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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
CWM
4976
Capital Wealth Management
W. Warwick,
Rhode Island
| $99.2M | +$5.36M | +6% | 6.29% | 51.3% | 36 | 25% | 1.6 |
|
|
JCA
4977
Jade Capital Advisors
Essex Fells,
New Jersey
| $99.1M | -$2.62M | -3% | 12.3% | 28.9% | 88 | 59.09% | 0.3 |
|
4978
Security National Bank of So Dak
Sioux City,
Iowa
| $99M | +$11.4M | +13% | 11.4% | 67.7% | 83 | 9.64% | 4.3 |
|
|
NICM
4979
Neo Ivy Capital Management
New York
| $98.8M | +$11.6M | +13% | 4.59% | – | 672 | 68.01% | 0.2 |
|
4980
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $98.8M | +$7.41M | +8% | 5.17% | 58.3% | 30 | 3.33% | 0.6 |
|
|
NED
4981
Nancy E. Dempze
| $98.5M | +$9M | +10% | 8.6% | 83.1% | 66 | 6.06% | 3.6 |
|
4982
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $98.4M | +$10.3M | +12% | 10.8% | 85.6% | 97 | 7.22% | 4.1 |
|
4983
&Partners
Nashville,
Tennessee
| $98.4M | +$15.6M | +19% | 8.77% | 78.4% | 147 | 23.13% | 1 |
|
4984
Wilshire Advisors
Santa Monica,
California
| $98.3M | +$3.21M | +3% | 3.61% | 118% | 25 | 8% | 3.5 |
|
4985
Daily Journal Corp
Los Angeles,
California
| $98.3M | -$2.63M | -3% | 2.38% | 109% | 4 | 0% | 6.8 |
|
4986
Matrix Private Capital Group
New York
| $98.2M | +$7.58M | +8% | 6.99% | 62.5% | 174 | 9.77% | 0.7 |
|
4987
Centerstone Investors
New York
| $98M | -$5.47M | -5% | 3.84% | 73.7% | 25 | 12% | 1.5 |
|
4988
Palmer Knight Company
Jacksonville,
Florida
| $98M | -$30.6M | -24% | 10.7% | 78.9% | 27 | 14.81% | 1.4 |
|
4989
VERITY Wealth Advisors
Sausalito,
United States
| $97.9M | +$4.36M | +5% | 6.03% | 59.9% | 51 | 7.84% | 1.5 |
|
|
FP
4990
Factorial Partners
Mt. Kisco,
New York
| $97.9M | +$6.6M | +7% | 7.67% | 88.7% | 104 | 16.35% | 1.6 |
|
|
AMAL
4991
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $97.8M | +$22M | +29% | 14.3% | 125% | 20 | 20% | 4.1 |
|
|
TMC
4992
Trellus Management Company
Delray Beach,
Florida
| $97.6M | +$5.26M | +6% | 21.7% | 268% | 74 | 48.65% | 1.6 |
|
4993
Key Financial Inc
West Chester,
Pennsylvania
| $97.5M | +$10.3M | +12% | 7.75% | 64.1% | 115 | 17.39% | 0.6 |
|
4994
Washington Capital Management
Seattle,
Washington
| $97.5M | +$7.58M | +8% | 8.24% | 81.8% | 105 | 22.86% | 2.3 |
|
4995
Boardman Bay Capital Management
New York
| $97.4M | -$25M | -20% | 7.95% | 145% | 86 | 56.98% | 0.8 |
|
4996
Bank of Marin
Novato,
California
| $97.4M | +$9.8M | +11% | 11% | 80.3% | 118 | 10.17% | 0.6 |
|
4997
Dean Capital Management
Overland Park,
Kansas
| $97.1M | +$11.4M | +13% | 2.96% | 89.7% | 147 | 25.85% | 0.8 |
|
4998
Islay Capital Management
Lubbock,
Texas
| $97.1M | +$11.1M | +13% | 5.22% | 72% | 332 | 40.36% | 0.5 |
|
4999
Heronetta Management
New York
| $97M | -$8.91M | -8% | 6.36% | 59.7% | 25 | 4% | 4.6 |
|
5000
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $96.9M | +$16.3M | +20% | 10.7% | 82.2% | 55 | 25.45% | 0.5 |
|