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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
KLCM
4251
KG&L Capital Management
Saint Francisville,
Louisiana
| $310M | +$20.9M | +7% | 3.55% | 91.9% | 209 | 22.49% | 2.6 |
|
4252
Stone Summit Wealth
Miami,
Florida
| $310M | +$31M | +11% | 5.3% | 67% | 141 | 2.84% | 2.3 |
|
4253
Tyro Capital Management
Miami,
Florida
| $310M | +$89.4M | +41% | 30.9% | – | 23 | 60.87% | 0.4 |
|
4254
Oak Hill Capital Management
New York
| $310M | -$1.68M | -0.5% | 0.54% | 1.19% | 1 | 0% | 2.8 |
|
4255
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $310M | +$5.64M | +2% | 7.76% | 117% | 117 | 41.03% | 2.4 |
|
4256
Drake & Associates
Waukesha,
Wisconsin
| $310M | +$30.4M | +11% | 5.43% | 47.9% | 92 | 19.57% | 1.2 |
|
4257
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $310M | +$12.7M | +4% | 7.13% | 128% | 708 | 9.04% | 0.5 |
|
4258
Cloverfields Capital Group
Minneapolis,
Minnesota
| $309M | +$13.1M | +4% | 8.61% | 101% | 99 | 12.12% | 1.7 |
|
4259
Wick Capital Partners
Wayne,
Pennsylvania
| $309M | +$21.2M | +7% | 5.64% | 60% | 87 | 18.39% | 0.9 |
|
4260
Operose Advisors
Milwaukee,
Wisconsin
| $309M | +$26.8M | +9% | 7.33% | 68.8% | 633 | 12.32% | 1.5 |
|
4261
Roberts Wealth Advisors
Palo Alto,
California
| $309M | +$16.1M | +6% | 5.78% | 81.1% | 97 | 9.28% | 1.6 |
|
4262
Regimen Wealth
Atlanta,
Georgia
| $309M | +$18.7M | +6% | 5.32% | 37.8% | 67 | 10.45% | 1.2 |
|
|
RI
4263
Rinkey Investments
San Diego,
California
| $309M | +$30.7M | +11% | 5.13% | 42.1% | 90 | 30% | 1.1 |
|
|
NICM
4264
Neo Ivy Capital Management
New York
| $309M | -$201M | -39% | 6.7% | – | 422 | 85.55% | 0.2 |
|
4265
CM Wealth Advisors
Beachwood,
Ohio
| $309M | +$98.4M | +47% | 6.29% | 64.7% | 85 | 12.94% | 1.4 |
|
4266
Chapin Davis
Baltimore,
Maryland
| $309M | +$16.1M | +6% | 7.64% | 339% | 246 | 12.6% | 1.3 |
|
4267
West Wealth Group
Irvine,
California
| $309M | +$25.8M | +9% | 5.57% | 79.8% | 92 | 20.65% | 1.5 |
|
|
GWM
4268
Gibbs Wealth Management
Alpharetta,
Georgia
| $309M | +$61.4M | +25% | 6.59% | – | 268 | 16.79% | 0.4 |
|
4269
BCGM Wealth Management
Lafayette,
Indiana
| $308M | +$19.6M | +7% | 5.01% | 54.9% | 157 | 6.37% | 2.1 |
|
4270
Long Path Partners
Stamford,
Connecticut
| $308M | +$56M | +22% | 7.84% | 9.18% | 10 | 0% | 1.8 |
|
4271
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $308M | +$23.5M | +8% | 6.14% | 101% | 135 | 9.63% | 5.8 |
|
4272
AllGen Financial Advisors
Orlando,
Florida
| $308M | +$44.5M | +17% | 6.11% | 39.7% | 42 | 16.67% | 1.9 |
|
4273
Teramo Advisors
Naples,
Florida
| $308M | +$19M | +7% | 5.76% | 72.1% | 9 | 22.22% | 2.1 |
|
4274
FTV Management Company
San Francisco,
California
| $308M | +$31.5M | +11% | 11.4% | 15.1% | 1 | 0% | 2.8 |
|
|
PA
4275
Paragon Advisors
College Station,
Texas
| $308M | +$33.7M | +12% | 3.55% | 138% | 77 | 6.49% | 1.8 |
|