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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3501
Pettinga Financial Advisors
Evansville,
Indiana
| $513M | +$56.6M | +12% | 9.22% | 78.1% | 144 | 13.19% | 3.2 |
|
3502
Praesidium Investment Management Company
New York
| $513M | -$54.6M | -10% | 7.1% | 79% | 15 | 26.67% | 2.3 |
|
3503
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $513M | +$45M | +10% | 9.62% | 130% | 154 | 27.92% | 1.9 |
|
3504
TBH Global Asset Management
Brentwood,
Tennessee
| $512M | +$44.7M | +10% | 9.19% | 70.7% | 260 | 39.23% | 2.3 |
|
|
KC
3505
Keenan Capital
Burlingame,
California
| $512M | +$84M | +20% | 29.7% | 110% | 8 | 0% | 4.4 |
|
3506
Cambridge Advisors
Omaha,
Nebraska
| $512M | +$33.3M | +7% | 6.27% | 58.6% | 172 | 4.07% | 6.7 |
|
3507
Ripple Effect Asset Management
New York
| $511M | -$164M | -24% | 13.1% | – | 57 | 56.14% | 0.3 |
|
3508
JFG Wealth Management
Denver,
Colorado
| $511M | +$32.6M | +7% | 6.72% | 65.2% | 68 | 10.29% | 2.3 |
|
3509
WestHill Financial Advisors
San Rafael,
California
| $510M | +$38.8M | +8% | 6.4% | 62.9% | 79 | 10.13% | 3.3 |
|
3510
Bright Rock Capital Management
Hanover,
Massachusetts
| $510M | +$16.2M | +3% | 5.78% | 53.1% | 75 | 4% | 5.3 |
|
3511
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $510M | +$77.2M | +18% | 6.63% | 106% | 372 | 26.61% | 1.5 |
|
3512
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $510M | +$49.5M | +11% | 6.15% | 56.9% | 128 | 7.81% | 3.4 |
|
3513
Vishria Bird Financial Group
Memphis,
Tennessee
| $510M | +$209M | +69% | 6.1% | 74.3% | 105 | 22.86% | 2.7 |
|
3514
Kesler Norman & Wride
Ogden,
Utah
| $510M | -$53.9M | -10% | 4.27% | 76% | 245 | 20% | 2.7 |
|
|
SFC
3515
SEG Family Corp
Toronto,
| $510M | -$150M | -23% | 22.8% | – | 1 | 0% | 0.3 |
|
3516
ESL Trust Services
Rochester,
New York
| $510M | +$20.1M | +4% | 5.77% | 53.9% | 310 | 30% | 1 |
|
3517
Long Run Wealth Advisors
Lake Placid,
New York
| $509M | +$32.8M | +7% | 5.55% | 50.5% | 113 | 10.62% | 2.4 |
|
3518
Rowlandmiller & Partners
Atlanta,
Georgia
| $509M | +$24.6M | +5% | 7.71% | 84% | 194 | 7.22% | 6.2 |
|
3519
AA Financial Advisors
Columbus,
Ohio
| $509M | +$44.8M | +10% | 6.83% | 68.8% | 201 | 12.94% | 1.2 |
|
3520
Mengis Capital Management
Portland,
Oregon
| $509M | +$37.9M | +8% | 7.05% | 104% | 211 | 7.58% | 5.5 |
|
3521
Kozak & Associates
Highlands Ranch,
Colorado
| $508M | +$17.2M | +4% | 8.22% | 111% | 500 | 26.4% | 2.5 |
|
|
LT
3522
Legacy Trust
Grand Rapids,
Michigan
| $507M | +$100M | +24% | 9.36% | 95% | 190 | 25.26% | 1.9 |
|
|
GF
3523
Greenfield FTC
Reno,
Nevada
| $507M | +$36.1M | +8% | 7.68% | 75.4% | 3 | 0% | 4.8 |
|
|
EFL
3524
ERn Financial LLC
Middleton,
Wisconsin
| $506M | +$32.5M | +7% | 6.07% | 61.2% | 152 | 12.5% | 4 |
|
3525
Thomist Capital Management
Houston,
Texas
| $506M | +$237M | +88% | 18.9% | 71.2% | 96 | 76.04% | 0.2 |
|