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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3401
Key Financial Inc
West Chester,
Pennsylvania
| $460M | +$19.6M | +4% | 0.95% | 64.1% | 1,417 | 4.94% | 3.1 |
|
3402
Fiduciary Financial Group
San Rafael,
California
| $459M | -$265K | -0.1% | 0.1% | – | 323 | 26.93% | 0.6 |
|
3403
Fortress Investment Group
New York
| $459M | -$170M | -27% | 12.4% | 97.5% | 47 | 70.21% | 0.8 |
|
3404
Legacy Financial Strategies
Overland Park,
Kansas
| $459M | -$5.73M | -1% | 2.69% | 76.7% | 127 | 12.6% | 2.8 |
|
3405
Financial Gravity Asset Management
Lakeway,
Texas
| $459M | – | – | 1.75% | – | 1,080 | – | 1.4 |
|
3406
Vertex Planning Partners
Downers Grove,
Illinois
| $458M | +$4.89M | +1% | 1.66% | 55.4% | 196 | 15.82% | 1.6 |
|
3407
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $458M | +$44.9M | +11% | 2.22% | 63.5% | 241 | 13.28% | 2 |
|
3408
Towle & Co
Denver,
Colorado
| $458M | -$124M | -21% | 11.8% | 172% | 56 | 17.86% | 2 |
|
3409
SkyOak Wealth
Southfield,
Michigan
| $457M | -$10.9M | -2% | 2.27% | 80.7% | 280 | 21.43% | 3.1 |
|
3410
Cambridge Advisors
Omaha,
Nebraska
| $457M | +$8.55M | +2% | 0.3% | 58.6% | 178 | 7.3% | 6.3 |
|
3411
Safeguard Financial
Minocqua,
Wisconsin
| $456M | -$3.72M | -0.8% | 3.57% | 21.9% | 117 | 12.82% | 1.7 |
|
3412
Alpine Investment Management
Hong Kong
| $456M | +$102M | +29% | 9.28% | 33.7% | 17 | 58.82% | 0.5 |
|
|
CPA
3413
Capital Performance Advisors
Walnut Creek,
California
| $456M | +$143M | +46% | 1.88% | 77.1% | 287 | 50.17% | 0.8 |
|
3414
Herold Advisors
New York
| $455M | -$3.53M | -0.8% | 0.31% | 90.2% | 291 | 8.59% | 2.4 |
|
3415
Chemung Canal Trust
Elmira,
New York
| $455M | -$24.6M | -5% | 0.13% | 93.4% | 126 | 4.76% | 7.3 |
|
3416
Boston Standard Wealth Management
Winchester,
Massachusetts
| $455M | -$59.7M | -12% | 1.49% | 47.1% | 49 | 8.16% | 5.4 |
|
3417
Gagnon Securities
New York
| $455M | -$41.8M | -8% | 8.61% | 210% | 99 | 9.09% | 4.4 |
|
3418
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $454M | +$20.9M | +5% | 0.11% | – | 161 | 14.91% | 0.6 |
|
3419
Covenant Asset Management
Chester,
New Jersey
| $454M | -$198M | -30% | 6.62% | 177% | 177 | 10.17% | 4 |
|
3420
Pinion Investment Advisors
Wichita,
Kansas
| $454M | +$202M | +81% | 2.84% | 81.7% | 165 | 15.15% | 3.3 |
|
3421
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $454M | -$1.29M | -0.3% | 0.83% | 69% | 141 | 21.99% | 1.7 |
|
3422
GenWealth Group
Maplewood,
New Jersey
| $454M | +$14.3M | +3% | 2.85% | 73.9% | 80 | 18.75% | 4.7 |
|
3423
Winslow Asset Management
Beachwood,
Ohio
| $453M | -$48.5M | -10% | 4.54% | 89.9% | 80 | 7.5% | 7.2 |
|
3424
ThornTree Capital Partners
Boston,
Massachusetts
| $453M | -$317M | -41% | 5.5% | 217% | 29 | 44.83% | 1.4 |
|
3425
RV Capital
Schindellegi,
Switzerland
| $453M | -$13.6M | -3% | 1.53% | 250% | 11 | 0% | 2.5 |
|