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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
ASI
5176
Advisory Services & Investments
Bend,
Oregon
| $152M | +$15.1M | +11% | 1.15% | 19.9% | 35 | 37.14% | 0.3 |
|
5177
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $152M | -$6.55M | -4% | 1.84% | 44.8% | 115 | 23.48% | 1.7 |
|
5178
Investment Research & Advisory Group
Atlanta,
Georgia
| $152M | +$560K | +0.4% | 0.69% | 105% | 184 | 26.09% | 1.5 |
|
5179
Briaud Financial Planning
College Station,
Texas
| $152M | +$1.96M | +1% | 1.2% | 113% | 21 | 19.05% | 1.2 |
|
5180
Field & Main Bank
Henderson,
Kentucky
| $152M | -$4.04M | -3% | 1.38% | 107% | 218 | 5.96% | 4.6 |
|
5181
Horizon Financial Services
Winston Salem,
North Carolina
| $152M | +$14.1M | +10% | 0.81% | 39.5% | 156 | 19.87% | 0.5 |
|
5182
S.A. Mason
Holland,
Michigan
| $152M | +$6.51M | +4% | 0.18% | 116% | 328 | 5.79% | 1.5 |
|
5183
Boyar Asset Management
New York
| $152M | -$3.41M | -2% | 1.57% | 75.5% | 86 | 3.49% | 4.6 |
|
5184
Palumbo Wealth Management
Great Neck,
New York
| $152M | +$2.68M | +2% | 0.67% | 115% | 106 | 18.87% | 0.6 |
|
5185
Decatur Capital Management
Decatur,
Georgia
| $152M | -$168M | -53% | 2.35% | 135% | 71 | 21.13% | 1.9 |
|
5186
Jess S. Morgan & Co
Los Angeles,
California
| $152M | -$629K | -0.4% | 0.64% | 69.3% | 42 | 7.14% | 1.5 |
|
5187
TPG Financial Advisors
Portland,
Oregon
| $151M | +$9.01M | +6% | 1.17% | – | 37 | 5.41% | 2.1 |
|
5188
Private Wealth Group
Tampa,
Florida
| $151M | +$298K | +0.2% | 0.9% | 52.9% | 41 | 12.2% | 1.7 |
|
5189
Norris Financial Group
Greenville,
South Carolina
| $151M | +$2.9M | +2% | 3.22% | 142% | 90 | 16.67% | 0.8 |
|
5190
Beaton Management Company
Haverhill,
Massachusetts
| $151M | -$6.02M | -4% | 1.09% | 95.9% | 138 | 5.07% | 3 |
|
5191
HighVista Strategies
Boston,
Massachusetts
| $151M | +$10.1M | +7% | 1.91% | 622% | 155 | 43.23% | 0.5 |
|
5192
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $151M | +$2.61M | +2% | 0.53% | 62% | 308 | 13.96% | 1.1 |
|
5193
Seneca Financial Advisors
Rochester,
New York
| $151M | -$1.85M | -1% | 1.18% | 50.9% | 41 | 2.44% | 0.7 |
|
5194
Portland Hill Asset Management
London,
United Kingdom
| $151M | -$18.5M | -11% | 6.18% | 30.2% | 45 | 35.56% | 2.2 |
|
5195
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $151M | +$843K | +0.6% | 0.71% | 59.7% | 211 | 22.27% | 1.1 |
|
5196
Endicott Management
New York
| $151M | -$146M | -49% | 15.3% | 229% | 8 | 0% | 1.2 |
|
5197
Fi3 Financial Advisors
Indianapolis,
Indiana
| $151M | +$4.85M | +3% | 5.24% | 83.1% | 45 | 6.67% | 0.5 |
|
5198
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $151M | -$2.01M | -1% | 0.56% | 70.6% | 642 | 25.7% | 1.4 |
|
5199
Greencape Capital
Melbourne,
Australia
| $151M | +$57.9M | +62% | 6.98% | 98.1% | 2 | 0% | 4.3 |
|
5200
First Financial Corp
Terre Haute,
Indiana
| $151M | +$161K | +0.1% | 0.76% | 95.3% | 357 | 5.32% | 5.6 |
|