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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
32.8%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WA
4176
WP Advisors
San Francisco,
California
| $402M | +$8.12M | +2% | 3.36% | 113% | 123 | 7.32% | 4.6 |
|
4177
Westmount Partners
Los Angeles,
California
| $401M | +$13.9M | +4% | 3.4% | 123% | 252 | 5.56% | 2.2 |
|
4178
Global Wealth Strategies & Associates
Denver,
Colorado
| $401M | +$12.2M | +3% | 1.65% | 68.7% | 606 | 30.53% | 1.4 |
|
|
CWM
4179
Compass Wealth Management
Guilford,
Connecticut
| $401M | -$46.9M | -10% | 6.01% | 103% | 153 | 53.59% | 2.6 |
|
4180
Colony Family Offices
Charlotte,
North Carolina
| $401M | +$14.3M | +4% | 2.1% | 53.9% | 68 | 4.41% | 2.9 |
|
4181
Napier Financial
Braintree,
Massachusetts
| $400M | – | – | 1.98% | – | 53 | – | 0 |
|
4182
Addison Capital
Conshohocken,
Pennsylvania
| $400M | +$62M | +18% | 0.76% | 71.4% | 156 | 17.31% | 4.5 |
|
4183
Opal Capital
Boca Raton,
Florida
| $400M | – | – | 3.38% | – | 187 | – | 0 |
|
4184
Birinyi Associates
Westport,
Connecticut
| $400M | +$8.25M | +2% | 6.93% | 134% | 60 | 8.33% | 6.9 |
|
4185
Sovereign Investment Advisors
Phoenix,
Arizona
| $400M | +$33.2M | +9% | 1.63% | 46.6% | 40 | 15% | 3.7 |
|
4186
Doliver Advisors
Houston,
Texas
| $400M | +$13.1M | +3% | 3.95% | 92.3% | 183 | 8.74% | 3.8 |
|
4187
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $400M | +$13.6M | +4% | 1.65% | 67.5% | 119 | 15.97% | 3 |
|
4188
Davis Rea
Toronto,
Ontario, Canada
| $400M | -$12.5M | -3% | 2.99% | 66.9% | 60 | 10% | 4 |
|
4189
Rock Point Advisors
Burlington,
Vermont
| $399M | +$22.1M | +6% | 4.63% | 94.1% | 124 | 8.06% | 4.6 |
|
4190
MSA Advisors
Santa Monica,
California
| $399M | -$781K | -0.2% | 8.05% | – | 33 | 15.15% | 1.4 |
|
4191
Kelly Financial Services
Braintree,
Massachusetts
| $399M | +$12.8M | +3% | 1.48% | 64.3% | 128 | 14.84% | 3.3 |
|
4192
RFG Holdings
Argyle,
Texas
| $399M | +$11.3M | +3% | 1.8% | 74.2% | 67 | 10.45% | 1.7 |
|
|
SSI
4193
Scott & Selber Inc
Houston,
Texas
| $399M | +$6.15M | +2% | 6.51% | 202% | 100 | 13% | 5 |
|
4194
Great Oak Capital Partners
South Easton,
Massachusetts
| $399M | +$17.9M | +5% | 2.28% | 53.3% | 50 | 24% | 1.4 |
|
4195
Gray Foundation
Cohoes,
New York
| $399M | +$47.2M | +13% | 9.6% | 114% | 11 | 27.27% | 1.5 |
|
|
HCM
4196
Hudson Capital Management
Ramsey,
New Jersey
| $399M | +$21.8M | +6% | 4.17% | 66.8% | 72 | 9.72% | 4.5 |
|
4197
Mokosak Advisory Group
Urbandale,
Iowa
| $398M | +$16.2M | +4% | 1.46% | 59.2% | 41 | 14.63% | 4.2 |
|
4198
Little House Capital
Braintree,
Massachusetts
| $398M | -$36.6M | -8% | 3.45% | 118% | 124 | 12.9% | 2.8 |
|
4199
Tillman Hartley LLC
Denver,
Colorado
| $398M | +$12.1M | +3% | 2.53% | 48.7% | 97 | 14.43% | 2.3 |
|
|
PA
4200
PSI Advisors
Tampa,
Florida
| $398M | +$9.9M | +3% | 2.4% | 65% | 148 | 23.65% | 3.5 |
|