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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2501
Bedel Financial Consulting
Indianapolis,
Indiana
| $929M | +$146M | +19% | 17.1% | 104% | 302 | 9.27% | 4.7 |
|
2502
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $929M | +$32.3M | +4% | 3.31% | – | 268 | 9.7% | 0.6 |
|
2503
Benchstone Capital Management
New York
| $928M | +$195M | +27% | 2.37% | – | 56 | 71.43% | 0.2 |
|
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| $928M | -$53.8M | -5% | 2.3% | 124% | 52 | 1.92% | 7.4 |
|
2505
Quest Investment Management
Lake Oswego,
Oregon
| $928M | -$25M | -3% | 1.8% | 105% | 139 | 10.79% | 3.5 |
|
2506
Water Island Capital
New York
| $928M | +$134M | +17% | 24.9% | 438% | 139 | 74.82% | 0.2 |
|
2507
Parthenon LLC
Louisville,
Kentucky
| $927M | +$24.2M | +3% | 4.21% | 93.3% | 135 | 7.41% | 8.2 |
|
2508
Barlow Wealth Partners
Louisville,
Kentucky
| $927M | +$27.9M | +3% | 3.01% | 101% | 138 | 7.25% | 1.6 |
|
2509
Leuthold Group
Minneapolis,
Minnesota
| $926M | +$12M | +1% | 6.45% | 126% | 248 | 33.87% | 1.6 |
|
2510
Red Cedar Investment Management
Grand Rapids,
Michigan
| $926M | +$72.6M | +9% | 4.43% | 81.4% | 88 | 9.09% | 3 |
|
2511
Curated Wealth Partners
El Segundo,
California
| $925M | +$98.7M | +12% | 4.39% | 39.9% | 222 | 35.59% | 0.8 |
|
2512
Hartline Investment Corp
Winnetka,
Illinois
| $925M | -$39.5M | -4% | 3.08% | 222% | 120 | 14.17% | 3.4 |
|
2513
Griffin Asset Management
New York
| $924M | +$34.3M | +4% | 2.73% | 88.9% | 259 | 23.17% | 5.3 |
|
2514
Opus Capital Group
Cincinnati,
Ohio
| $923M | +$33.4M | +4% | 2.04% | 53.7% | 143 | 8.39% | 4.8 |
|
2515
Jag Capital Management
St Louis,
Missouri
| $922M | +$8.92M | +1% | 8.04% | 230% | 164 | 26.83% | 3.8 |
|
2516
Indivisible Partners
Clearwater,
Florida
| $922M | – | – | 1.34% | – | 440 | – | 0 |
|
2517
CKW Financial Group
Honolulu,
Hawaii
| $922M | +$4.84M | +0.5% | 2.25% | 70.3% | 198 | 11.11% | 6.3 |
|
2518
Avenir Corporation
Alexandria,
Virginia
| $922M | -$38.4M | -4% | 1.43% | 34.4% | 74 | 5.41% | 6.6 |
|
2519
Toth Financial Advisory
Leesburg,
Virginia
| $921M | -$6.61M | -0.7% | 0.56% | 90.4% | 1,002 | 31.04% | 3.4 |
|
2520
Greenwood Capital Associates
Greenwood,
South Carolina
| $921M | +$54.3M | +6% | 4.85% | 87.7% | 277 | 15.88% | 2.5 |
|
2521
HBW Advisory Services
Simi Valley,
California
| $920M | +$31.7M | +4% | 1.62% | 68.6% | 455 | 15.38% | 2.3 |
|
2522
INVST
Indianapolis,
Indiana
| $920M | +$40.6M | +5% | 3.41% | 78.5% | 324 | 10.19% | 2.1 |
|
2523
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $919M | +$71.7M | +8% | 2.56% | – | 1,152 | 9.46% | 0.7 |
|
2524
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $919M | +$37.3M | +4% | 1.69% | 42.7% | 1,410 | 5.96% | 1.8 |
|
2525
Oak Harvest Investment Services
Houston,
Texas
| $917M | +$59.6M | +7% | 4.66% | 120% | 188 | 24.47% | 2 |
|