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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5001
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $237M | +$19.4M | +9% | 7.53% | 66.8% | 105 | 14.29% | 6.1 |
|
5002
Kercheville Advisors
San Antonio,
Texas
| $237M | +$6.61M | +3% | 5.2% | 261% | 93 | 18.28% | 2.2 |
|
5003
Infusive Asset Management
New York
| $237M | -$10.8M | -4% | 5.57% | 33.8% | 41 | 24.39% | 0.9 |
|
5004
Investment Research & Advisory Group
Atlanta,
Georgia
| $237M | +$11.3M | +5% | 6.13% | 105% | 219 | 10.96% | 3 |
|
5005
Clarus Group
Houston,
Texas
| $237M | +$10.4M | +5% | 4.23% | 67.5% | 126 | 20.63% | 2.1 |
|
5006
Brightline Capital Management
Miami,
Florida
| $237M | +$35.3M | +18% | 21.4% | 810% | 25 | 44% | 0.4 |
|
5007
Sonata Capital Group
Seattle,
Washington
| $237M | +$41.8M | +21% | 5.63% | 66.5% | 117 | 24.79% | 5.1 |
|
5008
Holistic Planning
Nacogdoches,
Texas
| $236M | +$106M | +82% | 4.43% | – | 168 | 37.5% | 0.5 |
|
5009
Spectrum Asset Management (California)
Newport Beach,
California
| $236M | +$20.2M | +9% | 6.96% | 68.3% | 108 | 22.22% | 3.2 |
|
5010
Edenbrook Capital
Mt. Kisco,
New York
| $236M | -$29.2M | -11% | 5.83% | 267% | 20 | 45% | 3 |
|
5011
Ovata Capital Management
Hong Kong
| $236M | +$52.2M | +28% | 4.17% | 69.1% | 47 | 48.94% | 0.5 |
|
|
SGH
5012
Sivik Global Healthcare
Greenwich,
Connecticut
| $236M | -$42.2M | -15% | 8.23% | 83.8% | 47 | 44.68% | 2.1 |
|
5013
Visa Foundation
San Francisco,
California
| $236M | +$1.69M | +0.7% | 1.21% | 58.1% | 2 | 0% | 1.5 |
|
5014
325 Capital
New York
| $236M | -$1.91M | -0.8% | 4.39% | 226% | 14 | 28.57% | 1.8 |
|
5015
Purus Wealth Management
Newport Beach,
California
| $236M | +$9.7M | +4% | 4.39% | 174% | 121 | 7.44% | 2.5 |
|
5016
Prairiewood Capital
Fargo,
North Dakota
| $236M | +$25.4M | +12% | 8.06% | 42.6% | 81 | 6.17% | 2.2 |
|
5017
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $236M | +$3.1M | +1% | 5.42% | 961% | 49 | 38.78% | 0.9 |
|
5018
Perry Creek Capital
New York
| $236M | +$24.5M | +12% | 17.9% | 51.2% | 14 | 21.43% | 3.4 |
|
|
BCH
5019
Berkshire Capital Holdings
San Jose,
California
| $236M | -$11.6M | -5% | 14.4% | 2,748% | 91 | 5.49% | 2.7 |
|
5020
Providence First Trust
Scottsdale,
Arizona
| $236M | +$13.7M | +6% | 4.64% | 64.1% | 110 | 27.27% | 3.1 |
|
5021
Dean Capital Management
Overland Park,
Kansas
| $236M | +$158M | +203% | 12.7% | 89.7% | 142 | 47.89% | 1 |
|
5022
Maxwell Wealth Strategies
Pleasanton,
California
| $235M | +$31.2M | +15% | 6.14% | – | 109 | 7.34% | 0.7 |
|
5023
BCS Wealth Management
Johnson City,
Tennessee
| $235M | +$29.6M | +14% | 4.15% | 46.7% | 169 | 9.47% | 1.8 |
|
5024
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $235M | +$19.3M | +9% | 18.7% | 70.2% | 19 | 26.32% | 2.2 |
|
5025
Vienna Insurance Group
Warsaw,
Poland
| $235M | -$20.3M | -8% | 4.43% | 188% | 94 | 3.19% | 1.7 |
|