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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4251
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $199M | +$12.4M | +7% | 4.56% | 67.5% | 105 | 34.29% | 1.5 |
|
4252
DCM Advisors
New York
| $199M | -$32.3M | -14% | 2% | 99.3% | 228 | 39.47% | 0.7 |
|
4253
BHK Investment Advisors
Birmingham,
Alabama
| $199M | -$23.3M | -10% | 4.48% | 54.6% | 65 | 3.08% | 3.6 |
|
4254
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $199M | -$17.1M | -8% | 6.03% | 87.3% | 82 | 10.98% | 6.6 |
|
|
SIM
4255
SW Investment Management
Telluride,
Colorado
| $199M | +$21.8M | +12% | 10.7% | 143% | 9 | 33.33% | 1.3 |
|
4256
Family Legacy Inc
Greenville,
South Carolina
| $199M | -$12M | -6% | 4.38% | 89% | 111 | 4.5% | 4 |
|
4257
Pelion Inc
Salt Lake City,
Utah
| $199M | +$35.8M | +22% | 25.1% | 16.9% | 4 | 0% | 0.8 |
|
4258
First United Bank & Trust
Oakland,
Maryland
| $199M | -$18.7M | -9% | 4.58% | 78% | 148 | 4.73% | 5 |
|
4259
WT Wealth Management
Scottsdale,
Arizona
| $199M | -$3.77M | -2% | 2.18% | 72% | 108 | 22.22% | 1.9 |
|
4260
Diversified
Wilmington,
Delaware
| $199M | -$42.5M | -18% | 5.01% | 34.4% | 129 | 25.58% | 1.2 |
|
4261
Castle Rock Wealth Management
Walnut Creek,
California
| $198M | +$2.42M | +1% | 3.25% | 115% | 222 | 14.86% | 1.7 |
|
4262
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $198M | -$13.9M | -7% | 4.51% | 101% | 117 | 5.98% | 6.1 |
|
4263
Fountainhead AM
Warren,
New Jersey
| $198M | +$13.9M | +8% | 5.87% | 65.6% | 83 | 27.71% | 1.2 |
|
4264
Diametric Capital
Boston,
Massachusetts
| $198M | +$62.8M | +46% | 9.03% | 175% | 401 | 70.82% | 0.4 |
|
4265
Courage Miller Partners
Norfolk,
Virginia
| $198M | -$12.3M | -6% | 5.59% | 43.5% | 70 | 4.29% | 7.2 |
|
4266
First Washington Corp
Seattle,
Washington
| $198M | -$17M | -8% | 6.16% | 142% | 67 | 17.91% | 3.6 |
|
4267
My Legacy Advisors
Bend,
Oregon
| $198M | -$1.8M | -0.9% | 5.72% | 49.1% | 209 | 11.96% | 0.4 |
|
4268
LDR Capital Management
New York
| $198M | -$41M | -17% | 12.1% | 28.4% | 72 | 34.72% | 0.8 |
|
4269
Madison International Realty Holdings
New York
| $198M | +$12M | +6% | 9.61% | – | 3 | 0% | 4.7 |
|
4270
BigSur Wealth Management
Miami,
Florida
| $198M | -$14.6M | -7% | 4.87% | 94.8% | 141 | 17.02% | 3.4 |
|
|
AIA
4271
AIMZ Investment Advisors
Los Altos,
California
| $198M | -$10.9M | -5% | 5.21% | 81.3% | 111 | 6.31% | 5.9 |
|
4272
IFG Advisors
St. Louis,
Missouri
| $198M | -$152K | -0.1% | 5.9% | 78.7% | 110 | 10.91% | 2.2 |
|
4273
FC Advisory
West Chester,
Pennsylvania
| $197M | -$11.4M | -5% | 5.49% | 46.6% | 89 | 15.73% | 3.9 |
|
4274
General Motors Holdings
Detroit,
Michigan
| $197M | +$18.3M | +10% | 15.6% | 4.78% | 3 | 0% | 0.7 |
|
4275
West Wealth Group
Irvine,
California
| $197M | -$18.6M | -9% | 5.97% | 79.8% | 68 | 14.71% | 0.6 |
|