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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6751
Kestrel Investment Management
San Mateo,
California
| $167M | -$8.94M | -5% | 2.85% | 99.8% | 44 | 20.45% | 1.9 |
|
6752
Members Wealth
Media,
Pennsylvania
| $167M | +$7.71M | +5% | 2.97% | – | 116 | 11.21% | 1.3 |
|
6753
Farrell Financial
Orchard Park,
New York
| $167M | -$2.19M | -1% | 1.78% | 57.8% | 79 | 10.13% | 1.7 |
|
|
PWP
6754
Pursue Wealth Partners
Clayton,
California
| $167M | -$38.4M | -19% | 5.65% | 108% | 117 | 24.79% | 2.3 |
|
6755
Triavera Capital
Larkspur,
California
| $167M | -$41.9M | -20% | 8.98% | – | 18 | 11.11% | 1.1 |
|
6756
Grafton Street Partners
North Palm Beach,
Florida
| $167M | -$36.9M | -18% | 19.3% | – | 13 | 23.08% | 1.5 |
|
6757
Andrews Lucia Wealth Management
Danville,
California
| $167M | -$938K | -0.6% | 0.85% | 64% | 35 | 5.71% | 2.9 |
|
6758
Montaka Global
Sydney,
| $167M | -$44M | -21% | 16.9% | – | 22 | 18.18% | 0.2 |
|
6759
Lummis Asset Management
Fort Worth,
Texas
| $167M | +$4.69M | +3% | 5.44% | – | 201 | 11.44% | 1.5 |
|
6760
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $167M | -$8.93M | -5% | 4.92% | 88.8% | 8 | 0% | 2.9 |
|
6761
ROI Financial Advisors
Beaverton,
Oregon
| $167M | -$6.89M | -4% | 1.31% | 165% | 69 | 10.14% | 1.7 |
|
6762
Ariston Services Group
San Diego,
California
| $167M | -$3.34M | -2% | 0.84% | 71.7% | 74 | 94.59% | 0 |
|
6763
Del-Sette Capital Management
Schenectady,
New York
| $167M | +$5.07M | +3% | 7.09% | 112% | 59 | 33.9% | 2.2 |
|
6764
Jacobs Asset Management
New York
| $167M | -$12.5M | -7% | 1.59% | 114% | 34 | 23.53% | 2.5 |
|
6765
Empirical Capital Management
Hendersonville,
Tennessee
| $167M | +$14.8M | +10% | 5.52% | 205% | 15 | 26.67% | 2.7 |
|
6766
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $167M | -$32.2M | -16% | 3.97% | 58.3% | 58 | 15.52% | 3.2 |
|
6767
Mustard Seed Financial
Magnolia,
Arkansas
| $167M | +$7.8M | +5% | 0.54% | 59.2% | 94 | 10.64% | 1.8 |
|
|
SV
6768
Stilwell Value
New York
| $167M | -$14.5M | -8% | 5.71% | 87.9% | 26 | 11.54% | 5 |
|
6769
Sterling Investment Management
Tucson,
Arizona
| $167M | -$9.6M | -5% | 1.46% | 45.3% | 75 | 21.33% | 4.2 |
|
6770
Caitlin John
Brighton,
Michigan
| $167M | +$14M | +9% | 0.35% | – | 1,016 | 16.83% | 0.6 |
|
6771
Millstone Evans Group
Boulder,
Colorado
| $167M | -$3.33M | -2% | 1.63% | – | 884 | 6.22% | 1.1 |
|
6772
Ames National Corp
Ames,
Iowa
| $167M | -$4.16M | -2% | 0.93% | – | 70 | 10% | 1.1 |
|
6773
White Wing Wealth Management
The Wodlands,
Texas
| $167M | -$899K | -0.5% | 1.61% | – | 37 | 5.41% | 1.5 |
|
6774
Brown Shipley & Co
London,
United Kingdom
| $167M | -$20.4M | -11% | 8.06% | 125% | 82 | 19.51% | 2.2 |
|
|
BWM
6775
BCO Wealth Management
Carlsbad,
New Mexico
| $166M | +$3.41M | +2% | 0% | – | 42 | 2.38% | 1 |
|