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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3001
Center for Financial Planning
Southfied,
Michigan
| $375M | -$19M | -5% | 5.74% | 64.4% | 696 | 24.43% | 1.7 |
|
3002
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $374M | -$16.6M | -4% | 4.87% | 78.9% | 140 | 7.14% | 0.5 |
|
|
VCM
3003
V3 Capital Management
Dallas,
Texas
| $374M | -$56.2M | -13% | 10% | 20.5% | 14 | 42.86% | 1.2 |
|
3004
59 North Capital Management
Houston,
Texas
| $374M | +$24.8M | +7% | 2.39% | 81.4% | 13 | 15.38% | 1 |
|
3005
TAP Consulting
Kirkwood,
Missouri
| $374M | +$13.2M | +4% | 2.2% | 3.08% | 132 | 18.94% | 1.9 |
|
3006
NBW Capital
Boston,
Massachusetts
| $373M | +$8.45M | +2% | 0.2% | 86% | 92 | 14.13% | 3.9 |
|
|
MAA
3007
Mraz Amerine & Associates
Modesto,
California
| $372M | -$16.7M | -4% | 3.32% | 69.8% | 174 | 6.9% | 4.7 |
|
3008
Capital Planning Advisors
Roseville,
California
| $372M | -$5.43M | -1% | 5.03% | 64.2% | 138 | 16.67% | 3.7 |
|
3009
IMA Advisory Services
Denver,
Colorado
| $372M | -$36.4M | -9% | 2.69% | 74.5% | 413 | 24.21% | 2.7 |
|
3010
CHI Advisors
New York
| $372M | +$110M | +42% | 63% | 88.2% | 30 | 23.33% | 1.7 |
|
3011
DAFNA Capital Management
Los Angeles,
California
| $372M | +$4.91M | +1% | 13.8% | 313% | 97 | 18.56% | 2.3 |
|
3012
Coastal Bridge Advisors
Westport,
Connecticut
| $372M | +$46.8M | +14% | 49.3% | 88.1% | 186 | 18.28% | 3 |
|
|
HA
3013
Harbor Advisors
West Palm Beach,
Florida
| $372M | -$40.3M | -10% | 8.26% | 125% | 181 | 10.5% | 3.8 |
|
3014
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $372M | +$12.7M | +4% | 4.95% | 38.2% | 140 | 14.29% | 2.5 |
|
3015
NFC Investments
Memphis,
Tennessee
| $371M | +$2.6M | +0.7% | 2.6% | – | 37 | 8.11% | 4.6 |
|
3016
Rowlandmiller & Partners
Atlanta,
Georgia
| $371M | -$19.4M | -5% | 4.74% | 84% | 179 | 6.7% | 4.8 |
|
3017
Capital Insight Partners
Scottsdale,
Arizona
| $371M | -$57.2M | -13% | 5.31% | 51.7% | 153 | 6.54% | 3.1 |
|
|
LCM
3018
Lonestar Capital Management
San Francisco,
California
| $371M | -$128M | -26% | 5.33% | 260% | 32 | 50% | 0.7 |
|
3019
Synergy Asset Management
Vancouver,
Washington
| $371M | -$6.62M | -2% | 3.11% | 97.3% | 145 | 60.69% | 0.5 |
|
3020
Recurrent Investment Advisors
Houston,
Texas
| $371M | +$40.8M | +12% | 0.81% | 99.7% | 50 | 18% | 2.4 |
|
3021
AdvisorShares Investments
Bethesda,
Maryland
| $370M | +$11.1M | +3% | 6.16% | 110% | 357 | 47.9% | 0.7 |
|
|
VCM
3022
Vivaldi Capital Management
Chicago,
Illinois
| $370M | -$13.9M | -4% | 5.5% | 69.2% | 234 | 11.97% | 2.8 |
|
3023
Octavia Wealth Advisors
Cincinnati,
Ohio
| $370M | -$12M | -3% | 5.49% | 67.9% | 179 | 11.17% | 1.4 |
|
3024
Stockman Wealth Management
Billings,
Montana
| $370M | -$22.4M | -6% | 7.59% | 73.5% | 184 | 7.61% | 4.3 |
|
3025
Divergent Wealth Advisors
South Jordan,
Utah
| $370M | -$33.5M | -8% | 5.13% | 14.7% | 20 | 15% | 3.1 |
|