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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
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $781M | -$90.1M | -10% | 8.96% | 97.3% | 591 | 26.57% | 3.8 |
|
|
BDWCC
2702
B&D White Capital Company
Lakeway,
Texas
| $781M | +$124M | +19% | 6.15% | 38.1% | 97 | 44.33% | 1.1 |
|
2703
TFC Financial Management
Boston,
Massachusetts
| $781M | +$50.5M | +7% | 6.82% | 66.9% | 1,062 | 14.69% | 2.5 |
|
2704
Johnson Bixby & Associates
Vancouver,
Washington
| $780M | +$52M | +7% | 5.11% | 48.7% | 125 | 4.8% | 2.9 |
|
2705
First Hawaiian Bank
Honolulu,
Hawaii
| $780M | +$42.9M | +6% | 6.62% | 72.7% | 96 | 2.08% | 8.1 |
|
|
CP
2706
Coho Partners
Berwyn,
Pennsylvania
| $779M | -$564M | -42% | 4.24% | 35.6% | 34 | 5.88% | 6.7 |
|
2707
Planning Alternatives
Birmingham,
Michigan
| $779M | +$60.1M | +8% | 7.33% | 69.6% | 89 | 11.24% | 4.2 |
|
|
HP
2708
Hound Partners
New York
| $779M | +$38.7M | +5% | 10.5% | 19.7% | 35 | 34.29% | 1.1 |
|
2709
Gilbert & Cook
West Des Moines,
Iowa
| $778M | +$38.3M | +5% | 6.64% | 63.2% | 222 | 12.61% | 3.7 |
|
2710
Sharkey, Howes & Javer
Denver,
Colorado
| $778M | +$32.2M | +4% | 6.68% | 60.2% | 169 | 14.79% | 3 |
|
|
IBOK
2711
Independence Bank of Kentucky
Owensboro,
Kentucky
| $778M | +$72.2M | +10% | 7.83% | 94.3% | 640 | 6.56% | 4.1 |
|
2712
Dillon & Associates
Jackson,
Michigan
| $778M | +$41.1M | +6% | 8.24% | 117% | 78 | 3.85% | 8 |
|
2713
Premier Path Wealth Partners
Madison,
New Jersey
| $777M | +$58.6M | +8% | 8.04% | 98.8% | 400 | 5.75% | 1.4 |
|
2714
CVA Family Office
Denver,
Colorado
| $777M | +$65.3M | +9% | 7.3% | 71.6% | 1,354 | 9.68% | 1.9 |
|
2715
American Financial Advisors
Marietta,
Georgia
| $776M | +$60.3M | +8% | 5.44% | 52.7% | 167 | 8.98% | 3.4 |
|
2716
Lake Street Private Wealth
Chicago,
Illinois
| $776M | +$73M | +10% | 8.63% | 105% | 282 | 10.99% | 3.2 |
|
|
AAA
2717
Adams Asset Advisors
Dallas,
Texas
| $776M | +$64.9M | +9% | 9.87% | 66.8% | 81 | 1.23% | 5.4 |
|
2718
Triad Wealth Partners
Lawrence,
Kansas
| $775M | +$280M | +57% | 7.11% | – | 385 | 29.87% | 0.5 |
|
2719
Brookwood Investment Group
Phoenix,
Arizona
| $775M | +$154M | +25% | 9.78% | – | 556 | 32.73% | 0.4 |
|
2720
Resources Management Corp
West Hartford,
Connecticut
| $774M | +$37.3M | +5% | 9.14% | 78.5% | 431 | 6.5% | 5 |
|
2721
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $774M | +$77.5M | +11% | 7.45% | 55.9% | 445 | 7.19% | 1.6 |
|
2722
EFG Asset Management
Portland,
Oregon
| $773M | +$65.6M | +9% | 14.6% | 211% | 182 | 19.23% | 1.8 |
|
2723
Southernsun Asset Management
Memphis,
Tennessee
| $772M | +$59.6M | +8% | 12.2% | 54.7% | 31 | 0% | 5.5 |
|
2724
Phocas Financial Corp
Alameda,
California
| $771M | +$76M | +11% | 11.2% | – | 162 | 21.6% | 3.1 |
|
2725
Leo Wealth LLC
Hurst,
Texas
| $771M | -$515M | -40% | 6.44% | – | 404 | 33.91% | 1.3 |
|