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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
Shaker Financial Services
Arlington,
Virginia
| $202M | -$3.09M | -2% | 7.82% | 12.9% | 170 | 31.76% | 1.4 |
|
4227
Newman & Schimel
Deerfield,
Illinois
| $202M | -$5.46M | -3% | 4.8% | – | 46 | 4.35% | 1.5 |
|
4228
Wealth Dimensions Group
Cincinnati,
Ohio
| $202M | -$8.53M | -4% | 5.74% | 57.1% | 127 | 5.51% | 1.6 |
|
4229
AlphaMark Advisors
Ft. Wright,
Kentucky
| $202M | -$14.5M | -7% | 4.26% | 26.4% | 789 | 25.6% | 3.2 |
|
4230
Droms Strauss Advisors
St. Louis,
Missouri
| $202M | +$2.66M | +1% | 4.55% | 68.7% | 66 | 21.21% | 1.8 |
|
4231
Steamboat Capital Partners
Rye,
New York
| $202M | -$102M | -34% | 0.6% | 280% | 40 | 35% | 1.9 |
|
4232
Burton Enright Welch
Walnut Creek,
California
| $201M | +$35.1M | +21% | 5.38% | 62.8% | 65 | 12.31% | 0.7 |
|
4233
Thames Capital Management
Roseland,
New Jersey
| $201M | -$47.6M | -19% | 1.73% | 1,177% | 31 | 35.48% | 1.6 |
|
|
CWM
4234
Cedar Wealth Management
Walnut Creek,
California
| $201M | -$17.3M | -8% | 7.38% | 68.1% | 351 | 5.41% | 2.3 |
|
|
BDA
4235
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $201M | -$6.45M | -3% | 6.34% | 44.2% | 55 | 5.45% | 0.5 |
|
4236
Collective Family Office
York,
Pennsylvania
| $201M | -$30.1M | -13% | 5.39% | 52.5% | 201 | 26.87% | 1.3 |
|
|
HCM
4237
Hudson Capital Management
Ramsey,
New Jersey
| $201M | -$9.6M | -5% | 4.7% | 66.8% | 70 | 22.86% | 3 |
|
4238
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $201M | +$77.7M | +63% | 37.4% | 23.7% | 4 | 25% | 0.5 |
|
4239
Juncture Wealth Strategies
Scottsdale,
Arizona
| $201M | -$2.16M | -1% | 2.9% | 76.5% | 119 | 22.69% | 3 |
|
4240
Weik Capital Management
Wyomissing,
Pennsylvania
| $200M | -$19M | -9% | 3.79% | 66.9% | 105 | 4.76% | 6.4 |
|
4241
Lion Street Advisors
Austin,
Texas
| $200M | +$9.32M | +5% | 1.24% | 38% | 174 | 42.53% | 0.8 |
|
4242
Patient Capital Management
Baltimore,
Maryland
| $200M | -$25.3M | -11% | 1.15% | 131% | 45 | 15.56% | 0.6 |
|
4243
Elmwood Wealth Management
Berkeley,
California
| $200M | +$24.5M | +14% | 9.04% | 42.1% | 121 | 14.05% | 2.9 |
|
4244
Retireful LLC
Haslett,
Michigan
| $200M | +$154M | +335% | 1% | 437% | 15 | 93.33% | 0 |
|
4245
BCGM Wealth Management
Lafayette,
Indiana
| $200M | +$3.02M | +2% | 3.77% | 54.9% | 113 | 11.5% | 1.3 |
|
4246
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $200M | +$269K | +0.1% | 4.41% | 27.4% | 52 | 17.31% | 1.9 |
|
4247
SC&H Financial Advisors
Sparks,
Maryland
| $200M | -$14.5M | -7% | 6.61% | 66.2% | 138 | 10.87% | 0.7 |
|
4248
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $200M | -$29.2M | -13% | 0.95% | 38.5% | 201 | 32.34% | 3.2 |
|
|
WFA
4249
Wade Financial Advisory
Campbell,
California
| $200M | -$11.2M | -5% | 7.2% | 15.9% | 76 | 6.58% | 2.1 |
|
4250
Financial Life Advisors
San Antonio,
Texas
| $200M | -$13.9M | -7% | 6.53% | 47% | 71 | 30.99% | 2.2 |
|