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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6151
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $82.3M | -$6.18M | -7% | 1.17% | 225% | 136 | 25.74% | 2.5 |
|
|
VF
6152
Vista Finance
Clayton,
Missouri
| $82.3M | +$5.75M | +8% | 1.29% | 47% | 34 | 23.53% | 0.4 |
|
|
BIS
6153
BG Investment Services
Hagatna,
Guam
| $82.2M | -$8.51M | -9% | 6.51% | – | 12 | 8.33% | 0.7 |
|
|
DFC
6154
DB Fitzpatrick & Co
Boise,
Idaho
| $82.2M | -$8.59M | -9% | 4.31% | 37.1% | 75 | 10.67% | 0.7 |
|
|
CIM
6155
Caldwell Investment Management
Toronto,
Ontario, Canada
| $82.2M | -$17.4M | -17% | 2.88% | 162% | 32 | 34.38% | 0.5 |
|
|
GBA
6156
Garrison Bradford & Associates
New York
| $82.2M | -$5.78M | -7% | 3.12% | 63.5% | 45 | 8.89% | 5.3 |
|
|
NCA
6157
New Century Advisors
Chevy Chase,
Maryland
| $82.1M | -$6.23M | -7% | 2.49% | – | 105 | 15.24% | 1.1 |
|
|
KWA
6158
Kellett Wealth Advisors
Cincinnati,
Ohio
| $82.1M | +$4.72M | +6% | 6.1% | 76.3% | 59 | 15.25% | 0.7 |
|
|
BG
6159
BRX Global
New York
| $82.1M | -$4.86M | -6% | 5.07% | 65.8% | 6 | 0% | 1.4 |
|
|
PHIC
6160
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $82M | -$3.45M | -4% | 3.53% | 72.1% | 99 | 3.03% | 0.7 |
|
|
CAP
6161
Columbia Advisory Partners
Spokane,
Washington
| $82M | -$5.34M | -6% | 5.31% | 69.7% | 51 | 25.49% | 0.6 |
|
|
TBNY
6162
Trustco Bank (New York)
Albany,
New York
| $81.9M | -$10.8M | -12% | 6.81% | 131% | 67 | 5.97% | 6 |
|
|
SC
6163
Samjo Capital
New York
| $81.9M | -$37K | -0% | 13% | 89.1% | 18 | 22.22% | 1.3 |
|
|
HFW
6164
Horizon Family Wealth
Chicago,
Illinois
| $81.9M | -$4.16M | -5% | 5.98% | 68.6% | 54 | 3.7% | 0.7 |
|
|
WPA
6165
Winning Points Advisors
Boca Raton,
Florida
| $81.8M | -$9.18M | -10% | 1.45% | – | 53 | 11.32% | 3.8 |
|
|
CC
6166
Corton Capital
Carrying Place,
Ontario, Canada
| $81.8M | -$24.1M | -23% | 2.43% | 225% | 410 | 56.34% | 0.3 |
|
|
FC
6167
Farley Capital
New York
| $81.8M | -$16M | -16% | 10.5% | 105% | 13 | 7.69% | 4.4 |
|
|
BDAM
6168
Blue Door Asset Management
Stamford,
Connecticut
| $81.8M | -$15.4M | -16% | 0.94% | 127% | 21 | 33.33% | 0.6 |
|
|
HIS
6169
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $81.7M | -$48.8M | -37% | 1.4% | 282% | 172 | 51.74% | 1.7 |
|
|
RCM
6170
Regency Capital Management
Honolulu,
Hawaii
| $81.6M | -$11.4M | -12% | 3.1% | 92.1% | 87 | 60.92% | 1 |
|
|
PFA
6171
Peak Financial Advisors
Denver,
Colorado
| $81.3M | -$19.7M | -19% | 3.79% | 40.1% | 75 | 36% | 0.7 |
|
|
CA
6172
Cresta Advisors
Laredo,
Texas
| $81M | – | – | 5.03% | 66.8% | 31 | – | 0 |
|
|
LP
6173
Lloyd Park
Wilmette,
Illinois
| $81M | -$14.6M | -15% | 0.67% | – | 86 | 12.79% | 0.5 |
|
|
BRC
6174
Bell Rock Capital
Rehoboth Beach,
Delaware
| $81M | -$47.6M | -37% | 4.7% | – | 120 | 94.17% | 0.4 |
|
|
HAS
6175
Holland Advisory Services
Ormond Beach,
Florida
| $80.8M | -$2.75M | -3% | 6.56% | 57.1% | 32 | 15.63% | 0.7 |
|