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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4301
McMill Wealth Management
Norfolk,
Nebraska
| $376M | +$20.5M | +6% | 0.5% | – | 88 | 67.05% | 0.6 |
|
4302
St. Clair Advisors
Mayfield Hts,
Ohio
| $376M | -$11.7M | -3% | 3.27% | 77.5% | 84 | 5.95% | 3.5 |
|
4303
Access Investment Management
Atlanta,
Georgia
| $376M | +$3.44M | +0.9% | 1.76% | – | 183 | 22.95% | 1.3 |
|
4304
JRM Investment Counsel
Omaha,
Nebraska
| $375M | +$29.7M | +9% | 3.28% | 65.5% | 22 | 9.09% | 6 |
|
|
DA
4305
DCF Advisers
Greenwich,
Connecticut
| $375M | +$2.31M | +0.6% | 1.78% | 379% | 108 | 32.41% | 2.4 |
|
|
CIM
4306
CIM Investment Management
Pittsburgh,
Pennsylvania
| $375M | -$7.14M | -2% | 0.51% | 123% | 265 | 12.08% | 4.9 |
|
4307
Prism Advisors
Studio City,
California
| $375M | -$561K | -0.1% | 0.4% | 54.6% | 83 | 18.07% | 3.1 |
|
4308
Keystone Financial Planning
Cleveland,
Ohio
| $374M | +$29.6M | +9% | 8.62% | 46% | 45 | 13.33% | 7.2 |
|
4309
Straight Path Wealth Management
Jenison,
Michigan
| $374M | +$3.47M | +0.9% | 1.87% | 70.4% | 137 | 11.68% | 1.8 |
|
4310
BankPlus Trust Department
Jackson,
Mississippi
| $374M | -$7.95M | -2% | 0.34% | – | 487 | 10.06% | 1.1 |
|
4311
RIT Capital Partners
London,
United Kingdom
| $374M | -$73.2M | -16% | 3.47% | 73.5% | 14 | 28.57% | 0.5 |
|
4312
Able Wealth Management
Toms River,
New Jersey
| $374M | +$57.9M | +18% | 1.72% | 58.1% | 147 | 29.25% | 1.1 |
|
4313
Helix Partners Management
New York
| $374M | +$76.3M | +26% | 1.58% | – | 16 | 43.75% | 0.6 |
|
4314
Compass Advisory Group
Melville,
New York
| $374M | +$3.6M | +1% | 1.05% | 49.2% | 88 | 6.82% | 3.3 |
|
4315
Once Capital Management
New York
| $374M | -$114M | -23% | 4.09% | 627% | 27 | 33.33% | 2.4 |
|
4316
West Branch Capital
Amherst,
Massachusetts
| $373M | -$14.6M | -4% | 3.02% | 156% | 437 | 18.54% | 3.8 |
|
4317
Landmark Wealth Management (New York)
Melville,
New York
| $373M | +$112M | +43% | 0.36% | 42.7% | 149 | 41.61% | 1.4 |
|
4318
Bull Harbor Capital
Bethesda,
Maryland
| $373M | – | – | 2.92% | – | 458 | – | 0 |
|
4319
Highland Peak Capital
Old Greenwich,
Connecticut
| $373M | +$69.4M | +23% | 20.4% | 260% | 21 | 52.38% | 0.5 |
|
|
JC
4320
Joho Capital
New York
| $373M | -$95.5M | -20% | 10.4% | 80.2% | 13 | 53.85% | 1.7 |
|
4321
Freedom Day Solutions
Houston,
Texas
| $373M | +$4.68M | +1% | 3.69% | 86.6% | 104 | 18.27% | 3.9 |
|
4322
Mindset Wealth Management
Indianapolis,
Indiana
| $372M | -$8.98M | -2% | 2.03% | – | 198 | 18.69% | 1.1 |
|
4323
Doma Perpetual Capital Management
Miami,
Florida
| $372M | +$16.8M | +5% | 0.54% | – | 14 | 35.71% | 1.3 |
|
4324
Gavilan Investment Partners
Burlingame,
California
| $372M | -$44.1M | -11% | 14.9% | 109% | 14 | 7.14% | 2.6 |
|
4325
Blue Owl Capital Holdings
New York
| $372M | +$48.1M | +15% | 4.2% | 145% | 99 | 42.42% | 1.1 |
|