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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4326
MilWealth Group
Milwaukee,
Wisconsin
| $230M | +$21.8M | +10% | 4.18% | 36.8% | 66 | 15.15% | 1.9 |
|
4327
AMJ Financial Wealth Management
Leesburg,
Virginia
| $230M | +$22.8M | +11% | 10.5% | 167% | 105 | 36.19% | 0.6 |
|
4328
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $230M | +$19.8M | +9% | 6.79% | 73.9% | 403 | 16.13% | 1.1 |
|
4329
SV Health Investors
Boston,
Massachusetts
| $230M | -$37.4M | -14% | 10.5% | 97.4% | 8 | 12.5% | 3 |
|
4330
DeDora Capital
Napa,
California
| $229M | +$18.1M | +9% | 9.59% | 81.7% | 99 | 5.05% | 2.4 |
|
4331
Oxler Private Wealth
Rye Brook,
New York
| $229M | +$32M | +16% | 8.15% | 119% | 128 | 10.16% | 0.4 |
|
4332
Pacific Center for Financial Services
San Ramon,
California
| $229M | +$20.2M | +10% | 7.87% | 60.1% | 360 | 5% | 3.3 |
|
4333
TMD Wealth Management
Scottsdale,
Arizona
| $229M | +$18.7M | +9% | 4.7% | 2.41% | 43 | 16.28% | 0.4 |
|
4334
Marathon Asset Management (New York)
New York
| $229M | +$143M | +166% | 0.39% | 490% | 40 | 70% | 0.4 |
|
4335
Voleon Capital Management
Berkeley,
California
| $229M | +$69M | +43% | 21.1% | – | 12 | 100% | 0 |
|
4336
Long Road Investment Counsel
Kalamazoo,
Michigan
| $229M | +$7.1M | +3% | 7.48% | 53.8% | 74 | 4.05% | 5.1 |
|
4337
Pinnacle Family Advisors
Springfield,
Missouri
| $229M | +$38.3M | +20% | 7.62% | 85.8% | 150 | 34.67% | 0.9 |
|
4338
Palouse Capital Management
Spokane,
Washington
| $229M | +$2.16M | +1% | 5.92% | 67.8% | 104 | 15.38% | 2.1 |
|
4339
Abbot Financial Management
Andover,
Massachusetts
| $229M | +$8.37M | +4% | 4.86% | 102% | 135 | 3.7% | 2.8 |
|
4340
Bison Wealth
Atlanta,
Georgia
| $229M | -$4.52M | -2% | 6.65% | 37.4% | 506 | 16.6% | 2.2 |
|
4341
Chou Associates Management
Toronto,
Ontario, Canada
| $229M | +$7.35M | +3% | 6.32% | 66.4% | 20 | 5% | 4.6 |
|
|
CNBT
4342
Cornerstone National Bank & Trust
Palatine,
Illinois
| $229M | +$15.5M | +7% | 3.41% | 38.5% | 62 | 4.84% | 1.3 |
|
4343
Arthedge Capital Management
Jericho,
New York
| $228M | +$45.4M | +25% | 22.6% | 80.7% | 19 | 26.32% | 0.4 |
|
4344
Tinicum
New York
| $228M | -$3.69M | -2% | 0.15% | 21.1% | 2 | 0% | 5.1 |
|
4345
HM Capital Management
Clayton,
Missouri
| $228M | +$13.1M | +6% | 6.58% | 29.6% | 46 | 10.87% | 4.3 |
|
4346
Castleview Partners
Dallas,
Texas
| $228M | – | – | 7.2% | 61.3% | 921 | – | 0.3 |
|
4347
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $228M | +$76.1M | +50% | 8.43% | 173% | 62 | 56.45% | 0.8 |
|
4348
Diker Management
New York
| $228M | +$14.5M | +7% | 16.1% | 210% | 44 | 34.09% | 1.8 |
|
4349
Nixon Capital
Austin,
Texas
| $228M | +$28.2M | +14% | 6.88% | 118% | 25 | 12% | 0.4 |
|
|
SM
4350
Salzhauer Michael
| $228M | +$32.9M | +17% | 5.67% | 107% | 135 | 16.3% | 2.7 |
|