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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3951
Curtis Advisory Group
Santa Barbara,
California
| $250M | +$6.75M | +3% | 5.35% | 79.8% | 98 | 23.47% | 1.9 |
|
3952
Seaview Investment Managers
Miami,
Florida
| $250M | +$5.05M | +2% | 7.75% | 148% | 104 | 28.85% | 1 |
|
3953
Kaydan Wealth Management
Fenton,
Michigan
| $250M | +$68.9M | +38% | 2.38% | 58% | 90 | 12.22% | 0.9 |
|
3954
Arcus Capital Partners
Atlanta,
Georgia
| $250M | +$10.9M | +5% | 4.59% | 69.2% | 373 | 73.73% | 0.7 |
|
3955
Black Swift Group
Boulder,
Colorado
| $250M | +$46.7M | +23% | 12.6% | 139% | 106 | 65.09% | 0.6 |
|
|
WAM
3956
WT Asset Management
Hong Kong
| $250M | +$110M | +79% | 19.4% | 2,732% | 13 | 46.15% | 0.6 |
|
|
PCM
3957
Prime Capital Management
Hong Kong
| $249M | +$72.5M | +41% | 24.3% | 579% | 9 | 22.22% | 0.9 |
|
3958
Ten Capital Wealth Advisors
Spokane,
Washington
| $249M | +$29.6M | +13% | 7.76% | 25% | 673 | 23.48% | 1.2 |
|
|
FRM
3959
Fox Run Management
Greenwich,
Connecticut
| $249M | -$7.99M | -3% | 8.85% | 64% | 967 | 80.14% | 0.1 |
|
3960
Southern Wealth Management
Dallas,
Texas
| $249M | +$286K | +0.1% | 9.04% | 50% | 60 | 5% | 2.4 |
|
3961
Jenkins Wealth
Englewood,
Colorado
| $249M | – | – | 5.03% | – | 76 | – | 0.3 |
|
3962
China Universal Asset Management Company
Shanghai,
China
| $249M | +$11.2M | +5% | 11.7% | 292% | 513 | 32.75% | 0.4 |
|
3963
FCA Corp
Houston,
Texas
| $249M | +$13.2M | +6% | 10.6% | 57.4% | 169 | 9.47% | 4.2 |
|
3964
Covenant Partners
Nashville,
Tennessee
| $249M | +$43.4M | +21% | 12.5% | 70.3% | 193 | 23.83% | 2.4 |
|
3965
Beryl Capital Management
Redondo Beach,
California
| $249M | -$694M | -74% | 10.6% | 3,932% | 46 | 89.13% | 0.2 |
|
3966
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $249M | +$50.1M | +25% | 9.21% | 101% | 146 | 28.77% | 4.9 |
|
3967
Stewardship Advisors
Mount Joy,
Pennsylvania
| $248M | +$17.5M | +8% | 6.56% | 46.1% | 51 | 17.65% | 1.7 |
|
|
CMG
3968
Cavalry Management Group
San Francisco,
California
| $248M | -$547M | -69% | 8.6% | 59.6% | 44 | 63.64% | 0.9 |
|
3969
Defender Capital
Charlotte,
North Carolina
| $248M | -$7.79M | -3% | 5.58% | 101% | 36 | 25% | 2 |
|
3970
Bridger Management
New York
| $248M | -$83M | -25% | 13.8% | 103% | 46 | 52.17% | 2.8 |
|
3971
Prudent Man Advisors
Naperville,
Illinois
| $247M | +$36.3M | +17% | 8.21% | 82.8% | 205 | 20.49% | 1.5 |
|
3972
Mattern Wealth Management
Lawrence,
Kansas
| $247M | -$1.53M | -0.6% | 9.8% | 54% | 165 | 6.67% | 2.1 |
|
|
TLP
3973
Tri Locum Partners
New York
| $247M | -$117M | -32% | 33.5% | 357% | 95 | 80% | 0.2 |
|
3974
Geometric Wealth Advisors
Washington,
District of Columbia
| $247M | +$39.2M | +19% | 11.1% | 62.1% | 33 | 12.12% | 0.7 |
|
3975
PBMares Wealth Management
Williamsburg,
Virginia
| $247M | +$17.7M | +8% | 11% | 67.7% | 170 | 12.94% | 1.9 |
|