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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3576
GoalVest Advisory
New York
| $512M | -$10.1M | -2% | 1.84% | 94.8% | 557 | 28.01% | 2.1 |
|
3577
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $511M | -$7.02M | -1% | 1.81% | 57.7% | 1,217 | 43.14% | 1.4 |
|
3578
Manhattan West Asset Management
Los Angeles,
California
| $511M | +$22.6M | +5% | 2.73% | 65.6% | 155 | 12.9% | 2.6 |
|
3579
ABLE Financial Group
Scottsdale,
Arizona
| $511M | +$18.8M | +4% | 1.66% | 64.2% | 231 | 19.91% | 1.8 |
|
|
CTAF
3580
Call To Action Foundation
Salt Lake City,
Utah
| $511M | -$23.6M | -4% | 4.72% | – | 1 | 0% | 2.3 |
|
3581
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $511M | -$13.9M | -3% | 2.59% | 56.9% | 136 | 11.76% | 3.6 |
|
3582
HughesLittle Investment Management
Vancouver,
| $511M | -$92.9M | -15% | 8.32% | 106% | 14 | 0% | 6 |
|
3583
Nalanda India Equity Fund
Mauritius
| $510M | -$131M | -20% | 20.4% | 13.6% | 1 | 0% | 7.3 |
|
3584
JSF Financial
Los Angeles,
California
| $510M | +$27.6M | +6% | 1.96% | 91% | 139 | 14.39% | 3.1 |
|
3585
BetterWealth
San Jose,
California
| $510M | +$71.2M | +16% | 0.27% | 63.3% | 86 | 19.77% | 1.9 |
|
3586
Paloma Partners
Greenwich,
Connecticut
| $510M | -$39.6M | -7% | 3.19% | 314% | 83 | 61.45% | 0.5 |
|
3587
Prestige Wealth Management Group
Flemington,
New Jersey
| $509M | -$14.8M | -3% | 1.3% | 55.8% | 1,182 | 19.63% | 4.4 |
|
3588
High Note Wealth
Deephaven,
Minnesota
| $509M | -$1.88M | -0.4% | 1.88% | 82.8% | 1,012 | 17.09% | 1.2 |
|
|
HPC
3589
Hobart Private Capital
Charlotte,
North Carolina
| $509M | -$3.71M | -0.7% | 1.64% | 60% | 146 | 21.23% | 1.6 |
|
3590
Magnolia Capital Advisors
Jackson,
Mississippi
| $509M | +$33M | +7% | 0.39% | 78.7% | 306 | 20.59% | 1.4 |
|
3591
Oasis Advisors
Forest City,
Iowa
| $509M | +$320M | +170% | 0.99% | – | 240 | 81.25% | 0.1 |
|
3592
Machina Capital
Paris,
France
| $508M | -$15.5M | -3% | 0.67% | 42.5% | 471 | 52.65% | 0.5 |
|
3593
Wealth Dimensions Group
Cincinnati,
Ohio
| $508M | +$4.35M | +0.9% | 0.19% | 63.6% | 179 | 10.06% | 3.6 |
|
3594
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $508M | +$35M | +7% | 1.49% | 68.6% | 94 | 17.02% | 2.6 |
|
3595
ORG Wealth Partners
Dallas,
Texas
| $508M | +$82.5M | +19% | 2.87% | – | 716 | 18.44% | 1 |
|
3596
Bricktown Capital
Detroit,
Michigan
| $508M | -$86.1M | -15% | 2.61% | 46.2% | 32 | 21.88% | 1.8 |
|
3597
Maltese Capital Management
New York
| $508M | -$55.6M | -10% | 0.82% | 114% | 116 | 18.1% | 3.1 |
|
3598
WESCAP Management Group
Glendale,
California
| $508M | +$14.2M | +3% | 2.5% | 45.7% | 108 | 3.7% | 5.4 |
|
3599
BCM Advisors
Lafayette,
Louisiana
| $507M | -$15M | -3% | 2.8% | 66.3% | 79 | 8.86% | 4.6 |
|
3600
REAP Financial Group
Austin,
Texas
| $507M | +$14.4M | +3% | 0.08% | 63% | 595 | 18.15% | 1.6 |
|