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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
CSWG
4276
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $379M | -$3.46M | -0.9% | 2.15% | 76% | 65 | 12.31% | 3.9 |
|
4277
BWM Planning
The Woodlands,
Texas
| $379M | +$4.88M | +1% | 2.79% | – | 98 | 15.31% | 1.3 |
|
|
NICM
4278
Neo Ivy Capital Management
New York
| $379M | -$254M | -40% | 3.24% | – | 527 | 76.47% | 0.3 |
|
|
KFS
4279
Kurt F. Somerville
| $379M | -$211M | -36% | 1.53% | 92.9% | 107 | 18.69% | 7.3 |
|
4280
Carr Financial Group
Worcester,
Massachusetts
| $379M | +$2.86M | +0.8% | 1.29% | 66.1% | 200 | 19.5% | 2.3 |
|
4281
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $379M | -$10M | -3% | 2.08% | 80% | 90 | 6.67% | 5.1 |
|
4282
Fairway Wealth
Independence,
Ohio
| $379M | +$8.17M | +2% | 0.68% | 51.5% | 272 | 43.01% | 1.2 |
|
4283
Progressive Investment Management
Lake Oswego,
Oregon
| $379M | -$39.2M | -9% | 4.17% | 139% | 63 | 20.63% | 4.6 |
|
4284
Highland Financial Advisors
Wayne,
New Jersey
| $379M | +$18M | +5% | 2.22% | 70% | 73 | 17.81% | 2.3 |
|
|
LFGO
4285
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $378M | -$3M | -0.8% | 0.7% | 64.2% | 96 | 9.38% | 2.3 |
|
4286
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $378M | +$11.2M | +3% | 0.21% | 54.5% | 304 | 7.24% | 2.4 |
|
4287
Bare Financial Services
Gap,
Pennsylvania
| $378M | +$18.8M | +5% | 0.63% | 53.6% | 1,915 | 29.61% | 0.7 |
|
4288
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $378M | +$19.1M | +5% | 1.01% | 60.6% | 144 | 17.36% | 2.2 |
|
|
IFS
4289
Ifrah Financial Services
Little Rock,
Arkansas
| $378M | -$11.1M | -3% | 1.32% | 64.1% | 214 | 8.88% | 5.7 |
|
4290
Vista Investment Partners
Oklahoma City,
Oklahoma
| $378M | -$4.5M | -1% | 4.51% | 112% | 184 | 18.48% | 1.6 |
|
4291
Anchorage Capital Advisors
New York
| $378M | -$429M | -53% | 14.7% | – | 7 | 42.86% | 0.8 |
|
4292
Alta Fox Capital Management
Fort Worth,
Texas
| $378M | -$87M | -19% | 1.24% | 261% | 16 | 62.5% | 0.8 |
|
4293
Delta Air Lines
Atlanta,
Georgia
| $378M | -$65.2M | -15% | 20.5% | 5.3% | 3 | 0% | 2.6 |
|
4294
Wakefield Asset Management
Englewood,
Colorado
| $377M | +$8.78M | +2% | 6.46% | 147% | 253 | 37.15% | 1.3 |
|
4295
Fivespan Partners
San Francisco,
California
| $377M | +$12.5M | +3% | 18.1% | – | 6 | 33.33% | 0.3 |
|
4296
Cliffwater
Marina Del Rey,
California
| $377M | -$99M | -21% | 4.6% | 29.4% | 22 | 9.09% | 4.8 |
|
4297
TrueFG
Cedar Park,
Texas
| $377M | +$4.59M | +1% | 0.02% | 54.2% | 72 | 5.56% | 3.3 |
|
4298
EnRich Financial Partners
Madison,
Wisconsin
| $377M | +$10.2M | +3% | 1.33% | 50.7% | 64 | 1.56% | 1.9 |
|
4299
Global View Capital Management
Waukesha,
Wisconsin
| $377M | -$160M | -30% | 0.61% | – | 167 | 34.13% | 0.8 |
|
4300
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $376M | -$1.02M | -0.3% | 2.44% | – | 95 | 11.58% | 1 |
|