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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2101
First Business Financial Services
Madison,
Wisconsin
| $811M | +$13.9M | +2% | 5.56% | 74% | 180 | 13.89% | 3.7 |
|
2102
SoFi Wealth
San Francisco,
California
| $810M | +$67.9M | +9% | 4.94% | 62.2% | 11 | 0% | 1.3 |
|
2103
KWMG LLC
Overland Park,
Kansas
| $808M | +$66.7M | +9% | 3.34% | 76.2% | 140 | 4.29% | 5.4 |
|
2104
Integral Health Asset Management
New York
| $808M | +$311M | +63% | 17.6% | 564% | 104 | 61.54% | 0.6 |
|
|
CCA
2105
Castle Creek Arbitrage
Avon,
Colorado
| $806M | -$102M | -11% | 1.88% | 17.2% | 487 | 25.67% | 1 |
|
2106
FFT Wealth Management
Philadelphia,
Pennsylvania
| $805M | -$581K | -0.1% | 6% | 65.6% | 143 | 18.88% | 1.4 |
|
2107
Royal Fund Management
Lady Lake,
Florida
| $804M | +$105M | +15% | 5.93% | 103% | 310 | 25.48% | 2.6 |
|
|
PWMAG
2108
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $804M | +$64M | +9% | 6.6% | 90.7% | 353 | 13.03% | 3.1 |
|
2109
J.M. Forbes & Co
Boston,
Massachusetts
| $804M | +$72.4M | +10% | 9.14% | 112% | 128 | 17.97% | 5.5 |
|
2110
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $804M | +$65M | +9% | 23.6% | 484% | 16 | 6.25% | 1.4 |
|
2111
ACK Asset Management
Greenwich,
Connecticut
| $803M | +$148M | +23% | 14.8% | 132% | 26 | 23.08% | 1.5 |
|
2112
United Asset Strategies
Garden City,
New York
| $802M | +$44.1M | +6% | 9.01% | 94.6% | 248 | 16.13% | 3 |
|
2113
Geller Advisors
New York
| $802M | +$124M | +18% | 7.39% | 20.4% | 257 | 35.02% | 1.5 |
|
2114
Cozad Asset Management
Champaign,
Illinois
| $802M | +$46.2M | +6% | 8.59% | 132% | 397 | 12.85% | 2.9 |
|
2115
J.L. Bainbridge & Co
Sarasota,
Florida
| $802M | +$73.8M | +10% | 12.3% | 118% | 85 | 15.29% | 2.8 |
|
2116
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $801M | +$103M | +15% | 4.14% | 56.8% | 147 | 10.88% | 2.3 |
|
2117
Litman Gregory Wealth Management
Larkspur,
California
| $801M | +$533M | +198% | 3.79% | 55.5% | 113 | 92.04% | 0.5 |
|
2118
Zweig-DiMenna Associates
New York
| $800M | +$61.3M | +8% | 13% | 561% | 133 | 36.09% | 1.1 |
|
2119
Summit Creek Advisors
Minneapolis,
Minnesota
| $800M | +$31.6M | +4% | 6.34% | 68.8% | 74 | 8.11% | 3.3 |
|
2120
CenterBook Partners
Greenwich,
Connecticut
| $800M | +$92.3M | +13% | 3.39% | 62.4% | 508 | 45.87% | 0.7 |
|
2121
Regents of the University of California
Oakland,
California
| $799M | +$261M | +48% | 6.08% | 86.1% | 31 | 12.9% | 5.5 |
|
2122
Cypress Funds
Los Angeles,
California
| $796M | +$87.7M | +12% | 17.2% | 100% | 14 | 0% | 3.3 |
|
2123
Duality Advisers
Miami,
Florida
| $796M | -$87.6M | -10% | 2.69% | 18.3% | 780 | 68.85% | 0.3 |
|
2124
Procyon Advisors
Shelton,
Connecticut
| $795M | +$194M | +32% | 6.44% | 92.3% | 467 | 20.34% | 1.8 |
|
2125
Steel Grove Capital Advisors
Memphis,
Tennessee
| $795M | +$46.2M | +6% | 7.18% | 106% | 210 | 16.19% | 2.9 |
|