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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5801
Forte Asset Management
Bedford,
New York
| $165M | +$18.7M | +13% | 6.68% | 57.7% | 63 | 20.63% | 1.2 |
|
5802
Dalton Investments
Las Vegas,
Nevada
| $165M | +$13.9M | +9% | 23.1% | 125% | 28 | 10.71% | 3.1 |
|
5803
Sound Stewardship
Overland Park,
Kansas
| $165M | +$13.8M | +9% | 3.57% | 45.9% | 69 | 17.39% | 1 |
|
5804
Southern Capital Advisors
Jackson,
Tennessee
| $165M | +$23.9M | +17% | 6.62% | 66.8% | 80 | 26.25% | 1.4 |
|
5805
Coombe, Bender & Co
Ellenville,
New York
| $165M | +$4.59M | +3% | 7.32% | – | 84 | 15.48% | 1.5 |
|
5806
Everpar Advisors
Tulsa,
Oklahoma
| $164M | -$50.4M | -23% | 11.5% | – | 290 | 24.83% | 0.2 |
|
5807
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $164M | +$15.4M | +10% | 8.62% | 60.9% | 65 | 12.31% | 2.2 |
|
5808
Marmo Financial Group
Johnson City,
Tennessee
| $164M | +$32.7M | +25% | 7.17% | 47.5% | 28 | 32.14% | 0.7 |
|
|
SA
5809
Stonebridge Advisors
Wilton,
Connecticut
| $164M | -$3.22M | -2% | 1.14% | 0.03% | 5 | 20% | 1.9 |
|
5810
Regis Acquisition
Denver,
Colorado
| $164M | -$96.6M | -37% | 5.97% | – | 48 | 25% | 0.8 |
|
5811
HealthInvest Partners
Stockholm,
Sweden
| $164M | +$36.6M | +29% | 18.4% | – | 50 | 22% | 0.9 |
|
5812
Patron Partners
Houston,
Texas
| $164M | +$13.5M | +9% | 9.03% | 90.2% | 180 | 10.56% | 2.3 |
|
5813
Peak Financial Advisors
Denver,
Colorado
| $164M | +$14.6M | +10% | 5.45% | 39.1% | 88 | 42.05% | 0.9 |
|
5814
ELCO Management
New York
| $164M | +$12.4M | +8% | 8.62% | 98.3% | 161 | 16.15% | 3.4 |
|
5815
Whitefort Capital Management
New York
| $164M | +$7.31M | +5% | 4.47% | 243% | 21 | 9.52% | 1.4 |
|
5816
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $164M | +$20.6M | +14% | 9.31% | 68.8% | 121 | 15.7% | 1.9 |
|
5817
Equitec Proprietary Markets
Chicago,
Illinois
| $164M | +$28.8M | +21% | 22.8% | 352% | 130 | 51.54% | 0.9 |
|
|
SM
5818
Sciencast Management
Princeton,
New Jersey
| $164M | -$19.2M | -10% | 9.34% | 72.5% | 342 | 78.95% | 0.1 |
|
5819
Armor Advisors
New York
| $164M | +$60.4M | +58% | 17.9% | 78.5% | 15 | 26.67% | 1.3 |
|
5820
Arthedge Capital Management
Jericho,
New York
| $164M | +$10M | +6% | 5.24% | 80.7% | 12 | 0% | 2.5 |
|
5821
Glass Wealth Management
San Antonio,
Texas
| $164M | – | – | 10.6% | – | 62 | – | 0 |
|
5822
13D Management
New York
| $164M | -$6.14M | -4% | 3.85% | 157% | 33 | 27.27% | 1.5 |
|
5823
Painted Porch Advisors
Santa Barbara,
California
| $164M | +$33.9M | +26% | 7.19% | – | 66 | 28.79% | 0.2 |
|
|
SP
5824
Saranac Partners
London,
| $164M | +$12M | +8% | 11.8% | 69% | 90 | 16.67% | 0.9 |
|
5825
Iams Wealth Management
Omaha,
Nebraska
| $164M | +$8.96M | +6% | 5.25% | 57.7% | 130 | 29.23% | 0.4 |
|