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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3801
MONECO Advisors
Fairfield,
Connecticut
| $258M | -$14.6M | -5% | 13.4% | 70.5% | 273 | 17.58% | 1.9 |
|
3802
NVWM LLC
Yardley,
Pennsylvania
| $257M | -$58.1M | -18% | 13.7% | 119% | 597 | 24.62% | 2.1 |
|
3803
Trinity Legacy Partners
Houston,
Texas
| $257M | -$38.9M | -13% | 10% | 63.3% | 109 | 18.35% | 1.7 |
|
3804
Daniels + Tansey
Wilmington,
Delaware
| $257M | -$38.6M | -13% | 14.3% | 21.1% | 33 | 15.15% | 1.5 |
|
3805
Firestone Capital Management
Coral Gables,
Florida
| $257M | -$48.1M | -16% | 12.8% | 51.6% | 127 | 14.17% | 2.1 |
|
3806
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $257M | -$29.6M | -10% | 12% | 64.1% | 198 | 7.58% | 4.2 |
|
3807
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $257M | -$42M | -14% | 13.2% | 83.6% | 177 | 6.21% | 5.2 |
|
|
CPFP
3808
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $256M | -$7.34M | -3% | 6.47% | – | 233 | 18.88% | 1.1 |
|
3809
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $256M | -$35.6M | -12% | 11.8% | 74% | 76 | 10.53% | 5.2 |
|
|
HF
3810
Halpern Financial
Ashburn,
Virginia
| $256M | -$14.7M | -5% | 13.1% | 26.3% | 353 | 47.03% | 1 |
|
3811
Harvey Capital Management
Palm Beach,
Florida
| $256M | -$67.6M | -21% | 18.9% | 147% | 79 | 8.86% | 3.1 |
|
3812
High Note Wealth
Deephaven,
Minnesota
| $256M | -$27.2M | -10% | 12.5% | 73% | 104 | 20.19% | 1 |
|
3813
Progressive Investment Management
Lake Oswego,
Oregon
| $256M | -$61.3M | -19% | 19.7% | 139% | 57 | 14.04% | 3.6 |
|
3814
First Sabrepoint Capital Management
Dallas,
Texas
| $256M | -$28.8M | -10% | 13.7% | 218% | 32 | 40.63% | 1.5 |
|
3815
Perennial Investment Advisors
Los Angeles,
California
| $256M | -$60.3M | -19% | 17.6% | 84.3% | 232 | 19.83% | 1.6 |
|
3816
Peddock Capital Advisors
Braintree,
Massachusetts
| $256M | -$52.9M | -17% | 11.7% | 113% | 156 | 7.05% | 4.6 |
|
3817
Hamilton Wealth
Encino,
California
| $256M | +$25.5M | +11% | 12% | 108% | 90 | 36.67% | 1.2 |
|
3818
Pinnacle Private Wealth
Andover,
Massachusetts
| $256M | -$65.4M | -20% | 14.8% | – | 318 | 20.75% | 0.4 |
|
3819
Mattern Wealth Management
Lawrence,
Kansas
| $255M | -$49.9M | -16% | 11.7% | 54% | 166 | 14.46% | 1.8 |
|
3820
ThornTree Capital Partners
Boston,
Massachusetts
| $255M | -$201M | -44% | 28.5% | 217% | 22 | 36.36% | 1.4 |
|
3821
Claar Advisors
New York
| $255M | -$85.9M | -25% | 16.5% | 65.5% | 43 | 18.6% | 2 |
|
3822
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $255M | -$36.4M | -12% | 12.3% | 75% | 169 | 10.65% | 5 |
|
3823
White Pine Capital
Bloomington,
Minnesota
| $255M | -$67.6M | -21% | 12.3% | 143% | 229 | 9.17% | 5.4 |
|
|
HA
3824
HYA Advisors
Springfield,
Missouri
| $255M | -$33.8M | -12% | 12.8% | – | 158 | 13.92% | 2 |
|
3825
Source Financial Advisors
New York
| $255M | -$84.6M | -25% | 19.9% | 18.5% | 121 | 18.18% | 1.1 |
|