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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3876
Gateway Wealth Partners
Appleton,
Wisconsin
| $363M | +$32M | +10% | 5.8% | 58.9% | 294 | 17.69% | 1 |
|
3877
RR Advisors
Dallas,
Texas
| $362M | -$10.6M | -3% | 1.86% | 115% | 26 | 30.77% | 3.8 |
|
3878
Evergreen Advisors
Chattanooga,
Tennessee
| $362M | +$28.1M | +8% | 6.13% | – | 17 | 5.88% | 3.5 |
|
3879
Canvas Wealth Advisors
Shawnee,
Kansas
| $362M | +$38.7M | +12% | 5.55% | 115% | 184 | 21.74% | 1.5 |
|
|
CA
3880
Crumly & Associates
Springfield,
Illinois
| $362M | +$14.5M | +4% | 5.56% | 58.1% | 157 | 18.47% | 2 |
|
3881
Winch Advisory Services
Appleton,
Wisconsin
| $362M | +$11.9M | +3% | 3.83% | 80.8% | 498 | 13.45% | 4.8 |
|
3882
Monument Capital Management
Alexandria,
Virginia
| $362M | +$21.7M | +6% | 9.96% | 170% | 214 | 26.17% | 2 |
|
3883
Keystone Wealth Services
Palm Desert,
California
| $362M | +$40.2M | +12% | 4.71% | 80.1% | 262 | 15.27% | 1.7 |
|
3884
P/E Global LLC
Boston,
Massachusetts
| $361M | -$6.72M | -2% | 5.57% | 49% | 3 | 0% | 1.2 |
|
|
EGA
3885
E&G Advisors
Houston,
Texas
| $361M | +$21.2M | +6% | 5.15% | 97.7% | 222 | 9.01% | 2.4 |
|
3886
Meteora Capital
Boca Raton,
Florida
| $361M | -$186M | -34% | 1.97% | 56.9% | 304 | 47.37% | 0.9 |
|
3887
Old Port Advisors
Portland,
Maine
| $360M | +$25.1M | +8% | 7.5% | 114% | 241 | 7.88% | 3.9 |
|
3888
Addison Advisors
Middlebury,
Vermont
| $360M | +$50.1M | +16% | 5.88% | 50.2% | 867 | 14.3% | 2.2 |
|
3889
Madrona Financial Services
Everett,
Washington
| $360M | +$34.3M | +11% | 4.47% | 85.1% | 115 | 14.78% | 2.5 |
|
3890
Cornerstone Wealth Advisors
Edina,
Minnesota
| $360M | +$25.6M | +8% | 5.11% | 46.1% | 50 | 4% | 2.7 |
|
3891
WR Wealth Planners
Columbia,
Missouri
| $360M | +$31.7M | +10% | 6.09% | 22.1% | 1,223 | 13.16% | 0.7 |
|
3892
ClearAlpha Technologies
Greenwich,
Connecticut
| $359M | +$57.3M | +19% | 6.5% | – | 336 | 70.24% | 0.2 |
|
3893
Founders Financial Alliance
Raleigh,
North Carolina
| $359M | +$22M | +7% | 6.38% | 84.9% | 600 | 8.67% | 2.6 |
|
3894
Landaas & Company
Milwaukee,
Wisconsin
| $359M | +$31M | +9% | 5.99% | 68.3% | 92 | 13.04% | 3.4 |
|
3895
Hourglass Capital
Houston,
Texas
| $359M | +$22.7M | +7% | 8.55% | 94.4% | 108 | 6.48% | 5.5 |
|
3896
Grey Fox Wealth Advisors
Rockland,
Delaware
| $359M | +$74.5M | +26% | 5.78% | 41.9% | 161 | 36.02% | 1.1 |
|
3897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $359M | +$54.1M | +18% | 9.21% | 155% | 107 | 15.89% | 2 |
|
3898
SimplyRich
Carlsbad,
California
| $359M | +$42.7M | +14% | 6.75% | 98.3% | 229 | 25.76% | 2.8 |
|
3899
Rothschild Capital Partners
New York
| $359M | +$8.54M | +2% | 4.26% | 90.8% | 49 | 4.08% | 3.6 |
|
3900
Zeno Equity Partners
London,
United Kingdom
| $359M | -$17.3M | -5% | 4.67% | – | 17 | 23.53% | 0.6 |
|