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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
Bank of New Hampshire
Laconia,
New Hampshire
| $346M | -$65.8M | -16% | 13.3% | 96.5% | 544 | 7.9% | 0.5 |
|
|
SXL
3277
Summit X LLC
Chesterfield,
Missouri
| $346M | -$61.7M | -15% | 13.8% | 62.9% | 272 | 17.65% | 2.8 |
|
3278
Total Wealth Planning
Cincinnati,
Ohio
| $346M | -$24.7M | -7% | 11% | 37.2% | 90 | 17.78% | 1.4 |
|
3279
Alphadyne Asset Management
New York
| $345M | +$214M | +163% | 15.8% | 159% | 16 | 93.75% | 0 |
|
3280
Physician Wealth Advisors
Midvale,
Utah
| $345M | -$31.4M | -8% | 15.1% | 79.9% | 163 | 12.88% | 2 |
|
3281
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $345M | +$22.1M | +7% | 10.8% | 75.6% | 96 | 28.13% | 1.4 |
|
3282
Schroders
London,
United Kingdom
| $345M | -$111M | -24% | 8.53% | 5.82% | 84 | 19.05% | 0.3 |
|
3283
Monograph Wealth Advisors
Manhattan Beach,
California
| $345M | -$51.2M | -13% | 15.1% | 68% | 92 | 18.48% | 0.5 |
|
3284
Systelligence LLC
Bloomington,
Minnesota
| $345M | -$119M | -26% | 12.6% | 57.3% | 48 | 39.58% | 0.9 |
|
3285
Fieldpoint Private Securities
Greenwich,
Connecticut
| $344M | -$141M | -29% | 12.5% | 47.2% | 1,793 | 18.8% | 1.6 |
|
3286
West Financial Advisors
Des Moines,
Iowa
| $344M | -$36M | -9% | 11.6% | 49.1% | 202 | 27.23% | 1.2 |
|
3287
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $344M | -$44.6M | -11% | 11.9% | 79.3% | 76 | 3.95% | 5.3 |
|
3288
Canal Insurance Company
Greenville,
South Carolina
| $344M | -$20.6M | -6% | 6.33% | 114% | 105 | 22.86% | 3.3 |
|
3289
Providence Capital Advisors
Charlotte,
North Carolina
| $344M | -$64.7M | -16% | 13.3% | 47.4% | 482 | 38.38% | 2.3 |
|
3290
Haverford Financial Services
Radnor,
Pennsylvania
| $344M | -$62.3M | -15% | 10.9% | 57.9% | 70 | 10% | 4 |
|
3291
IA Venture Strategies Fund II
New York
| $343M | -$164M | -32% | 31.2% | 375% | 2 | 0% | 0.5 |
|
3292
American Money Management
Rancho Santa Fe,
California
| $343M | -$32.8M | -9% | 10.8% | 65% | 141 | 5.67% | 3.2 |
|
3293
Berkshire Bank
Pittsfield,
Massachusetts
| $343M | -$77.8M | -18% | 12.7% | 69.7% | 140 | 5% | 1.5 |
|
3294
Think Investments
San Francisco,
California
| $343M | -$9.28M | -3% | 17.8% | 285% | 26 | 30.77% | 1.8 |
|
3295
Advisor OS
Chicago,
Illinois
| $343M | -$2.58M | -0.7% | 8.93% | 61.2% | 215 | 15.35% | 1.3 |
|
3296
Thrive Capital Management (New York)
New York
| $342M | -$398M | -54% | 48.5% | 205% | 11 | 27.27% | 0.6 |
|
3297
Ovata Capital Management
Hong Kong
| $342M | +$17.4M | +5% | 16.2% | 69.1% | 211 | 81.99% | 0.4 |
|
3298
Smith Anglin Financial
Dallas,
Texas
| $342M | -$89.5M | -21% | 14.2% | 52.8% | 151 | 22.52% | 1.1 |
|
3299
Bedel Financial Consulting
Indianapolis,
Indiana
| $342M | +$23.6M | +7% | 3.47% | 104% | 1,016 | 81.1% | 3.7 |
|
3300
Waller Financial Planning Group
Columbus,
Ohio
| $342M | -$35.7M | -9% | 12.7% | 47.5% | 58 | 24.14% | 2.6 |
|