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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3726
Kendall Capital Management
Rockville,
Maryland
| $478M | +$34.5M | +8% | 2.92% | 130% | 242 | 9.09% | 3.6 |
|
3727
Valicenti Advisory Services
Elmira,
New York
| $478M | +$11.7M | +3% | 5.28% | 134% | 84 | 13.1% | 5.4 |
|
3728
Stonebrook Private
Northville,
Michigan
| $478M | +$14.8M | +3% | 2.3% | – | 225 | 14.67% | 1.4 |
|
3729
Moller Wealth Partners
| $478M | -$1.97M | -0.4% | 1.42% | 44.1% | 71 | 4.23% | 6 |
|
3730
Peddock Capital Advisors
Braintree,
Massachusetts
| $477M | +$13.4M | +3% | 3.32% | 113% | 167 | 8.38% | 6.5 |
|
3731
Evernest Financial Advisors
Carmel,
Indiana
| $477M | +$120M | +34% | 3.92% | – | 214 | 25.7% | 2.5 |
|
3732
Richard P. Slaughter Associates
Austin,
Texas
| $477M | +$12.9M | +3% | 2.04% | 55.7% | 114 | 8.77% | 2.5 |
|
3733
Precedent Wealth Partners
Houston,
Texas
| $477M | +$22.7M | +5% | 2.13% | 61.1% | 177 | 8.47% | 1.4 |
|
|
AW
3734
Avion Wealth
The Woodlands,
Texas
| $477M | +$10.6M | +2% | 1.81% | 48.8% | 1,669 | 15.58% | 2.1 |
|
3735
Curtis Advisory Group
Santa Barbara,
California
| $477M | +$35.6M | +8% | 1.46% | 79.8% | 118 | 11.02% | 3.1 |
|
|
CA
3736
Crumly & Associates
Springfield,
Illinois
| $477M | +$19.4M | +4% | 1.28% | 58.1% | 216 | 16.67% | 2.1 |
|
3737
Hedeker Wealth
Lincolnshire,
Illinois
| $477M | -$4.61M | -1% | 6% | 161% | 94 | 9.57% | 3.3 |
|
3738
CoreCommodity Management
Stamford,
Connecticut
| $476M | -$74.5M | -14% | 9.25% | 65.8% | 134 | 17.91% | 3.8 |
|
3739
Cliffwater
Marina Del Rey,
California
| $476M | +$1.7M | +0.4% | 2.61% | 29.4% | 22 | 0% | 4.6 |
|
3740
Helen Stephens Group
Fort Worth,
Texas
| $476M | +$25.8M | +6% | 2.06% | 53.4% | 124 | 18.55% | 2.1 |
|
|
KMWM
3741
Keudell/Morrison Wealth Management
Salem,
Oregon
| $476M | – | – | 3.3% | – | 232 | – | 3.7 |
|
3742
FIFTHDELTA
London,
United Kingdom
| $476M | +$156M | +49% | 2.53% | 16.6% | 10 | 50% | 0.7 |
|
3743
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $476M | +$41.1M | +9% | 2.89% | 71.1% | 195 | 25.13% | 1.3 |
|
3744
Magnolia Capital Advisors
Jackson,
Mississippi
| $476M | +$92.7M | +24% | 2.15% | 78.7% | 273 | 16.48% | 1.3 |
|
3745
Exane Asset Management
Paris,
France
| $475M | +$179M | +60% | 3.72% | 74.5% | 46 | 52.17% | 0.6 |
|
3746
Kickstand Ventures
Pittsford,
New York
| $475M | +$20.2M | +4% | 2.17% | 51.4% | 136 | 19.12% | 1.3 |
|
3747
Keystone Wealth Services
Palm Desert,
California
| $475M | +$16.2M | +4% | 3% | 91.1% | 321 | 31.78% | 2.1 |
|
3748
Benedict Financial Advisors
Atlanta,
Georgia
| $474M | +$13.2M | +3% | 2.08% | 72.4% | 135 | 5.19% | 6.4 |
|
3749
Noble Family Wealth
Clearwater,
Florida
| $474M | +$20.9M | +5% | 2.06% | 60% | 84 | 5.95% | 2.1 |
|
3750
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $474M | +$32.6M | +7% | 3.13% | 83.6% | 212 | 7.55% | 6.4 |
|