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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4001
Heirloom Wealth Management
Greenwood Village,
Colorado
| $349M | +$15.5M | +5% | 1.46% | 81.8% | 44 | 6.82% | 2.1 |
|
4002
First Wilshire Securities Management
Pasadena,
California
| $349M | -$19.4M | -5% | 3.38% | 135% | 89 | 15.73% | 5.1 |
|
4003
New Capital Management
Houston,
Texas
| $348M | +$6.52M | +2% | 1.99% | 55.4% | 55 | 16.36% | 3.5 |
|
4004
3G Capital Partners
New York
| $348M | -$526K | -0.2% | 1.43% | 351% | 21 | 47.62% | 0.8 |
|
|
IFS
4005
Ifrah Financial Services
Little Rock,
Arkansas
| $348M | -$13.9M | -4% | 1.44% | 64.1% | 210 | 11.43% | 5.3 |
|
4006
Compton Financial Group
Towson,
Maryland
| $347M | +$10.8M | +3% | 1.16% | 37.7% | 48 | 31.25% | 2.2 |
|
4007
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $347M | -$1.8B | -84% | 19.2% | 245% | 6 | 50% | 2.8 |
|
4008
Mason & Associates (Virginia)
Newport News,
Virginia
| $347M | +$12.3M | +4% | 1.12% | – | 40 | 5% | 0.8 |
|
4009
TFB Advisors
Overland Park,
Kansas
| $347M | -$2.65M | -0.8% | 2.05% | 85% | 341 | 12.32% | 1.1 |
|
4010
DeDora Capital
Napa,
California
| $347M | -$18.2M | -5% | 3.53% | 91.2% | 116 | 8.62% | 3.1 |
|
4011
Continental Grain Company
New York
| $347M | +$54.6M | +19% | 11.4% | 5.73% | 4 | 0% | 1.9 |
|
4012
Ripple Effect Asset Management
New York
| $347M | -$13.4M | -4% | 2.14% | – | 33 | 57.58% | 0.2 |
|
4013
Cypress Capital
Franklin,
Tennessee
| $347M | -$2.78M | -0.8% | 0.06% | 43.6% | 82 | 15.85% | 2.6 |
|
|
RA
4014
Resolute Advisors
San Francisco,
California
| $347M | -$150M | -30% | 8.49% | 36.7% | 89 | 19.1% | 1.9 |
|
4015
Essex Woodlands Management
The Woodlands,
Texas
| $347M | -$86.5M | -20% | 18.9% | 119% | 7 | 14.29% | 5.8 |
|
4016
Prentice Wealth Management
Rochester,
New York
| $346M | +$594K | +0.2% | 0.77% | 47.8% | 117 | 17.09% | 2.4 |
|
4017
Bridgefront Capital
Austin,
Texas
| $346M | +$49.6M | +17% | 3.98% | 52.1% | 891 | 72.05% | 0.2 |
|
4018
Fielder Capital Group
Nashville,
Tennessee
| $346M | +$25M | +8% | 5.87% | – | 235 | 14.47% | 0.9 |
|
4019
SimplyRich
Carlsbad,
California
| $346M | -$4.78M | -1% | 0.93% | 105% | 224 | 8.04% | 3.3 |
|
4020
Childress Capital Advisors
Houston,
Texas
| $345M | -$13.3M | -4% | 0.4% | 107% | 242 | 16.94% | 1.6 |
|
4021
Brown, Lisle/Cummings
Providence,
Rhode Island
| $345M | +$10M | +3% | 0.32% | 82.3% | 800 | 22.25% | 2 |
|
4022
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $345M | -$13M | -4% | 2.38% | 78.2% | 200 | 25% | 0.6 |
|
4023
DecisionPoint Financial
Mesa,
Arizona
| $345M | +$17.4M | +5% | 0.66% | 48% | 281 | 16.01% | 1.6 |
|
4024
Strategic Investment Solutions
Orland Park,
Illinois
| $345M | +$45.7M | +15% | 2.42% | – | 732 | 17.08% | 1.3 |
|
4025
Frontier Asset Management
Sheridan,
Wyoming
| $345M | +$41.7M | +14% | 0.88% | 57.1% | 70 | 14.29% | 1.9 |
|