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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4151
Freedom Day Solutions
Houston,
Texas
| $327M | -$7.6M | -2% | 0.66% | 86.6% | 106 | 16.98% | 3.4 |
|
4152
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $327M | +$8.65M | +3% | 3.55% | 81% | 96 | 2.08% | 6.2 |
|
|
VDBMI
4153
Van Den Berg Management I
Austin,
Texas
| $327M | -$20.4M | -6% | 0.4% | 187% | 113 | 13.27% | 3.2 |
|
4154
Summit Wealth & Retirement Planning
San Ramon,
California
| $326M | +$3.2M | +1% | 1.4% | 67.6% | 81 | 11.11% | 2.7 |
|
4155
Windsor Capital Management
Phoenix,
Arizona
| $326M | -$11.3M | -3% | 1.3% | 49.1% | 122 | 5.74% | 6.5 |
|
4156
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $326M | +$3.44M | +1% | 1.59% | 34.2% | 45 | 6.67% | 6 |
|
4157
ORG Wealth Partners
Dallas,
Texas
| $326M | +$1.54M | +0.5% | 9.82% | – | 834 | 48.44% | 0.3 |
|
4158
Mandatum Life Insurance Company
Helsinki,
Finland
| $326M | -$11.7M | -3% | 3.55% | 108% | 84 | 15.48% | 5.6 |
|
|
CA
4159
Clune & Associates
Chicago,
Illinois
| $326M | +$24.4M | +8% | 0.64% | – | 144 | 7.64% | 0.2 |
|
4160
BCGM Wealth Management
Lafayette,
Indiana
| $325M | +$10.2M | +3% | 0.51% | 54.9% | 158 | 8.86% | 2.5 |
|
4161
Monument Capital Management
Alexandria,
Virginia
| $325M | -$37.4M | -10% | 0.33% | 170% | 232 | 31.47% | 2.3 |
|
4162
Prism Advisors
Studio City,
California
| $325M | -$8.59M | -3% | 0.16% | 54.6% | 63 | 6.35% | 3.3 |
|
4163
Maytus Capital Management
New York
| $325M | +$38.8M | +14% | 1.16% | 442% | 76 | 60.53% | 0.3 |
|
|
AWA
4164
Aquire Wealth Advisors
South Jordan,
Utah
| $325M | +$1.97M | +0.6% | 1.32% | 60.2% | 51 | 7.84% | 2.5 |
|
4165
Haverford Financial Services
Radnor,
Pennsylvania
| $325M | -$3.33M | -1% | 1.27% | 57.9% | 43 | 4.65% | 6.4 |
|
4166
NovaPoint Capital
Atlanta,
Georgia
| $325M | -$3.16M | -1% | 0.91% | 94% | 145 | 17.93% | 3.1 |
|
4167
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $324M | +$14M | +5% | 1.87% | 19.4% | 97 | 24.74% | 3 |
|
4168
Opal Wealth Advisors
Jericho,
New York
| $324M | -$8.75M | -3% | 1.59% | 62.3% | 536 | 64.93% | 0.7 |
|
4169
All-Stars Investment
Hong Kong
| $324M | +$51.3M | +19% | 16% | 30.1% | 3 | 0% | 2.1 |
|
4170
Roberts Wealth Advisors
Palo Alto,
California
| $324M | -$4.88M | -1% | 2.6% | 81.1% | 108 | 15.74% | 1.9 |
|
4171
Brooklyn FI
New York
| $324M | +$23.6M | +8% | 1.16% | 60.4% | 67 | 7.46% | 1.9 |
|
4172
Rock Point Advisors
Burlington,
Vermont
| $324M | -$18.8M | -5% | 2.39% | 82.8% | 112 | 11.61% | 4.8 |
|
4173
RJA Asset Management
Stamford,
Connecticut
| $324M | -$92.2M | -22% | 12% | 80.2% | 4 | 0% | 2.4 |
|
|
CCP
4174
Caden Capital Partners
Santa Monica,
California
| $324M | -$3.85M | -1% | 3.56% | 19.1% | 13 | 23.08% | 1.2 |
|
4175
SRH Advisors
Salina,
Kansas
| $324M | -$13.2M | -4% | 1.68% | 55.7% | 290 | 10.34% | 6.9 |
|