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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5026
Pecaut & Co
Sioux City,
Iowa
| $328M | +$20.2M | +7% | 8.32% | 62.8% | 66 | 1.52% | 5.2 |
|
5027
NVP Associates
Menlo Park,
California
| $328M | +$152M | +86% | 56.1% | 953% | 8 | 50% | 1.1 |
|
5028
Kaydan Wealth Management
Fenton,
Michigan
| $328M | +$29.1M | +10% | 12.2% | 58% | 118 | 10.17% | 3.1 |
|
5029
Vantage Point Financial
Lisle,
Illinois
| $328M | +$42.9M | +15% | 13.9% | – | 204 | 21.57% | 1 |
|
5030
Tabor Asset Management
New York
| $328M | +$78.8M | +32% | 16.7% | 214% | 57 | 49.12% | 0.8 |
|
5031
Engaged Capital
Newport Beach,
California
| $327M | +$23.7M | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|
5032
Richard W. Paul & Associates
Novi,
Michigan
| $327M | +$29.9M | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
5033
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $327M | +$24.6M | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
|
DS
5034
Dalal Street
West Lake Hills,
Texas
| $327M | -$96.1M | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
5035
Tred Avon Family Wealth
Easton,
Maryland
| $327M | +$25.4M | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
|
RL
5036
Rogco LP
Claremore,
Oklahoma
| $327M | +$27.2M | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
5037
JCIC Asset Management
Toronto,
Ontario, Canada
| $326M | $0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
|
CIM
5038
Capital Investment Management
Lees Summit,
Missouri
| $326M | +$35.2M | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
5039
Vigilare Wealth Management
Scottsdale,
Arizona
| $326M | +$30.3M | +10% | 9.28% | 59.5% | 130 | 21.54% | 2.5 |
|
5040
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $326M | +$31.6M | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
5041
Register Financial Advisors
Atlanta,
Georgia
| $326M | +$55.5M | +21% | 27.2% | 130% | 438 | 14.38% | 2 |
|
5042
Hassell Wealth Management
Houma,
Louisiana
| $326M | +$28M | +9% | 8.97% | 49.7% | 29 | 3.45% | 2.7 |
|
5043
Aventura Private Wealth
Aventura,
Florida
| $326M | +$52.5M | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
5044
LCNB Corp
Lebanon,
Ohio
| $326M | +$28.5M | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
5045
Forza Wealth Management
Sarasota,
Florida
| $326M | +$38.5M | +13% | 11.3% | 69.8% | 198 | 7.07% | 2.7 |
|
5046
Snow Phipps Group
New York
| $326M | +$8.27M | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
5047
Sycale Advisors
New York
| $326M | +$125M | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
5048
New Perspectives Inc
Ridgeland,
Mississippi
| $326M | +$37.1M | +13% | 10.2% | – | 50 | 14% | 2.5 |
|
5049
Family Wealth Partners
Matthews,
North Carolina
| $326M | +$33M | +11% | 10.7% | 58.5% | 125 | 28.8% | 1.3 |
|
5050
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $326M | +$31.7M | +11% | 4.61% | 17.7% | 148 | 35.14% | 3.4 |
|