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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3276
Vertex Planning Partners
Downers Grove,
Illinois
| $673M | +$159M | +31% | 13.1% | 55.4% | 162 | 19.14% | 1.8 |
|
3277
Truvestments Capital
Sarasota,
Florida
| $673M | +$119M | +21% | 32.9% | 131% | 1,315 | 23.42% | 1.8 |
|
3278
PAX Financial Group
San Antonio,
Texas
| $673M | +$86.7M | +15% | 13.7% | 56% | 226 | 20.35% | 3.4 |
|
3279
MYDA Advisors
Woodmere,
New York
| $672M | +$64M | +11% | 28% | 232% | 250 | 67.2% | 0.4 |
|
3280
Curran Financial Partners
Daniel Island,
South Carolina
| $672M | +$113M | +20% | 6.95% | 49.4% | 144 | 14.58% | 2.4 |
|
3281
MA Private Wealth
San Carlos,
California
| $671M | +$80M | +14% | 15.9% | 57.5% | 90 | 6.67% | 3.3 |
|
3282
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $671M | +$77.2M | +13% | 13.2% | 31.3% | 245 | 46.94% | 0.8 |
|
3283
Avenir Tech
Hong Kong
| $671M | -$119M | -15% | 0.19% | – | 36 | 50% | 0.6 |
|
3284
Armbruster Capital Management
Pittsford,
New York
| $671M | +$60.6M | +10% | 14.6% | 66.7% | 134 | 8.21% | 5.9 |
|
3285
Square Wave Capital
Brooklyn,
New York
| $670M | +$257M | +62% | 71.1% | – | 14 | 35.71% | 0.4 |
|
3286
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $670M | +$61.7M | +10% | 11.1% | 99.9% | 80 | 8.75% | 6.6 |
|
3287
Strategy Asset Managers
Pasadena,
California
| $670M | +$60.4M | +10% | 16.7% | 115% | 289 | 17.3% | 3.5 |
|
3288
Verum Partners
Charlotte,
North Carolina
| $669M | +$142M | +27% | 11.2% | 57.7% | 207 | 16.91% | 2.2 |
|
3289
Montecito Bank & Trust
Santa Barbara,
California
| $668M | +$61.1M | +10% | 14.5% | – | 280 | 8.21% | 6.5 |
|
3290
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $668M | +$13.9M | +2% | 8.76% | 116% | 16 | 6.25% | 7.7 |
|
3291
ORG Wealth Partners
Dallas,
Texas
| $667M | +$159M | +31% | 39.1% | – | 745 | 13.15% | 1.2 |
|
3292
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $666M | +$37M | +6% | 12% | – | 107 | 26.17% | 2.3 |
|
3293
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $666M | +$41.8M | +7% | 15.6% | 85% | 1,347 | 75.35% | 2.1 |
|
3294
Steginsky Capital
Port Washington,
New York
| $666M | +$61.2M | +10% | 8.21% | 99.4% | 8 | 0% | 8.3 |
|
|
CM
3295
Capital Management
Glen Allen,
Virginia
| $666M | +$81.1M | +14% | 12.4% | 63.6% | 75 | 9.33% | 4.9 |
|
3296
Cynosure Group
Salt Lake City,
Utah
| $666M | -$135M | -17% | 12.2% | 56.8% | 269 | 59.48% | 1.3 |
|
3297
Advocate Group
Minnetonka,
Minnesota
| $665M | +$25.8M | +4% | 8.29% | 56.3% | 134 | 14.93% | 3.1 |
|
3298
Cantillon Capital Management
New York
| $665M | -$14.4B | -96% | 19% | 105% | 38 | 28.95% | 6.8 |
|
|
ARG
3299
Advisory Resource Group
Tulsa,
Oklahoma
| $665M | +$83.8M | +14% | 13.7% | 72% | 192 | 15.1% | 3 |
|
3300
Blue Owl Capital Holdings
New York
| $665M | +$292M | +79% | 23.2% | 145% | 93 | 36.56% | 1.1 |
|