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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1626
SouthState Corp
Winter Haven,
Florida
| $1.37B | +$85.8M | +7% | 3.29% | 78.9% | 776 | 31.57% | 4.1 |
|
1627
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.37B | +$114M | +9% | 9.63% | 198% | 253 | 7.51% | 4.9 |
|
1628
Oakworth Capital
Birmingham,
Alabama
| $1.37B | +$40.2M | +3% | 2.15% | 64.3% | 735 | 8.98% | 5.1 |
|
1629
Spyglass Capital Management
San Francisco,
California
| $1.37B | -$135M | -9% | 7.36% | 154% | 28 | 21.43% | 1.9 |
|
1630
Park West Asset Management
San Francisco,
California
| $1.37B | -$41.8M | -3% | 3.31% | 181% | 52 | 34.62% | 1.2 |
|
1631
North Star Investment Management
Chicago,
Illinois
| $1.36B | -$38.3M | -3% | 1.37% | 80.6% | 1,258 | 8.82% | 4.9 |
|
|
SC
1632
Shellback Capital
Boston,
Massachusetts
| $1.36B | -$125M | -8% | 1.28% | 198% | 158 | 47.47% | 1 |
|
1633
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.36B | -$19.3M | -1% | 0.22% | 99.5% | 245 | 0.82% | 6.2 |
|
1634
Evanson Asset Management
Carmel,
California
| $1.36B | +$16.2M | +1% | 2.96% | 66.6% | 315 | 7.62% | 5.3 |
|
|
WM
1635
WS Management
Jacksonville,
Florida
| $1.36B | -$231M | -15% | 6.25% | 309% | 62 | 25.81% | 3.7 |
|
1636
Howard Capital Management Group
Los Angeles,
California
| $1.36B | +$58.5M | +5% | 7.92% | 114% | 129 | 5.43% | 2.3 |
|
1637
Modern Wealth Management
Lenexa,
Kansas
| $1.36B | +$279M | +26% | 2.47% | – | 415 | 30.84% | 0.3 |
|
1638
Segment Wealth Management
Houston,
Texas
| $1.36B | +$39.4M | +3% | 3.34% | 102% | 265 | 6.42% | 4.3 |
|
1639
Krilogy Financial
St. Louis,
Missouri
| $1.36B | +$52.3M | +4% | 2.31% | 79% | 234 | 12.39% | 3.6 |
|
1640
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.35B | +$55.4M | +4% | 3.24% | 68% | 193 | 10.88% | 4 |
|
1641
Paulson & Co
New York
| $1.35B | -$94.9M | -7% | 0.4% | 251% | 19 | 21.05% | 5.9 |
|
1642
Lombard Odier Asset Management (USA)
New York
| $1.35B | -$2.78B | -67% | 4.77% | 96.8% | 442 | 66.74% | 0.8 |
|
1643
Delta Accumulation LLC
Sausalito,
California
| $1.35B | -$48.3M | -3% | 1.14% | 96.5% | 198 | 23.74% | 0.8 |
|
1644
Atomi Financial Group
New York
| $1.35B | +$267M | +25% | 2.42% | 139% | 853 | 21.81% | 0.6 |
|
1645
WCG Wealth Advisors
Las Vegas,
Nevada
| $1.35B | +$154M | +13% | 2.44% | 69.6% | 308 | 27.92% | 0.9 |
|
1646
Procyon Advisors
Shelton,
Connecticut
| $1.35B | +$58.7M | +5% | 2.74% | 92.3% | 551 | 13.25% | 2.2 |
|
1647
Western Wealth Management
Golden,
Colorado
| $1.35B | +$62.7M | +5% | 3.81% | 82.6% | 683 | 9.96% | 3.1 |
|
1648
Sprott Inc
Toronto,
Ontario, Canada
| $1.35B | -$38.6M | -3% | 5.11% | 203% | 146 | 10.27% | 4.3 |
|
1649
Private Wealth Partners
Mill Valley,
California
| $1.35B | +$97.9M | +8% | 8.11% | 132% | 173 | 10.4% | 3.7 |
|
1650
Geller Advisors
New York
| $1.35B | +$115M | +9% | 2.88% | 20.4% | 280 | 8.21% | 2.2 |
|