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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4226
Muhlenkamp & Co
Wexford,
Pennsylvania
| $214M | -$73.6M | -26% | 9.93% | 107% | 36 | 22.22% | 3.9 |
|
4227
Rockwood Wealth Management
New Hope,
Pennsylvania
| $214M | +$4.81M | +2% | 14.8% | 48.9% | 83 | 25.3% | 0.4 |
|
4228
Financial Life Advisors
San Antonio,
Texas
| $213M | -$27.7M | -11% | 11.9% | 47% | 56 | 12.5% | 2.8 |
|
4229
Jacobs Asset Management
New York
| $213M | -$25.5M | -11% | 14.4% | 114% | 45 | 24.44% | 1.5 |
|
4230
Financial Consulate
Hunt Valley,
Maryland
| $213M | -$47M | -18% | 15.9% | 61.4% | 138 | 15.22% | 3.5 |
|
4231
Delphi Financial Group
Wilmington,
Delaware
| $213M | -$72.5M | -25% | 14.7% | 66.3% | 33 | 24.24% | 2.8 |
|
4232
Stolper & Co
Tulsa,
Oklahoma
| $213M | -$22.9M | -10% | 10.7% | 77.1% | 88 | 9.09% | 1.9 |
|
4233
Fairhaven Wealth Management
Oak Brook,
Illinois
| $213M | -$33.3M | -14% | 15% | – | 133 | 18.05% | 2.2 |
|
4234
First Pacific Financial
Vancouver,
Washington
| $213M | +$18.4M | +9% | 13.2% | 53.6% | 109 | 18.35% | 1.2 |
|
4235
United Capital Management of KS
Salina,
Kansas
| $213M | -$45M | -17% | 15.2% | 272% | 94 | 12.77% | 2.3 |
|
4236
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $213M | -$4.08M | -2% | 15% | 83.4% | 67 | 11.94% | 1.2 |
|
4237
Tenere Capital
New York
| $212M | -$48.6M | -19% | 15.4% | 131% | 27 | 40.74% | 0.3 |
|
4238
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $212M | +$31.3M | +17% | 13.8% | 65.6% | 106 | 44.34% | 0.3 |
|
4239
Denver PWM
Denver,
Colorado
| $212M | -$39.1M | -16% | 12% | 48.6% | 100 | 14% | 2.4 |
|
4240
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $212M | -$48.9M | -19% | 15.3% | 101% | 121 | 5.79% | 5.8 |
|
|
LWA
4241
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $212M | -$22.4M | -10% | 12% | 8.87% | 64 | 15.63% | 1.9 |
|
4242
BigSur Wealth Management
Miami,
Florida
| $212M | -$44.4M | -17% | 15.5% | 94.8% | 143 | 6.99% | 3 |
|
4243
ADW Capital Management
Miami Beach,
Florida
| $212M | -$45.7M | -18% | 18.1% | 78.2% | 8 | 12.5% | 1.7 |
|
4244
Curran Financial Partners
Daniel Island,
South Carolina
| $212M | -$31.5M | -13% | 10.7% | 49.4% | 75 | 24% | 1.2 |
|
4245
G2 Capital Management
Columbus,
Ohio
| $212M | -$21.2M | -9% | 12.4% | 55.1% | 52 | 13.46% | 0.5 |
|
4246
Davidson Capital Management
Corpus Christi,
Texas
| $212M | -$56.4M | -21% | 6.98% | 79.4% | 91 | 13.19% | 1.5 |
|
4247
Wealth Alliance Advisory Group
Wichita,
Kansas
| $212M | -$18.9M | -8% | 13.1% | 72.7% | 162 | 14.2% | 3 |
|
|
AB
4248
Atlas Brown
Louisville,
Kentucky
| $212M | -$33.6M | -14% | 12.4% | 115% | 192 | 13.54% | 5.4 |
|
4249
SYM Financial Corp
Winona Lake,
Indiana
| $211M | -$21.2M | -9% | 14.9% | 64.3% | 131 | 24.43% | 2 |
|
4250
Bienville Capital Management
New York
| $211M | +$7.35M | +4% | 14.9% | 36.3% | 165 | 32.73% | 2.2 |
|