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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WFI
4126
West Family Investments
Carlsbad,
California
| $257M | +$4.73M | +2% | 2.02% | 116% | 276 | 42.39% | 1.2 |
|
4127
Summit Financial Group
Moorefield,
West Virginia
| $257M | -$6.65M | -3% | 5.07% | 26.1% | 192 | 4.69% | 3.9 |
|
4128
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $257M | +$4.24M | +2% | 4.34% | 75.5% | 506 | 2.17% | 1.9 |
|
4129
BetterWealth
San Jose,
California
| $257M | +$9.9M | +4% | 5.18% | 63.3% | 47 | 10.64% | 1 |
|
4130
Mudrick Capital Management
New York
| $257M | -$13.3M | -5% | 0.6% | 212% | 13 | 23.08% | 1.6 |
|
4131
St. Clair Advisors
Mayfield Hts,
Ohio
| $257M | +$27.3M | +12% | 6.24% | 77.5% | 81 | 6.17% | 1.2 |
|
4132
Capital Planning
Bellevue,
Washington
| $256M | +$14.6M | +6% | 8.02% | 81.2% | 75 | 12% | 1.8 |
|
4133
Humankind Investments
New York
| $256M | +$15.3M | +6% | 6.51% | 62.5% | 149 | 37.58% | 1.5 |
|
|
AP
4134
Agilis Partners
Waltham,
Massachusetts
| $256M | +$29.9M | +13% | 4.62% | 8.47% | 23 | 4.35% | 3.9 |
|
4135
Horan Capital Advisors
Cincinnati,
Ohio
| $256M | +$13.4M | +6% | 5.24% | 26.6% | 105 | 4.76% | 4.2 |
|
4136
Builder Investment Group
Atlanta,
Georgia
| $256M | +$26.7M | +12% | 14.4% | 169% | 96 | 6.25% | 0.5 |
|
4137
Vickerman Investment Advisors
Spokane,
Washington
| $256M | +$2.49M | +1% | 4.47% | 47.3% | 73 | 12.33% | 1.5 |
|
4138
Collective Family Office
York,
Pennsylvania
| $256M | +$13.3M | +5% | 2.7% | 52.5% | 186 | 15.59% | 1.5 |
|
|
SSI
4139
Scott & Selber Inc
Houston,
Texas
| $256M | +$20.8M | +9% | 10.3% | 202% | 103 | 7.77% | 3.7 |
|
4140
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $256M | +$3.96M | +2% | 3.67% | 19.4% | 96 | 13.54% | 2.1 |
|
4141
Lantz Financial
Naperville,
Illinois
| $255M | +$14.9M | +6% | 5.24% | 74.3% | 197 | 7.11% | 2.5 |
|
4142
Origin Asset Management
London,
United Kingdom
| $255M | -$86.1M | -25% | 5.19% | 59.3% | 31 | 64.52% | 1.1 |
|
4143
McLean Asset Management
Tysons,
Virginia
| $255M | +$12.1M | +5% | 5.19% | 64.3% | 134 | 5.97% | 1.8 |
|
4144
Innealta Capital
Austin,
Texas
| $255M | +$18.5M | +8% | 4.29% | 63.7% | 77 | 18.18% | 1.6 |
|
4145
Physicians Financial Services
Raleigh,
North Carolina
| $255M | +$18.2M | +8% | 9.35% | 100% | 108 | 0.93% | 5.8 |
|
4146
Warwick Investment Management
Bryan,
Texas
| $255M | +$18.9M | +8% | 5.66% | 69.9% | 70 | 15.71% | 0.9 |
|
4147
My Legacy Advisors
Bend,
Oregon
| $254M | +$21.2M | +9% | 4.73% | 49.1% | 223 | 14.8% | 1 |
|
4148
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $254M | +$22.2M | +10% | 6.19% | 94% | 276 | 32.61% | 0.4 |
|
4149
Summit Wealth & Retirement Planning
San Ramon,
California
| $254M | -$13.2M | -5% | 5.33% | 67.6% | 109 | 50.46% | 2.4 |
|
4150
Institutional Venture Management XV
Menlo Park,
California
| $254M | -$87.5M | -26% | 3.1% | 116% | 6 | 33.33% | 1.9 |
|