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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3526
Rempart Asset Management
Montreal,
Canada
| $529M | -$11.6M | -2% | 3.65% | 70.5% | 35 | 0% | 4.4 |
|
3527
Brian C. Broderick
| $529M | +$2.55M | +0.5% | 5.44% | 98.6% | 88 | 3.41% | 6.8 |
|
|
LA
3528
Lynch & Associates
Newburgh,
Indiana
| $529M | +$11.1M | +2% | 3.23% | 73.5% | 129 | 5.43% | 7.8 |
|
3529
Goodman Financial
Houston,
Texas
| $528M | +$14.3M | +3% | 2.17% | 52.5% | 79 | 24.05% | 2.4 |
|
3530
West Virginia University Foundation
Morgantown,
West Virginia
| $528M | +$148M | +39% | 2.3% | – | 2 | 0% | 1 |
|
3531
RWC Asset Advisors
Miami,
Florida
| $528M | -$83M | -14% | 17.9% | 267% | 19 | 42.11% | 2.3 |
|
3532
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $528M | +$42.8M | +9% | 3.3% | 85% | 1,369 | 25.64% | 1.2 |
|
3533
Pettinga Financial Advisors
Evansville,
Indiana
| $527M | +$14.4M | +3% | 4.15% | 78.1% | 151 | 11.26% | 3.2 |
|
3534
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $527M | +$50.9M | +11% | 2.08% | 64.9% | 65 | 21.54% | 2 |
|
3535
McNamara Financial Services
Marshfield,
Massachusetts
| $527M | -$10.8M | -2% | 1.72% | 42.6% | 103 | 9.71% | 4.1 |
|
3536
Requisite Capital Management
Dallas,
Texas
| $527M | -$68.6M | -12% | 0.87% | 41% | 389 | 74.81% | 1.4 |
|
3537
TruNorth Capital Management
Kalamazoo,
Michigan
| $527M | +$21.3M | +4% | 1.45% | – | 414 | 72.71% | 1.4 |
|
3538
Virtus Wealth Solutions
Cranford,
New Jersey
| $527M | +$7.17M | +1% | 9.71% | – | 65 | 43.08% | 0.6 |
|
3539
Ashton Thomas Securities
Rochester,
New York
| $527M | -$190M | -26% | 1.54% | – | 423 | 34.52% | 1.1 |
|
3540
Curran Financial Partners
Daniel Island,
South Carolina
| $527M | +$21.2M | +4% | 0.18% | 53.5% | 139 | 14.39% | 2.2 |
|
3541
Conversant Capital
Summit,
New Jersey
| $526M | -$63.5M | -11% | 7.8% | 228% | 15 | 46.67% | 0.6 |
|
3542
WestHill Financial Advisors
San Rafael,
California
| $526M | +$16.2M | +3% | 2.76% | 62.9% | 83 | 8.43% | 3.4 |
|
3543
Waterfront Wealth
Overland Park,
Kansas
| $526M | +$38M | +8% | 3.8% | 77.2% | 281 | 7.47% | 3.2 |
|
3544
Whalerock Point Partners
Providence,
Rhode Island
| $526M | +$33.2M | +7% | 3.95% | 103% | 206 | 16.5% | 5.5 |
|
3545
Hamilton Wealth
Encino,
California
| $526M | +$46.3M | +10% | 5.74% | 108% | 135 | 30.37% | 1.8 |
|
3546
Cambridge Advisors
Omaha,
Nebraska
| $525M | +$13.6M | +3% | 1.54% | 58.6% | 179 | 7.26% | 6.6 |
|
3547
Systelligence LLC
Bloomington,
Minnesota
| $525M | -$1.97M | -0.4% | 2.29% | 57.3% | 67 | 43.28% | 1 |
|
3548
MYDA Advisors
Woodmere,
New York
| $525M | +$62M | +13% | 2.81% | 232% | 238 | 75.21% | 0.4 |
|
3549
FFT Wealth Management
Philadelphia,
Pennsylvania
| $525M | -$19.6M | -4% | 2.47% | 65.6% | 92 | 11.96% | 3.1 |
|
3550
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $525M | +$14.7M | +3% | 1.74% | 56.9% | 133 | 9.02% | 3.6 |
|