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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2451
Koss-Olinger Consulting
Gainesville,
Florida
| $674M | +$86.7M | +15% | 5.6% | 57.9% | 265 | 20% | 0.2 |
|
2452
TRUE Private Wealth Advisors
Salem,
Oregon
| $673M | +$54.4M | +9% | 7.1% | 89.2% | 251 | 12.75% | 2.7 |
|
|
HCM
2453
Harspring Capital Management
New York
| $673M | +$100M | +17% | 8.99% | 70.6% | 42 | 28.57% | 0.7 |
|
2454
Crestview Partners III
New York
| $672M | +$224M | +50% | 50.7% | 51.2% | 3 | 33.33% | 3.3 |
|
2455
Venrock Management V
Palo Alto,
California
| $672M | -$305M | -31% | 50.7% | – | 3 | 33.33% | 1 |
|
2456
Managed Asset Portfolios
Rochester,
Michigan
| $672M | +$49.6M | +8% | 3.44% | 99.2% | 37 | 2.7% | 3.4 |
|
2457
Asset Dedication LLC
San Francisco,
California
| $671M | +$229M | +52% | 4.62% | 67.8% | 887 | 25.59% | 2.4 |
|
2458
Clearline Capital
New York
| $671M | -$100M | -13% | 2.28% | 57.4% | 170 | 43.53% | 0.4 |
|
2459
Azzad Asset Management
Falls Church,
Virginia
| $671M | +$67.4M | +11% | 9.47% | 101% | 343 | 16.03% | 3 |
|
2460
First Trust Capital Management
Chicago,
Illinois
| $670M | +$159M | +31% | 10.5% | 214% | 282 | 43.97% | 0.2 |
|
2461
Apriem Advisors
Irvine,
California
| $670M | +$24.9M | +4% | 6.51% | 74.3% | 158 | 10.76% | 3.7 |
|
|
KFS
2462
Kurt F. Somerville
| $670M | +$37.9M | +6% | 6.58% | 92.9% | 114 | 1.75% | 5 |
|
2463
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $670M | +$180M | +37% | 4.4% | 54.8% | 655 | 16.03% | 3.8 |
|
2464
First Trust Direct Indexing
Boston,
Massachusetts
| $670M | +$294M | +78% | 8.66% | 69% | 604 | 37.42% | 0.3 |
|
2465
PrairieView Partners
St. Paul,
Minnesota
| $668M | +$42.9M | +7% | 4.11% | 34% | 393 | 11.7% | 1.3 |
|
2466
Tradition Wealth Management
Edina,
Minnesota
| $668M | +$90.1M | +16% | 6.1% | 69.6% | 1,202 | 37.27% | 0.3 |
|
2467
Fusion Family Wealth
Woodbury,
New York
| $668M | +$21.4M | +3% | 5.48% | 58.2% | 110 | 70.91% | 3.6 |
|
2468
Parthenon LLC
Louisville,
Kentucky
| $667M | +$45.6M | +7% | 7.79% | 93.3% | 122 | 5.74% | 5.5 |
|
2469
Simplify Asset Management
Las Vegas,
Nevada
| $667M | +$418M | +168% | 8.49% | 45% | 24 | 58.33% | 0.2 |
|
2470
Van Hulzen Asset Management
El Dorado Hills,
California
| $667M | +$40.7M | +6% | 6.12% | 86.3% | 295 | 18.98% | 2.2 |
|
2471
KWMG LLC
Overland Park,
Kansas
| $667M | +$39.6M | +6% | 4.78% | 76.2% | 143 | 2.1% | 3.7 |
|
2472
Toews Corporation
Northfield,
New Jersey
| $666M | -$552M | -45% | 1.27% | 22% | 122 | 90.98% | 1.7 |
|
2473
Abbrea Capital
Greenbrae,
California
| $666M | +$60.7M | +10% | 7.12% | 38% | 240 | 7.5% | 2.7 |
|
2474
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $665M | -$23.9M | -3% | 31.3% | 602% | 26 | 38.46% | 1.4 |
|
2475
Private Capital Management (Florida)
Naples,
Florida
| $665M | +$77M | +13% | 12.3% | 118% | 89 | 55.06% | 1.9 |
|