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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
FRM
5701
Fox Run Management
Greenwich,
Connecticut
| $110M | +$54.5M | +98% | 6.67% | 64% | 472 | 88.77% | 0.1 |
|
5702
ADE LLC
Baltimore,
Maryland
| $110M | +$9.11M | +9% | 5.38% | 52.2% | 270 | 18.15% | 0.4 |
|
5703
AWH Capital
Dallas,
Texas
| $110M | +$8.05M | +8% | 18.5% | 183% | 34 | 26.47% | 1.2 |
|
5704
Navigation Wealth Management
Fort Collins,
Colorado
| $110M | +$13.3M | +14% | 3.74% | 9.65% | 91 | 40.66% | 0.2 |
|
5705
CFS Investment Advisory Services
Totowa,
New Jersey
| $110M | – | – | 6.08% | 59.7% | 27 | – | 0.2 |
|
|
SFMG
5706
Sage Financial Management Group
Mclean,
Virginia
| $110M | -$20.2M | -16% | 6.08% | 47.3% | 123 | 78.05% | 0.5 |
|
5707
CNO Financial Group
Carmel,
Indiana
| $110M | -$15.3M | -12% | 0.91% | – | 14 | 57.14% | 0.8 |
|
5708
Essex Private Wealth Management
Topsfield,
Massachusetts
| $110M | +$4.74M | +5% | 6.15% | 29.3% | 66 | 7.58% | 1.3 |
|
5709
Mount Vernon Associates
Baltimore,
Maryland
| $109M | +$7.38M | +7% | 7.88% | 119% | 57 | 1.75% | 5 |
|
5710
Farley Capital
New York
| $109M | +$6.76M | +7% | 5.12% | 105% | 19 | 21.05% | 3.8 |
|
5711
Dean Capital Management
Overland Park,
Kansas
| $109M | -$39.1M | -26% | 1.85% | 89.7% | 87 | 26.44% | 0.9 |
|
5712
Tsai Capital
New York
| $109M | +$7.66M | +8% | 7.96% | 29.2% | 18 | 0% | 0.4 |
|
|
HPM
5713
Hudson Portfolio Management
Garrison,
New York
| $109M | +$4.95M | +5% | 5.48% | – | 103 | 13.59% | 0.2 |
|
5714
Heartland Bank & Trust
Bloomington,
Illinois
| $109M | -$771K | -0.7% | 11.5% | 105% | 162 | 62.96% | 0.3 |
|
|
AWM
5715
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $108M | -$17.3M | -14% | 7.67% | 73.1% | 160 | 28.13% | 1.3 |
|
|
HFAS
5716
Hummer Financial Advisory Services
Chicago,
Illinois
| $108M | +$5.32M | +5% | 6.32% | 71.8% | 110 | 9.09% | 1.2 |
|
5717
Oppenheimer & Close
New York
| $108M | +$19.1M | +22% | 11% | 149% | 58 | 13.79% | 3.4 |
|
5718
L2 Asset Management
Wayland,
Massachusetts
| $108M | +$10.8M | +11% | 6.84% | 128% | 107 | 34.58% | 0.7 |
|
5719
JD Financial Services
Carlisle,
Pennsylvania
| $108M | +$28.9M | +37% | 4.58% | – | 47 | 36.17% | 0.4 |
|
5720
Greenhouse Wealth Management
Westport,
Connecticut
| $108M | +$7.02M | +7% | 7.45% | 87.2% | 53 | 5.66% | 0.5 |
|
5721
17 Capital Partners
Pheonix,
Arizona
| $108M | – | – | 10.1% | – | 99 | – | 0 |
|
5722
Piper Sandler & Co
Minneapolis,
Minnesota
| $108M | -$12.8M | -11% | 0.02% | 0.04% | 18 | 16.67% | 0.4 |
|
5723
Tenret Company
Tampa,
Florida
| $108M | – | – | 5% | – | 25 | – | 0 |
|
5724
Opal Wealth Advisors
Jericho,
New York
| $107M | +$15.5M | +17% | 7.73% | 62.3% | 94 | 22.34% | 0.4 |
|
5725
Aristotle Pacific Capital
Newport Beach,
California
| $107M | -$46.8M | -30% | 3.24% | 1.84% | 22 | 22.73% | 0.5 |
|