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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
Alpha Omega Wealth Management
Richmond,
Virginia
| $657M | +$40.3M | +7% | 10.4% | 65.9% | 215 | 7.44% | 6.8 |
|
3327
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $657M | +$67.4M | +11% | 12.3% | 56.7% | 630 | 10.79% | 2.1 |
|
3328
CMH Wealth Management
Portsmouth,
New Hampshire
| $655M | +$72.9M | +13% | 15.8% | 88% | 121 | 9.92% | 2.1 |
|
3329
Clear Trail Advisors
Houston,
Texas
| $655M | +$54.6M | +9% | 4.49% | – | 166 | 13.25% | 0.4 |
|
3330
Sovereign Financial Group
Stamford,
Connecticut
| $654M | +$78.8M | +14% | 18% | 90.7% | 407 | 15.23% | 2.8 |
|
3331
WealthShield Partners
Cary,
North Carolina
| $654M | -$244M | -27% | 17% | 71% | 626 | 42.17% | 3.6 |
|
3332
Marble Wealth
Montgomery,
Alabama
| $653M | +$81.9M | +14% | 16.9% | – | 244 | 13.11% | 0.4 |
|
3333
Endurance Services Ltd
Purchase,
New York
| $653M | +$59.2M | +10% | 9.49% | – | 8 | 0% | 1.4 |
|
3334
Crawford Fund Management
Boston,
Massachusetts
| $653M | +$133M | +26% | 3.64% | – | 217 | 22.12% | 1.2 |
|
3335
Stamos Capital Partners
Menlo Park,
California
| $653M | +$12.9M | +2% | 8.87% | 36.7% | 142 | 1.41% | 3.4 |
|
3336
Nordwand Advisors
Radnor,
Pennsylvania
| $652M | +$80.5M | +14% | 21.2% | 93% | 155 | 9.03% | 1.4 |
|
3337
Three Arch Wealth Management
Irvine,
California
| $652M | +$95.8M | +17% | 11% | – | 71 | 16.9% | 0.4 |
|
3338
Presilium Private Wealth
Radnor,
Pennsylvania
| $651M | +$84.2M | +15% | 9.87% | 45.9% | 97 | 23.71% | 2.2 |
|
3339
Garrett Wealth Advisory Group
Weatherford,
Texas
| $651M | +$88.1M | +16% | 12.1% | 74.6% | 154 | 15.58% | 2.5 |
|
3340
BlueSpruce Investments
Chicago,
Illinois
| $650M | +$19.1M | +3% | 21.1% | 59.6% | 22 | 72.73% | 0.5 |
|
3341
Gibraltar Capital Management
Tulsa,
Oklahoma
| $650M | +$69.6M | +12% | 12.5% | 65% | 131 | 9.16% | 2.5 |
|
3342
Broad Run Investment Management
Arlington,
Virginia
| $650M | +$81.9M | +14% | 24% | 202% | 24 | 0% | 7 |
|
3343
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $649M | +$48.1M | +8% | 22.8% | 87.8% | 81 | 4.94% | 4.8 |
|
3344
Perennial Advisors
New York
| $649M | +$62M | +11% | 13.5% | – | 147 | 21.77% | 3.9 |
|
3345
Asset Allocation Strategies
Farmington,
Michigan
| $649M | +$86M | +15% | 10% | 58.1% | 184 | 13.04% | 1.7 |
|
3346
Goodman Financial
Houston,
Texas
| $647M | +$65.1M | +11% | 6.86% | 52.5% | 84 | 21.43% | 2.5 |
|
3347
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $647M | +$100M | +18% | 32.5% | 282% | 434 | 32.03% | 1.5 |
|
|
JCP
3348
JB Capital Partners
Armonk,
New York
| $646M | +$65.9M | +11% | 14.6% | 142% | 86 | 2.33% | 3.7 |
|
3349
Brian C. Broderick
| $646M | +$104M | +19% | 29.4% | 98.6% | 98 | 6.12% | 6.6 |
|
3350
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $646M | +$54M | +9% | 15.1% | 69% | 131 | 14.5% | 2.5 |
|