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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4951
Forum Private Client Group
Fishers,
Indiana
| $336M | +$35.9M | +12% | 8.82% | 47.9% | 88 | 11.36% | 2 |
|
|
SCI
4952
Silver Coast Investments
San Diego,
United States
| $336M | +$22.5M | +7% | 8.65% | – | 127 | 11.02% | 1.6 |
|
4953
Greenfield Seitz Capital Management
Dallas,
Texas
| $336M | +$4.22M | +1% | 7.19% | 88.5% | 116 | 12.07% | 2 |
|
4954
Red Lighthouse Investment Management
New York
| $336M | +$39.5M | +13% | 12.5% | 71.1% | 85 | 5.88% | 2.1 |
|
4955
Adirondack Trust Company
Saratoga Springs,
New York
| $336M | +$38M | +13% | 16.7% | 96.7% | 576 | 8.68% | 6.2 |
|
4956
OneAscent Wealth Management
Birmingham,
Alabama
| $336M | +$33.1M | +11% | 11.6% | 50.6% | 186 | 24.73% | 1.7 |
|
4957
Jessup Wealth Management
Dayton,
Ohio
| $335M | +$61.3M | +22% | 35.5% | 181% | 86 | 15.12% | 1.8 |
|
4958
Persistent Asset Partners
Hong Kong
| $335M | +$66.9M | +25% | 61.4% | – | 938 | 79.96% | 0.1 |
|
|
PI
4959
Pennant Investors
Summit,
New Jersey
| $335M | -$26.1M | -7% | 13.5% | 372% | 18 | 16.67% | 3.3 |
|
4960
TPG Financial Advisors
Portland,
Oregon
| $335M | +$27.4M | +9% | 8.28% | – | 86 | 17.44% | 3.4 |
|
4961
Seaview Investment Managers
Miami,
Florida
| $335M | +$57.4M | +21% | 33.6% | 148% | 94 | 23.4% | 1.3 |
|
4962
Spinecap SAS
Paris,
France
| $335M | +$62.2M | +23% | 7.51% | – | 16 | 6.25% | 1 |
|
4963
BHK Investment Advisors
Birmingham,
Alabama
| $335M | +$35.5M | +12% | 14.3% | 54.6% | 83 | 9.64% | 4.5 |
|
4964
Trustees of Dartmouth College
Hanover,
New Hampshire
| $335M | +$83M | +33% | 12.8% | 52.5% | 13 | 30.77% | 1.5 |
|
4965
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $334M | +$18.3M | +6% | 8.32% | 90.8% | 124 | 11.29% | 3.4 |
|
|
WHGC
4966
Wealth High Governance Capital
Sao Paulo,
Brazil
| $334M | +$1.2M | +0.4% | 61.2% | 622% | 65 | 75.38% | 0.2 |
|
4967
Core Alternative Capital
Peachtree Corners,
Georgia
| $334M | -$4.59M | -1% | 16.9% | 74.5% | 208 | 4.81% | 4.3 |
|
4968
Saiph Capital
Wyckoff,
New Jersey
| $334M | +$69.8M | +26% | 12.3% | 52.4% | 135 | 46.67% | 1.2 |
|
4969
Slagle Financial
Edwardsville,
Illinois
| $334M | +$31.1M | +10% | 12.8% | 77.9% | 148 | 32.43% | 1.8 |
|
4970
Henry James International Management
New York
| $334M | +$56.9M | +21% | 27.8% | 125% | 99 | 13.13% | 5.9 |
|
4971
Elevation Wealth Partners
Santa Rosa,
California
| $334M | +$54.7M | +20% | 14.8% | 69.9% | 1,366 | 25.77% | 1.2 |
|
|
AFA
4972
Alta Fundamental Advisers
New York
| $333M | +$68.2M | +26% | 17.8% | 340% | 30 | 36.67% | 1.7 |
|
|
GDS
4973
Gimbel Daniel Scott
| $333M | -$102M | -23% | 23.3% | 57.1% | 2 | 0% | 5.5 |
|
4974
Costello Asset Management
Feasterville,
Pennsylvania
| $333M | +$44M | +15% | 12.4% | 81.5% | 727 | 8.12% | 1.9 |
|
4975
S&T Bank
Indiana,
Pennsylvania
| $333M | +$65.4M | +24% | 57.2% | 193% | 453 | 11.04% | 2.4 |
|