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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2701
Absher Wealth Management
Chapel Hill,
North Carolina
| $563M | +$34.9M | +7% | 5.3% | 54.5% | 75 | 6.67% | 1.3 |
|
2702
LVW Advisors
Pittsford,
New York
| $563M | +$42.7M | +8% | 7.1% | 79.1% | 231 | 10.39% | 2.2 |
|
2703
Hardy Reed
Tupelo,
Mississippi
| $562M | +$40.8M | +8% | 6.27% | 69.7% | 109 | 11.93% | 1.5 |
|
2704
Hoover Financial Advisors
Malvern,
Pennsylvania
| $562M | +$28.6M | +5% | 5.9% | – | 710 | 17.46% | 0.6 |
|
2705
Avitas Wealth Management
Los Angeles,
California
| $562M | +$51.1M | +10% | 10.3% | 56.2% | 227 | 22.91% | 1.4 |
|
2706
Tarbox Family Office
Newport Beach,
California
| $560M | +$51.4M | +10% | 6.31% | 66.4% | 1,255 | 14.26% | 3.5 |
|
2707
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $559M | +$41.9M | +8% | 9.8% | 96.7% | 387 | 20.16% | 0.6 |
|
2708
Tanglewood Wealth Management
Houston,
Texas
| $559M | +$56.1M | +11% | 6.68% | 64.6% | 23 | 13.04% | 2.7 |
|
2709
Mirabella Financial Services
London,
United Kingdom
| $559M | +$236M | +73% | 6.41% | 86.2% | 438 | 75.11% | 0.2 |
|
2710
Medicxi Ventures Management
St. Helier,
Jersey
| $558M | +$386M | +225% | 0.51% | 505% | 6 | 16.67% | 1 |
|
2711
Capital Advisors Ltd
Shaker Heights,
Ohio
| $557M | +$12.3M | +2% | 5.2% | 54.2% | 496 | 4.84% | 4.4 |
|
2712
Globeflex Capital
San Diego,
California
| $557M | +$8.06M | +1% | 7.43% | 186% | 514 | 24.71% | 1.7 |
|
2713
BFSG LLC
Irvine,
California
| $557M | -$60M | -10% | 5.57% | 81.9% | 219 | 45.66% | 2 |
|
2714
RGT Wealth Advisors
Dallas,
Texas
| $557M | +$44.3M | +9% | 5.69% | 9.35% | 64 | 21.88% | 1.4 |
|
2715
Permanens Capital
New York
| $557M | +$69.9M | +14% | 6.81% | 76.9% | 133 | 21.8% | 1.7 |
|
2716
ARS Wealth Advisors
St. Petersburg,
Florida
| $556M | +$97.2M | +21% | 5.9% | 62.5% | 146 | 17.12% | 3.2 |
|
2717
Sunbelt Securities
Houston,
Texas
| $556M | +$47.9M | +9% | 7.67% | 83.5% | 468 | 17.52% | 1.8 |
|
2718
Gilbert & Cook
West Des Moines,
Iowa
| $556M | +$47.1M | +9% | 6.62% | 63.2% | 223 | 15.25% | 1.8 |
|
|
ACM
2719
AIGH Capital Management
Baltimore,
Maryland
| $555M | +$80.2M | +17% | 27.2% | 3,007% | 63 | 49.21% | 0.3 |
|
2720
PM Capital
Sydney,
Australia
| $555M | +$7.62M | +1% | 12.2% | 105% | 17 | 23.53% | 3.8 |
|
2721
Nicholas Hoffman & Company
Atlanta,
Georgia
| $554M | +$58M | +12% | 6.8% | 65.1% | 265 | 9.06% | 2.7 |
|
2722
Gramercy Funds Management
Greenwich,
Connecticut
| $553M | +$158M | +40% | 0.08% | 87.6% | 14 | 78.57% | 0.7 |
|
2723
Caledonia Investments plc (UK)
London England,
United Kingdom
| $553M | +$36.5M | +7% | 8.77% | 61.9% | 11 | 0% | 4.5 |
|
2724
Berger Financial Group
Plymouth,
Minnesota
| $553M | +$93.7M | +20% | 5.98% | 59.9% | 209 | 10.53% | 0.4 |
|
2725
Greatmark Investment Partners
Columbus,
Georgia
| $553M | +$41M | +8% | 7.64% | 62% | 140 | 5.71% | 4.6 |
|