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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2951
Marble Wealth
Montgomery,
Alabama
| $720M | – | – | 3.24% | – | 272 | – | 0 |
|
2952
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $720M | +$88.9M | +14% | 2.47% | 62.6% | 320 | 10.31% | 2.7 |
|
2953
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $720M | +$40.7M | +6% | 1.76% | 68.7% | 151 | 17.22% | 1.4 |
|
|
OTL
2954
Oak Thistle LLC
New York
| $720M | +$63.9M | +10% | 0.32% | 58.3% | 674 | 62.31% | 0.3 |
|
2955
Cannon Financial Strategists
Athens,
Georgia
| $719M | +$20.5M | +3% | 2.58% | 56.7% | 105 | 5.71% | 3.7 |
|
2956
Physician Wealth Advisors
Midvale,
Utah
| $719M | +$16.1M | +2% | 2.47% | 79.9% | 2,181 | 19.99% | 1 |
|
2957
Palo Alto Investors
Palo Alto,
California
| $718M | +$178M | +33% | 33% | 157% | 51 | 17.65% | 3.4 |
|
2958
Nottingham Advisors
Amherst,
New York
| $718M | -$2.56M | -0.4% | 1.73% | 47.6% | 115 | 9.57% | 4.8 |
|
2959
Proffitt & Goodson
Knoxville,
Tennessee
| $718M | +$20.4M | +3% | 1.84% | 48.5% | 463 | 39.31% | 4.7 |
|
2960
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $717M | +$539M | +304% | 0.33% | 70.9% | 229 | 48.03% | 1.2 |
|
2961
Breakwater Capital Group
Paramus,
New Jersey
| $717M | +$39.3M | +6% | 2.21% | 67.4% | 370 | 9.73% | 2 |
|
2962
White Lighthouse Investment Management
Bedford,
Massachusetts
| $716M | +$60.4M | +9% | 1.95% | 62% | 151 | 8.61% | 4.9 |
|
2963
Southernsun Asset Management
Memphis,
Tennessee
| $716M | -$55.4M | -7% | 2.67% | 54.7% | 35 | 20% | 4.8 |
|
2964
Unique Wealth
Clearwater,
Florida
| $716M | +$34.4M | +5% | 1.52% | 68.5% | 194 | 12.37% | 1.4 |
|
2965
Fractal Investments
Glastonbury,
Connecticut
| $716M | +$23.5M | +3% | 2.43% | 74.2% | 86 | 17.44% | 2.2 |
|
2966
Ironwood Investment Counsel
Scottsdale,
Arizona
| $716M | +$30.2M | +4% | 3.76% | 64% | 277 | 9.39% | 5 |
|
2967
Pinnbrook Capital Management
New York
| $715M | -$189M | -21% | 17.3% | 913% | 193 | 73.58% | 0.2 |
|
2968
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $715M | +$37M | +5% | 1.51% | 56.3% | 139 | 12.95% | 3.9 |
|
2969
Dimension Capital Management
Coral Gables,
Florida
| $715M | +$19.4M | +3% | 2.92% | 65.5% | 126 | 19.05% | 3.9 |
|
|
AG
2970
Artal Group
Luxembourg
| $715M | -$43.6M | -6% | 5.47% | 181% | 2 | 0% | 7.5 |
|
2971
United Capital Management of KS
Salina,
Kansas
| $714M | -$21.2M | -3% | 1.58% | 272% | 135 | 34.07% | 2.7 |
|
2972
LS Investment Advisors
Bloomfield Hills,
Michigan
| $714M | +$3.8M | +0.5% | 4.64% | 98.7% | 143 | 11.89% | 8.8 |
|
2973
South Street Advisors
New York
| $712M | -$50.8M | -7% | 3.6% | 169% | 84 | 15.48% | 3.9 |
|
2974
Arvest Investments
Lowell,
Arkansas
| $712M | +$14.7M | +2% | 1.96% | 50% | 198 | 12.63% | 1.4 |
|
2975
Auxier Asset Management
Aurora,
Oregon
| $711M | -$2.31M | -0.3% | 2.07% | 71.7% | 186 | 10.75% | 8.3 |
|