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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3926
Wealth Alliance Advisory Group
Wichita,
Kansas
| $267M | +$5.83M | +2% | 5.53% | 72.7% | 179 | 10.61% | 3.1 |
|
3927
Kiley Juergens Wealth Management
Olympia,
Washington
| $267M | +$28.6M | +12% | 11.8% | 106% | 75 | 6.67% | 2.8 |
|
3928
O'Brien Greene & Co
Media,
Pennsylvania
| $267M | +$3.27M | +1% | 3.99% | 90.9% | 128 | 5.47% | 2.9 |
|
3929
Seafarer Capital Partners
Larkspur,
California
| $267M | +$40.1M | +18% | 3.05% | 61.3% | 6 | 0% | 1.7 |
|
3930
FCA Corp
Houston,
Texas
| $267M | +$17.8M | +7% | 3.83% | 57.4% | 172 | 9.3% | 4.2 |
|
3931
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $266M | +$10.4M | +4% | 4.66% | 76.5% | 103 | 5.83% | 5.1 |
|
3932
Trinity Legacy Partners
Houston,
Texas
| $266M | +$15.1M | +6% | 4.43% | 63.3% | 93 | 19.35% | 1.9 |
|
3933
SimplyRich
Carlsbad,
California
| $266M | +$14.7M | +6% | 6.54% | 105% | 177 | 5.65% | 2.9 |
|
3934
Vertex Planning Partners
Downers Grove,
Illinois
| $266M | +$9.3M | +4% | 3.88% | 55.4% | 153 | 30.07% | 0.2 |
|
3935
CVI Holdings
Wilmington,
Delaware
| $266M | -$519M | -66% | 6.43% | 25.8% | 657 | 43.07% | 1.1 |
|
|
TC
3936
Teilinger Capital
Houston,
Texas
| $265M | -$200M | -43% | 0.39% | 30.2% | 51 | 54.9% | 0.3 |
|
3937
CIC Wealth
Rockville,
Maryland
| $265M | +$23M | +9% | 8.81% | – | 169 | 7.1% | 0.2 |
|
3938
NinePointTwo Capital
Los Angeles,
California
| $265M | +$24.2M | +10% | 3.52% | 1.62% | 321 | 62.31% | 0.5 |
|
3939
Weybosset Research & Management
Province,
Rhode Island
| $265M | +$6.21M | +2% | 4.24% | 74.8% | 60 | 6.67% | 3.8 |
|
3940
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $265M | +$8.5M | +3% | 3.32% | 13.4% | 3 | 0% | 8.3 |
|
3941
Balboa Wealth Partners
Scottsdale,
Arizona
| $265M | +$42.9M | +19% | 22% | 214% | 330 | 24.24% | 0.4 |
|
3942
Keating Investment Counselors
Delray Beach,
Florida
| $265M | +$9.05M | +4% | 0.55% | 50% | 86 | 15.12% | 4.9 |
|
3943
Bourne Lent Asset Management
Pawling,
New York
| $265M | +$31.2M | +13% | 15.3% | 95.1% | 63 | 3.17% | 5.7 |
|
3944
KCS Wealth Advisory
Los Angeles,
California
| $264M | +$23.7M | +10% | 9.81% | 45.3% | 157 | 16.56% | 3 |
|
3945
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $264M | +$35.1M | +15% | 10.8% | 116% | 19 | 0% | 6.5 |
|
3946
ETF Portfolio Partners
Leawood,
Kansas
| $264M | +$26.4M | +11% | 5.38% | 50.2% | 52 | 9.62% | 3.8 |
|
3947
Hillman Capital Management
Bethesda,
Maryland
| $264M | +$9.8M | +4% | 10.3% | 20.2% | 53 | 3.77% | 2.6 |
|
3948
Whitcomb & Hess
Ashland,
Ohio
| $264M | +$13.4M | +5% | 4.26% | 54% | 42 | 14.29% | 1.2 |
|
3949
Summit Financial Group
Moorefield,
West Virginia
| $264M | +$11.4M | +5% | 2.46% | 26.1% | 197 | 5.58% | 3.6 |
|
|
WA
3950
Wealthstar Advisors
Plano,
Texas
| $264M | +$43.8M | +20% | 7.14% | – | 96 | 5.21% | 2.6 |
|