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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3326
Intercontinental Wealth Advisors
San Antonio,
Texas
| $336M | +$17.5M | +5% | 8.17% | 46.7% | 278 | 9.71% | 3 |
|
3327
Gibson Capital
Wexford,
Pennsylvania
| $336M | +$20.3M | +6% | 6.28% | 67.2% | 52 | 15.38% | 4.2 |
|
3328
Callodine Capital Management
Boston,
Massachusetts
| $336M | +$14.4M | +4% | 9.43% | 53.8% | 52 | 30.77% | 1.5 |
|
3329
SJS Investment Consulting
Sylvania,
Ohio
| $336M | +$39.9M | +13% | 8.55% | 69.4% | 1,746 | 11.11% | 0.7 |
|
3330
Renaissance Investment Group
Lenox,
Massachusetts
| $335M | +$14.6M | +5% | 12.1% | 110% | 85 | 4.71% | 5.9 |
|
3331
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $335M | +$15.8M | +5% | 9.34% | 129% | 212 | 47.64% | 1 |
|
3332
Institutional Venture Management XVI
Menlo Park,
California
| $335M | -$95.8M | -22% | 11.9% | 523% | 8 | 0% | 1.7 |
|
3333
FTV Management Company
San Francisco,
California
| $335M | -$82.3M | -20% | 19.1% | 15.1% | 2 | 0% | 1.1 |
|
3334
Inherent Group
New York
| $335M | -$579M | -63% | 8.01% | 61.7% | 48 | 62.5% | 1 |
|
3335
Cyrus J. Lawrence
New York
| $335M | -$174M | -34% | 10% | – | 226 | 25.66% | 0.6 |
|
3336
Kowal Investment Group
Brookfield,
Wisconsin
| $335M | +$39.7M | +13% | 8.1% | 21.1% | 165 | 20% | 1.2 |
|
|
JWCA
3337
J.W. Coons Advisors
Columbus,
Ohio
| $335M | +$70.5M | +27% | 8.32% | 61.2% | 230 | 10.87% | 2.1 |
|
3338
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $335M | +$9.8M | +3% | 7.85% | 71.4% | 277 | 8.66% | 2.6 |
|
3339
Eagle Strategies
New York
| $335M | +$143M | +75% | 8.31% | 77.7% | 169 | 43.79% | 0.5 |
|
3340
ML&R Wealth Management
Austin,
Texas
| $335M | +$38.9M | +13% | 10.5% | – | 72 | 26.39% | 0.7 |
|
3341
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $334M | +$24.1M | +8% | 6.78% | 56.8% | 237 | 12.24% | 1.2 |
|
3342
CFM Wealth Partners
Austin,
Texas
| $334M | +$21M | +7% | 7.44% | 152% | 167 | 17.37% | 2.3 |
|
3343
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $334M | +$34.3M | +11% | 5.61% | 44.3% | 50 | 34% | 1.2 |
|
3344
Cornerstone Retirement Group
Reno,
Nevada
| $334M | +$5.34M | +2% | 3.69% | – | 13 | 76.92% | 0.3 |
|
3345
Kadensa Capital
Central,
Hong Kong
| $333M | +$27.5M | +9% | 1.35% | 191% | 33 | 57.58% | 0.4 |
|
3346
Northside Capital Management
Hood River,
Oregon
| $333M | +$25.2M | +8% | 6.46% | 99.6% | 116 | 21.55% | 3.5 |
|
|
VCM
3347
V3 Capital Management
Dallas,
Texas
| $333M | -$41M | -11% | 1.63% | 20.5% | 14 | 42.86% | 1.1 |
|
3348
Bienville Capital Management
New York
| $333M | +$77.6M | +30% | 3.36% | 36.3% | 113 | 24.78% | 3.3 |
|
|
GWSG
3349
GPS Wealth Strategies Group
Centennial,
Colorado
| $333M | -$63.3M | -16% | 5.69% | 118% | 1,185 | 89.96% | 1.6 |
|
3350
Gould Asset Management
Claremont,
California
| $333M | +$38M | +13% | 5.8% | 42.8% | 162 | 22.22% | 4.2 |
|