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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3776
Unio Capital
Princeton,
New Jersey
| $526M | +$59.8M | +13% | 18.8% | 97.8% | 22 | 18.18% | 4.3 |
|
3777
Shah Capital Management
Raleigh,
North Carolina
| $526M | +$4.99M | +1% | 11.5% | 287% | 11 | 18.18% | 5.5 |
|
3778
West Michigan Advisors
Holland,
Michigan
| $526M | +$70.9M | +16% | 22.8% | 86.6% | 353 | 32.58% | 1.8 |
|
3779
Stevens Capital Partners
Omaha,
Nebraska
| $526M | +$110M | +26% | 14.8% | 76.3% | 168 | 31.55% | 1.4 |
|
3780
Beverly Hills Private Wealth
Beverly Hills,
California
| $525M | -$75.4M | -13% | 10.6% | 80% | 369 | 36.86% | 2.4 |
|
3781
Decagon Asset Management
London,
United Kingdom
| $525M | +$139M | +36% | 10.8% | – | 125 | 55.2% | 0.3 |
|
|
A
3782
Alongside
Austin,
Texas
| $525M | – | – | 9.6% | – | 190 | – | 0.2 |
|
3783
Berkshire Bank
Pittsfield,
Massachusetts
| $524M | +$36.8M | +8% | 11.2% | 76.2% | 165 | 7.88% | 3.8 |
|
3784
DAFNA Capital Management
Los Angeles,
California
| $524M | +$84.8M | +19% | 38.5% | 313% | 96 | 22.92% | 2.9 |
|
3785
49 Wealth Management
Austin,
Texas
| $524M | -$812M | -61% | 9.61% | – | 310 | 73.55% | 0.7 |
|
3786
Hedeker Wealth
Lincolnshire,
Illinois
| $524M | +$50.4M | +11% | 17.8% | 161% | 93 | 7.53% | 3.3 |
|
3787
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $524M | +$42.2M | +9% | 10.7% | 74% | 181 | 8.29% | 4.3 |
|
3788
Stieven Capital Advisors
St. Louis,
Missouri
| $524M | +$55.8M | +12% | 17.3% | 117% | 39 | 17.95% | 4.2 |
|
|
III
3789
Independent Investors Inc
Nesconset,
New York
| $524M | +$20M | +4% | 11.3% | 61.6% | 74 | 6.76% | 8.8 |
|
3790
WealthPLAN Partners
Omaha,
Nebraska
| $523M | +$5.48M | +1% | 12.3% | 71.6% | 250 | 20.8% | 4.4 |
|
3791
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $523M | +$47.8M | +10% | 12.7% | 82.6% | 205 | 10.24% | 5.8 |
|
3792
Wiser Wealth Management
Marietta,
Georgia
| $523M | +$59M | +13% | 11.5% | 53% | 77 | 27.27% | 2.1 |
|
3793
The Wealth Group
Eden Prairie,
Minnesota
| $523M | +$83.5M | +19% | 17.3% | 71.9% | 101 | 12.87% | 1.7 |
|
3794
Rockline Wealth Management
Plainview,
New York
| $522M | +$62.4M | +14% | 22.8% | 176% | 116 | 14.66% | 1.7 |
|
3795
Archer Investment Corporation
Carmel,
Indiana
| $522M | +$53.2M | +11% | 14.1% | 68.2% | 1,333 | 12.38% | 3.5 |
|
3796
Adams Wealth Management
Logan,
Utah
| $522M | +$66.8M | +15% | 25.2% | 105% | 153 | 9.15% | 2.6 |
|
|
CA
3797
Crumly & Associates
Springfield,
Illinois
| $522M | +$46.3M | +10% | 12.3% | 58.1% | 219 | 19.18% | 2.5 |
|
|
CH
3798
Canton Hathaway
Providence,
Rhode Island
| $522M | +$26.1M | +5% | 13.7% | 87.8% | 298 | 15.1% | 3.6 |
|
3799
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $521M | +$36M | +7% | 13.7% | 70.4% | 429 | 22.38% | 1.5 |
|
|
AIS
3800
AM Investment Strategies
Chattanooga,
Tennessee
| $521M | +$65.7M | +14% | 18.8% | 121% | 123 | 17.07% | 3.1 |
|