3.47% | – | 15 | 13.33% | 0.5 |
|
4889
Client 1st Advisory Group
Dunedin,
Florida
| $232M | +$9.6M | +4% | 1.81% | 64.5% | 119 | 10.08% | 2.4 |
|
|
HIC
4890
Harbor Island Capital
Topsfield,
Massachusetts
| $232M | +$13.9M | +6% | 6.55% | 218% | 15 | 0% | 5.9 |
|
4891
Newton One Investments
Newark,
Delaware
| $232M | +$4.56M | +2% | 0.31% | 42% | 116 | 2.59% | 2.8 |
|
4892
Roth Financial Partners
Kingwood,
Texas
| $232M | +$6.03M | +3% | 1.04% | 61% | 32 | 6.25% | 2.3 |
|
|
GWM
4893
Gray Wealth Management
Bangor,
Maine
| $232M | +$7.83M | +3% | 2.84% | 22.1% | 138 | 5.07% | 3 |
|
4894
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $232M | -$23.7M | -9% | 3.97% | 83% | 123 | 10.57% | 6.1 |
|
4895
Thomas Story & Son
Culver,
Indiana
| $232M | -$5.15M | -2% | 1.23% | 101% | 54 | 5.56% | 6.9 |
|
4896
venBio Partners
San Francisco,
California
| $232M | -$50.4M | -18% | 23.4% | 564% | 6 | 16.67% | 2.5 |
|
4897
Horan Securities
Cincinnati,
United States
| $231M | +$19.4M | +9% | 2.16% | 50.1% | 129 | 16.28% | 3.1 |
|
4898
Clayton Financial Group
St. Louis,
Missouri
| $231M | +$11.4M | +5% | 0.77% | 69.8% | 107 | 2.8% | 0.3 |
|
4899
ARQ Wealth Advisors
Scottsdale,
Arizona
| $231M | +$863K | +0.4% | 1.75% | 53.3% | 88 | 7.95% | 1.9 |
|
|
EAM
4900
Eukles Asset Management
Cincinnati,
Ohio
| $231M | +$1.13M | +0.5% | 2.23% | 77.2% | 236 | 2.12% | 3.8 |
|