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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4051
Uncommon Cents Investing
Janesville,
Wisconsin
| $402M | +$28.5M | +8% | 10.5% | 91.4% | 211 | 4.27% | 4.7 |
|
4052
Elevated Capital Advisors
Sandy,
Utah
| $402M | +$45.2M | +13% | 6.07% | 46% | 263 | 6.08% | 2.3 |
|
4053
Goodman Advisory Group
Needham,
Massachusetts
| $402M | +$108M | +37% | 8.56% | 101% | 211 | 42.65% | 0.7 |
|
4054
Sentry LLC
Memphis,
Tennessee
| $402M | -$100M | -20% | 5.39% | 52.6% | 132 | 6.06% | 2.2 |
|
4055
Northeast Financial Group
Tannersville,
Pennsylvania
| $402M | +$58.6M | +17% | 5.98% | 31.6% | 100 | 23% | 2.1 |
|
4056
Outlook Wealth Advisors
Shenandoah,
Texas
| $401M | +$12.5M | +3% | 6.74% | 76% | 329 | 30.09% | 2.1 |
|
|
TPWM
4057
Twelve Points Wealth Management
Concord,
Massachusetts
| $401M | +$29.8M | +8% | 7.53% | 50.7% | 201 | 10.95% | 2.7 |
|
4058
Operose Advisors
Milwaukee,
Wisconsin
| $401M | +$46.5M | +13% | 7.32% | 68.8% | 472 | 19.07% | 2.2 |
|
4059
Eldred Rock Partners
San Antonio,
Texas
| $401M | +$71.9M | +22% | 9.12% | 109% | 30 | 3.33% | 1.5 |
|
4060
Hill Island Financial
Grand Rapids,
Michigan
| $401M | +$42M | +12% | 7.72% | 78.3% | 80 | 10% | 1.9 |
|
4061
Montanaro Asset Management
London,
United Kingdom
| $400M | +$12.5M | +3% | 1.98% | 49.6% | 42 | 9.52% | 3 |
|
4062
Kelleher Financial Advisors
New York
| $400M | +$112M | +39% | 6.4% | 80.3% | 667 | 81.11% | 0.9 |
|
4063
Frontier Asset Management
Sheridan,
Wyoming
| $400M | +$33M | +9% | 7.33% | 57.1% | 77 | 7.79% | 2 |
|
4064
Globe Life
Mckinney,
Texas
| $400M | +$35.2M | +10% | 7.06% | 60.1% | 2 | 0% | 5.4 |
|
4065
MSA Advisors
Santa Monica,
California
| $400M | +$1.5M | +0.4% | 3.15% | – | 30 | 6.67% | 1.3 |
|
|
CA
4066
Clune & Associates
Chicago,
Illinois
| $400M | +$34.8M | +10% | 6.38% | – | 162 | 5.56% | 0.7 |
|
4067
Monument Capital Management
Alexandria,
Virginia
| $400M | +$16.1M | +4% | 9.48% | 170% | 259 | 28.19% | 2.1 |
|
4068
Oak Family Advisors
Chicago,
Illinois
| $400M | +$82.7M | +26% | 8.79% | 81.9% | 119 | 21.85% | 2.2 |
|
4069
Kimmeridge Energy Management
New York
| $400M | -$674M | -63% | 14.1% | 19.7% | 4 | 50% | 1.3 |
|
4070
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $400M | +$50.9M | +15% | 9.54% | 71.1% | 143 | 21.68% | 3.2 |
|
4071
Abound Wealth Management
Franklin,
Tennessee
| $399M | +$45.6M | +13% | 8.05% | 65.7% | 1,417 | 12.28% | 2.1 |
|
4072
Firetrail Investments
Sydney, NSW,
Australia
| $399M | +$16.1M | +4% | 7.11% | – | 30 | 20% | 1 |
|
|
VDBMI
4073
Van Den Berg Management I
Austin,
Texas
| $399M | +$47.3M | +13% | 10.8% | 187% | 117 | 15.38% | 3.3 |
|
4074
Prostatis Group
Hanover,
Maryland
| $399M | +$49.6M | +14% | 8.3% | 72.9% | 173 | 14.45% | 1.9 |
|
4075
Leading Edge Financial Planning
Knoxville,
Tennessee
| $398M | +$38.7M | +11% | 5.4% | 48.6% | 66 | 16.67% | 1.8 |
|