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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
Beverly Hills Private Wealth
Beverly Hills,
California
| $533M | +$27.8M | +6% | 8.26% | 80% | 350 | 6.29% | 1.9 |
|
3277
Olstein Capital Management
Purchase,
New York
| $533M | -$9.8M | -2% | 2.67% | 16.6% | 102 | 4.9% | 5.8 |
|
3278
Well Done LLC
Holland,
Michigan
| $533M | -$18.4M | -3% | 5.1% | 80.4% | 193 | 16.58% | 4.6 |
|
3279
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $533M | +$32.9M | +7% | 8.12% | 67.5% | 152 | 14.47% | 4.3 |
|
3280
Moment Partners
San Francisco,
California
| $533M | +$28.2M | +6% | 8.28% | – | 116 | 6.9% | 0.5 |
|
3281
SilverOak Wealth Management
Edina,
Minnesota
| $533M | +$70.4M | +15% | 11% | – | 119 | 18.49% | 1.1 |
|
3282
North Growth Management
Vancouver,
British Columbia, Canada
| $533M | +$59.2M | +12% | 19.1% | 243% | 48 | 4.17% | 4.2 |
|
3283
MATAURO
New York
| $533M | +$40.3M | +8% | 10.3% | – | 149 | 24.83% | 0.4 |
|
3284
SOA Wealth Advisors
New York
| $532M | +$53.4M | +11% | 10.6% | 79.1% | 943 | 13.47% | 3.5 |
|
3285
Werba Rubin Papier Wealth Management
San Jose,
California
| $532M | +$72.3M | +16% | 8.68% | 67% | 237 | 21.94% | 1.4 |
|
3286
Advisors Management Group
La Crosse,
Wisconsin
| $531M | +$71.4M | +16% | 7.15% | 125% | 153 | 3.92% | 4.8 |
|
3287
Arosa Capital Management
Miami Beach,
Florida
| $531M | +$260M | +96% | 48.5% | 536% | 75 | 62.67% | 0.3 |
|
3288
Vanderbilt University
Nashville,
Tennessee
| $530M | +$6.4M | +1% | 6.31% | 61.8% | 87 | 22.99% | 1.5 |
|
3289
Lathrop Investment Management
Little Rock,
Arkansas
| $529M | +$25.1M | +5% | 10.6% | 72.2% | 89 | 13.48% | 6.7 |
|
3290
Clearstead Trust
Portland,
Maine
| $529M | +$79.3M | +18% | 15.5% | 111% | 1,553 | 47.59% | 1 |
|
3291
Nextech Invest
Zurich,
Switzerland
| $528M | +$98.1M | +23% | 32.1% | 982% | 16 | 6.25% | 2 |
|
3292
Gateway Wealth Partners
Appleton,
Wisconsin
| $527M | +$82M | +18% | 8.63% | 58.9% | 378 | 23.81% | 1.3 |
|
3293
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $527M | +$25.6M | +5% | 3.7% | 24.5% | 37 | 18.92% | 5.2 |
|
3294
TLWM Financial
San Antonio,
Texas
| $526M | +$26.2M | +5% | 6.81% | 53.9% | 76 | 10.53% | 3.7 |
|
3295
Optas LLC
Austin,
Texas
| $526M | -$48.5M | -8% | 14.4% | 118% | 402 | 32.84% | 2 |
|
3296
Tufton Capital Management
Hunt Valley,
Maryland
| $526M | +$6.79M | +1% | 6.94% | 96.1% | 121 | 3.31% | 8.3 |
|
3297
Manitou Investment Management
Toronto,
Ontario, Canada
| $526M | +$11.4M | +2% | 11.9% | 69.3% | 66 | 7.58% | 3.2 |
|
3298
Adams Wealth Management
Logan,
Utah
| $525M | +$15.9M | +3% | 10.5% | 105% | 191 | 28.27% | 1.6 |
|
3299
Wealth Alliance Advisory Group
Wichita,
Kansas
| $525M | +$42.9M | +9% | 8.01% | 72.7% | 205 | 13.66% | 4 |
|
3300
Maia Wealth
Denver,
Colorado
| $525M | +$84M | +19% | 9.08% | – | 344 | 20.93% | 0.9 |
|