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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5076
Narus Financial Partners
Salt Lake City,
Utah
| $179M | – | – | 0.41% | 85.3% | 112 | – | 2.6 |
|
5077
Stonebridge Financial Planning Group
Orlando,
Florida
| $179M | -$12M | -6% | 6.79% | 67.2% | 411 | 73.24% | 2 |
|
5078
Solidarity Wealth
Lehi,
Utah
| $179M | – | – | 2.02% | 85.9% | 116 | – | 0 |
|
5079
CNB Bank
Clearfield,
Pennsylvania
| $179M | -$3.99M | -2% | 2.51% | 91.6% | 545 | 22.2% | 2.4 |
|
5080
Stone Summit Wealth
Miami,
Florida
| $178M | +$55.2M | +45% | 5.27% | 67% | 131 | 22.9% | 0.2 |
|
|
LCH
5081
Lee Capital Holdings
New York
| $178M | -$12.5M | -7% | 5.87% | 34.4% | 78 | 55.13% | 1.6 |
|
5082
Vienna Insurance Group
Warsaw,
Poland
| $178M | +$32.1M | +22% | 6.39% | 188% | 37 | 18.92% | 0.7 |
|
5083
Pictet Bank & Trust
Nassau,
Bahamas
| $178M | -$15.4M | -8% | 5.49% | 82.7% | 68 | 16.18% | 4.2 |
|
5084
Salem Capital Management
Woburn,
Massachusetts
| $178M | -$14.4M | -7% | 0.47% | 32.3% | 72 | 5.56% | 5.9 |
|
5085
Axis Capital Holdings
Pembroke,
| $178M | -$9.34M | -5% | 4.98% | 76% | 3 | 0% | 5.3 |
|
5086
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $178M | +$10.8M | +6% | 5.23% | 59.7% | 238 | 29.83% | 1.4 |
|
5087
Linse Capital Management PR
San Juan,
Puerto Rico
| $178M | -$171M | -49% | 4.36% | – | 1 | 0% | 0.3 |
|
5088
Privium Fund Management (UK)
London,
United Kingdom
| $178M | +$51.4M | +41% | 12.2% | 37.1% | 135 | 88.15% | 0.1 |
|
5089
&Partners
Nashville,
Tennessee
| $178M | +$12.3M | +7% | 2.32% | 78.4% | 204 | 16.18% | 1.6 |
|
|
SFI
5090
Sonic Fund II
Honolulu,
Hawaii
| $178M | +$23.6M | +15% | 5.93% | 119% | 28 | 14.29% | 1.3 |
|
5091
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $178M | -$10.8M | -6% | 5.66% | 60.5% | 8 | 0% | 1.4 |
|
5092
Donald L. Hagan LLC
Sarasota,
Florida
| $178M | -$15.9M | -8% | 2.03% | 47.9% | 108 | 21.3% | 2.3 |
|
5093
Green Court Capital Management
Hong Kong
| $177M | +$85.1M | +92% | 16.1% | 33.4% | 3 | 66.67% | 0.3 |
|
5094
Corre Partners Management
New York
| $177M | -$67.5M | -28% | 19.7% | 109% | 10 | 40% | 1 |
|
5095
Twin Lakes Capital Management
Redwood Shores,
California
| $177M | -$10.2M | -5% | 3.57% | 131% | 263 | 4.18% | 1 |
|
5096
GoalVest Advisory
New York
| $177M | – | – | 4.35% | 94.8% | 520 | – | 0.4 |
|
5097
Garrison Asset Management
Fayetteville,
Arkansas
| $177M | -$6.54M | -4% | 3.17% | 52.1% | 111 | 9.91% | 5.5 |
|
5098
SummerHaven Investment Management
Stamford,
Connecticut
| $177M | -$8.16M | -4% | 1.46% | 150% | 198 | 3.03% | 0.8 |
|
|
SC
5099
Siena Capital
Cincinnati,
Ohio
| $177M | +$2.57M | +1% | 2.21% | – | 320 | 82.81% | 0 |
|
5100
Loveless Wealth Management
Billings,
Montana
| $177M | -$5.1M | -3% | 0.04% | – | 132 | 3.79% | 1.8 |
|