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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5701
Vista Investment Partners II
Richmond,
Indiana
| $207M | +$26.5M | +15% | 13.3% | – | 143 | 16.08% | 0.4 |
|
5702
Cordant Inc
Portland,
Oregon
| $207M | +$15.2M | +8% | 6.07% | 47% | 115 | 45.22% | 3.8 |
|
5703
Lynx Capital Group
Beachwood,
Ohio
| $207M | +$13M | +7% | 7.7% | – | 83 | 10.84% | 1.3 |
|
5704
Red Tortoise LLC
Atlanta,
Georgia
| $207M | +$13.5M | +7% | 7.93% | 43.7% | 657 | 21.16% | 1.9 |
|
5705
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $207M | +$24.2M | +13% | 10.8% | 84.1% | 86 | 11.63% | 2.2 |
|
5706
Sightline Wealth Advisors
Groton,
Connecticut
| $207M | +$17.4M | +9% | 6.57% | 48.5% | 93 | 18.28% | 2.3 |
|
|
FSA
5707
Financial Services Advisory
Rockville,
Maryland
| $207M | -$57.3M | -22% | 9.05% | 82.5% | 63 | 52.38% | 1.2 |
|
5708
Whitebark Investors
Incline Village,
Nevada
| $207M | +$16.4M | +9% | 14.2% | – | 9 | 0% | 0.4 |
|
5709
Burns Matteson Capital Management
Corning,
New York
| $207M | +$21.1M | +11% | 10.1% | 137% | 221 | 36.65% | 1.5 |
|
5710
Lloyd Advisory Services
Suwanee,
Georgia
| $207M | +$7.87M | +4% | 7.23% | 47.7% | 122 | 38.52% | 0.8 |
|
5711
Savoir Faire Capital Management
Norwalk,
Connecticut
| $207M | +$92.7M | +81% | 6.94% | 1.22% | 48 | 8.33% | 1 |
|
5712
Rings Capital Management
Chicago,
Illinois
| $207M | +$10.5M | +5% | 6.57% | 40.9% | 8 | 12.5% | 3 |
|
5713
Dravo Bay
Rehoboth Beach,
Delaware
| $207M | +$18.1M | +10% | 7.92% | 45.2% | 48 | 4.17% | 2.3 |
|
5714
S.A. Mason
Holland,
Michigan
| $207M | +$17.4M | +9% | 11.8% | 116% | 366 | 6.01% | 3.9 |
|
5715
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $207M | +$33.2M | +19% | 10.3% | 84.1% | 616 | 12.18% | 2.5 |
|
5716
Arrow Capital
Sydney,
Australia
| $207M | +$127M | +158% | 22.3% | – | 37 | 75.68% | 0.1 |
|
5717
State Insurance Fund
New York
| $206M | +$20.5M | +11% | 11% | 77.9% | 1 | 0% | 1.5 |
|
5718
Compass Financial Services
West Des Moines,
Iowa
| $206M | +$16M | +8% | 6.11% | – | 328 | 19.21% | 0.4 |
|
|
CIA
5719
Citadel Investment Advisory
Chesterland,
Ohio
| $206M | +$2.67M | +1% | 5.72% | 66.1% | 84 | 3.57% | 3.9 |
|
5720
Silver Oak Advisory Group
Portland,
Oregon
| $206M | +$18.1M | +10% | 4% | 27% | 73 | 10.96% | 2.5 |
|
5721
Mendon Capital Advisors
Key Largo,
Florida
| $206M | -$9.7M | -4% | 2.64% | – | 60 | 28.33% | 2.1 |
|
5722
Values Added Financial
Washington,
District of Columbia
| $206M | +$25.9M | +14% | 8.43% | 65.9% | 126 | 11.11% | 1.4 |
|
5723
Revere Asset Management
Dallas,
Texas
| $206M | +$113M | +122% | 32.3% | 592% | 33 | 78.79% | 0.3 |
|
5724
Financial Guidance Group
Palm Harbor,
Florida
| $206M | +$20.7M | +11% | 7.35% | 58.7% | 84 | 14.29% | 2 |
|
5725
Pinnacle Family Advisors
Springfield,
Missouri
| $206M | +$21.8M | +12% | 11.6% | 85.8% | 134 | 26.12% | 2.2 |
|