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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3926
Wealth Dimensions Group
Cincinnati,
Ohio
| $276M | +$964K | +0.4% | 3% | 57.1% | 138 | 5.8% | 2.3 |
|
3927
Old Port Advisors
Portland,
Maine
| $276M | – | – | 2.9% | 114% | 206 | – | 3.8 |
|
3928
Wambolt & Associates
Littleton,
Colorado
| $276M | -$5.47M | -2% | 1.98% | 62.2% | 259 | 10.42% | 3.2 |
|
3929
Covenant Partners
Nashville,
Tennessee
| $275M | -$1.4M | -0.5% | 3.52% | 70.3% | 200 | 19.5% | 2.6 |
|
3930
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $275M | -$2.73M | -1% | 3.92% | 81% | 96 | 5.21% | 5.4 |
|
3931
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $275M | -$40.6M | -13% | 3.47% | 70.2% | 280 | 19.64% | 3.5 |
|
3932
Hamilton Capital Partners (Canada)
Toronto,
| $275M | -$128K | -0% | 3.58% | 143% | 78 | 7.69% | 0.6 |
|
3933
ValueWorks
New York
| $275M | -$1.36M | -0.5% | 1.72% | 190% | 33 | 6.06% | 4.9 |
|
3934
Peak Financial Management
Wellesley,
Massachusetts
| $275M | -$5.98M | -2% | 4.05% | 58.2% | 83 | 18.07% | 4 |
|
|
MP
3935
Mediatel Partners
Fort Worth,
Texas
| $275M | +$15M | +6% | 5.89% | 11.6% | 3 | 0% | 7.3 |
|
3936
Brahman Capital
New York
| $275M | -$93.6M | -25% | 8.2% | 16.6% | 24 | 25% | 1.9 |
|
3937
L.M. Kohn & Company
Cincinnati,
Ohio
| $274M | +$9.08M | +3% | 3% | 97.9% | 253 | 12.65% | 1.2 |
|
3938
SMI Advisory Services
Columbus,
Indiana
| $274M | – | – | 0.5% | 80.7% | 43 | – | 1.1 |
|
3939
Drive Wealth Management
Lehi,
Utah
| $274M | +$4.18M | +2% | 1.96% | 94.4% | 315 | 22.22% | 0.9 |
|
|
HA
3940
Hamel Associates
Chatham,
New Jersey
| $274M | -$12M | -4% | 2.78% | 50.6% | 77 | 10.39% | 5.8 |
|
3941
BCWM LLC
Overland Park,
Kansas
| $274M | -$30M | -10% | 6.35% | – | 61 | 0% | 4.1 |
|
|
EGA
3942
E&G Advisors
Houston,
Texas
| $273M | -$12.4M | -4% | 2.1% | 97.7% | 202 | 6.44% | 1.8 |
|
3943
O'Brien Greene & Co
Media,
Pennsylvania
| $273M | -$14.3M | -5% | 0.67% | 81.4% | 130 | 6.92% | 3.2 |
|
3944
Platte River Wealth Advisors
Louisville,
Colorado
| $273M | -$12M | -4% | 2.93% | 28.6% | 102 | 11.76% | 2.6 |
|
3945
Kozak & Associates
Highlands Ranch,
Colorado
| $273M | +$25.4M | +10% | 3.38% | 111% | 421 | 24.7% | 1.7 |
|
|
CIM
3946
CIM Investment Management
Pittsburgh,
Pennsylvania
| $273M | -$20.7M | -7% | 3.86% | 123% | 297 | 12.79% | 3 |
|
3947
Argyle Capital Management
Center Valley,
Pennsylvania
| $273M | -$4.42M | -2% | 1.38% | 106% | 125 | 2.4% | 8.6 |
|
3948
Winmill & Co
Walpole,
New Hampshire
| $273M | -$6.59M | -2% | 2.07% | 146% | 75 | 9.33% | 2.4 |
|
3949
Wittenberg Investment Management
Carlisle,
Massachusetts
| $273M | -$3.43M | -1% | 1.34% | 89.9% | 92 | 15.22% | 4.3 |
|
3950
Bridger Management
New York
| $273M | -$28.6M | -9% | 0.82% | 103% | 36 | 27.78% | 1.8 |
|