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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5076
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $284M | +$7.94M | +3% | 0.28% | – | 93 | 2.15% | 1.2 |
|
5077
Bank OZK
Little Rock,
Arkansas
| $283M | +$204K | +0.1% | 2.19% | 112% | 156 | 8.33% | 6.6 |
|
|
LJHT
5078
Laurie J. Hall Trustee
| $283M | -$17.6M | -6% | 2.46% | 105% | 111 | 9.01% | 9 |
|
5079
Davis Investment Partners
Charlotte,
North Carolina
| $283M | -$2.84M | -1% | 1.68% | 97.8% | 180 | 22.78% | 1.7 |
|
|
UFAC
5080
Urban Financial Advisory Corp
Chicago,
Illinois
| $283M | +$28.2M | +11% | 2.24% | – | 57 | 5.26% | 1.5 |
|
5081
TAGStone Capital
Charlotte,
North Carolina
| $283M | +$14.3M | +5% | 1.45% | 58.3% | 140 | 19.29% | 2.3 |
|
5082
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| $283M | -$74.6M | -21% | 24.6% | – | 18 | 61.11% | 0.4 |
|
|
DRD
5083
Dennis R. Delaney
| $282M | +$83.5M | +42% | 2.65% | 84.3% | 61 | 21.31% | 5.4 |
|
5084
Wealth Effects
Boston,
Massachusetts
| $282M | -$37.6M | -12% | 0.47% | 235% | 252 | 19.05% | 2.5 |
|
5085
Access Financial Services
Minneapolis,
Minnesota
| $282M | +$7.42M | +3% | 0.72% | 44.8% | 109 | 21.1% | 4.1 |
|
5086
First Citizens Asset Management
Raleigh,
North Carolina
| $282M | -$3.94M | -1% | 2.4% | 48.4% | 30 | 16.67% | 2.7 |
|
5087
Samalin Investment Counsel
Chappaqua,
New York
| $282M | +$72.3K | +0% | 0.7% | 68.3% | 335 | 11.64% | 3.1 |
|
5088
Defender Capital
Charlotte,
North Carolina
| $282M | -$26.7M | -9% | 7.1% | 101% | 40 | 20% | 0.2 |
|
5089
INCA Investments
Miami,
Florida
| $282M | -$4.11M | -1% | 1.09% | 120% | 10 | 10% | 5.6 |
|
5090
3G Capital Partners
New York
| $282M | -$142M | -34% | 14% | 351% | 16 | 56.25% | 1 |
|
5091
Monte Financial Group
Guilford,
Connecticut
| $282M | +$13.3M | +5% | 3.27% | 66.7% | 100 | 7% | 3.8 |
|
5092
Financial Symmetry
Raleigh,
North Carolina
| $281M | +$36.3M | +15% | 0.77% | 68.4% | 67 | 16.42% | 1.5 |
|
5093
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $281M | +$405K | +0.1% | 0.27% | 60.2% | 67 | 4.48% | 3.4 |
|
5094
Bluesphere Advisors
East Norriton,
Pennsylvania
| $281M | +$55.2M | +24% | 4.51% | 105% | 127 | 27.56% | 2.1 |
|
5095
Biltmore Wealth Management
Tempe,
Arizona
| $281M | +$16.3M | +6% | 1.94% | 59.8% | 62 | 8.06% | 4.6 |
|
5096
Remedium Capital Partners
Fort Lauderdale,
Florida
| $281M | +$111M | +65% | 36% | – | 6 | 0% | 0.3 |
|
5097
Iyo Bank
Matsuyama,
Japan
| $281M | -$32.1M | -10% | 4.23% | 125% | 42 | 28.57% | 2.7 |
|
|
IP
5098
Investment Partners
New Philadelphia,
Ohio
| $281M | -$4.63M | -2% | 0.58% | 83.2% | 157 | 8.28% | 6.1 |
|
5099
Northern Right Capital Management
Darien,
Connecticut
| $281M | -$100M | -26% | 5.24% | 187% | 33 | 42.42% | 2 |
|
5100
SoundView Advisors
Olympia,
Washington
| $281M | -$5.68M | -2% | 0.65% | – | 33 | 15.15% | 0.6 |
|