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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
IP
5001
Investment Partners
New Philadelphia,
Ohio
| $223M | +$2.09M | +0.9% | 2.22% | 74.1% | 144 | 2.78% | 5.4 |
|
|
CIA
5002
Cape Investment Advisory
Mcdonough,
Georgia
| $223M | +$8.67M | +4% | 2.01% | 72.5% | 997 | 13.14% | 1 |
|
5003
Wynnefield Capital
New York
| $222M | -$29.2M | -12% | 9.32% | 52.1% | 23 | 26.09% | 4.4 |
|
5004
Cambridge Financial Group
Columbus,
Ohio
| $222M | -$3.3M | -1% | 2.11% | – | 35 | 14.29% | 4.9 |
|
5005
Azarias Capital Management
Berwyn,
Pennsylvania
| $222M | -$16.1M | -7% | 7.31% | 58.2% | 25 | 24% | 1.8 |
|
5006
1776 Wealth
Atlanta,
Georgia
| $222M | +$10.9M | +5% | 6.53% | 90.4% | 157 | 19.11% | 2.1 |
|
5007
Brown Shipley & Co
London,
United Kingdom
| $222M | -$96.1M | -30% | 5.42% | 125% | 107 | 30.84% | 1.1 |
|
5008
Atlantic Investment Management
New York
| $222M | -$5.85M | -3% | 6.99% | 28.8% | 13 | 23.08% | 1.8 |
|
|
SLA
5009
Silver Lake Advisory
Cottonwood Heights,
Utah
| $222M | -$2.49M | -1% | 0.37% | 76.7% | 96 | 2.08% | 3.8 |
|
5010
Providence First Trust
Scottsdale,
Arizona
| $222M | -$8.76M | -4% | 1.67% | 64.1% | 104 | 12.5% | 3.3 |
|
5011
Lazari Capital Management
Woodland Hills,
California
| $222M | +$37.7M | +20% | 5.67% | 145% | 155 | 25.16% | 0.7 |
|
|
KLC
5012
Kent Lake Capital
Reno,
Nevada
| $222M | -$7.36M | -3% | 7.73% | 92.1% | 59 | 52.54% | 0.7 |
|
|
SC
5013
Schulhoff & Co
Cincinnati,
Ohio
| $222M | -$6.57M | -3% | 0.53% | 51.8% | 128 | 3.13% | 7.4 |
|
5014
FSB Premier Wealth Management
Waterloo,
Iowa
| $221M | +$6.65M | +3% | 1.11% | 53.9% | 194 | 11.86% | 2.2 |
|
5015
HST Ventures
Park City,
Utah
| $221M | -$25.5M | -10% | 0.41% | 8.24% | 70 | 54.29% | 0.5 |
|
5016
Seven Grand Managers
Bronxville,
New York
| $221M | +$17.1M | +8% | 5.45% | 281% | 71 | 67.61% | 0.2 |
|
5017
TL Private Wealth
Southlake,
Texas
| $221M | +$18.7M | +9% | 1.21% | 50.6% | 44 | 6.82% | 3.1 |
|
5018
Gibraltar Capital Management
Tulsa,
Oklahoma
| $221M | +$6.38M | +3% | 1.05% | 56.6% | 48 | 8.33% | 4.2 |
|
5019
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $221M | -$9.29M | -4% | 3.63% | 104% | 255 | 3.53% | 7.9 |
|
5020
Barrett & Company
Providence,
Rhode Island
| $221M | +$9.7M | +5% | 4.35% | 83.6% | 631 | 8.56% | 1.6 |
|
5021
Goepper Burkhardt
Greenville,
South Carolina
| $221M | +$6.11M | +3% | 2.12% | 50.4% | 82 | 4.88% | 2.4 |
|
5022
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $221M | +$17.1M | +8% | 2.24% | – | 140 | 22.86% | 0.2 |
|
5023
Blue Investment Partners
Alamo,
California
| $221M | +$28.4M | +15% | 8.33% | – | 46 | 21.74% | 0.9 |
|
5024
Tyro Capital Management
Miami,
Florida
| $221M | +$47.4M | +27% | 3.7% | – | 19 | 21.05% | 0.3 |
|
5025
ICW Investment Advisors
Scottsdale,
Arizona
| $220M | -$4.6M | -2% | 0.52% | 50.1% | 138 | 1.45% | 3.8 |
|