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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3251
Burling Wealth Partners
Chicago,
Illinois
| $683M | +$65.1M | +11% | 12.8% | – | 191 | 13.09% | 1.2 |
|
|
AMG
3252
Asset Management Group
Stamford,
Connecticut
| $683M | +$64.7M | +10% | 13.9% | 57% | 140 | 3.57% | 8.9 |
|
3253
Calton & Associates
Tampa,
Florida
| $683M | -$13.1M | -2% | 17.6% | 73.9% | 503 | 29.62% | 1.5 |
|
3254
Principal Street Partners
Memphis,
Tennessee
| $683M | +$69.9M | +11% | 16.3% | 91% | 284 | 15.49% | 3 |
|
3255
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $683M | +$116M | +20% | 16.7% | 83% | 195 | 25.13% | 2.6 |
|
3256
Wilsey Asset Management
San Diego,
California
| $681M | +$43.2M | +7% | 3.86% | 66.9% | 28 | 10.71% | 3.6 |
|
3257
Bell Investment Advisors
Oakland,
California
| $681M | +$41.7M | +7% | 9.94% | 45% | 1,931 | 9.43% | 3.6 |
|
3258
Oliver Luxxe Assets
Gladstone,
New Jersey
| $680M | +$12.5M | +2% | 18.6% | 137% | 216 | 15.28% | 3 |
|
3259
Peak Asset Management
Louisville,
Colorado
| $680M | +$113M | +20% | 15.1% | 70.1% | 184 | 20.65% | 5.3 |
|
|
FBT
3260
First Bank & Trust
Brookings,
South Dakota
| $680M | +$59.2M | +10% | 13% | 85.6% | 278 | 10.43% | 3.9 |
|
3261
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $680M | +$40.1M | +6% | 13.6% | 93.2% | 217 | 8.76% | 5.3 |
|
|
CNBTD
3262
Citizens National Bank Trust Department
Meridian,
Mississippi
| $680M | +$79.1M | +13% | 22.9% | 124% | 386 | 2.33% | 4 |
|
|
SFA
3263
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $679M | +$159M | +31% | 45.5% | 187% | 33 | 15.15% | 2.6 |
|
3264
Bourgeon Capital Management
Darien,
Connecticut
| $679M | +$101M | +18% | 22.1% | 121% | 123 | 27.64% | 3.4 |
|
3265
Maia Wealth
Denver,
Colorado
| $679M | +$87.7M | +15% | 14.7% | – | 390 | 19.23% | 1.5 |
|
3266
Huber Capital Management
El Segundo,
California
| $679M | +$31.1M | +5% | 8.17% | 70.4% | 101 | 3.96% | 5.6 |
|
3267
Atlas Legacy Advisors
Los Angeles,
California
| $678M | +$128M | +23% | 17.9% | – | 225 | 18.67% | 1.2 |
|
3268
Ashton Thomas Securities
Rochester,
New York
| $677M | -$120M | -15% | 14.8% | – | 505 | 37.23% | 1.2 |
|
3269
Deltec Asset Management
New York
| $677M | +$132M | +24% | 19.3% | 127% | 304 | 35.86% | 2.2 |
|
3270
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $676M | +$86.8M | +15% | 15.9% | 63.7% | 154 | 14.29% | 2.7 |
|
3271
Tempo Wealth
Independence,
Ohio
| $675M | +$102M | +18% | 23.6% | – | 240 | 12.5% | 0.4 |
|
3272
Cadinha & Co
Honolulu,
Hawaii
| $675M | +$138M | +26% | 8.88% | 132% | 110 | 9.09% | 6.6 |
|
3273
Bellwether Advisors
Lincoln,
Nebraska
| $675M | +$84.9M | +14% | 24.8% | 115% | 204 | 40.2% | 2.3 |
|
3274
Carrera Capital Advisors
Troy,
Michigan
| $675M | +$25.7M | +4% | 2.68% | – | 220 | 19.09% | 1.1 |
|
3275
WPWealth
Fort Worth,
Texas
| $674M | +$19.6M | +3% | 8.21% | 38.2% | 107 | 13.08% | 2.1 |
|