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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4151
Founders Financial Alliance
Raleigh,
North Carolina
| $254M | +$53.8M | +27% | 7.09% | 84.9% | 521 | 14.97% | 2 |
|
|
BDA
4152
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $254M | +$13.1M | +5% | 6.71% | 44.2% | 63 | 1.59% | 1.1 |
|
4153
Chesapeake Wealth Management
Williamsburg,
Virginia
| $254M | +$13.9M | +6% | 6.24% | 65.9% | 161 | 8.07% | 4.2 |
|
4154
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $254M | +$33.3M | +15% | 15.1% | 36.7% | 4 | 0% | 5.3 |
|
4155
Beck Capital Management
Austin,
Texas
| $254M | +$18.6M | +8% | 12.3% | 291% | 132 | 39.39% | 1.4 |
|
4156
Horizon Wealth Management
La Grange,
Illinois
| $254M | +$120M | +90% | 11.1% | 97.2% | 86 | 13.95% | 1.1 |
|
|
OH
4157
Oikos Holdings
New York
| $253M | +$13.2M | +6% | 5.61% | 5.54% | 10 | 10% | 1.7 |
|
4158
Cornerstone Planning Group
Fairfield,
New Jersey
| $253M | – | – | 4.34% | 60% | 1,569 | – | 0.4 |
|
4159
Mokosak Advisory Group
Urbandale,
Iowa
| $253M | +$18.2M | +8% | 5.26% | 59.2% | 25 | 8% | 3.4 |
|
4160
Vesey Street Capital Partners
New York
| $253M | +$105M | +71% | 71% | 47.8% | 1 | 0% | 1.5 |
|
4161
Roanoke Asset Management
Jersey City,
New Jersey
| $253M | +$18.3M | +8% | 8.91% | 50.3% | 107 | 1.87% | 6.2 |
|
|
WFA
4162
Wade Financial Advisory
Campbell,
California
| $252M | +$14.3M | +6% | 5.09% | 15.9% | 78 | 8.97% | 2.6 |
|
|
SC
4163
Stephens Consulting
Flint,
Michigan
| $252M | +$86.4M | +52% | 4.73% | 50.1% | 537 | 9.68% | 1.3 |
|
|
DA
4164
Dash Acquisitions
Woodland Hills,
California
| $252M | +$36.4M | +17% | 10.8% | 52% | 51 | 29.41% | 1.6 |
|
|
LJHT
4165
Laurie J. Hall Trustee
| $252M | +$17.5M | +7% | 7.76% | 105% | 275 | 5.82% | 5.8 |
|
4166
Quattro Financial Advisors
The Woodlands,
Texas
| $252M | +$7.95M | +3% | 4.43% | 77.6% | 102 | 36.27% | 1.4 |
|
4167
Columbus Macro
New Castle,
Pennsylvania
| $252M | -$17.4M | -6% | 1.72% | 48.7% | 186 | 27.42% | 2.6 |
|
4168
Asset Allocation & Management Company
Chicago,
Illinois
| $252M | +$2.11M | +0.8% | 3.8% | 58.5% | 100 | 41% | 2.2 |
|
4169
Boyd Watterson Asset Management
Cleveland,
Ohio
| $251M | +$5.51M | +2% | 7.4% | 101% | 428 | 3.04% | 2.2 |
|
|
DMKJ
4170
David M. Knott Jr
| $251M | -$3.22M | -1% | 6.86% | 169% | 155 | 8.39% | 1.1 |
|
4171
Wakefield Asset Management
Englewood,
Colorado
| $251M | +$10.4M | +4% | 5.87% | 139% | 194 | 43.3% | 1 |
|
4172
Empire Financial Management Company
New York
| $251M | +$5.79M | +2% | 5.54% | 78.3% | 201 | 10.95% | 0.2 |
|
4173
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $251M | +$3.89M | +2% | 4.75% | 17.7% | 357 | 17.09% | 2.9 |
|
4174
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $251M | +$18M | +8% | 6.09% | 56.9% | 97 | 10.31% | 2.8 |
|
4175
Tillman Hartley LLC
Denver,
Colorado
| $251M | +$15.4M | +7% | 3.1% | 46.6% | 76 | 2.63% | 0.5 |
|