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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
32.8%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3051
Hoover Financial Advisors
Malvern,
Pennsylvania
| $303M | +$42.3M | +16% | 7.25% | – | 527 | 66.6% | 0.7 |
|
3052
Avestar Capital
New York
| $303M | +$77M | +34% | 12.3% | 112% | 249 | 35.74% | 1.1 |
|
3053
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $303M | -$5.05M | -2% | 4.9% | 84.5% | 293 | 14.33% | 1.5 |
|
|
DCM
3054
Divisar Capital Management
San Francisco,
California
| $303M | -$43.2M | -13% | 1.35% | 173% | 30 | 10% | 2.2 |
|
3055
Cedar Capital
Barrington,
Illinois
| $302M | +$41.3M | +16% | 10.7% | 98% | 194 | 24.23% | 1.9 |
|
3056
Viridian RIA
Bothell,
Washington
| $302M | +$25.2M | +9% | 8.61% | 63.1% | 65 | 12.31% | 1.7 |
|
3057
MidWestOne Financial Group
Iowa City,
Iowa
| $301M | +$61.9M | +26% | 6.69% | 62.7% | 204 | 34.31% | 0.7 |
|
3058
Totem Point Management
New York
| $301M | +$27M | +10% | 16.5% | 577% | 19 | 31.58% | 0.9 |
|
3059
Strategic Investment Management
Arlington,
Virginia
| $301M | +$14.5M | +5% | 6.73% | 53.4% | 13 | 15.38% | 3.3 |
|
3060
Renaissance Investment Group
Lenox,
Massachusetts
| $301M | +$29.3M | +11% | 12.8% | 110% | 78 | 5.13% | 4.6 |
|
3061
Gibson Capital
Wexford,
Pennsylvania
| $300M | +$16.7M | +6% | 7.15% | 67.2% | 35 | 11.43% | 5.1 |
|
3062
WESCAP Management Group
Glendale,
California
| $300M | +$17.1M | +6% | 6.01% | 50.6% | 85 | 5.88% | 2.7 |
|
3063
NewFocus Financial Group
Vancouver,
Washington
| $300M | +$21.1M | +8% | 8.67% | 55.4% | 120 | 15% | 2.7 |
|
3064
Personal CFO Solutions
Chester,
New Jersey
| $300M | -$37.9M | -11% | 7.14% | 98.9% | 361 | 21.61% | 0.6 |
|
3065
NBW Capital
Boston,
Massachusetts
| $300M | +$21.2M | +8% | 5% | 86% | 73 | 5.48% | 4 |
|
3066
HughesLittle Investment Management
Vancouver,
| $299M | +$24.4M | +9% | 9.53% | 113% | 14 | 0% | 4.6 |
|
3067
Shulman DeMeo Asset Management
Lake Success,
New York
| $299M | +$40.8M | +16% | 7.52% | 79.3% | 131 | 25.95% | 1.2 |
|
3068
Golden State Wealth Management
Santa Ana,
California
| $299M | -$90.4M | -23% | 8.39% | – | 505 | 63.17% | 0.3 |
|
3069
Foresight Wealth Management
Draper,
Utah
| $299M | +$79.5M | +36% | 7.18% | 19.1% | 123 | 26.02% | 1.2 |
|
3070
Realta Investment Advisors
Wilmington,
Delaware
| $299M | -$5.38M | -2% | 11% | 151% | 388 | 30.41% | 1.1 |
|
3071
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $299M | +$852K | +0.3% | 8.26% | 33.7% | 128 | 15.63% | 4.5 |
|
3072
Radnor Capital Management
Wayne,
Pennsylvania
| $298M | +$21.7M | +8% | 5.93% | 96.9% | 198 | 12.63% | 2.7 |
|
3073
Great Hill Partners
Boston,
Massachusetts
| $298M | +$7.07M | +2% | 40.7% | 24% | 2 | 0% | 0.6 |
|
3074
WrapManager Inc
Mill Valley,
California
| $298M | +$28.8M | +11% | 5.68% | 70.6% | 255 | 12.16% | 2.4 |
|
3075
McRae Capital Management
Morristown,
New Jersey
| $298M | +$31.4M | +12% | 10.4% | 78.2% | 96 | 8.33% | 4.4 |
|