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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
Lokken Investment Group
Lewes,
Delaware
| $153M | -$863K | -0.6% | 2.98% | 65.3% | 142 | 13.38% | 1.8 |
|
5327
PCG Wealth Advisors
Overland Park,
Kansas
| $152M | -$8.58M | -5% | 1.87% | 87% | 118 | 19.49% | 1.2 |
|
5328
Kabouter Management
Chicago,
Illinois
| $152M | -$32M | -17% | 6.57% | 12.9% | 15 | 6.67% | 1.1 |
|
5329
Ridgewood Investments
Springfield,
New Jersey
| $152M | -$23.6M | -13% | 2.94% | – | 840 | 78.93% | 3 |
|
|
APSI
5330
Asset Planning Services Inc
Covington,
Louisiana
| $152M | -$10.2M | -6% | 3.06% | 138% | 37 | 5.41% | 4.4 |
|
5331
Blue Barn Wealth
Orem,
Utah
| $152M | -$1.62M | -1% | 4.05% | 46.4% | 121 | 7.44% | 1.7 |
|
5332
Lagoda Investment Management
New York
| $152M | +$10.4M | +7% | 11.5% | 250% | 43 | 6.98% | 5 |
|
|
MA
5333
Menlo Advisors
Menlo Park,
California
| $152M | -$6.5M | -4% | 0.52% | 108% | 33 | 15.15% | 5.7 |
|
5334
Shira Ridge Wealth Management
Larkspur,
California
| $152M | -$7.37M | -5% | 3.75% | 72.8% | 70 | 11.43% | 0.7 |
|
5335
Lynch Asset Management
Yardley,
Pennsylvania
| $152M | -$3.31M | -2% | 0.78% | 214% | 47 | 2.13% | 1.6 |
|
5336
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $152M | -$9.8M | -6% | 2.65% | 53.1% | 19 | 47.37% | 3.2 |
|
5337
Round Hill Asset Management
Pasadena,
California
| $152M | -$9.7M | -6% | 0.9% | 43.2% | 60 | 0% | 5 |
|
5338
NetEase Inc
Hangzhou,
China
| $152M | +$47.7M | +46% | 49.8% | 464% | 2 | 0% | 1.3 |
|
5339
Pacific Wealth Management
San Diego,
California
| $152M | -$1.74M | -1% | 2.75% | 72.8% | 29 | 20.69% | 1.4 |
|
|
CCP
5340
Cunning Capital Partners
Morrisville,
North Carolina
| $152M | -$6M | -4% | 1.11% | 268% | 88 | 100% | 0.1 |
|
5341
Unison Asset Management
North Miami Beach,
Florida
| $152M | +$2.08M | +1% | 0.46% | 81.4% | 34 | 0% | 2.1 |
|
5342
Alhambra Investment Management
Palmetto Bay,
Florida
| $152M | +$353K | +0.2% | 2.07% | 67.7% | 158 | 16.46% | 2.5 |
|
5343
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $152M | -$5.41M | -3% | 2.79% | 63.8% | 98 | 10.2% | 3.1 |
|
5344
University of Chicago
Chicago,
Illinois
| $152M | -$67.6M | -31% | 4.24% | 62.3% | 6 | 0% | 3.1 |
|
5345
TTP Investments
San Jose,
California
| $152M | +$145K | +0.1% | 6.27% | 197% | 43 | 39.53% | 1.4 |
|
5346
Scholtz & Company
Stamford,
Connecticut
| $152M | -$8.14M | -5% | 2.44% | 89.2% | 50 | 40% | 2.1 |
|
|
TCM
5347
TAM Capital Management
Stamford,
Connecticut
| $152M | +$27.1M | +22% | 5.37% | 4.15% | 13 | 69.23% | 0.8 |
|
|
STC
5348
Sarah T. Connolly
| $152M | -$14M | -8% | 3.46% | 35% | 96 | 13.54% | 2.5 |
|
5349
5th Street Advisors
Southport,
Connecticut
| $152M | +$12.5M | +9% | 3.77% | 47.5% | 31 | 38.71% | 1.1 |
|
5350
Family Capital Management
Grand Rapids,
Michigan
| $152M | -$8.88M | -6% | 3.7% | 70.5% | 87 | 16.09% | 0.6 |
|