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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5176
Stelac Advisory Services
New York
| $283M | -$6.49M | -2% | 6.12% | 84.9% | 123 | 18.7% | 4.1 |
|
|
SC
5177
Sawyer & Company
Boston,
Massachusetts
| $283M | +$17.8M | +7% | 3.91% | 111% | 207 | 10.14% | 4.1 |
|
5178
Sittner & Nelson
Eugene,
Oregon
| $283M | +$7.43M | +3% | 3.97% | 88.1% | 545 | 13.76% | 3.3 |
|
5179
RJA Asset Management
Stamford,
Connecticut
| $283M | +$19.9M | +8% | 7.87% | 80.2% | 3 | 0% | 2.6 |
|
|
SIM
5180
Synergy Investment Management
Altamonte Springs,
Florida
| $283M | +$20.7M | +8% | 2.08% | – | 138 | 13.04% | 0.7 |
|
5181
Elevation Wealth Partners
Santa Rosa,
California
| $282M | +$4.7M | +2% | 2.7% | 69.9% | 1,042 | 24.66% | 1.1 |
|
5182
Curio Wealth
Annapolis,
Maryland
| $282M | +$38.5M | +16% | 1.35% | – | 495 | 48.08% | 0.5 |
|
5183
Denver Wealth Management
Denver,
Colorado
| $282M | +$10.8M | +4% | 2.08% | 64.4% | 96 | 9.38% | 2.7 |
|
5184
Brick & Kyle Associates
Newtown,
Pennsylvania
| $282M | +$11.2M | +4% | 3.75% | 116% | 62 | 8.06% | 5.2 |
|
5185
Carlson Capital
Dallas,
Texas
| $282M | +$11.1M | +4% | 16.6% | 67.9% | 100 | 67% | 0.3 |
|
|
GDS
5186
Gimbel Daniel Scott
| $282M | -$52.7M | -16% | 15.7% | 57.1% | 2 | 0% | 5 |
|
5187
Samalin Investment Counsel
Chappaqua,
New York
| $282M | -$8.66M | -3% | 1.42% | 68.3% | 344 | 13.95% | 3 |
|
|
TIM
5188
Timelo Investment Management
Aurora,
Ontario, Canada
| $282M | +$15.1M | +6% | 5.87% | 104% | 59 | 54.24% | 0.3 |
|
|
LAM
5189
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $282M | -$24.7M | -8% | 1.79% | 124% | 53 | 1.89% | 3.6 |
|
5190
Sagewood Asset Management
New York
| $282M | – | – | 3.15% | – | 264 | – | 0 |
|
5191
Northstar Advisory Group
Northfield,
New Jersey
| $282M | +$36.5M | +15% | 3.74% | 141% | 131 | 30.53% | 1.8 |
|
5192
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $282M | +$3.44M | +1% | 3.78% | 82% | 99 | 16.16% | 3.2 |
|
|
CIA
5193
Corigliano Investment Advisers
Raleigh,
North Carolina
| $281M | -$28.6M | -9% | 0.89% | – | 63 | 65.08% | 0.3 |
|
5194
Advisor Resource Council
Dallas,
Texas
| $281M | +$207M | +280% | 3.78% | 84.8% | 234 | 83.33% | 0.3 |
|
5195
David Kennon
Sarasota,
Florida
| $281M | +$3.52M | +1% | 1.73% | 52.4% | 38 | 5.26% | 2.5 |
|
5196
B&I Capital
Zurich,
Switzerland
| $281M | -$7.68M | -3% | 0.84% | 30.5% | 32 | 31.25% | 2.4 |
|
5197
Acasta Partners UK
London,
| $281M | – | – | 1.2% | – | 19 | – | 0 |
|
5198
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $281M | -$6.7K | -0% | 1.12% | 60.2% | 71 | 16.9% | 3.2 |
|
5199
Geneva Partners
Lake Geneva,
Wisconsin
| $281M | +$7.19M | +3% | 10.3% | 417% | 83 | 34.94% | 2.4 |
|
5200
Plum Street Advisors
New Orleans,
Louisiana
| $281M | +$21.8M | +8% | 2.76% | – | 99 | 9.09% | 1.5 |
|