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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3701
CV Advisors
Aventura,
Florida
| $542M | +$175M | +48% | 16.7% | 112% | 134 | 65.67% | 0.6 |
|
3702
Artia Global Partners
Miami,
Florida
| $542M | +$42.4M | +8% | 28.5% | 725% | 57 | 28.07% | 0.9 |
|
|
WCM
3703
Westerly Capital Management
San Francisco,
California
| $542M | +$174M | +47% | 16.1% | 116% | 52 | 40.38% | 1.2 |
|
|
CWWM
3704
Clear Wave Wealth Management
Red Bank,
New Jersey
| $541M | +$78.7M | +17% | 17.8% | – | 212 | 26.89% | 0.2 |
|
3705
Chemung Canal Trust
Elmira,
New York
| $541M | +$47.1M | +10% | 17.9% | 93.4% | 116 | 7.76% | 8.5 |
|
|
DI
3706
DAGCO Inc
Westlake,
Ohio
| $541M | +$79.7M | +17% | 18.7% | 75% | 364 | 70.88% | 2.9 |
|
3707
Verde Capital Management
Clarkston,
Michigan
| $541M | +$73.2M | +16% | 13.2% | 80.3% | 81 | 16.05% | 2.7 |
|
|
WWMSC
3708
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $541M | +$45.4M | +9% | 8% | 36.4% | 301 | 13.62% | 3.3 |
|
|
CAM
3709
Cander Asset Management
New York
| $540M | -$16.8M | -3% | 8.53% | – | 56 | 37.5% | 0.3 |
|
3710
Mandatum Life Insurance Company
Helsinki,
Finland
| $540M | +$95.4M | +21% | 19.5% | 95.9% | 94 | 14.89% | 4.9 |
|
3711
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $540M | +$49.8M | +10% | 17.1% | – | 232 | 19.4% | 3.2 |
|
3712
Northwest Quadrant Wealth Management
Bend,
Oregon
| $540M | +$58.9M | +12% | 10.7% | 45.6% | 77 | 12.99% | 4.8 |
|
3713
DecisionPoint Financial
Mesa,
Arizona
| $540M | +$76M | +16% | 9.74% | 48% | 1,474 | 57.94% | 0.7 |
|
|
ACM
3714
Aljian Capital Management
Carson City,
Nevada
| $540M | +$52.9M | +11% | 17.5% | 162% | 143 | 14.69% | 2.6 |
|
|
MWM
3715
Mascoma Wealth Management
Hanover,
New Hampshire
| $539M | +$55.5M | +11% | 9.11% | 43.7% | 636 | 23.27% | 3 |
|
3716
GoalVest Advisory
New York
| $539M | +$27.1M | +5% | 16.3% | 94.8% | 568 | 33.63% | 1.9 |
|
3717
America First Investment Advisors
Omaha,
Nebraska
| $539M | +$2.38M | +0.4% | 2.63% | 78.2% | 46 | 13.04% | 8.6 |
|
3718
Keystone Wealth Services
Palm Desert,
California
| $539M | +$70.9M | +15% | 19.3% | 91.1% | 335 | 14.63% | 1.9 |
|
3719
Manitou Investment Management
Toronto,
Ontario, Canada
| $538M | +$32.3M | +6% | 9.96% | 69.3% | 53 | 11.32% | 4 |
|
3720
Reverence Capital Partners
New York
| $538M | +$63.7M | +13% | 13.4% | 5.38% | 1 | 0% | 2.3 |
|
|
AW
3721
Avion Wealth
The Woodlands,
Texas
| $537M | +$53.5M | +11% | 9.33% | 48.8% | 1,840 | 20.27% | 2.2 |
|
3722
Basecamp Wealth Advisors
Bellevue,
Washington
| $537M | +$54.1M | +11% | 18.8% | – | 2,015 | 9.68% | 0.4 |
|
3723
Firestone Capital Management
Coral Gables,
Florida
| $537M | +$56.8M | +12% | 10.1% | 56.9% | 174 | 11.49% | 3.9 |
|
3724
Second Line Capital
Metairie,
Louisiana
| $537M | +$9.04M | +2% | 11.3% | – | 198 | 17.68% | 1.6 |
|
|
MHR
3725
Matthew Hamilton Rosenberg
| $537M | +$48.7M | +10% | 9.81% | 52% | 818 | 5.5% | 4.4 |
|