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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2401
Stanley-Laman Group
Berwyn,
Pennsylvania
| $407M | -$38.3M | -9% | 5.38% | 114% | 282 | 29.08% | 1.5 |
|
2402
B. Riley Wealth Management
Memphis,
Tennessee
| $407M | – | – | 6.84% | 32.2% | 328 | – | 1 |
|
2403
Lee Financial
Dallas,
Texas
| $407M | -$17.5M | -4% | 2.29% | 75% | 832 | 47.6% | 1.3 |
|
2404
KLCM Advisors
Milwaukee,
Wisconsin
| $407M | +$27.3M | +7% | 7.69% | 122% | 107 | 16.82% | 2.6 |
|
2405
Stairway Partners
Chicago,
Illinois
| $406M | -$975K | -0.2% | 2.77% | 48.1% | 10 | 10% | 4.5 |
|
2406
Perigon Wealth Management
San Francisco,
California
| $406M | +$73.3M | +22% | 9.32% | 104% | 275 | 30.18% | 2.1 |
|
2407
Camden National Bank
Camden,
Maine
| $406M | +$26.5M | +7% | 6.97% | 48.8% | 109 | 5.5% | 1.2 |
|
2408
Cobalt Capital Management
Short Hills,
New Jersey
| $405M | -$43.1M | -10% | 5.85% | 235% | 56 | 55.36% | 0.6 |
|
2409
Roundview Capital
Princeton,
New Jersey
| $405M | +$23.7M | +6% | 7% | 77.7% | 223 | 7.62% | 2.9 |
|
2410
Accredited Investors
Edina,
Minnesota
| $405M | +$18.1M | +5% | 5.82% | 74% | 140 | 22.14% | 2.7 |
|
2411
Ropes Wealth Advisors
Boston,
Massachusetts
| $405M | +$34.7M | +9% | 7.84% | 71% | 609 | 20.03% | 2.3 |
|
2412
Laffer Tengler Investments
Nashville,
Tennessee
| $404M | +$12.7M | +3% | 5.12% | 96.5% | 207 | 13.53% | 1.4 |
|
2413
Columbus Macro
New Castle,
Pennsylvania
| $404M | +$19M | +5% | 2.73% | 48.7% | 130 | 13.85% | 0.6 |
|
2414
Verdence Capital Advisors
Hunt Valley,
Maryland
| $403M | -$8.01M | -2% | 6.21% | 97.1% | 306 | 18.3% | 0.7 |
|
|
AC
2415
Asturias Capital
New York
| $403M | -$85.5M | -17% | 7% | 94.2% | 32 | 59.38% | 0.4 |
|
2416
Capstone Financial Advisors
Downers Grove,
Illinois
| $402M | +$69.3M | +21% | 5.46% | 54.5% | 92 | 10.87% | 2.5 |
|
2417
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $402M | -$70.8M | -15% | 8.2% | 173% | 88 | 43.18% | 0.8 |
|
2418
MV Capital Management
Bethesda,
Maryland
| $402M | +$16.6M | +4% | 4.16% | 67.6% | 385 | 17.92% | 2.4 |
|
2419
Empirical Finance
Havertown,
Pennsylvania
| $402M | +$7.22M | +2% | 2.26% | 124% | 174 | 32.76% | 0.6 |
|
2420
Longfellow Investment Management
Boston,
Massachusetts
| $402M | -$53.3M | -12% | 2.11% | 45.9% | 130 | 41.54% | 0.5 |
|
2421
Academy Capital Management
Waco,
Texas
| $400M | -$2.57M | -0.6% | 6.07% | 71.2% | 40 | 15% | 3 |
|
2422
Sprott Inc
Toronto,
Ontario, Canada
| $400M | -$88.2M | -18% | 7.13% | 203% | 103 | 18.45% | 2.4 |
|
2423
BHZ Capital Management
San Jose,
California
| $400M | +$50M | +14% | 4% | 3.24% | 135 | 14.07% | 1.5 |
|
2424
LVZ Inc
Holland,
Michigan
| $400M | +$5.7M | +1% | 3.39% | 52.9% | 82 | 25.61% | 1.6 |
|
2425
Bremer Trust National Association
St. Cloud,
Minnesota
| $399M | +$36.3M | +10% | 6.39% | 31.2% | 273 | 8.79% | 3.1 |
|