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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7526
Davis Wealth Advisors
Salem,
New Hampshire
| $111M | +$17.2M | +18% | 6.65% | – | 76 | 22.37% | 0.6 |
|
7527
LWM Advisors
El Dorado Hills,
California
| $111M | +$7.36M | +7% | 6.88% | – | 29 | 10.34% | 0.7 |
|
7528
Luminus Management
Houston,
Texas
| $111M | -$273M | -71% | 8.04% | 8.7% | 25 | 48% | 1.1 |
|
7529
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $111M | +$6.83M | +7% | 6.59% | – | 82 | 9.76% | 0.7 |
|
7530
10Elms LLP
Tulsa,
Oklahoma
| $111M | +$6.14M | +6% | 4.77% | – | 505 | 2.97% | 0.7 |
|
|
D
7531
Drystone
Ivy,
Virginia
| $111M | +$2.03M | +2% | 2% | – | 18 | 0% | 3.4 |
|
|
MAM
7532
Maytree Asset Management
Hong Kong
| $111M | +$51.3M | +86% | 28.7% | 441% | 14 | 35.71% | 1 |
|
7533
Trustco Bank (New York)
Albany,
New York
| $111M | +$8.99M | +9% | 9.57% | 131% | 72 | 8.33% | 7.4 |
|
7534
SharpePoint
Phoenix,
Arizona
| $111M | +$13.7M | +14% | 11.5% | – | 45 | 11.11% | 0.6 |
|
|
CWD
7535
Clarity Wealth Development
Corvallis,
Oregon
| $111M | +$10.3M | +10% | 6.37% | – | 47 | 10.64% | 0.7 |
|
7536
Alan B. Lancz & Associates
Toledo,
Ohio
| $111M | +$10.8M | +11% | 12.6% | – | 137 | 10.95% | 2.9 |
|
7537
DB Fitzpatrick & Co
Boise,
Idaho
| $111M | -$2.06M | -2% | 4.06% | 42.7% | 110 | 18.18% | 2.3 |
|
7538
Square Peg Capital
Surry Hills, NSW,
Australia
| $111M | -$13.4M | -11% | 6.08% | – | 9 | 11.11% | 0.7 |
|
7539
Minot DeBlois Advisors
Boston,
Massachusetts
| $110M | +$4.81M | +5% | 5.8% | – | 259 | 6.18% | 0.7 |
|
7540
Bolthouse Investments
Bakersfield,
California
| $110M | +$9.38M | +9% | 15% | – | 77 | 9.09% | 0.7 |
|
|
SF
7541
Schaeffer Financial
Rockville,
Maryland
| $110M | +$7.9M | +8% | 5.61% | 52.2% | 20 | 10% | 2.4 |
|
7542
Clarendon Private
Boston,
Massachusetts
| $110M | +$6.16M | +6% | 8.67% | – | 108 | 13.89% | 0.6 |
|
7543
Shuttleworth & Co
Powell,
Ohio
| $110M | – | – | 7.65% | – | 63 | – | 0 |
|
7544
RK Asset Management
Grosse Pointe Farms,
Michigan
| $110M | +$6.23M | +6% | 8.28% | 47.6% | 23 | 0% | 4.6 |
|
7545
DRH Investments
Thousand Oaks,
California
| $110M | +$13.1M | +14% | 9.39% | 81.2% | 12 | 8.33% | 2.9 |
|
7546
V.M. Manning & Co
Greenville,
South Carolina
| $110M | +$19.3M | +21% | 13.1% | – | 54 | 16.67% | 0.2 |
|
7547
Kennebec Savings Bank
Augusta,
Maine
| $110M | +$7.67M | +8% | 9.12% | – | 264 | 6.44% | 0.9 |
|
7548
TRV GP VI
Boston,
Massachusetts
| $110M | +$45.4M | +71% | 99.6% | – | 4 | 25% | 0.8 |
|
7549
Katamaran Capital
London,
United Kingdom
| $110M | +$1.95M | +2% | 7.73% | – | 36 | 52.78% | 0.3 |
|
7550
Blue Water Life Science Advisors
Larkspur,
California
| $110M | -$16.7M | -13% | 10.8% | 503% | 9 | 33.33% | 2.1 |
|