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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4126
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $389M | +$37.6M | +11% | 9.1% | 83.8% | 163 | 11.04% | 3.1 |
|
4127
Bill Few Associates
Pittsburgh,
Pennsylvania
| $388M | +$35M | +10% | 8.42% | 91.5% | 205 | 7.32% | 2.5 |
|
|
PA
4128
PSI Advisors
Tampa,
Florida
| $388M | +$185M | +91% | 6.29% | 58.2% | 147 | 28.57% | 3 |
|
|
NTCM
4129
Nine Ten Capital Management
Chicago,
Illinois
| $388M | +$51.9M | +15% | 21.2% | 166% | 9 | 0% | 4.4 |
|
4130
Three Bridge Wealth Advisors
Los Altos,
California
| $388M | +$8.43M | +2% | 8.64% | 169% | 127 | 34.65% | 2.6 |
|
|
IAA
4131
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $388M | +$43M | +12% | 8.69% | 49.3% | 76 | 17.11% | 3.2 |
|
4132
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $388M | +$68.4M | +21% | 5.97% | 65.3% | 183 | 14.21% | 0.8 |
|
4133
Rialto Wealth Management
Syracuse,
New York
| $388M | +$29.6M | +8% | 5.86% | – | 1,801 | 10.83% | 0.4 |
|
4134
RFG Holdings
Argyle,
Texas
| $388M | +$42.4M | +12% | 6.94% | 74.2% | 66 | 18.18% | 1.6 |
|
4135
Sherborne Investors Management
New York
| $387M | -$28M | -7% | 6.74% | 54.2% | 1 | 0% | 2.8 |
|
4136
Westmount Partners
Los Angeles,
California
| $387M | +$23.1M | +6% | 10.5% | 101% | 258 | 10.08% | 2 |
|
|
PA
4137
Paragon Advisors
College Station,
Texas
| $387M | +$4.01M | +1% | 8.65% | 109% | 87 | 18.39% | 2.2 |
|
4138
Doliver Advisors
Houston,
Texas
| $387M | +$21.5M | +6% | 6.07% | 92.3% | 181 | 11.6% | 3.7 |
|
4139
Elite Wealth Management
Kirkland,
Washington
| $386M | +$82.4M | +27% | 9.96% | 142% | 53 | 49.06% | 2.7 |
|
4140
Tillman Hartley LLC
Denver,
Colorado
| $386M | +$32.6M | +9% | 5.72% | 46.6% | 96 | 13.54% | 2.2 |
|
4141
Detalus Advisors
St. Louis,
Missouri
| $386M | +$41.3M | +12% | 7.5% | 75.7% | 182 | 9.34% | 2.9 |
|
4142
Colony Family Offices
Charlotte,
North Carolina
| $386M | -$549K | -0.1% | 6.87% | 53.9% | 68 | 4.41% | 2.6 |
|
4143
Kelly Financial Services
Braintree,
Massachusetts
| $386M | +$46.7M | +14% | 7.03% | 64.3% | 124 | 14.52% | 3.4 |
|
4144
Hurlow Wealth Management Group
Bloomington,
Indiana
| $386M | +$32.1M | +9% | 6.33% | 60.7% | 132 | 13.64% | 4.3 |
|
4145
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $386M | +$19M | +5% | 6.82% | 67.5% | 362 | 71.27% | 3 |
|
|
IFS
4146
Ifrah Financial Services
Little Rock,
Arkansas
| $386M | +$19.5M | +5% | 6.61% | 64.1% | 208 | 6.73% | 5.4 |
|
4147
Golden Reserve Retirement
Dublin,
Ohio
| $385M | +$73.7M | +24% | 8.04% | – | 28 | 64.29% | 0.2 |
|
4148
Leverty Financial Group
Hudson,
Wisconsin
| $385M | +$50.3M | +15% | 6.13% | 57.3% | 47 | 12.77% | 1.9 |
|
4149
tru Independence
Portland,
Oregon
| $385M | +$39.1M | +11% | 7.83% | 67.4% | 127 | 7.09% | 3 |
|
4150
Xcel Wealth Management
Holly Hill,
Florida
| $385M | +$33.4M | +9% | 9.18% | 98.8% | 142 | 11.97% | 3.7 |
|