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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
Berkeley Capital Partners
Milton,
Georgia
| $350M | +$18.1M | +5% | 7.55% | 62.8% | 177 | 15.82% | 3.9 |
|
3952
WealthBridge Capital Management
Westerville,
Ohio
| $350M | +$46.1M | +15% | 6.29% | 89.4% | 216 | 15.28% | 3.2 |
|
3953
Park Edge Advisors
Cleveland,
Ohio
| $350M | +$22.8M | +7% | 4.3% | 61.1% | 154 | 22.73% | 1.1 |
|
|
DI
3954
DDFG Inc
Thousand Oaks,
California
| $350M | +$26.3M | +8% | 6.29% | 56.3% | 83 | 9.64% | 1.4 |
|
3955
Trium Capital
London,
United Kingdom
| $350M | -$441M | -56% | 13.7% | 215% | 97 | 44.33% | 1 |
|
3956
High Note Wealth
Deephaven,
Minnesota
| $350M | +$22.5M | +7% | 6.16% | 82.8% | 102 | 7.84% | 2.5 |
|
3957
Prism Advisors
Studio City,
California
| $350M | +$19.8M | +6% | 6.4% | 54.6% | 69 | 10.14% | 2.9 |
|
3958
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $350M | +$18.3M | +6% | 9.41% | 17.8% | 1 | 0% | 11.3 |
|
3959
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $350M | +$21M | +6% | 6.79% | 74% | 81 | 6.17% | 6.2 |
|
3960
Seafarer Capital Partners
Larkspur,
California
| $350M | +$56.6M | +19% | 12.3% | 43% | 7 | 14.29% | 2.7 |
|
3961
Haverford Financial Services
Radnor,
Pennsylvania
| $349M | +$15.8M | +5% | 9.12% | 57.9% | 41 | 0% | 6 |
|
3962
AMJ Financial Wealth Management
Leesburg,
Virginia
| $349M | +$26.2M | +8% | 8.25% | 167% | 93 | 30.11% | 1.2 |
|
3963
Wiser Wealth Management
Marietta,
Georgia
| $349M | +$25.9M | +8% | 5.13% | 53% | 49 | 28.57% | 1.5 |
|
3964
Apeiron RIA
Dallas,
Texas
| $349M | +$22.4M | +7% | 5.84% | 68.5% | 214 | 8.88% | 1.8 |
|
3965
Little House Capital
Braintree,
Massachusetts
| $349M | +$28.9M | +9% | 6.03% | 108% | 123 | 15.45% | 2.4 |
|
3966
Aristotle Pacific Capital
Newport Beach,
California
| $348M | +$45.2M | +15% | 2.43% | 1.84% | 6 | 0% | 2.2 |
|
3967
Birinyi Associates
Westport,
Connecticut
| $348M | +$14.4M | +4% | 5.25% | 133% | 61 | 11.48% | 6.1 |
|
3968
Outlook Wealth Advisors
Shenandoah,
Texas
| $348M | +$27.8M | +9% | 4.7% | 76% | 273 | 13.19% | 1.8 |
|
3969
Kore Advisors
Boynton Beach,
Florida
| $348M | +$1.56M | +0.4% | 10.1% | – | 22 | 27.27% | 0.6 |
|
3970
NFC Investments
Memphis,
Tennessee
| $348M | -$482K | -0.1% | 5.21% | – | 36 | 2.78% | 5.5 |
|
3971
Gavilan Investment Partners
Burlingame,
California
| $348M | +$33M | +10% | 11.9% | 109% | 14 | 14.29% | 1.5 |
|
3972
Park Place Capital
Homewood,
Alabama
| $348M | +$34.7M | +11% | 6.89% | 60% | 905 | 11.05% | 1.5 |
|
3973
GoalVest Advisory
New York
| $348M | +$34.9M | +11% | 6.4% | 94.8% | 387 | 22.48% | 1.6 |
|
3974
Oakwell Private Wealth Management
Austin,
Texas
| $348M | -$6.49M | -2% | 5.87% | 63% | 67 | 11.94% | 2.6 |
|
|
ECG
3975
EPIQ Capital Group
San Francisco,
California
| $348M | +$63.4M | +22% | 9.38% | 6.25% | 76 | 17.11% | 2.2 |
|