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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
KLC
5051
Kent Lake Capital
Reno,
Nevada
| $193M | -$39.5M | -17% | 0.62% | 92.1% | 52 | 69.23% | 0.4 |
|
5052
Brendel Financial Advisors
Hanover,
New Hampshire
| $193M | +$109M | +130% | 12.7% | 126% | 120 | 65% | 0.5 |
|
5053
Triton Wealth Management
Sun City,
Arizona
| $193M | -$16.9M | -8% | 12.4% | – | 110 | 15.45% | 1.3 |
|
|
SL
5054
SIB LLC
New York,
New York
| $193M | +$11.7M | +6% | 9.84% | 29.2% | 20 | 5% | 6.4 |
|
5055
Salem Capital Management
Woburn,
Massachusetts
| $193M | +$10.2M | +6% | 10.2% | 32.3% | 73 | 5.48% | 5.6 |
|
5056
Jupiter Wealth Management
Glendale,
Colorado
| $193M | -$19.3M | -9% | 10.1% | 99.2% | 99 | 18.18% | 1.5 |
|
5057
New Capital Management
Houston,
Texas
| $192M | +$10.7M | +6% | 9.14% | 55.4% | 43 | 4.65% | 3.2 |
|
5058
Little Harbor Advisors
Marblehead,
Massachusetts
| $192M | – | – | 10.7% | 59% | 1 | – | 0 |
|
|
WFA
5059
Wade Financial Advisory
Campbell,
California
| $192M | +$15.1M | +9% | 5.84% | 15.9% | 73 | 2.74% | 1.7 |
|
|
CC
5060
Codex Capital
New York
| $192M | +$5.96M | +3% | 8.67% | 84.4% | 46 | 21.74% | 0.9 |
|
5061
Bennicas & Associates
Portola Valley,
California
| $192M | +$14.5M | +8% | 8.97% | 40.3% | 102 | 3.92% | 5.2 |
|
5062
IronBridge Private Wealth
Austin,
Texas
| $192M | +$6.01M | +3% | 17.4% | 143% | 341 | 24.63% | 0.7 |
|
5063
AH Equity Partners Bio II
Menlo Park,
California
| $192M | – | – | 30.4% | – | 4 | – | 0 |
|
5064
Legacy Bridge
West Des Moines,
Iowa
| $192M | +$18.5M | +11% | 9.9% | 236% | 314 | 4.78% | 2.3 |
|
5065
Emerson Wealth
Bloomfield Hills,
Michigan
| $192M | +$12.6M | +7% | 7.61% | 18.1% | 54 | 29.63% | 1.3 |
|
|
CWM
5066
CCG Wealth Management
San Diego,
California
| $192M | +$19.2M | +11% | 9.34% | 82.6% | 123 | 34.96% | 1.6 |
|
5067
Concentrum Wealth Management
San Jose,
California
| $192M | +$32.6M | +20% | 8.59% | 174% | 67 | 23.88% | 1.5 |
|
5068
Chou Associates Management
Toronto,
Ontario, Canada
| $191M | -$16M | -8% | 13.1% | 66.4% | 19 | 0% | 5.1 |
|
|
AWA
5069
Aquire Wealth Advisors
South Jordan,
Utah
| $191M | – | – | 4.89% | 60.2% | 275 | – | 0 |
|
5070
Mass Ave Global
New York
| $191M | – | – | 2.07% | – | 27 | – | 0 |
|
|
LCH
5071
Lee Capital Holdings
New York
| $191M | +$294K | +0.2% | 3.88% | 34.4% | 83 | 54.22% | 1.4 |
|
5072
Watchman Group
Plano,
Texas
| $191M | +$35.6M | +23% | 10.9% | 54% | 82 | 18.29% | 1.4 |
|
5073
RFG Holdings
Argyle,
Texas
| $191M | +$18.1M | +10% | 4.89% | 74.2% | 36 | 30.56% | 0.6 |
|
5074
Stonebridge Financial Planning Group
Orlando,
Florida
| $191M | -$13.8M | -7% | 9.02% | 72.4% | 432 | 9.26% | 1.6 |
|
5075
Western Financial Corp
San Diego,
California
| $191M | +$22M | +13% | 8.51% | 275% | 93 | 12.9% | 0.8 |
|