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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3076
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $385M | +$148M | +63% | 11.6% | 64.5% | 244 | 12.3% | 0.8 |
|
|
LHC
3077
Lodge Hill Capital
New York
| $385M | +$114M | +42% | 12.4% | 17.9% | 33 | 39.39% | 0.8 |
|
3078
Oak Harvest Investment Services
Houston,
Texas
| $384M | +$9.5M | +3% | 10.4% | 120% | 102 | 15.69% | 1.5 |
|
3079
Bornite Capital Management
New York
| $384M | +$30.6M | +9% | 10% | 208% | 45 | 73.33% | 0.2 |
|
3080
Systelligence LLC
Bloomington,
Minnesota
| $384M | +$56.8M | +17% | 8.64% | 57.3% | 48 | 22.92% | 0.9 |
|
3081
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $384M | +$36.7M | +11% | 11.7% | 17.8% | 1 | 0% | 9.5 |
|
3082
Prestige Wealth Management Group
Flemington,
New Jersey
| $384M | +$27.8M | +8% | 6.37% | 55.8% | 1,202 | 15.89% | 2.4 |
|
3083
Matthew Goff Investment Advisor
Houston,
Texas
| $384M | +$33.8M | +10% | 10.2% | 89.6% | 89 | 15.73% | 3.3 |
|
3084
Peak Asset Management
Louisville,
Colorado
| $384M | +$32.4M | +9% | 11.2% | 70.1% | 142 | 7.04% | 4.7 |
|
3085
Seven Eight Capital
New York
| $383M | -$117M | -23% | 4.49% | 13.6% | 686 | 75.8% | 0.2 |
|
|
LA
3086
Lynch & Associates
Newburgh,
Indiana
| $383M | +$40.7M | +12% | 13.8% | 73.5% | 107 | 4.67% | 7 |
|
3087
Resource Consulting Group
Orlando,
Florida
| $382M | +$31.6M | +9% | 13.1% | – | 49 | 32.65% | 0.9 |
|
3088
Horst & Graben Wealth Management
Portland,
Oregon
| $382M | +$29.6M | +8% | 6.21% | 55.1% | 133 | 12.78% | 2 |
|
3089
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $382M | +$26.3M | +7% | 7.87% | 72.5% | 104 | 12.5% | 2.4 |
|
3090
TAP Consulting
Kirkwood,
Missouri
| $382M | +$8.13M | +2% | 3.65% | 3.08% | 135 | 18.52% | 1.9 |
|
3091
Miramar Capital
Northbrook,
Illinois
| $381M | +$18.2M | +5% | 13.5% | 47.3% | 91 | 7.69% | 2 |
|
|
JCP
3092
JB Capital Partners
Armonk,
New York
| $381M | +$41.3M | +12% | 17.4% | 142% | 80 | 6.25% | 1.6 |
|
3093
Howard Financial Services
Dallas,
Texas
| $381M | +$72.2M | +23% | 9.04% | 55.9% | 151 | 20.53% | 2.1 |
|
3094
Fourthstone LLC
St Louis,
Missouri
| $381M | +$69.1M | +22% | 11.6% | 104% | 66 | 43.94% | 1.1 |
|
3095
Benjamin Edwards Inc
Clayton,
Missouri
| $380M | +$47.3M | +14% | 8.7% | 66.5% | 775 | 13.03% | 1.7 |
|
3096
Wilkins Investment Counsel
Boston,
Massachusetts
| $380M | +$38.4M | +11% | 13.1% | 56.2% | 76 | 2.63% | 7.2 |
|
3097
HBW Advisory Services
Simi Valley,
California
| $380M | +$21.3M | +6% | 6.49% | 68.6% | 278 | 24.46% | 1.5 |
|
|
PPP
3098
Private Portfolio Partners
Paramus,
New Jersey
| $380M | +$28.5M | +8% | 8.15% | 16.9% | 279 | 9.68% | 2.5 |
|
|
JCM
3099
JS Capital Management
New York
| $379M | -$31.4M | -8% | 33.2% | 52.4% | 27 | 55.56% | 1.3 |
|
3100
Bay Colony Advisors
Concord,
Massachusetts
| $379M | +$42.3M | +13% | 8.29% | 91.8% | 373 | 20.64% | 2.1 |
|