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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3551
EPG Wealth Management
Atlanta,
Georgia
| $317M | +$54.4M | +21% | 6.53% | 108% | 423 | 13.24% | 1.3 |
|
3552
Intellectus Partners
San Francisco,
California
| $317M | +$29.5M | +10% | 12.3% | 157% | 282 | 17.02% | 3 |
|
3553
Annandale Capital
Dallas,
Texas
| $317M | +$12.6M | +4% | 4.62% | 57.2% | 143 | 10.49% | 1.3 |
|
3554
LJI Wealth Management
Indianapolis,
Indiana
| $317M | +$31.2M | +11% | 6.54% | 68.8% | 171 | 20.47% | 0.2 |
|
3555
Elgethun Capital Management
Sioux Falls,
South Dakota
| $316M | +$39.4M | +14% | 3.29% | 61.5% | 131 | 4.58% | 3.6 |
|
3556
RB Capital Management
Reno,
Nevada
| $316M | +$32.8M | +12% | 11% | 79.4% | 183 | 9.29% | 3.6 |
|
3557
SignalPoint Asset Management
Springfield,
Missouri
| $316M | +$29.1M | +10% | 6.96% | 36% | 223 | 3.59% | 4.9 |
|
3558
Blume Capital Management
Berkeley,
California
| $316M | +$19.5M | +7% | 6.74% | 102% | 340 | 13.24% | 4.3 |
|
3559
Great Point Wealth Advisors
Boston,
Massachusetts
| $316M | +$17.3M | +6% | 6.81% | – | 62 | 3.23% | 2.5 |
|
3560
BCWM LLC
Overland Park,
Kansas
| $315M | +$11.6M | +4% | 2.38% | – | 63 | 9.52% | 3.8 |
|
3561
Brave Asset Management
Summit,
New Jersey
| $315M | +$19.7M | +7% | 5.84% | 76.3% | 167 | 21.56% | 4 |
|
|
IFS
3562
Ifrah Financial Services
Little Rock,
Arkansas
| $315M | +$10.6M | +3% | 5.34% | 64.1% | 215 | 13.02% | 3.9 |
|
3563
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $315M | +$25.2M | +9% | 10.7% | 130% | 42 | 69.05% | 0.5 |
|
3564
Carrhae Capital
London,
United Kingdom
| $315M | -$157M | -33% | 10.9% | 182% | 32 | 59.38% | 0.6 |
|
3565
TLWM Financial
San Antonio,
Texas
| $315M | +$38.9M | +14% | 5.9% | 53.9% | 70 | 15.71% | 2.6 |
|
|
CWM
3566
Compass Wealth Management
Guilford,
Connecticut
| $315M | +$9.5M | +3% | 5.77% | 103% | 425 | 5.88% | 0.2 |
|
|
ALAM
3567
Asahi Life Asset Management
Tokyo,
Japan
| $315M | +$12.3M | +4% | 7.71% | 133% | 257 | 52.53% | 1.6 |
|
|
CBTWT
3568
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $314M | +$7.83M | +3% | 5.4% | 124% | 142 | 4.23% | 5 |
|
|
SC
3569
Saybrook Capital
Winston Salem,
North Carolina
| $314M | +$13.1M | +4% | 4.8% | 72.5% | 45 | 4.44% | 8 |
|
3570
REDW Wealth
Albuquerque,
New Mexico
| $314M | +$24.9M | +9% | 5.84% | 59.1% | 150 | 14.67% | 2.9 |
|
3571
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $314M | +$9.39M | +3% | 4.16% | 49.3% | 50 | 10% | 6.6 |
|
3572
Insigneo Advisory Services
Miami,
Florida
| $314M | +$49.9M | +19% | 13.1% | 119% | 300 | 22.33% | 0.2 |
|
|
JCP
3573
Jennifer C. Price
| $314M | -$104M | -25% | 1.74% | – | 85 | 16.47% | 0.7 |
|
3574
Capital City Trust
Tallahassee,
Florida
| $314M | +$10.6M | +3% | 3.91% | 98.5% | 121 | 9.09% | 6.1 |
|
3575
Atalaya Capital Management
New York
| $314M | -$245M | -44% | 5.94% | 7.46% | 313 | 31.31% | 0.9 |
|