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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5226
Juniper Investment Company
New York
| $151M | +$10.7M | +8% | 36.8% | 358% | 11 | 9.09% | 1.5 |
|
5227
Tempus Wealth Planning
Irvine,
California
| $151M | +$56.3M | +60% | 4.99% | 95% | 154 | 37.66% | 0.7 |
|
5228
First Financial Corp
Terre Haute,
Indiana
| $150M | +$6.33M | +4% | 4.43% | 95.3% | 356 | 3.09% | 5.3 |
|
5229
GoodHaven Capital Management
Millburn,
New Jersey
| $150M | +$16.8M | +13% | 9.82% | 80.7% | 28 | 14.29% | 3.4 |
|
5230
Royal Harbor Partners
Houston,
Texas
| $150M | +$19.2M | +15% | 6.59% | 49.5% | 80 | 16.25% | 0.9 |
|
5231
Briaud Financial Planning
College Station,
Texas
| $150M | +$14.3M | +11% | 4.68% | 113% | 23 | 17.39% | 1 |
|
5232
Banco de Sabadell
Miami,
Florida
| $150M | -$819M | -84% | 7.82% | 75.1% | 318 | 63.21% | 2.2 |
|
5233
Lederer & Associates Investment Counsel
Long Beach,
California
| $150M | +$8.29M | +6% | 7.87% | 75.5% | 154 | 44.81% | 3.7 |
|
5234
Pratt Collard Advisory Partners
Buffalo,
New York
| $150M | +$10.2M | +7% | 6.72% | 91.7% | 100 | 6% | 2.7 |
|
5235
SVB Investment Services
Salt Lake City,
Utah
| $150M | +$24.4M | +19% | 5.51% | – | 38 | 7.89% | 1.4 |
|
|
AWAM
5236
Appian Way Asset Management
New York
| $150M | -$45.9M | -23% | 6.49% | 49.4% | 77 | 84.42% | 0.1 |
|
5237
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $150M | +$36.5M | +32% | 5.18% | 59.7% | 216 | 26.85% | 0.9 |
|
|
MJB
5238
Mark J. Bradley
| $150M | +$2.19M | +1% | 7.51% | – | 51 | 1.96% | 0.5 |
|
5239
Gables Capital Management
Miami,
Florida
| $150M | -$31.4M | -17% | 8.41% | 151% | 388 | 11.86% | 2.5 |
|
5240
Value Star Asset Management
Hong Kong
| $150M | +$12.3M | +9% | – | – | 29 | 48.28% | 0.2 |
|
5241
Washburn Capital Management
Vero Beach,
Florida
| $150M | +$2.21M | +2% | 8.84% | 123% | 59 | 20.34% | 1.1 |
|
|
KLC
5242
Knowledge Leaders Capital
Denver,
Colorado
| $149M | +$23.8M | +19% | 7.48% | 51.6% | 151 | 40.4% | 0.6 |
|
5243
Grace Capital
Quincy,
Massachusetts
| $149M | -$7.9M | -5% | 8.31% | 127% | 214 | 30.37% | 2.1 |
|
5244
Cox Capital Management
Andover,
Massachusetts
| $149M | +$4.89M | +3% | 4.86% | 106% | 83 | 6.02% | 2.2 |
|
5245
One Charles Private Wealth Services
Hingham,
Massachusetts
| $149M | +$127M | +584% | 4.55% | 99.7% | 111 | 70.27% | 0.2 |
|
5246
New World Advisors
Hingham,
Massachusetts
| $149M | -$32.9M | -18% | 8% | 84.1% | 109 | 87.16% | 0.3 |
|
5247
Palumbo Wealth Management
Great Neck,
New York
| $149M | +$16.4M | +12% | 8% | 115% | 107 | 18.69% | 0.4 |
|
5248
IFS Advisors
Overland Park,
Kansas
| $149M | +$21.1M | +17% | 4.37% | 54.2% | 29 | 20.69% | 0.4 |
|
5249
Applied Fundamental Research
Cambridge,
Massachusetts
| $149M | +$30.3M | +26% | 5.56% | 44.6% | 12 | 16.67% | 0.5 |
|
5250
Colorado Capital Management
Boulder,
Colorado
| $149M | +$8.66M | +6% | 5.04% | 60.4% | 74 | 1.35% | 4.3 |
|