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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3976
WR Wealth Planners
Columbia,
Missouri
| $328M | +$6.22M | +2% | 2.15% | 22.1% | 1,236 | 12.14% | 0.5 |
|
3977
3Chopt Investment Partners
Richmond,
Virginia
| $328M | +$84.1M | +35% | 4.82% | 116% | 183 | 62.84% | 0.4 |
|
3978
Financial Sense Advisors
San Diego,
California
| $327M | +$24.5M | +8% | 4.25% | 152% | 137 | 25.55% | 1.4 |
|
3979
Ping Capital Management
New York
| $327M | – | – | 7.53% | – | 75 | – | 0 |
|
3980
High Note Wealth
Deephaven,
Minnesota
| $327M | +$20.1M | +7% | 2.85% | 82.8% | 99 | 9.09% | 2.4 |
|
3981
Park Edge Advisors
Cleveland,
Ohio
| $327M | -$31.2M | -9% | 9.83% | 61.1% | 143 | 19.58% | 0.9 |
|
3982
Gray Foundation
Cohoes,
New York
| $327M | +$6.93M | +2% | 4.07% | – | 12 | 8.33% | 0.5 |
|
3983
First Wilshire Securities Management
Pasadena,
California
| $327M | -$14.9M | -4% | 3.38% | 135% | 84 | 7.14% | 4.9 |
|
3984
Second Line Capital
Metairie,
Louisiana
| $327M | +$18.6M | +6% | 1.58% | – | 131 | 25.19% | 0.4 |
|
3985
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $327M | +$23.4M | +8% | 7.75% | 36.7% | 4 | 0% | 6.3 |
|
3986
BigSur Wealth Management
Miami,
Florida
| $327M | +$7.48M | +2% | 2.3% | 94.8% | 160 | 11.88% | 3.4 |
|
3987
Apeiron RIA
Dallas,
Texas
| $326M | -$18.9M | -5% | 1.75% | 68.5% | 214 | 7.01% | 1.6 |
|
3988
JSF Financial
Los Angeles,
California
| $326M | +$6.98M | +2% | 3.3% | 91% | 117 | 13.68% | 2.4 |
|
3989
Decheng Capital
Menlo Park,
California
| $326M | -$419M | -56% | 22.2% | – | 28 | 35.71% | 0.3 |
|
|
MKC
3990
M. Kraus & Co
Shelburne,
Vermont
| $326M | -$3.31M | -1% | 0.47% | 65.9% | 83 | 4.82% | 5.5 |
|
3991
Skaana Management
Brooklyn,
New York
| $326M | -$4.7B | -94% | 34.7% | 269% | 221 | 36.65% | 0.8 |
|
3992
New Capital Management
Houston,
Texas
| $326M | -$8.95M | -3% | 0.89% | 49.4% | 60 | 15% | 3.1 |
|
3993
Ararat Capital Management
Westport,
Connecticut
| $326M | -$26.3M | -7% | 5.8% | 99.2% | 25 | 24% | 1.1 |
|
3994
Vectors Research Management
New York
| $326M | -$28.3M | -8% | 1.22% | 67.3% | 136 | 9.56% | 4.1 |
|
3995
DeDora Capital
Napa,
California
| $326M | +$11.4M | +4% | 3.89% | 91.2% | 113 | 8.85% | 2.6 |
|
3996
Madrona Financial Services
Everett,
Washington
| $325M | +$38.3M | +13% | 2.61% | 85.1% | 111 | 20.72% | 2.5 |
|
3997
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $325M | +$5.22M | +2% | 5.64% | 147% | 219 | 4.11% | 6.6 |
|
3998
Tradewinds LLC
Raleigh,
North Carolina
| $325M | +$116M | +56% | 4.95% | – | 234 | 72.22% | 0.3 |
|
3999
Source Financial Advisors
New York
| $325M | -$4.2M | -1% | 1.25% | 18.5% | 122 | 8.2% | 2.4 |
|
4000
Cavalier Investments
Alpharetta,
Georgia
| $325M | +$51M | +19% | 8.08% | 171% | 86 | 13.95% | 1.5 |
|