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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
2726
Formidable Asset Management
Cincinnati,
Ohio
| $613M | +$132M | +27% | 10.5% | 62.2% | 401 | 31.42% | 2.1 |
|
2727
St. James Investment Company
Southlake,
Texas
| $613M | -$3.51M | -0.6% | 7.68% | 43.8% | 27 | 11.11% | 3.8 |
|
2728
Oak Harvest Investment Services
Houston,
Texas
| $613M | +$112M | +22% | 7.66% | 120% | 128 | 17.97% | 1.8 |
|
2729
Great Waters Wealth Management
Shoreview,
Minnesota
| $612M | +$48.5M | +9% | 4.44% | 49% | 103 | 10.68% | 1.1 |
|
|
JC
2730
JBF Capital
Aspen,
Colorado
| $612M | +$101M | +20% | 13.7% | 93.6% | 83 | 18.07% | 2 |
|
2731
Olstein Capital Management
Purchase,
New York
| $611M | +$18.3M | +3% | 7.43% | 16.6% | 100 | 6% | 5.6 |
|
2732
Sompo Asset Management
Tokyo,
Japan
| $611M | +$56.9M | +10% | 8.39% | 84.7% | 200 | 6% | 2.9 |
|
2733
Naviter Wealth
Little Rock,
Arkansas
| $611M | +$114M | +23% | 9.25% | 87.1% | 249 | 19.28% | 1.3 |
|
2734
MayTech Global Investments
New York
| $611M | +$117M | +24% | 27.3% | 158% | 33 | 21.21% | 3.8 |
|
2735
Sharkey, Howes & Javer
Denver,
Colorado
| $611M | +$43.9M | +8% | 6.51% | 60.2% | 128 | 14.84% | 2.8 |
|
2736
Covenant Asset Management
Chester,
New Jersey
| $610M | +$53M | +10% | 17.7% | 177% | 163 | 11.04% | 3.9 |
|
2737
Financial Enhancement Group
Anderson,
Indiana
| $609M | +$40.8M | +7% | 7.38% | 62.2% | 122 | 15.57% | 3 |
|
2738
Planning Alternatives
Birmingham,
Michigan
| $609M | +$37.6M | +7% | 7.97% | 69.6% | 51 | 7.84% | 5.8 |
|
2739
Cooper Financial Group
Irvine,
California
| $608M | +$58.5M | +11% | 8.22% | 87.2% | 377 | 16.71% | 2.1 |
|
2740
Summit Securities Group
New York
| $608M | -$500M | -45% | 15.1% | 149% | 1,002 | 80.64% | 0.6 |
|
2741
Sora Investors
Bryn Mawr,
Pennsylvania
| $608M | +$14.8M | +2% | 10.7% | 179% | 65 | 56.92% | 0.4 |
|
2742
HHM Wealth Advisors
Chattanooga,
Tennessee
| $608M | +$32.8M | +6% | 7.88% | 62.3% | 786 | 10.94% | 2.6 |
|
2743
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $607M | +$27.5M | +5% | 7.92% | 67.5% | 209 | 11.48% | 1.1 |
|
2744
Inscription Capital
Houston,
Texas
| $607M | +$241M | +66% | 8.77% | – | 345 | 39.13% | 1.6 |
|
|
CEI
2745
Clark Estates Inc
New York
| $607M | +$16.8M | +3% | 5.6% | 34.5% | 95 | 14.74% | 1.9 |
|
|
HCP
2746
Holt Capital Partners
Fort Worth,
Texas
| $607M | +$47.2M | +8% | 7.5% | 69.5% | 157 | 3.18% | 6.2 |
|
2747
SYM Financial Corp
Winona Lake,
Indiana
| $606M | -$11.6M | -2% | 5.37% | 64.3% | 191 | 19.37% | 2.2 |
|
2748
Marietta Wealth Management
Marietta,
Georgia
| $606M | +$44.6M | +8% | 9.95% | 93% | 104 | 5.77% | 4.6 |
|
2749
Inspirion Wealth Advisors
Libertyville,
Illinois
| $605M | +$50.3M | +9% | 7.24% | 52.5% | 154 | 10.39% | 3.8 |
|
2750
TrinityPoint Wealth
Milford,
Connecticut
| $604M | +$52.2M | +9% | 10.3% | 28.4% | 319 | 10.34% | 3 |
|