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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3951
Wiser Wealth Management
Marietta,
Georgia
| $356M | +$172K | +0% | 2.37% | 53% | 49 | 2.04% | 2 |
|
3952
Frisch Financial Group
Melville,
New York
| $356M | +$26M | +8% | 0.98% | 66.6% | 137 | 12.41% | 3.4 |
|
3953
Coleford Investment Management
Toronto, Ontario,
Canada
| $356M | -$22.5M | -6% | 3.2% | – | 20 | 0% | 0.3 |
|
3954
BetterWealth
San Jose,
California
| $356M | -$6.62M | -2% | 2.03% | 63.3% | 72 | 20.83% | 1.8 |
|
3955
Seeds Investor
New York
| $356M | +$5.41M | +2% | 0.76% | – | 297 | 23.91% | 0.8 |
|
3956
Shulman DeMeo Asset Management
Lake Success,
New York
| $356M | -$14.5M | -4% | 3.03% | 79.3% | 122 | 8.2% | 3.1 |
|
3957
Waller Financial Planning Group
Columbus,
Ohio
| $356M | -$40.8M | -10% | 1.42% | 47.5% | 76 | 14.47% | 3.8 |
|
3958
Doliver Advisors
Houston,
Texas
| $356M | -$3.97M | -1% | 1.87% | 92.3% | 171 | 12.87% | 3.6 |
|
3959
Drake & Associates
Waukesha,
Wisconsin
| $356M | +$4.5M | +1% | 1.18% | 47.9% | 90 | 3.33% | 1.5 |
|
3960
Gavilan Investment Partners
Burlingame,
California
| $356M | -$5.04M | -1% | 3.15% | 109% | 13 | 0% | 2 |
|
3961
Paulson Wealth Management
Wheaton,
Illinois
| $355M | -$11.2M | -3% | 2.47% | 62.6% | 141 | 8.51% | 3.5 |
|
3962
Fosun International
Hong Kong,
China
| $355M | +$35.5M | +11% | 9.68% | 41.3% | 52 | 17.31% | 2.2 |
|
3963
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $355M | -$10.4M | -3% | 2.59% | 84.6% | 130 | 12.31% | 5.6 |
|
3964
Farmers National Bank
Danville,
Kentucky
| $354M | +$11.7M | +3% | 0.46% | – | 167 | 4.79% | 6.3 |
|
3965
BDT Capital Partners
Chicago,
Illinois
| $354M | -$36.6M | -9% | 20.2% | 25.5% | 2 | 0% | 1.9 |
|
3966
Tradewinds LLC
Raleigh,
North Carolina
| $354M | -$5.4M | -2% | 0.53% | – | 229 | 13.97% | 0.8 |
|
|
EGA
3967
E&G Advisors
Houston,
Texas
| $354M | -$14M | -4% | 2.26% | 97.7% | 220 | 7.73% | 2.8 |
|
3968
High Net Worth Advisory Group
Naples,
Florida
| $354M | -$3.68M | -1% | 0.77% | 75.7% | 224 | 6.25% | 2.5 |
|
3969
WealthBridge Capital Management
Westerville,
Ohio
| $354M | -$6.08M | -2% | 1.68% | 89.4% | 212 | 10.85% | 3.7 |
|
3970
EVR Research
Richmond,
Virginia
| $354M | +$55M | +18% | 7.15% | 165% | 52 | 59.62% | 0.7 |
|
3971
Ballast Inc
Lexington,
Kentucky
| $353M | +$3.65M | +1% | 0.84% | 71.3% | 129 | 10.85% | 4.4 |
|
3972
Whitener Capital Management
Rocky Mount,
North Carolina
| $353M | -$3.54M | -1% | 1.06% | 113% | 159 | 3.77% | 4.6 |
|
3973
Helen Stephens Group
Fort Worth,
Texas
| $353M | +$16M | +5% | 1.52% | 53.4% | 89 | 6.74% | 2.2 |
|
3974
Trustees of Dartmouth College
Hanover,
New Hampshire
| $353M | +$15.5M | +5% | 3.82% | 52.5% | 7 | 57.14% | 2.2 |
|
3975
Untitled Investments
New York
| $353M | -$57M | -14% | 6.15% | 79.6% | 20 | 40% | 1.4 |
|