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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
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3176
Marotta Asset Management
Charlottesville,
Virginia
| $509M | +$31.4M | +7% | 0.43% | 51% | 114 | 6.14% | 4 |
|
3177
Adams Wealth Management
Logan,
Utah
| $509M | -$13.5M | -3% | 1.32% | 105% | 159 | 36.48% | 2 |
|
3178
Convergence Financial
Columbia,
Missouri
| $509M | +$7.83M | +2% | 3.75% | 70.6% | 182 | 20.88% | 1 |
|
3179
Schoolcraft Capital
Boulder,
Colorado
| $509M | +$29.8M | +6% | 0.62% | 58.7% | 74 | 8.11% | 3.8 |
|
3180
SC&H Financial Advisors
Sparks,
Maryland
| $508M | +$24.3M | +5% | 1.23% | 66.2% | 152 | 3.29% | 2.6 |
|
3181
Stanley Capital Management
Houston,
Texas
| $508M | -$5.42M | -1% | 7.68% | 158% | 39 | 10.26% | 3.8 |
|
3182
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $508M | -$20.4M | -4% | 1.93% | 93.2% | 232 | 9.48% | 4.6 |
|
3183
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $508M | -$7.12M | -1% | 3.08% | 224% | 170 | 30.59% | 1 |
|
3184
Buffington Mohr McNeal
Boise,
Idaho
| $507M | -$96M | -16% | 3.07% | 29.3% | 141 | 26.95% | 5.3 |
|
3185
Oakmont Corp
Los Angeles,
California
| $507M | -$65.1M | -11% | 7.58% | 70.2% | 31 | 9.68% | 3.6 |
|
|
FA
3186
Financial Advisors
Andover,
Massachusetts
| $507M | -$14.5M | -3% | 1.67% | 71.5% | 83 | 2.41% | 4.4 |
|
3187
WPWealth
Fort Worth,
Texas
| $506M | +$17M | +3% | 0.88% | 38.2% | 96 | 15.63% | 1.4 |
|
3188
Bellecapital
Zurich,
Switzerland
| $506M | -$59.8M | -11% | 3.93% | 152% | 162 | 22.84% | 3.4 |
|
3189
Beverly Hills Private Wealth
Beverly Hills,
California
| $506M | +$10.6M | +2% | 1.22% | 91.6% | 352 | 9.38% | 1.7 |
|
3190
First Reserve GP XIII
Stamford,
Connecticut
| $505M | +$48.3M | +11% | 4.61% | 5.56% | 2 | 50% | 0.6 |
|
3191
Strategic Global Advisors
Newport Beach,
California
| $505M | -$41.8M | -8% | 2.85% | 137% | 152 | 21.71% | 2.1 |
|
3192
Golden State Equity Partners
South Coast Metro,
California
| $505M | -$18.1M | -3% | 1.58% | – | 477 | 19.29% | 1.7 |
|
3193
Duncker Streett & Co
St. Louis,
Missouri
| $505M | -$33.9M | -6% | 1.6% | 102% | 541 | 9.06% | 6.5 |
|
3194
Moment Partners
San Francisco,
California
| $505M | -$20.2M | -4% | 3.05% | – | 119 | 11.76% | 0.2 |
|
3195
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $505M | +$1.11M | +0.2% | 0.7% | 69.8% | 118 | 37.29% | 1.5 |
|
3196
Almanack Investment Partners
Wayne,
Pennsylvania
| $505M | -$144M | -22% | 2.48% | 82.2% | 204 | 35.29% | 2.6 |
|
3197
Affinity Capital Advisors
Berkeley,
California
| $504M | -$27.1M | -5% | 2.32% | 72.7% | 160 | 10% | 3.2 |
|
|
HP
3198
Hound Partners
New York
| $504M | +$244M | +94% | 15.8% | 19.7% | 22 | 36.36% | 1.3 |
|
3199
TFO Wealth Partners
Maumee,
Ohio
| $504M | +$294M | +139% | 0.46% | 63.6% | 39 | 74.36% | 0.9 |
|
3200
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $504M | -$7.26M | -1% | 1.15% | 71.4% | 158 | 9.49% | 4.5 |
|