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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5301
Roth Financial Partners
Kingwood,
Texas
| $150M | +$11.8M | +9% | 6.58% | 61% | 23 | 8.7% | 1.9 |
|
5302
JLP Asset Management
New York
| $150M | +$388K | +0.3% | 4.9% | 16.1% | 26 | 42.31% | 2.1 |
|
5303
Applied Capital
Little Rock,
Arkansas
| $150M | +$12.1M | +9% | 5.61% | 52.6% | 36 | 13.89% | 1.2 |
|
5304
Sound Financial Strategies Group
Madison,
Mississippi
| $150M | +$12.1M | +9% | 3.79% | 27.1% | 80 | 53.75% | 0.7 |
|
5305
AFS Financial Group
Bethesda,
Maryland
| $150M | +$9.36M | +7% | 7.94% | – | 93 | 5.38% | 0.2 |
|
5306
Robbins Farley
Bedford,
New Hampshire
| $150M | +$20.4M | +16% | 9.76% | 106% | 215 | 21.4% | 1 |
|
5307
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $150M | -$33M | -18% | 44.7% | 61.6% | 6 | 0% | 1.3 |
|
5308
California First Leasing Corp
Newport Beach,
California
| $150M | +$5.65M | +4% | 5.46% | 377% | 34 | 8.82% | 0.9 |
|
5309
Lifestyle Asset Management
Friendswood,
Texas
| $150M | +$24.5M | +20% | 5.6% | 88.3% | 89 | 34.83% | 0.2 |
|
5310
Graphene Investments SAS
Paris,
France
| $150M | +$1.88M | +1% | 7.79% | 103% | 52 | 23.08% | 0.2 |
|
5311
Zeno Research
New York
| $149M | -$1.74M | -1% | 13.1% | 25.2% | 35 | 42.86% | 0.4 |
|
5312
Orion Capital Management
Coronado,
California
| $149M | +$13M | +10% | 7.5% | 75.3% | 468 | 19.44% | 1.4 |
|
5313
RiverPark Advisors
New York
| $149M | -$60.4M | -29% | 13% | 87.5% | 107 | 45.79% | 3 |
|
5314
Riverwood Capital Management
Menlo Park,
California
| $149M | -$8.15M | -5% | 6.36% | 46.5% | 4 | 0% | 1.1 |
|
5315
StrongBox Wealth
Lee's Summit,
Missouri
| $149M | +$7.64M | +5% | 3.57% | 63.9% | 88 | 13.64% | 2 |
|
5316
Abbot Financial Management
Andover,
Massachusetts
| $149M | +$2.78M | +2% | 7.91% | 102% | 116 | 6.9% | 4.3 |
|
5317
Van Leeuwen & Company
Princeton,
New Jersey
| $149M | +$4.3M | +3% | 8.61% | 75.4% | 84 | 35.71% | 1.8 |
|
|
GA
5318
Gagnon Advisors
New York
| $149M | +$815K | +0.6% | 9.37% | 214% | 29 | 3.45% | 4.6 |
|
|
LBC
5319
Lawrence B. Cohen
| $149M | -$42.4M | -22% | 11.2% | 41.8% | 93 | 33.33% | 5.7 |
|
5320
HPS Investment Partners
New York
| $149M | -$20.7M | -12% | 1.01% | 55.9% | 8 | 25% | 1.2 |
|
5321
Ampfield Management
New York
| $149M | +$51.2M | +52% | 18.5% | 56.9% | 4 | 25% | 1.5 |
|
5322
Silver Oak Advisory Group
Portland,
Oregon
| $149M | +$6.96M | +5% | 3.66% | 28.9% | 58 | 3.45% | 1.1 |
|
5323
Tower View Wealth Management
Shorewood,
Wisconsin
| $149M | +$4.95M | +3% | 8.21% | 135% | 169 | 9.47% | 2.9 |
|
5324
Red Tortoise LLC
Atlanta,
Georgia
| $149M | +$4.48M | +3% | 5.38% | 43.7% | 628 | 18.31% | 0.4 |
|
5325
Sound Stewardship
Overland Park,
Kansas
| $149M | +$13.4M | +10% | 3.59% | 45.9% | 60 | 5% | 0.2 |
|