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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3351
Legacy Financial Strategies
Overland Park,
Kansas
| $646M | +$91.5M | +17% | 15.7% | 76.7% | 159 | 16.35% | 3.1 |
|
3352
Advisors Preferred
Rockville,
Maryland
| $646M | -$33.3M | -5% | 16.7% | 102% | 320 | 64.06% | 0.7 |
|
3353
Patient Square Capital
Menlo Park,
California
| $646M | +$81.9M | +15% | 24.9% | 329% | 35 | 51.43% | 0.8 |
|
3354
Waterfront Wealth
Overland Park,
Kansas
| $645M | +$101M | +19% | 15.8% | 77.2% | 308 | 11.36% | 3.2 |
|
3355
Mayport LLC
Newton,
Massachusetts
| $645M | +$107M | +20% | 12.2% | 57% | 142 | 14.08% | 2.1 |
|
3356
Harfst & Associates
Sheridan,
Wyoming
| $643M | +$83.2M | +15% | 17.6% | 88.1% | 129 | 10.08% | 3.6 |
|
3357
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $643M | +$48.7M | +8% | 12.2% | 75.9% | 226 | 11.06% | 5.1 |
|
3358
Patten Group
Chattanooga,
Tennessee
| $643M | +$68M | +12% | 17.6% | 99% | 342 | 18.42% | 5.1 |
|
3359
Centric Wealth Management
Chicago,
Illinois
| $643M | +$142M | +28% | 11.8% | 44.4% | 209 | 2.87% | 2.9 |
|
3360
Holistic Planning
Nacogdoches,
Texas
| $643M | +$141M | +28% | 11% | – | 349 | 19.48% | 1.2 |
|
3361
Foresite Capital Management VI
Larkspur,
California
| $643M | +$182M | +40% | 21.6% | – | 25 | 40% | 0.5 |
|
3362
GenWealth Group
Maplewood,
New Jersey
| $642M | +$57.4M | +10% | 11.8% | 73.9% | 98 | 22.45% | 4.6 |
|
3363
Martin & Co
Knoxville,
Tennessee
| $640M | +$52.7M | +9% | 12.5% | 67.8% | 102 | 2.94% | 9.8 |
|
|
AMCA
3364
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $640M | +$77.5M | +14% | 18.8% | 129% | 140 | 10% | 5.1 |
|
3365
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $639M | +$14.1M | +2% | 18% | 45.5% | 42 | 4.76% | 5.5 |
|
3366
Ironwood Financial
Tucson,
Arizona
| $639M | +$66M | +12% | 10.5% | 54.1% | 182 | 9.34% | 5.5 |
|
3367
Kiley Juergens Wealth Management
Olympia,
Washington
| $639M | +$71.8M | +13% | 17.5% | 106% | 248 | 8.06% | 1.8 |
|
3368
Scott Capital Advisors
Portland,
Oregon
| $639M | +$145M | +29% | 8.85% | 50.9% | 68 | 17.65% | 2.6 |
|
|
MAM
3369
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $638M | +$95.8M | +18% | 14.3% | 64.4% | 296 | 32.09% | 1.3 |
|
3370
FFT Wealth Management
Philadelphia,
Pennsylvania
| $638M | +$85.9M | +16% | 14.4% | 65.6% | 110 | 22.73% | 2.9 |
|
3371
Adventist Health System West
Roseville,
California
| $638M | +$74.2M | +13% | 13.5% | 60.2% | 13 | 7.69% | 1.7 |
|
3372
Grey Fox Wealth Advisors
Rockland,
Delaware
| $637M | +$119M | +23% | 9.18% | 45.3% | 186 | 28.49% | 1.9 |
|
3373
Sky Investment Group
Hartford,
Connecticut
| $637M | +$53.5M | +9% | 11.8% | 81.4% | 151 | 9.27% | 6.5 |
|
3374
Sunriver Management
Greenwich,
Connecticut
| $637M | +$45.5M | +8% | 12.7% | 9.27% | 29 | 65.52% | 0.7 |
|
3375
Leonard Rickey Investment Advisors
Yakima,
Washington
| $637M | +$58.9M | +10% | 15.2% | 60.4% | 135 | 20% | 3.7 |
|