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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5776
McLean Asset Management
Tysons,
Virginia
| $135M | -$124M | -48% | 3.03% | 64.3% | 139 | 13.67% | 1 |
|
5777
Econ Financial Services
Harrisburg,
Pennsylvania
| $135M | -$586K | -0.4% | 6.17% | 16.9% | 212 | 42.45% | 0.5 |
|
|
PM
5778
Parametrica Management
Wanchai,
Hong Kong
| $135M | +$34.3M | +34% | 10.6% | 584% | 256 | 87.5% | 0.1 |
|
5779
Broadview Financial Management
Wauwatosa,
Wisconsin
| $135M | -$5.36M | -4% | 5.42% | 52.4% | 50 | 6% | 3.3 |
|
5780
Arrow Investment Advisors
Laurel,
Maryland
| $135M | -$6.17M | -4% | 3.27% | 36.3% | 103 | 37.86% | 1.1 |
|
5781
Ally Bridge Group
New York
| $135M | -$151M | -53% | 10.5% | 844% | 31 | 35.48% | 0.7 |
|
5782
Riverview Trust Company
Vancouver,
Washington
| $135M | -$35.6M | -21% | 4.97% | 87.6% | 721 | 67.68% | 0.9 |
|
5783
General Equity Holdings
Brooklyn,
New York
| $135M | -$32.8M | -20% | 22.2% | 775% | 16 | 37.5% | 0.6 |
|
5784
Cahill Wealth Management
Portage,
Michigan
| $135M | – | – | 3.69% | 24.7% | 41 | – | 0 |
|
5785
Prosperity Consulting Group
Owings Mills,
Maryland
| $135M | +$1.39M | +1% | 3.64% | 66.8% | 101 | 10.89% | 0.2 |
|
5786
Buttonwood Financial Group
Kansas City,
Missouri
| $135M | – | – | 1.98% | 77.9% | 19 | – | 0 |
|
5787
Cohen Investment Advisors
Bedford,
New Hampshire
| $135M | -$5.75M | -4% | 2.14% | 90.6% | 80 | 3.75% | 1.2 |
|
5788
Fairbanks Capital Management
Rancho Santa Fe,
California
| $134M | -$3.2M | -2% | 1.24% | 81.3% | 52 | 5.77% | 3.1 |
|
5789
Davidson Trust Company
Seattle,
Washington
| $134M | -$11.1M | -8% | 2.3% | 77% | 131 | 9.92% | 1.8 |
|
5790
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $134M | -$11.1M | -8% | 0.24% | 61% | 96 | 9.38% | 4.5 |
|
5791
Savior LLC
Wellesley Hills,
Massachusetts
| $134M | -$2.71B | -95% | 2.38% | 82.8% | 207 | 20.77% | 1.6 |
|
5792
Aurora Investment Managers
Naples,
Florida
| $134M | +$29.9M | +29% | 8.3% | 74.4% | 52 | 53.85% | 0.8 |
|
5793
Kellner Capital
New York
| $134M | -$84.2M | -39% | 11.7% | 390% | 48 | 77.08% | 0.2 |
|
5794
IMPACTfolio
Denver,
Colorado
| $134M | +$20.2M | +18% | 7.05% | 51.2% | 58 | 34.48% | 0.2 |
|
5795
Acute Investment Advisory
Mesa,
Arizona
| $134M | -$3M | -2% | 3.34% | 15% | 69 | 65.22% | 0.1 |
|
5796
Marlowe Partners
New York
| $134M | -$42.4M | -24% | 8.75% | 16.3% | 10 | 30% | 1.7 |
|
|
TPWM
5797
Twelve Points Wealth Management
Concord,
Massachusetts
| $134M | +$10.4M | +8% | 2.41% | 50.7% | 188 | 20.74% | 0.2 |
|
5798
Boyd Wealth Management
Sacramento,
California
| $134M | -$3.99M | -3% | 5.41% | 56.8% | 43 | 16.28% | 0.2 |
|
5799
Tatro Capital
Lexington,
Kentucky
| $134M | -$5.54M | -4% | 4.56% | – | 103 | 28.16% | 1.4 |
|
5800
Delphia (USA)
Toronto,
Ontario, Canada
| $134M | +$39.4M | +42% | 3.03% | – | 425 | 61.41% | 0.1 |
|