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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
BCFD
5401
Boit C.F. David
| $140M | +$17.3M | +14% | 15.3% | 84.2% | 109 | 1.83% | 1.4 |
|
5402
Albert D. Mason Inc
Boston,
Massachusetts
| $140M | +$15.4M | +12% | 10.6% | 83.4% | 161 | 10.56% | 4.9 |
|
5403
Zoom Communications
San Jose,
California
| $140M | +$10.1M | +8% | 8.04% | 10.7% | 3 | 0% | 0.8 |
|
5404
Pinnacle Family Advisors
Springfield,
Missouri
| $140M | +$24.5M | +21% | 4.16% | 85.8% | 97 | 24.74% | 1.6 |
|
5405
Keyframe Capital Partners
New York
| $140M | +$39.1M | +39% | 7.8% | 6.45% | 8 | 0% | 0.2 |
|
5406
Ferguson Shapiro
Decatur,
Georgia
| $140M | -$26.6M | -16% | 1.66% | 42.7% | 50 | 34% | 0.9 |
|
5407
Safeguard Financial
Minocqua,
Wisconsin
| $140M | +$31.7M | +29% | 7.87% | 21.9% | 68 | 29.41% | 0.4 |
|
5408
Beacon Financial Advisory
Cleveland,
Ohio
| $140M | -$636K | -0.5% | 8.66% | 76.8% | 209 | 16.75% | 2.1 |
|
5409
Yorktown Energy Partners VIII
New York
| $140M | -$29.4M | -17% | 0.84% | 15.2% | 2 | 0% | 4.1 |
|
5410
Brooklyn FI
New York
| $140M | +$22.3M | +19% | 7.83% | 54.7% | 42 | 9.52% | 0.9 |
|
5411
Moseley Investment Management
Bradenton,
Florida
| $140M | +$3.41M | +3% | 6.85% | 96.6% | 150 | 10.67% | 2.5 |
|
5412
Macellum Advisors
New York
| $139M | -$7.55M | -5% | 1.17% | – | 5 | 40% | 0.6 |
|
5413
AllGen Financial Advisors
Orlando,
Florida
| $139M | +$11M | +9% | 7.04% | 39.7% | 45 | 35.56% | 1.3 |
|
5414
1776 Wealth
Atlanta,
Georgia
| $139M | +$7.55M | +6% | 3.72% | 90.4% | 124 | 12.9% | 2.1 |
|
|
WHGC
5415
Wealth High Governance Capital
Sao Paulo,
Brazil
| $139M | – | – | 10.8% | 622% | 10 | – | 0 |
|
5416
NorthLanding Financial Partners
Rochester,
New York
| $139M | +$12.6M | +10% | 9.2% | 54.7% | 66 | 9.09% | 0.2 |
|
5417
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $139M | +$14.4M | +12% | 1.52% | 0.74% | 7 | 14.29% | 3.9 |
|
5418
Clark Asset Management
Stratham,
New Hampshire
| $139M | – | – | 6.6% | 51.8% | 59 | – | 0 |
|
5419
Members Capital Advisors Inc
Madison,
Wisconsin
| $139M | +$12.1M | +10% | 14.7% | – | 75 | 10.67% | 1.9 |
|
5420
McGinn Penninger Investment Management
Alexandria,
Virginia
| $139M | +$22.7M | +20% | 14.3% | 51.9% | 30 | 16.67% | 1.8 |
|
5421
Exor N.V.
Amsterdam,
Netherlands
| $139M | – | – | 11.2% | 8.34% | 1 | – | 0 |
|
5422
Applied Fundamental Research
Cambridge,
Massachusetts
| $139M | +$15.7M | +13% | 8.41% | 44.6% | 12 | 16.67% | 1.5 |
|
5423
Benchmark Wealth Management
Old Lyme,
Connecticut
| $139M | +$11.4M | +9% | 7.45% | 42.7% | 55 | 16.36% | 2.2 |
|
|
BM
5424
Bislett Management
Palo Alto,
California
| $139M | -$6.88M | -5% | 8.06% | 19.8% | 15 | 13.33% | 5.6 |
|
5425
Decatur Capital Management
Decatur,
Georgia
| $139M | +$6.65M | +5% | 5.44% | 135% | 61 | 13.11% | 2.9 |
|