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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3851
GoalVest Advisory
New York
| $404M | +$40.2M | +11% | 11.7% | 94.8% | 544 | 41.91% | 2.1 |
|
3852
Shulman DeMeo Asset Management
Lake Success,
New York
| $404M | +$47.7M | +13% | 9.07% | 79.3% | 120 | 5% | 3.2 |
|
|
OCM
3853
Ogborne Capital Management
San Francisco,
California
| $403M | +$143M | +55% | 38.5% | 251% | 14 | 57.14% | 0.9 |
|
3854
Helen Stephens Group
Fort Worth,
Texas
| $403M | +$49.7M | +14% | 7.85% | 53.4% | 92 | 10.87% | 2.4 |
|
3855
Davis Rea
Toronto,
Ontario, Canada
| $403M | +$27.5M | +7% | 11.4% | 66.9% | 63 | 23.81% | 3.4 |
|
|
RA
3856
Resolute Advisors
San Francisco,
California
| $403M | +$55.9M | +16% | 21.5% | 36.7% | 91 | 31.87% | 2.2 |
|
3857
Fairvoy Private Wealth
Birmingham,
Alabama
| $402M | +$38.6M | +11% | 10.4% | – | 190 | 12.11% | 0.4 |
|
3858
Morton Community Bank
East Peoria,
Illinois
| $402M | +$20.3M | +5% | 5.13% | – | 115 | 9.57% | 1.3 |
|
3859
West Wealth Group
Irvine,
California
| $402M | +$63.9M | +19% | 10.6% | 79.8% | 120 | 27.5% | 1.5 |
|
3860
Bank of New Hampshire
Laconia,
New Hampshire
| $402M | +$19.9M | +5% | 10.5% | 96.5% | 479 | 7.93% | 3 |
|
3861
Trium Capital
London,
United Kingdom
| $402M | -$399M | -50% | 22.3% | 215% | 80 | 61.25% | 0.7 |
|
3862
Barry Investment Advisors
New Bedford,
Massachusetts
| $402M | +$25.3M | +7% | 5% | 66.7% | 110 | 9.09% | 4.2 |
|
3863
AMJ Financial Wealth Management
Leesburg,
Virginia
| $402M | +$62.9M | +19% | 15.8% | 167% | 100 | 32% | 1.5 |
|
3864
KEB Asset Management
Springfield,
Illinois
| $401M | +$49.9M | +14% | 7.8% | 68.9% | 90 | 11.11% | 2.1 |
|
3865
Lantz Financial
Naperville,
Illinois
| $401M | +$35.8M | +10% | 7.39% | 74.3% | 243 | 11.93% | 3.3 |
|
3866
Tempus Wealth Planning
Irvine,
California
| $401M | +$66.5M | +20% | 13.4% | 95% | 281 | 18.15% | 2.3 |
|
3867
Charles-Lim Capital
Central,
Hong Kong
| $401M | +$61.8M | +18% | 17.9% | 4.44% | 8 | 25% | 3.2 |
|
3868
Copperwynd Financial
Scottsdale,
Arizona
| $401M | +$38.3M | +11% | 11.1% | 90% | 166 | 19.28% | 3.3 |
|
3869
O'Dell Group
Cincinnati,
Ohio
| $401M | +$15M | +4% | 7.58% | 72.2% | 36 | 41.67% | 4.2 |
|
3870
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $401M | -$29.6M | -7% | 13.1% | 143% | 92 | 39.13% | 1.8 |
|
3871
Addison Advisors
Middlebury,
Vermont
| $401M | +$34.2M | +9% | 7.17% | 50.2% | 932 | 15.67% | 2.6 |
|
3872
Beck Capital Management
Austin,
Texas
| $401M | +$60.3M | +18% | 24.7% | 291% | 131 | 24.43% | 1.9 |
|
3873
Safeguard Investment Advisory Group
Corona,
California
| $401M | +$32.7M | +9% | 10.4% | 84.3% | 157 | 18.47% | 2.3 |
|
3874
White Pine Investment Company
Livonia,
Michigan
| $401M | +$29.2M | +8% | 6.93% | 73.3% | 68 | 10.29% | 5.2 |
|
|
RC
3875
Reik & Co
New York
| $401M | -$29.2M | -7% | 1.09% | 38.6% | 56 | 1.79% | 8.2 |
|