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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
Luminvest Wealth Management
Scottsdale,
Arizona
| $430M | +$47.9M | +13% | 10.2% | 47.7% | 58 | 5.17% | 1.5 |
|
4302
West Branch Capital
Amherst,
Massachusetts
| $430M | +$56.8M | +15% | 24.5% | 156% | 396 | 14.9% | 4.1 |
|
4303
Rakuten Securities
Tokyo,
Japan
| $430M | +$189M | +79% | 117% | 999% | 999 | 20.52% | 1.6 |
|
4304
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $430M | +$49.2M | +13% | 11.6% | 83.8% | 187 | 17.11% | 3.3 |
|
4305
Prostatis Group
Hanover,
Maryland
| $429M | +$38.7M | +10% | 16.1% | 72.9% | 206 | 26.7% | 2 |
|
4306
Virtus Investment Advisers
Hartford,
Connecticut
| $429M | +$66.7M | +18% | 23.5% | 172% | 517 | 23.4% | 0.9 |
|
4307
Main Street Group
Glen Allen,
Virginia
| $429M | +$88.8M | +26% | 26.3% | 98.3% | 932 | 14.38% | 0.5 |
|
4308
Navalign LLC
Encino,
California
| $429M | +$32.6M | +8% | 9.39% | 50.7% | 139 | 13.67% | 3.6 |
|
|
LFGO
4309
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $429M | +$50.1M | +13% | 11.9% | 64.2% | 106 | 17.92% | 2.2 |
|
4310
TrueFG
Cedar Park,
Texas
| $428M | +$50.9M | +14% | 12.7% | 54.2% | 77 | 10.39% | 3.4 |
|
4311
Straight Path Wealth Management
Jenison,
Michigan
| $428M | +$53.5M | +14% | 13.6% | 70.4% | 146 | 15.07% | 1.8 |
|
4312
Boone Capital Management
Atlanta,
Georgia
| $428M | +$101M | +31% | 22.4% | 278% | 20 | 55% | 0.7 |
|
4313
BankPlus Trust Department
Jackson,
Mississippi
| $428M | +$53.2M | +14% | 16% | – | 492 | 9.76% | 1.3 |
|
4314
Sound Capital Solutions
Naples,
Florida
| $427M | – | – | 54.5% | – | 309 | – | 0 |
|
4315
Dockside LLC
New York
| $427M | +$30M | +8% | 9.88% | – | 361 | 100% | 0 |
|
4316
DSC Meridian Capital
New York
| $427M | +$102M | +31% | 12.8% | – | 22 | 45.45% | 0.6 |
|
4317
SimplyRich
Carlsbad,
California
| $427M | +$36.1M | +9% | 22.2% | 105% | 239 | 33.05% | 4.7 |
|
|
IAA
4318
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $427M | +$28.2M | +7% | 8.79% | 49.3% | 89 | 16.85% | 3.2 |
|
4319
Vermillion Wealth Management
Rosemount,
Minnesota
| $427M | +$172M | +67% | 7.24% | – | 2,561 | 78.72% | 0.5 |
|
|
PA
4320
Prairie Advisory
Leawood,
Kansas
| $426M | – | – | 16.8% | – | 167 | – | 0 |
|
4321
Ruedi Wealth Management
Champaign,
Illinois
| $426M | +$38M | +10% | 8.51% | 44.9% | 63 | 9.52% | 2.8 |
|
|
ACMC
4322
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| $426M | +$92.5M | +28% | 27.7% | 32.2% | 1 | 0% | 2 |
|
4323
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $426M | +$49.3M | +13% | 13.2% | – | 103 | 16.5% | 1.1 |
|
|
GIL
4324
Go Invest LLC
West Jordan,
Utah
| $426M | +$76.7M | +22% | 10.8% | – | 132 | 10.61% | 0.4 |
|
|
WOCP
4325
White Oak Capital Partners
Singapore
| $425M | +$162M | +61% | 4.78% | – | 18 | 5.56% | 1.1 |
|