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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
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $578M | +$104M | +22% | 10.2% | 51.1% | 833 | 29.77% | 2.5 |
|
2702
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $578M | +$13.5M | +2% | 9.88% | 52.3% | 15 | 0% | 2 |
|
2703
Personal CFO Solutions
Chester,
New Jersey
| $578M | +$71.6M | +14% | 10.7% | 91.4% | 553 | 25.32% | 1.9 |
|
2704
Bain Capital Credit
Boston,
Massachusetts
| $577M | -$37.7M | -6% | 3.5% | 14.4% | 9 | 33.33% | 1.4 |
|
2705
Insight Wealth Partners
Plano,
Texas
| $577M | +$60.1M | +12% | 4.68% | 56.2% | 79 | 15.19% | 2 |
|
|
CF
2706
Clarity Financial
Houston,
Texas
| $577M | -$18.6M | -3% | 7.13% | 56.8% | 129 | 23.26% | 0.8 |
|
2707
LS Investment Advisors
Bloomfield Hills,
Michigan
| $577M | +$44.7M | +8% | 11.7% | 98.7% | 134 | 8.21% | 8.1 |
|
2708
Strategic Investment Solutions
Orland Park,
Illinois
| $576M | -$7.53B | -93% | 4.38% | – | 1,250 | 51.12% | 0.4 |
|
2709
Private Advisory Group
Redmond,
Washington
| $576M | +$70.1M | +14% | 16.2% | 177% | 240 | 40% | 1.5 |
|
2710
De Burlo Group
Boston,
Massachusetts
| $576M | $0 | 0% | 13.7% | 147% | 81 | 0% | 3 |
|
2711
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $575M | -$21.9M | -4% | 10.6% | 116% | 319 | 12.54% | 3.6 |
|
2712
Slow Capital
Greenbrae,
California
| $575M | +$30.1M | +6% | 12.7% | 156% | 127 | 7.09% | 4.6 |
|
2713
HHM Wealth Advisors
Chattanooga,
Tennessee
| $575M | +$62.8M | +12% | 11.1% | 62.3% | 834 | 16.43% | 2.4 |
|
2714
Murchinson
Toronto,
Ontario, Canada
| $574M | -$205M | -26% | 10.6% | 107% | 77 | 79.22% | 0.4 |
|
2715
Montag & Caldwell
Atlanta,
Georgia
| $573M | -$206M | -26% | 15% | 91.3% | 89 | 11.24% | 4 |
|
2716
Falcon Wealth Planning
Ontario,
California
| $572M | +$111M | +24% | 10.2% | 52.7% | 134 | 19.4% | 1.7 |
|
2717
USA Financial Formulas
Ada,
Michigan
| $572M | +$505M | +754% | 11.7% | 104% | 570 | 54.91% | 1.5 |
|
2718
Cullen Investment Group
Lafayette,
Louisiana
| $571M | – | – | 9.55% | 102% | 172 | – | 0 |
|
2719
Planning Alternatives
Birmingham,
Michigan
| $571M | +$55M | +11% | 10.8% | 69.6% | 51 | 13.73% | 5.5 |
|
2720
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $571M | +$73.3M | +15% | 11.7% | 174% | 236 | 16.1% | 4.7 |
|
|
PGCM
2721
Prescott Group Capital Management
Tulsa,
Oklahoma
| $571M | +$120M | +26% | 15.9% | 135% | 193 | 30.57% | 2.2 |
|
2722
Acorn Financial Advisory Services
Reston,
Virginia
| $571M | +$10.5M | +2% | 11.2% | 96.9% | 257 | 11.67% | 2.6 |
|
2723
Lee Financial
Dallas,
Texas
| $570M | +$33.2M | +6% | 9.28% | 75% | 945 | 20.53% | 2.9 |
|
|
GWI
2724
Grace & White Inc
Ny,
New York
| $570M | +$33.5M | +6% | 9.03% | 59.6% | 145 | 2.76% | 6.3 |
|
2725
FengHe Fund Management
Singapore
| $570M | +$149M | +35% | 29.4% | 902% | 25 | 60% | 0.4 |
|