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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
AFC
5726
AFT Forsyth & Company
West Palm Beach,
Florida
| $129M | +$12.2M | +10% | 15.3% | 135% | 139 | 7.19% | 6 |
|
5727
5th Street Advisors
Southport,
Connecticut
| $129M | +$28.7M | +29% | 4.09% | 52.2% | 19 | 15.79% | 0.9 |
|
|
BWIA
5728
Bryant Woods Investment Advisors
Getzville,
New York
| $129M | +$11.6M | +10% | 6.09% | 74.4% | 42 | 4.76% | 1.1 |
|
5729
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $129M | +$35.7M | +38% | 12.3% | 282% | 161 | 47.2% | 1.5 |
|
5730
Montis Financial
Waltham,
Massachusetts
| $129M | +$11.2M | +9% | 9.38% | 53.8% | 67 | 16.42% | 1.8 |
|
5731
Bull Oak Capital
San Diego,
California
| $129M | +$10.9M | +9% | 0% | 62.1% | 31 | 100% | 0 |
|
5732
Aryeh Capital Management
Toronto,
Ontario, Canada
| $129M | -$5.23M | -4% | 9.01% | 87.7% | 9 | 22.22% | 1.3 |
|
5733
WealthSpring Partners
Long Beach,
California
| $129M | +$1.22M | +1% | 5.87% | – | 75 | 6.67% | 0.5 |
|
|
CSA
5734
Cottage Street Advisors
Marion,
Massachusetts
| $129M | +$110M | +566% | 8.53% | 95.8% | 83 | 65.06% | 2 |
|
5735
Castle Wealth Management
West Palm Beach,
Florida
| $129M | -$29.8M | -19% | 6.64% | 53.6% | 117 | 14.53% | 0.7 |
|
5736
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $129M | +$24.8M | +24% | 7.53% | 75.2% | 68 | 2.94% | 0.3 |
|
5737
Arena Investors
Purchase,
New York
| $129M | +$21.2M | +20% | 0.12% | – | 104 | 33.65% | 0.6 |
|
5738
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $129M | -$10M | -7% | 0.54% | 2.88% | 7 | 14.29% | 3.6 |
|
|
FAG
5739
Fortitude Advisory Group
Gig Harbor,
Washington
| $129M | +$11.6M | +10% | 11.9% | 142% | 235 | 11.91% | 1 |
|
5740
Gator Capital Management
Tampa,
Florida
| $129M | -$7.06M | -5% | 4.02% | 245% | 67 | 8.96% | 2.3 |
|
5741
Colorado Capital Management
Boulder,
Colorado
| $129M | +$9.06M | +8% | 6.62% | 60.4% | 77 | 2.6% | 5.3 |
|
5742
Keene & Associates
Fort Worth,
Texas
| $129M | +$17M | +15% | 3.39% | 20.3% | 82 | 10.98% | 1.1 |
|
5743
Waypoint Wealth Counsel
Atlanta,
Georgia
| $129M | +$4.84M | +4% | 6.77% | 111% | 99 | 11.11% | 0.2 |
|
5744
TTP Investments
San Jose,
California
| $129M | +$34M | +36% | 14.8% | 232% | 47 | 31.91% | 1.1 |
|
5745
Aspen Wealth Strategies
Arvada,
Colorado
| $129M | +$4.03M | +3% | 5.16% | 65.8% | 81 | 9.88% | 0.2 |
|
5746
Aegis Financial
Mc Lean,
Virginia
| $129M | +$15.4M | +14% | 11.1% | 266% | 28 | 3.57% | 1.9 |
|
5747
Buttonwood Financial Advisors
Baltimore,
Maryland
| $129M | +$10.1M | +9% | 8.9% | 73.4% | 72 | 2.78% | 1.1 |
|
5748
AM Squared
Hong Kong
| $129M | -$23.2M | -15% | 9.23% | – | 170 | 45.29% | 0.2 |
|
5749
Epacria Capital Partners
Boulder,
Colorado
| $129M | +$1.87M | +1% | 1.28% | 89.1% | 66 | 18.18% | 0.2 |
|
5750
Renasant Bank
Tupelo,
Mississippi
| $129M | -$3.72M | -3% | 4.1% | 72.3% | 206 | 20.87% | 1.5 |
|