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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
PWS
3101
Private Wealth Strategies
New Albany,
Ohio
| $498M | +$36.5M | +8% | 1.89% | 18.8% | 79 | 20.25% | 2.8 |
|
3102
Wahed Invest
New York
| $498M | +$59.6M | +14% | 6.01% | 140% | 243 | 8.23% | 1.8 |
|
3103
Blue Grotto Capital
Atlanta,
Georgia
| $498M | +$5.04M | +1% | 5.38% | 300% | 28 | 28.57% | 1.1 |
|
3104
IAG Wealth Partners
Waukesha,
Wisconsin
| $498M | +$32M | +7% | 0.38% | 47.3% | 526 | 20.34% | 2.6 |
|
3105
Beck Bode LLC
Dedham,
Massachusetts
| $498M | +$7.96M | +2% | 4.89% | 155% | 133 | 40.6% | 1 |
|
|
EWA
3106
ERTS Wealth Advisors
Marquette,
Michigan
| $497M | +$7.59M | +2% | 0.57% | 39.3% | 91 | 6.59% | 3.7 |
|
3107
SOA Wealth Advisors
New York
| $497M | +$14.2M | +3% | 5.85% | 79.1% | 929 | 10.44% | 3 |
|
3108
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $497M | +$20.7M | +4% | 2.2% | 56.3% | 119 | 13.45% | 3.3 |
|
3109
Advocate Group
Minnetonka,
Minnesota
| $497M | -$6.36M | -1% | 1.4% | 56.3% | 128 | 10.16% | 1.7 |
|
3110
CRA Financial Services
Northfield,
New Jersey
| $496M | +$35.2M | +8% | 4.91% | 91.9% | 259 | 10.42% | 3.1 |
|
3111
Glynn Capital Management
Menlo Park,
California
| $495M | -$38.2M | -7% | 1.31% | 252% | 42 | 11.9% | 6.8 |
|
3112
Schnieders Capital Management
Pasadena,
California
| $495M | +$10.1M | +2% | 6.29% | 103% | 213 | 9.39% | 5.6 |
|
3113
Montag & Caldwell
Atlanta,
Georgia
| $495M | -$85.3M | -15% | 3.62% | 91.3% | 88 | 9.09% | 3.8 |
|
3114
Norden Group
Provo,
Utah
| $495M | +$2.44M | +0.5% | 3.27% | 104% | 442 | 16.52% | 0.5 |
|
3115
Tetrad Corporation
Omaha,
Nebraska
| $495M | -$21M | -4% | 3.99% | 45.6% | 3 | 0% | 11 |
|
3116
Polymer Capital Management (HK)
Hong Kong
| $494M | +$96.5M | +24% | 12.4% | – | 265 | 67.55% | 0.2 |
|
3117
Sugarloaf Wealth Management
Duluth,
Georgia
| $494M | +$10.8M | +2% | 1.79% | 10.2% | 691 | 6.37% | 3.5 |
|
3118
Cyrus J. Lawrence
New York
| $494M | +$42.7M | +9% | 7.37% | – | 176 | 17.61% | 1.5 |
|
3119
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $494M | -$121K | -0% | 0.93% | 71.4% | 143 | 8.39% | 4.3 |
|
3120
Chandler Asset Management
San Diego,
California
| $493M | +$196K | +0% | 0.59% | 35.6% | 24 | 0% | 4.6 |
|
3121
Mengis Capital Management
Portland,
Oregon
| $493M | -$155M | -24% | 1.76% | 104% | 223 | 22.42% | 5.3 |
|
3122
StepStone Group
La Jolla,
California
| $493M | +$21.5M | +5% | 15.1% | 107% | 23 | 39.13% | 2.3 |
|
|
CT
3123
Chicago Trust
Grayslake,
Illinois
| $493M | +$9.6M | +2% | 3.25% | 85.9% | 338 | 19.82% | 4 |
|
3124
Spirit of America Management Corp
Syosset,
New York
| $493M | -$3.43M | -0.7% | 3.39% | 113% | 319 | 11.91% | 4.8 |
|
3125
Farmers Trust Company
Youngstown,
Ohio
| $493M | -$4.07M | -0.8% | 1.83% | 73.5% | 187 | 9.09% | 5.9 |
|