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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
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $251M | +$7.74M | +3% | 3.84% | 130% | 85 | 18.82% | 1.5 |
|
|
MM
3777
Meridian Management
Little Rock,
Arkansas
| $251M | -$7.86M | -3% | 4.79% | 57.8% | 76 | 13.16% | 5.1 |
|
3778
Intel Corp
Santa Clara,
California
| $250M | +$902K | +0.4% | 15.2% | 9.79% | 6 | 16.67% | 0.6 |
|
3779
Quattro Financial Advisors
The Woodlands,
Texas
| $250M | -$47.7M | -16% | 5.47% | 77.6% | 92 | 13.04% | 1.2 |
|
3780
High Note Wealth
Deephaven,
Minnesota
| $250M | -$6.02M | -2% | 4.43% | 82.8% | 102 | 11.76% | 1.2 |
|
3781
Elgethun Capital Management
Sioux Falls,
South Dakota
| $250M | -$7.66M | -3% | 4.31% | 61.5% | 126 | 11.9% | 3.5 |
|
3782
Opes Wealth Management
Menlo Park,
California
| $250M | +$262K | +0.1% | 4.99% | 54.1% | 99 | 13.13% | 2.2 |
|
3783
MONECO Advisors
Fairfield,
Connecticut
| $250M | -$7.73M | -3% | 4.41% | 70.5% | 260 | 9.62% | 2.1 |
|
3784
Accenture
Dublin,
Ireland
| $250M | -$63.2M | -20% | 20.2% | – | 1 | 0% | 1.8 |
|
3785
Farmers National Bank
Danville,
Kentucky
| $249M | -$13.7M | -5% | 6.04% | – | 150 | 4% | 5.3 |
|
|
AP
3786
Arlington Partners
Birmingham,
Alabama
| $249M | -$52M | -17% | 6.6% | 46.4% | 473 | 23.04% | 1.8 |
|
3787
Burt Wealth Advisors
North Bethesda,
Maryland
| $249M | -$38.6M | -13% | 5.51% | 57.3% | 98 | 19.39% | 5.3 |
|
3788
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $249M | +$50.5M | +25% | 18.3% | 105% | 17 | 23.53% | 1.2 |
|
3789
Aprio Wealth Management
Atlanta,
Georgia
| $249M | -$2.19M | -0.9% | 5.87% | 60.6% | 126 | 34.92% | 1.2 |
|
3790
Sage Rhino Capital
Menlo Park,
California
| $249M | -$12.7M | -5% | 4.49% | 93.9% | 205 | 8.78% | 2.6 |
|
|
BCH
3791
Berkshire Capital Holdings
San Jose,
California
| $249M | -$11.2M | -4% | 12.4% | 2,748% | 91 | 5.49% | 1.9 |
|
3792
Mattern Wealth Management
Lawrence,
Kansas
| $249M | -$6.65M | -3% | 4.61% | 54% | 163 | 11.04% | 1.9 |
|
3793
Southern Wealth Management
Dallas,
Texas
| $249M | -$12.5M | -5% | 7.11% | 50% | 61 | 14.75% | 2.2 |
|
3794
Shikiar Asset Management
New York
| $249M | -$11.6M | -4% | 2.14% | 117% | 93 | 12.9% | 3.3 |
|
3795
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $249M | +$14.4M | +6% | 5.48% | 39.8% | 5 | 0% | 5.1 |
|
3796
Court Place Advisors
Ellicott City,
Maryland
| $249M | -$15.7M | -6% | 3.65% | 92% | 166 | 6.63% | 6.4 |
|
3797
Black Diamond Financial
Towson,
Maryland
| $248M | -$5.69M | -2% | 5.02% | 68.3% | 117 | 14.53% | 2.2 |
|
3798
Hi-Line Capital Management
Watertown,
South Dakota
| $248M | -$14.8M | -6% | 6.08% | 57.5% | 25 | 12% | 2.4 |
|
3799
Prism Advisors
Studio City,
California
| $248M | -$15.8M | -6% | 6.98% | 54.6% | 57 | 19.3% | 2.7 |
|
3800
Canaan Partners XI
Menlo Park,
California
| $248M | -$32.9M | -12% | 17.6% | 798% | 6 | 0% | 0.8 |
|