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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2301
Discerene Group
Stamford,
Connecticut
| $1.06B | -$114M | -10% | 9.51% | 48.6% | 13 | 0% | 4 |
|
2302
KWB Wealth
Redlands,
California
| $1.06B | +$151M | +17% | 1.95% | 54.8% | 190 | 30.53% | 2 |
|
2303
Carret Asset Management
New York
| $1.05B | +$25.6M | +2% | 5.09% | 94.4% | 300 | 6% | 7.9 |
|
2304
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.05B | -$14.6M | -1% | 2.47% | 67.7% | 152 | 5.26% | 4.5 |
|
2305
Southeast Asset Advisors
Thomasville,
Georgia
| $1.05B | +$135M | +15% | 8.91% | 91.5% | 228 | 13.16% | 4 |
|
2306
MASTERINVEST Kapitalanlage
Vienna,
| $1.05B | +$27.3M | +3% | 4.64% | – | 288 | 11.11% | 0.5 |
|
2307
Triad Wealth Partners
Lawrence,
Kansas
| $1.05B | +$277M | +36% | 1.81% | – | 487 | 30.39% | 0.6 |
|
2308
Summit Partners
Boston,
Massachusetts
| $1.05B | +$127M | +14% | 17.6% | 23.2% | 8 | 0% | 5.1 |
|
2309
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.05B | +$736M | +234% | 0.02% | 47.9% | 29 | 55.17% | 0.8 |
|
2310
Parkman Healthcare Partners
Stamford,
Connecticut
| $1.05B | +$91.8M | +10% | 26.9% | 306% | 111 | 27.93% | 1.4 |
|
2311
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.05B | +$12.8M | +1% | 1.2% | 75.6% | 284 | 7.04% | 2.3 |
|
|
AH
2312
Allen Holding
New York
| $1.05B | -$10.4M | -1% | 1.87% | 135% | 9 | 0% | 7.9 |
|
2313
Three Seasons Wealth
Salt Lake City,
Utah
| $1.05B | +$41.7M | +4% | 4.24% | 156% | 223 | 38.12% | 0.9 |
|
2314
Cornerstone Advisory
Hunt Valley,
Maryland
| $1.05B | +$30.6M | +3% | 2.04% | 53.5% | 259 | 9.65% | 4.8 |
|
2315
Berkshire Money Management
Dalton,
Massachusetts
| $1.05B | +$76.6M | +8% | 1.99% | 61.8% | 132 | 64.39% | 1.4 |
|
|
SC
2316
Shellback Capital
Boston,
Massachusetts
| $1.05B | -$530M | -34% | 8.43% | 198% | 130 | 54.62% | 1.1 |
|
2317
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1.05B | +$42.1M | +4% | 2.71% | 67.9% | 272 | 13.24% | 2.9 |
|
2318
Spirepoint Private Client
Vero Beach,
Florida
| $1.05B | +$95.2M | +10% | 4.45% | – | 325 | 17.54% | 1.1 |
|
2319
CCM Investment Advisers
Columbia,
South Carolina
| $1.04B | +$29.5M | +3% | 5.96% | 170% | 98 | 14.29% | 4.6 |
|
2320
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.04B | -$31.9M | -3% | 0.8% | 62.8% | 342 | 16.96% | 3.2 |
|
2321
Penn Davis McFarland
Dallas,
Texas
| $1.04B | +$76.2M | +8% | 7.66% | 100% | 77 | 3.9% | 4.3 |
|
2322
Limestone Investment Advisors
New York
| $1.04B | -$219M | -17% | 0.1% | – | 680 | 57.79% | 0.3 |
|
2323
Randolph Company
Cincinnati,
Ohio
| $1.04B | +$14.1M | +1% | 2.18% | 127% | 45 | 11.11% | 4.7 |
|
2324
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $1.04B | -$189K | -0% | 2.29% | 59.5% | 973 | 20.66% | 1.1 |
|
2325
SG Capital Management
Chicago,
Illinois
| $1.04B | -$80.2M | -7% | 2.7% | 250% | 96 | 73.96% | 0.2 |
|