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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5851
Immersion
Aventura,
Florida
| $197M | +$34.6M | +21% | 9.81% | – | 10 | 20% | 0.3 |
|
|
IMC
5852
Inherent Management Corp
New York
| $197M | +$33M | +20% | 11.9% | – | 11 | 9.09% | 0.4 |
|
5853
Sterneck Capital Management
Kansas City,
Missouri
| $197M | +$12.1M | +7% | 6.56% | 61.5% | 108 | 15.74% | 4.6 |
|
5854
Core Wealth Partners
Santa Rosa,
California
| $197M | +$25.1M | +15% | 9.49% | 63.8% | 188 | 17.55% | 1.5 |
|
5855
Buttonwood Financial Group
Kansas City,
Missouri
| $197M | +$26.4M | +15% | 10.5% | 77.9% | 32 | 18.75% | 1.7 |
|
|
PK
5856
Pflug Koory
Omaha,
Nebraska
| $197M | +$17.4M | +10% | 4.7% | – | 424 | 10.85% | 6 |
|
5857
Kaizen Financial Strategies
Campbell,
California
| $197M | +$23.5M | +14% | 13.3% | 126% | 159 | 18.24% | 2 |
|
5858
Catawba River Capital
Lake Wylie,
South Carolina
| $197M | +$32.3M | +20% | 15.9% | 89.5% | 21 | 23.81% | 2.7 |
|
5859
Penney Financial
Houston,
Texas
| $197M | +$44.5M | +29% | 7.05% | 54.8% | 44 | 20.45% | 1.1 |
|
5860
Galilei Investment Office
London,
United Kingdom
| $197M | +$12M | +7% | 9.21% | – | 29 | 13.79% | 0.4 |
|
5861
Friday Financial
Dubuque,
Iowa
| $197M | +$29.4M | +18% | 8.81% | – | 86 | 17.44% | 0.4 |
|
|
IF
5862
Integrity Financial
Cheyenne,
Wyoming
| $197M | +$20.1M | +11% | 9.58% | 66.3% | 298 | 7.72% | 2 |
|
|
II
5863
Ironclad Investments
Maitland,
Florida
| $196M | +$18.7M | +11% | 10.5% | – | 3 | 0% | 1.5 |
|
5864
Forte Asset Management
Bedford,
New York
| $196M | -$2.27M | -1% | 7.63% | 57.7% | 72 | 16.67% | 1.9 |
|
5865
EPIQ Partners
Minneapolis,
Minnesota
| $196M | +$6.7M | +4% | 6.12% | 49.6% | 74 | 2.7% | 3.6 |
|
5866
CHB Investment Group
New Hope,
Pennsylvania
| $196M | +$7.98M | +4% | 3.87% | – | 88 | 37.5% | 0.6 |
|
5867
Sitrin Capital Management
Century City,
California
| $196M | +$10.7M | +6% | 14.4% | 139% | 42 | 2.38% | 4.1 |
|
5868
Atlantic Investment Management
New York
| $196M | +$17M | +9% | 6.46% | 28.8% | 12 | 33.33% | 0.8 |
|
5869
Constitution Capital
Shelton,
Connecticut
| $196M | +$15.4M | +9% | 13.6% | 91.1% | 61 | 9.84% | 3.3 |
|
5870
Bernzott Capital Advisors
Camarillo,
California
| $196M | -$7.25M | -4% | 1.57% | 46.6% | 38 | 13.16% | 3.1 |
|
5871
Optivise Advisory Services
Franklin,
Tennessee
| $196M | +$17.5M | +10% | 8.65% | – | 221 | 18.55% | 0.7 |
|
|
WA1
5872
Wimmer Associates 1
Pasadena,
California
| $196M | +$6.02M | +3% | 7.7% | 78.9% | 109 | 2.75% | 7.1 |
|
5873
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $196M | +$19.3M | +11% | 6.8% | 74.4% | 152 | 11.18% | 3 |
|
5874
White Mountains Insurance Group
Hanover,
New Hampshire
| $196M | -$90.4M | -32% | 18.5% | 105% | 2 | 50% | 4.5 |
|
5875
PCG Wealth Advisors
Overland Park,
Kansas
| $196M | -$91.1M | -32% | 11.1% | 87% | 138 | 39.13% | 2.2 |
|