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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3551
Independent Solutions Wealth Management
Williamsville,
New York
| $226M | – | – | 6.92% | 125% | 155 | – | 0 |
|
3552
Moller Wealth Partners
| $226M | +$19.1M | +9% | 5.62% | 44.1% | 49 | 6.12% | 4.7 |
|
3553
Inscription Capital
Houston,
Texas
| $226M | +$43.9M | +24% | 6.44% | – | 156 | 17.31% | 0.6 |
|
3554
Wellington Shields & Co
New York
| $226M | +$161M | +248% | 8.69% | 109% | 235 | 85.53% | 0.8 |
|
3555
NYL Investors
New York
| $226M | -$5.96M | -3% | 3.91% | 12.7% | 27 | 3.7% | 1.1 |
|
3556
Harvey Capital Management
Palm Beach,
Florida
| $225M | +$24M | +12% | 11.9% | 147% | 81 | 13.58% | 3.3 |
|
3557
Kapitalo Investimentos
Sao Paulo,
Brazil
| $225M | +$13.6M | +6% | 16.5% | 66.5% | 30 | 66.67% | 0.3 |
|
3558
Stone Run Capital
New York
| $225M | +$15.2M | +7% | 7.95% | 77.8% | 60 | 5% | 5 |
|
3559
Mountain Capital Investment Advisors
Westminster,
Colorado
| $225M | +$112M | +99% | 4.29% | 63.3% | 61 | 52.46% | 0.9 |
|
|
NME
3560
Notis-McConarty Edward
| $225M | +$12.1M | +6% | 8.05% | 91.2% | 102 | 3.92% | 4.5 |
|
|
BCM
3561
Birmingham Capital Management
Birmingham,
Alabama
| $225M | +$7.72M | +4% | 6.25% | 103% | 101 | 3.96% | 5.2 |
|
|
LFG
3562
LifePlan Financial Group
Dayton,
Ohio
| $225M | +$12.3M | +6% | 4.87% | 20.2% | 589 | 7.81% | 2.1 |
|
3563
Physician Wealth Advisors
Midvale,
Utah
| $225M | +$20M | +10% | 7.59% | 79.9% | 120 | 10.83% | 0.2 |
|
3564
Summit Wealth & Retirement Planning
San Ramon,
California
| $225M | +$59.1M | +36% | 6.22% | 67.6% | 130 | 13.85% | 0.8 |
|
3565
Wall Capital Group
Phoenix,
Arizona
| $225M | +$13.6M | +6% | 7.07% | – | 24 | 8.33% | 2.2 |
|
3566
One Day In July LLC
Burlington,
Vermont
| $224M | +$31M | +16% | 3.33% | 43.1% | 35 | 0% | 0.9 |
|
3567
Security National Bank
Omaha,
Nebraska
| $224M | +$12.4M | +6% | 11.4% | 125% | 76 | 9.21% | 2 |
|
3568
TIFF Advisory Services
Radnor,
Pennsylvania
| $224M | +$93.3M | +71% | 7.47% | 86.3% | 17 | 82.35% | 0.6 |
|
3569
Peavine Capital
Reno,
Nevada
| $224M | -$6.01M | -3% | 4.56% | 30.8% | 15 | 13.33% | 3.1 |
|
3570
Pacifica Capital Investments
Leander,
Texas
| $224M | +$16M | +8% | 4.55% | 70.4% | 21 | 9.52% | 4.2 |
|
3571
Alliance Wealth Management Group
Flemington,
New Jersey
| $224M | +$16.2M | +8% | 4.39% | – | 60 | 10% | 2.3 |
|
3572
Keystone Financial Planning
Cleveland,
Ohio
| $224M | +$14.6M | +7% | 5.58% | 46% | 46 | 2.17% | 4.4 |
|
3573
Boston Standard Wealth Management
Winchester,
Massachusetts
| $224M | +$16.5M | +8% | 5.38% | 47.1% | 31 | 6.45% | 2.6 |
|
3574
Ennismore Fund Management
London,
United Kingdom
| $224M | – | – | 7.26% | – | 11 | – | 0 |
|
3575
Soundwatch Capital
Rowayton,
Connecticut
| $224M | – | – | 8.6% | 68.6% | 13 | – | 0 |
|