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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5276
Aspen Investment Management
Grand Rapids,
Michigan
| $200M | +$3.47M | +2% | 1.69% | 84.9% | 159 | 10.69% | 6 |
|
5277
Towerpoint Wealth
Sacramento,
California
| $200M | +$1.28M | +0.6% | 1.97% | 67.7% | 85 | 7.06% | 3.7 |
|
5278
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $200M | +$22.2M | +12% | 1.84% | 61.9% | 185 | 36.22% | 0.8 |
|
5279
Crown Wealth Group
Charlotte,
North Carolina
| $200M | +$6.17M | +3% | 6.69% | 98.2% | 118 | 19.49% | 1.1 |
|
5280
Marshall & Sullivan
Seattle,
Washington
| $200M | -$1.95M | -1% | 1.32% | 82% | 41 | 0% | 7.2 |
|
5281
Continental Grain Company
New York
| $200M | +$45.8M | +30% | 6.37% | 5.73% | 2 | 0% | 2.8 |
|
|
BOCM
5282
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $200M | -$4.98M | -2% | 1.51% | 49.6% | 35 | 5.71% | 4.6 |
|
5283
Davis Rea
Toronto,
Ontario, Canada
| $200M | -$19.6M | -9% | 1.33% | 66.9% | 38 | 18.42% | 5.9 |
|
5284
Ridgewood Investments
Springfield,
New Jersey
| $200M | +$10.9M | +6% | 1.19% | – | 800 | 73.13% | 0.8 |
|
5285
Winthrop Capital Management
Carmel,
Indiana
| $200M | -$17.1M | -8% | 3.09% | – | 177 | 18.08% | 0.4 |
|
5286
CEDRUS
Littleton,
Colorado
| $200M | +$16.8M | +9% | 0.98% | 19.8% | 172 | 23.26% | 1.6 |
|
|
PCG
5287
PFC Capital Group
Los Angeles,
California
| $200M | +$13.6M | +7% | 8.43% | – | 78 | 14.1% | 0.5 |
|
|
WAM
5288
Westport Asset Management
Southport,
Connecticut
| $200M | -$471K | -0.2% | 0.59% | 64.2% | 76 | 5.26% | 6.5 |
|
5289
Calton & Associates
Tampa,
Florida
| $200M | -$5.46M | -3% | 2.6% | 73.9% | 199 | 10.55% | 1.5 |
|
5290
Everpar Advisors
Tulsa,
Oklahoma
| $200M | +$35.3M | +21% | 3.66% | – | 276 | 20.65% | 0.4 |
|
5291
Medina Value Partners
Los Angeles,
California
| $200M | -$4.4M | -2% | 1.01% | 80% | 18 | 55.56% | 0.4 |
|
5292
Altus Wealth Group
Colorado Springs,
Colorado
| $200M | +$247K | +0.1% | 1.08% | 76.7% | 149 | 17.45% | 2.2 |
|
5293
Denver Wealth Management
Denver,
Colorado
| $200M | +$3.73M | +2% | 3.46% | 64.4% | 84 | 5.95% | 1.9 |
|
5294
John W. Brooker & Co
Oakland,
California
| $200M | +$13.5M | +7% | 0.68% | 43.4% | 76 | 3.95% | 3.2 |
|
5295
Sustainable Insight Capital Management
New York
| $200M | +$61M | +44% | 8.86% | 150% | 91 | 45.05% | 1.5 |
|
5296
272 Capital
Dallas,
Texas
| $200M | -$50.9M | -20% | 6.49% | 222% | 93 | 53.76% | 0.7 |
|
|
RA
5297
Ransom Advisory
Providence,
Rhode Island
| $199M | +$12M | +6% | 4.83% | – | 409 | 17.85% | 0.2 |
|
5298
Wilshire Advisors
Santa Monica,
California
| $199M | -$1.56M | -0.8% | 0.95% | 118% | 11 | 0% | 3 |
|
5299
Madison International Realty Holdings
New York
| $199M | -$6.92M | -3% | 3.32% | – | 2 | 0% | 5.5 |
|
5300
Holistic Financial Partners
Indianapolis,
Indiana
| $199M | +$2.52M | +1% | 6.3% | 95.7% | 137 | 13.14% | 3.1 |
|