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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5201
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $272M | -$9.8M | -3% | 2.72% | 82% | 112 | 29.46% | 3 |
|
5202
TritonPoint Partners
Chevy Chase,
Maryland
| $272M | +$84.3M | +45% | 1.69% | – | 211 | 33.18% | 0.2 |
|
5203
Siemens
Munich,
Germany
| $272M | -$119M | -30% | 30.4% | 16.8% | 1 | 0% | 3.5 |
|
5204
Vertrix Wealth Management
Troy,
Michigan
| $272M | – | – | 0.46% | – | 95 | – | 0 |
|
|
CNBT
5205
Cornerstone National Bank & Trust
Palatine,
Illinois
| $271M | +$20.7M | +8% | 0.08% | 38.5% | 238 | 28.57% | 2.1 |
|
5206
Sonata Capital Group
Seattle,
Washington
| $271M | -$5.77M | -2% | 2.42% | 66.5% | 126 | 6.35% | 5.8 |
|
5207
Foresite Capital Management V
Larkspur,
California
| $271M | +$107M | +65% | 69.2% | 401% | 10 | 40% | 1.8 |
|
5208
Mullooly Asset Management
Wall Township,
New Jersey
| $271M | -$2.4M | -0.9% | 0.05% | – | 54 | 11.11% | 0.9 |
|
5209
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $271M | -$12.8M | -5% | 3.26% | 80.3% | 118 | 3.39% | 4 |
|
5210
Mount Lucas Management
Newtown,
Pennsylvania
| $271M | +$20.8M | +8% | 1.79% | 109% | 210 | 40% | 1.2 |
|
5211
Prosperity Financial Group
San Ramon,
California
| $271M | -$7.1M | -3% | 1.69% | 121% | 205 | 19.51% | 1.7 |
|
5212
Moerus Capital Management
New York
| $271M | +$38.9M | +17% | 22.1% | 220% | 17 | 17.65% | 4.3 |
|
5213
Ravenswood Partners
Mclean,
Virginia
| $271M | -$29.3M | -10% | 10.1% | – | 37 | 13.51% | 0.5 |
|
5214
Punch Card Management
Winter Park,
Florida
| $271M | -$30.2M | -10% | 6.27% | 41% | 5 | 0% | 3.3 |
|
5215
Register Financial Advisors
Atlanta,
Georgia
| $271M | +$13.7M | +5% | 1.84% | 130% | 396 | 13.64% | 2 |
|
5216
Axis Capital Holdings
Pembroke,
| $270M | -$14.5M | -5% | 4.75% | 76% | 3 | 0% | 5.2 |
|
5217
Veridan Wealth
West Linn,
Oregon
| $270M | -$27.2M | -9% | 9.87% | – | 81 | 2.47% | 1.6 |
|
5218
First Dallas Securities
Dallas,
Texas
| $270M | +$1.56M | +0.6% | 7.89% | 163% | 123 | 17.07% | 3.2 |
|
5219
Hendley & Co
Zanesville,
Ohio
| $270M | -$9.5M | -3% | 3.04% | 64.9% | 50 | 20% | 5.9 |
|
5220
Inlight Wealth Management
Atlanta,
Georgia
| $270M | -$3.02M | -1% | 3.67% | – | 235 | 78.72% | 1.1 |
|
5221
American Financial Group
Cincinnati,
Ohio
| $270M | -$6.11M | -2% | 3.71% | 32.5% | 72 | 13.89% | 5.6 |
|
5222
Searcy Financial Services
Overland Park,
Kansas
| $270M | -$171K | -0.1% | 1.56% | 60.2% | 29 | 20.69% | 3.1 |
|
5223
Asset Allocation & Management Company
Chicago,
Illinois
| $270M | +$18.5M | +7% | 1.32% | 58.5% | 100 | 12% | 2.5 |
|
5224
AJ Advisors
Nashville,
Tennessee
| $270M | -$1.3M | -0.5% | 1.73% | 64.6% | 36 | 11.11% | 2.4 |
|
5225
Triton Wealth Management
Sun City,
Arizona
| $270M | +$3.66M | +1% | 3.96% | – | 134 | 13.43% | 2.7 |
|