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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3826
Leverty Financial Group
Hudson,
Wisconsin
| $514M | +$62.2M | +14% | 10.8% | 57.3% | 53 | 24.53% | 2.2 |
|
3827
Entrust Global Partners
New York
| $514M | +$58.6M | +13% | 21.6% | 82.3% | 5 | 20% | 1.2 |
|
3828
Navigation Group
Redwood City,
California
| $514M | +$86.8M | +20% | 18.3% | – | 124 | 11.29% | 0.2 |
|
3829
FTV Management Company
San Francisco,
California
| $514M | -$26.9M | -5% | 30.2% | 15.1% | 1 | 0% | 0.5 |
|
3830
Alliance Wealth Management Group
Flemington,
New Jersey
| $514M | +$56.6M | +12% | 9.91% | 43.4% | 107 | 13.08% | 5.2 |
|
3831
Cypress Asset Management
Houston,
Texas
| $514M | +$82.4M | +19% | 28.4% | 141% | 108 | 4.63% | 7.4 |
|
3832
BCM Advisors
Lafayette,
Louisiana
| $514M | +$6.73M | +1% | 6.18% | 59.3% | 82 | 7.32% | 4.7 |
|
3833
Aspire Capital Advisors
Seattle,
Washington
| $514M | +$69.4M | +16% | 11.5% | 59.3% | 143 | 20.98% | 1.9 |
|
3834
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $513M | +$36.1M | +8% | 12.8% | 143% | 87 | 39.08% | 2.4 |
|
3835
IAM Advisory
Easton,
Pennsylvania
| $513M | +$66.9M | +15% | 20.4% | 74.5% | 113 | 21.24% | 2.3 |
|
3836
Detalus Advisors
St. Louis,
Missouri
| $513M | +$75.2M | +17% | 15% | 75.7% | 205 | 16.1% | 3.1 |
|
3837
RB Capital Management
Reno,
Nevada
| $513M | +$42.2M | +9% | 12.6% | 79.4% | 210 | 13.81% | 5 |
|
3838
Bull Harbor Capital
Bethesda,
Maryland
| $513M | +$140M | +37% | 25% | – | 596 | 30.54% | 0.2 |
|
|
NI
3839
Naria Inc
Nassau,
Bahamas
| $513M | -$43.9M | -8% | 7.89% | – | 1 | 0% | 1.5 |
|
3840
Magnitude Capital
New York
| $512M | +$62M | +14% | 13.8% | – | 1 | 0% | 2.5 |
|
3841
Tempus Wealth Planning
Irvine,
California
| $511M | +$76.1M | +17% | 17% | 95% | 300 | 16% | 2.8 |
|
3842
Next Level Private
Harrison,
New York
| $511M | +$67.8M | +15% | 15.6% | 95.9% | 186 | 12.37% | 2.4 |
|
3843
Medina Value Partners
Los Angeles,
California
| $510M | +$32.9M | +7% | 11.8% | 80% | 40 | 55% | 0.6 |
|
3844
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $510M | +$85.8M | +20% | 31% | 136% | 145 | 15.17% | 4.2 |
|
3845
Welch Capital Partners
Harrison,
New York
| $510M | +$66.1M | +15% | 16% | 79.2% | 28 | 14.29% | 4.6 |
|
3846
Richard P. Slaughter Associates
Austin,
Texas
| $510M | +$47.4M | +10% | 13.3% | 55.7% | 114 | 20.18% | 2.7 |
|
|
TGY2IT
3847
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| $510M | +$278M | +120% | 76.9% | – | 511 | 90.22% | 0.2 |
|
3848
Spruce Street Capital
New York
| $510M | +$93.7M | +23% | 28.8% | – | 33 | 24.24% | 0.4 |
|
3849
Towneley Capital Management
Laguna Hills,
California
| $509M | +$31.7M | +7% | 8.01% | 50.2% | 47 | 12.77% | 1.8 |
|
3850
Castle Rock Wealth Management
Walnut Creek,
California
| $509M | +$47.5M | +10% | 23.3% | 115% | 282 | 12.06% | 3.3 |
|