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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4976
Walnut Level Capital
Denver,
Colorado
| $239M | +$13.8M | +6% | 3.72% | – | 53 | 49.06% | 0.5 |
|
4977
Pinion Investment Advisors
Wichita,
Kansas
| $239M | +$37.8M | +19% | 6.28% | 75.4% | 157 | 12.1% | 2.9 |
|
4978
Gold Investment Management
Edmonton,
Alberta, Canada
| $239M | +$2.4M | +1% | 9.16% | 117% | 215 | 3.26% | 0.7 |
|
4979
Aragon Global Management
Miami,
Florida
| $239M | +$4.38M | +2% | 5.18% | – | 16 | 18.75% | 0.7 |
|
|
FC
4980
Fore Capital
New York
| $239M | +$81.4M | +52% | 4.38% | 25.4% | 57 | 43.86% | 0.7 |
|
4981
Wafra Inc
New York
| $239M | +$881K | +0.4% | 2.31% | 45.9% | 2 | 0% | 2.5 |
|
4982
Davis Investment Partners
Charlotte,
North Carolina
| $239M | -$4.55M | -2% | 5.92% | 88.9% | 126 | 14.29% | 1.3 |
|
4983
Hassell Wealth Management
Houma,
Louisiana
| $239M | +$15.4M | +7% | 5.51% | 49.7% | 27 | 0% | 1.3 |
|
4984
Commonwealth Retirement Investments
Richmond,
Virginia
| $238M | +$20.1M | +9% | 7.69% | 96.7% | 94 | 5.32% | 1.2 |
|
4985
G&S Capital
Denver,
Colorado
| $238M | +$8.41M | +4% | 6.85% | 85.6% | 132 | 19.7% | 2.5 |
|
4986
Wills Financial Group
Richmond,
Virginia
| $238M | +$21.3M | +10% | 9.11% | 57.5% | 66 | 6.06% | 5.1 |
|
4987
Kings Path Partners
Sugar Land,
Texas
| $238M | +$26.1M | +12% | 5.96% | – | 312 | 13.78% | 0.2 |
|
4988
Hanover Advisors
Seneca,
South Carolina
| $238M | +$13.1M | +6% | 5.13% | – | 95 | 6.32% | 0.7 |
|
|
AFP
4989
Advus Financial Partners
Winter Park,
Florida
| $238M | +$13.4M | +6% | 5.63% | 56.5% | 63 | 7.94% | 2 |
|
4990
Sentry Investment Management
Stevens Point,
Wisconsin
| $238M | +$12.9M | +6% | 7.37% | 103% | 499 | 12.63% | 5.3 |
|
|
WIM
4991
WIM Investment Management
Hong Kong
| $238M | – | – | 9.09% | – | 14 | – | 0 |
|
4992
Bennett Selby Investments
Falmouth,
Maine
| $238M | +$15.1M | +7% | 6.61% | 82.1% | 76 | 7.89% | 2.4 |
|
4993
Lynch Asset Management
Yardley,
Pennsylvania
| $238M | +$3.49M | +1% | 2.07% | 214% | 43 | 2.33% | 2.5 |
|
4994
OLIO Financial Planning
Mclean,
Virginia
| $238M | +$551K | +0.2% | 6.48% | 52.9% | 52 | 0% | 2.2 |
|
4995
WorthPointe
La Jolla,
California
| $238M | +$18.3M | +8% | 6.52% | 59.7% | 85 | 23.53% | 1.3 |
|
4996
Jacobsen Capital Management
Salt Lake City,
Utah
| $238M | +$13.8M | +6% | 6.54% | 97.3% | 106 | 12.26% | 2 |
|
4997
Seneca House Advisors
Richmond,
Virginia
| $237M | +$6.85M | +3% | 6.5% | 58.2% | 89 | 11.24% | 3.8 |
|
4998
One Degree Advisors
San Diego,
California
| $237M | +$30M | +14% | 5.76% | – | 65 | 24.62% | 0.6 |
|
4999
Castellan Group
Louisville,
Kentucky
| $237M | +$27.2M | +13% | 13.7% | 184% | 67 | 23.88% | 1.7 |
|
5000
Unique Wealth Strategies
Burr Ridge,
Illinois
| $237M | +$23.8M | +11% | 7.47% | 96.9% | 704 | 76.28% | 0.5 |
|