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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5101
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $157M | +$184K | +0.1% | 0.04% | 36.4% | 127 | 6.3% | 2.7 |
|
5102
Orleans Capital Management
Mandeville,
Louisiana
| $157M | +$535K | +0.3% | 0.26% | 94.6% | 80 | 3.75% | 1.3 |
|
|
SV
5103
Stilwell Value
New York
| $157M | +$14.8M | +10% | 5.48% | 87.9% | 43 | 32.56% | 2.9 |
|
5104
Bluegrass Capital Partners
Palm Beach,
Florida
| $157M | -$19.2M | -11% | 7.31% | 60.1% | 18 | 22.22% | 0.7 |
|
|
HCM
5105
Hall Capital Management
Barrington,
Rhode Island
| $157M | +$1.69M | +1% | 0.69% | – | 95 | 2.11% | 4.4 |
|
5106
Affinia Financial Group
Burlington,
Massachusetts
| $157M | -$9.32M | -6% | 0.02% | 37.5% | 33 | 6.06% | 1.1 |
|
5107
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $157M | -$37.6M | -19% | 0.33% | 53.1% | 26 | 19.23% | 1.8 |
|
5108
Garrett Wealth Advisory Group
Weatherford,
Texas
| $156M | +$3.83M | +3% | 0.57% | 74.6% | 57 | 21.05% | 1.8 |
|
5109
Costello Asset Management
Feasterville,
Pennsylvania
| $156M | +$3.87M | +3% | 0.49% | 65.9% | 243 | 18.11% | 1.3 |
|
5110
Moser Wealth Advisors
Bellevue,
Washington
| $156M | +$1.08M | +0.7% | 1.07% | – | 149 | 12.08% | 1.3 |
|
|
SC
5111
Steph & Co
Marinette,
Wisconsin
| $156M | +$2.24M | +1% | 0.73% | 61.6% | 280 | 19.64% | 1.3 |
|
5112
Wealth Dimensions Group
Cincinnati,
Ohio
| $156M | +$8.82M | +6% | 0.51% | 57.1% | 131 | 9.16% | 0.7 |
|
5113
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $156M | +$465K | +0.3% | 3.73% | 88.9% | 32 | 6.25% | 3.4 |
|
5114
IFS Advisors
Overland Park,
Kansas
| $156M | +$7.14M | +5% | 0.56% | 54.2% | 30 | 16.67% | 0.6 |
|
5115
Spreng Capital Management
Bucyrus,
Ohio
| $156M | +$1.53M | +1% | 0.59% | 72.5% | 107 | 9.35% | 1.4 |
|
|
SCM
5116
Symons Capital Management
Pittsburgh,
Pennsylvania
| $156M | -$19.5M | -11% | 5.64% | 25.4% | 82 | 25.61% | 1.3 |
|
5117
Mad River Investors
Boston,
Massachusetts
| $156M | $0 | 0% | 15.2% | 169% | 25 | 0% | 4.4 |
|
5118
Sustainable Insight Capital Management
New York
| $156M | -$13M | -8% | 1.16% | 150% | 135 | 26.67% | 1.1 |
|
|
SVC
5119
Strycker View Capital
New York
| $156M | +$2.99M | +2% | 2.42% | 114% | 31 | 61.29% | 0.2 |
|
5120
State of Wyoming
Cheyenne,
Wyoming
| $156M | -$3.16M | -2% | 0.64% | 135% | 1,392 | 24.5% | 0.3 |
|
5121
ARQ Wealth Advisors
Scottsdale,
Arizona
| $156M | -$445K | -0.3% | 0.04% | 59.3% | 54 | 20.37% | 1.1 |
|
5122
Mangham Associates
Charlottesville,
Virginia
| $155M | -$2.83M | -2% | 0.19% | 24.4% | 7 | 14.29% | 1.9 |
|
5123
Albert D. Mason Inc
Boston,
Massachusetts
| $155M | -$7.7M | -5% | 1.86% | 83.4% | 151 | 6.62% | 4.6 |
|
5124
DB Wealth Management Group
San Diego,
California
| $155M | -$995K | -0.6% | 1% | 19% | 359 | 4.74% | 0.7 |
|
5125
Watchman Group
Plano,
Texas
| $155M | -$16.1M | -9% | 1.66% | 54% | 77 | 14.29% | 1.4 |
|