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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
SimpliFi Inc
San Diego,
California
| $193M | -$9.43M | -5% | 3.82% | 26.7% | 31 | 3.23% | 2.4 |
|
4327
Blue Zone Wealth Advisors
Los Angeles,
California
| $193M | -$27.5M | -12% | 3.68% | 91.1% | 90 | 6.67% | 1.8 |
|
|
GAMC
4328
Garner Asset Management Corp
Plano,
Texas
| $193M | -$41.7M | -18% | 8.68% | 95.3% | 178 | 10.67% | 3.9 |
|
4329
Newport Capital Group
Red Bank,
New Jersey
| $193M | +$96.2M | +99% | 4.13% | – | 63 | 30.16% | 1.2 |
|
4330
Affinity Investment Advisors
Newport Beach,
California
| $193M | -$12.3M | -6% | 3.24% | 189% | 199 | 12.06% | 2.4 |
|
|
JHCM
4331
Juniper Hill Capital Management
Menlo Park,
California
| $193M | -$35.1M | -15% | 3.55% | 33.6% | 5 | 20% | 1.6 |
|
4332
Scissortail Wealth Management
Tulsa,
Oklahoma
| $193M | -$67.2M | -26% | 3.63% | 65% | 149 | 61.07% | 0.5 |
|
4333
Littlejohn & Co
Greenwich,
Connecticut
| $192M | -$84.2M | -30% | 5.23% | 56.2% | 167 | 55.69% | 1 |
|
4334
Mass General Brigham
Somerville,
Massachusetts
| $192M | -$21.5M | -10% | 3.5% | – | 3 | 0% | 2 |
|
4335
Enterprise Bank & Trust
Lowell,
Massachusetts
| $192M | -$28.5M | -13% | 5.17% | 65.9% | 92 | 9.78% | 2.6 |
|
4336
BWCP LP
Dallas,
Texas
| $192M | +$6.46M | +3% | 4.33% | 198% | 22 | 22.73% | 0.6 |
|
4337
Lantz Financial
Naperville,
Illinois
| $192M | -$29.4M | -13% | 6.11% | 74.3% | 176 | 10.8% | 2.3 |
|
4338
DeDora Capital
Napa,
California
| $192M | -$6.32M | -3% | 4.83% | 91.2% | 103 | 9.71% | 1.4 |
|
4339
Peloton Wealth Strategists
Indianapolis,
Indiana
| $192M | -$12.9M | -6% | 6.4% | 51.3% | 87 | 2.3% | 3 |
|
|
SC
4340
Schulhoff & Co
Cincinnati,
Ohio
| $192M | -$22.2M | -10% | 8.2% | 51.8% | 118 | 6.78% | 6.7 |
|
4341
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $192M | -$280K | -0.1% | 4.61% | 152% | 89 | 6.74% | 3.4 |
|
4342
Fifth Lane Capital
Austin,
Texas
| $192M | +$33.1M | +21% | 11.9% | 80.4% | 475 | 76.63% | 0.3 |
|
4343
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $192M | +$26.9M | +16% | 3.67% | 116% | 567 | 43.03% | 0.4 |
|
4344
Hillman Company
Pittsburgh,
Pennsylvania
| $192M | -$12.2M | -6% | 1.4% | 134% | 18 | 33.33% | 1.3 |
|
4345
Global Trust Asset Management
West Palm Beach,
Florida
| $192M | -$11.6M | -6% | 4.88% | 178% | 457 | 12.69% | 2.8 |
|
4346
Prosperity Planning
Kansas City,
Missouri
| $191M | -$4.2M | -2% | 5.92% | 43.5% | 83 | 9.64% | 1.3 |
|
4347
Eagle Strategies
New York
| $191M | -$82.9M | -30% | 5.77% | 77.7% | 150 | 45.33% | 0.5 |
|
4348
Wiser Wealth Management
Marietta,
Georgia
| $191M | -$1.65M | -0.9% | 5.3% | 53% | 39 | 20.51% | 1.2 |
|
4349
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $191M | -$10.6M | -5% | 5.32% | 54.3% | 356 | 3.93% | 3.1 |
|
4350
Gill Capital Partners
Denver,
Colorado
| $191M | -$36.2M | -16% | 4.94% | 59% | 129 | 17.05% | 2.5 |
|