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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5326
Loudon Investment Management
West Lebanon,
New Hampshire
| $126M | -$7.74M | -6% | 4.9% | 61.6% | 90 | 7.78% | 4.8 |
|
5327
Derbend Asset Management
Peachtree City,
Georgia
| $126M | +$5.85M | +5% | 4.52% | 23.9% | 81 | 14.81% | 1 |
|
5328
ELCO Management
New York
| $126M | +$3.66M | +3% | 0.49% | 98.3% | 151 | 19.87% | 2.9 |
|
5329
Van Leeuwen & Company
Princeton,
New Jersey
| $126M | +$6.2M | +5% | 4.36% | 75.4% | 59 | 18.64% | 2.2 |
|
5330
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $125M | -$3.63M | -3% | 6.55% | 54.5% | 352 | 51.42% | 0.5 |
|
5331
AAF Wealth Management
Westborough,
Massachusetts
| $125M | -$7.28M | -5% | 6.47% | 65.8% | 41 | 14.63% | 1 |
|
5332
First National Bank of Hutchinson
Hutchinson,
Kansas
| $125M | -$9.05M | -7% | 4.09% | 121% | 111 | 13.51% | 3.6 |
|
5333
Legacy Bridge
West Des Moines,
Iowa
| $125M | -$10.1M | -7% | 3.13% | 225% | 293 | 1.71% | 3 |
|
5334
Powers Advisory Group
Highland,
Illinois
| $125M | -$4.65M | -4% | 4.86% | 49.8% | 95 | 9.47% | 0.7 |
|
5335
Carl P. Sherr & Co
Worcester,
Massachusetts
| $125M | -$8.26M | -6% | 4.23% | 68.8% | 123 | 13.01% | 2 |
|
5336
Jentner Corp
Akron,
Ohio
| $125M | -$6.35M | -5% | 3.25% | 38.9% | 36 | 5.56% | 3.8 |
|
|
SA
5337
Stonebridge Advisors
Wilton,
Connecticut
| $125M | -$22.2M | -15% | 1.88% | 3.35% | 4 | 25% | 0.8 |
|
5338
Ignite Planners
San Clemente,
California
| $125M | +$3.41M | +3% | 4.07% | 83.8% | 178 | 14.61% | 0.6 |
|
|
MAS
5339
Madden Advisory Services
Jacksonville,
Florida
| $125M | -$6.91M | -5% | 5.18% | 52.3% | 80 | 5% | 5 |
|
5340
Bennett Selby Investments
Falmouth,
Maine
| $125M | -$4.66M | -4% | 4.48% | 82.1% | 57 | 14.04% | 1.5 |
|
5341
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $125M | -$9.06M | -7% | 3.09% | 62.6% | 148 | 6.76% | 4.1 |
|
5342
St. Clair Advisors
Mayfield Hts,
Ohio
| $125M | +$1.4M | +1% | 6.41% | 77.5% | 44 | 11.36% | 1.5 |
|
5343
CTC Capital Management
Chicago,
Illinois
| $125M | +$33M | +36% | 1.61% | – | 160 | 80.63% | 0.1 |
|
5344
Boyd Wealth Management
Sacramento,
California
| $125M | +$2.54M | +2% | 5.17% | 56.8% | 44 | 9.09% | 0.6 |
|
5345
Mosaic Advisors
Houston,
Texas
| $125M | -$8.66M | -6% | 5.27% | 50.9% | 17 | 5.88% | 1.3 |
|
|
RG
5346
Retirement Group
San Diego,
California
| $125M | -$116M | -48% | 4.95% | 33.7% | 858 | 41.72% | 1.9 |
|
5347
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $125M | -$5.3M | -4% | 4.91% | 72.7% | 82 | 7.32% | 5.4 |
|
5348
Trinity Wealth Management
Berwyn,
Pennsylvania
| $125M | -$3.4M | -3% | 4.95% | 56.7% | 39 | 15.38% | 1.8 |
|
5349
Albert D. Mason Inc
Boston,
Massachusetts
| $125M | -$9.7M | -7% | 4.45% | 82% | 153 | 4.58% | 4.8 |
|
5350
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $125M | -$8.62M | -6% | 2.46% | 0.74% | 8 | 25% | 3.5 |
|