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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4276
Sunburst Financial Group
Vestavia Hills,
Alabama
| $209M | +$5.88M | +3% | 10.4% | 55.7% | 86 | 16.28% | 1.7 |
|
|
AIA
4277
AIMZ Investment Advisors
Los Altos,
California
| $209M | -$34.7M | -14% | 12% | 81.3% | 116 | 6.03% | 5.6 |
|
4278
Cardinal Point Wealth Management Partners
Irvine,
California
| $209M | -$15.8M | -7% | 12% | – | 61 | 34.43% | 0.4 |
|
4279
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $208M | -$39.7M | -16% | 14.1% | 72.3% | 105 | 11.43% | 2.2 |
|
4280
Gradient Capital Advisors
San Diego,
California
| $208M | -$27.6M | -12% | 13.2% | 78.5% | 130 | 17.69% | 3.2 |
|
4281
Sora Investors
Bryn Mawr,
Pennsylvania
| $208M | -$7.41M | -3% | 24.1% | 179% | 35 | 62.86% | 0.2 |
|
|
LIC
4282
Laurus Investment Counsel
Toronto,
Canada
| $208M | -$56.9M | -21% | 18.1% | 14.1% | 45 | 13.33% | 2.4 |
|
4283
Newman & Schimel
Deerfield,
Illinois
| $208M | +$54.3M | +35% | 10.8% | – | 52 | 23.08% | 1.2 |
|
4284
Oxler Private Wealth
Rye Brook,
New York
| $208M | -$14M | -6% | 14.4% | 119% | 237 | 54.01% | 0.6 |
|
4285
Bridge Advisory
Pasadena,
California
| $208M | -$21.5M | -9% | 11.7% | 6.7% | 125 | 30.4% | 0.9 |
|
|
BDA
4286
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $207M | -$30.7M | -13% | 12.1% | 44.2% | 53 | 1.89% | 0.3 |
|
|
HWC
4287
Hill Winds Capital
High Falls,
New York
| $207M | -$44.4M | -18% | 18.6% | 8.52% | 49 | 55.1% | 0.6 |
|
4288
Omega Financial Group
Santa Barbara,
California
| $207M | -$23.6M | -10% | 12.8% | 45.2% | 82 | 13.41% | 2.3 |
|
4289
Teewinot Capital Advisers
New York
| $207M | -$133M | -39% | 30.4% | 149% | 27 | 14.81% | 3.9 |
|
4290
Compass Group
New York
| $207M | -$77M | -27% | 7.63% | 64.6% | 21 | 38.1% | 2 |
|
4291
Tri-Star Advisors
Houston,
Texas
| $207M | -$10.2M | -5% | 10.5% | 3.07% | 64 | 29.69% | 1.2 |
|
4292
Arjuna Capital
Durham,
North Carolina
| $207M | -$33.4M | -14% | 14.4% | 105% | 96 | 20.83% | 2.3 |
|
4293
Forefront Analytics
West Conshohocken,
Pennsylvania
| $206M | -$62.9M | -23% | 12.6% | 50.9% | 77 | 23.38% | 2.7 |
|
4294
Lebenthal Global Advisors
Hauppauge,
New York
| $206M | -$28.5M | -12% | 14% | 50.8% | 155 | 21.29% | 0.9 |
|
|
WA
4295
Wealth Advisors
Rancho Santa Fe,
California
| $206M | -$70.6M | -26% | 20.3% | 40% | 71 | 21.13% | 1.9 |
|
4296
Warwick Investment Management
Bryan,
Texas
| $206M | -$23.4M | -10% | 15.4% | 69.9% | 59 | 11.86% | 0.5 |
|
4297
Sara-Bay Financial
Sarasota,
Florida
| $206M | -$46.4M | -18% | 20.1% | 233% | 85 | 14.12% | 1.5 |
|
4298
Richmond Hill Investments
New York
| $206M | -$58.4M | -22% | 20.1% | 55.2% | 7 | 14.29% | 3.1 |
|
4299
Wind River Trust Company
Jackson,
Wyoming
| $206M | -$44M | -18% | 15.8% | 62.1% | 9 | 0% | 6.9 |
|
4300
Gibraltar Capital Management
Tulsa,
Oklahoma
| $206M | -$34.6M | -14% | 10.2% | 56.6% | 85 | 7.06% | 2.4 |
|