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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4351
OneAscent Wealth Management
Birmingham,
Alabama
| $228M | +$15.2M | +7% | 3.28% | 50.6% | 184 | 60.87% | 0.5 |
|
4352
Roberts Wealth Advisors
Palo Alto,
California
| $227M | -$11.6K | -0% | 2.48% | 81.1% | 90 | 6.67% | 1.7 |
|
4353
Websterrogers Financial Advisors
Florence,
South Carolina
| $227M | -$2.23M | -1% | 2.86% | 42.9% | 64 | 7.81% | 1.6 |
|
|
RFG
4354
RFP Financial Group
Atlanta,
Georgia
| $227M | -$17.5M | -7% | 3.79% | 53.2% | 990 | 10.71% | 0.6 |
|
4355
V-Square Quantitative Management
Chicago,
Illinois
| $227M | +$90.1M | +66% | 2.95% | 111% | 604 | 38.41% | 0.2 |
|
4356
Atwater Malick
Lancaster,
Pennsylvania
| $227M | -$6.9M | -3% | 3.37% | 83.4% | 64 | 3.13% | 3.1 |
|
4357
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $227M | +$29.6M | +15% | 3.46% | 62.1% | 85 | 21.18% | 1.5 |
|
4358
Bourne Lent Asset Management
Pawling,
New York
| $227M | -$59.8M | -21% | 3.62% | 76.1% | 64 | 6.25% | 5.8 |
|
4359
Westmount Partners
Los Angeles,
California
| $227M | -$2.74M | -1% | 4.97% | 101% | 204 | 12.25% | 0.7 |
|
4360
Armor Advisors
New York
| $227M | +$34M | +18% | 4.24% | 78.5% | 16 | 12.5% | 1.1 |
|
4361
Madison International Realty Holdings
New York
| $227M | -$3.75M | -2% | 0.79% | – | 3 | 0% | 5.7 |
|
4362
Innealta Capital
Austin,
Texas
| $226M | -$28.5M | -11% | 3.72% | 63.7% | 77 | 12.99% | 1.8 |
|
4363
Financial Consulate
Hunt Valley,
Maryland
| $226M | -$9.38M | -4% | 3.58% | 61.4% | 45 | 26.67% | 4.7 |
|
4364
Phase 2 Partners
San Francisco,
California
| $226M | +$5.98M | +3% | 2.62% | 25.1% | 29 | 51.72% | 0.5 |
|
4365
Gill Capital Partners
Denver,
Colorado
| $226M | -$11.5M | -5% | 4.15% | 59% | 130 | 5.38% | 3 |
|
4366
LCNB Corp
Lebanon,
Ohio
| $226M | -$8.41M | -4% | 2.94% | 75.2% | 177 | 9.04% | 4.3 |
|
4367
JRM Investment Counsel
Omaha,
Nebraska
| $226M | -$9.9M | -4% | 0.4% | 65.5% | 23 | 13.04% | 4.3 |
|
4368
Riverview Capital Advisers
Boston,
Massachusetts
| $226M | -$1.94M | -0.9% | 3.98% | 84.8% | 84 | 13.1% | 1.4 |
|
4369
Oakview Capital Management
Dallas,
Texas
| $226M | -$5.91M | -3% | 4.46% | 21.2% | 16 | 12.5% | 2.4 |
|
4370
Clean Yield Group
Norwich,
Vermont
| $226M | -$17.2M | -7% | 5.35% | 80.7% | 420 | 13.57% | 3.6 |
|
4371
Kendall Capital Management
Rockville,
Maryland
| $226M | -$2.57M | -1% | 2.21% | 130% | 202 | 7.43% | 2.9 |
|
4372
Cumberland Advisors
Sarasota,
Florida
| $226M | +$6.73M | +3% | 3.69% | 80.7% | 64 | 23.44% | 3.6 |
|
4373
Gibraltar Capital Management
Tulsa,
Oklahoma
| $226M | -$222K | -0.1% | 1.99% | 65% | 64 | 3.13% | 3.2 |
|
4374
Heirloom Wealth Management
Greenwood Village,
Colorado
| $225M | -$5.17M | -2% | 3.56% | 81.8% | 54 | 12.96% | 0.9 |
|
4375
Wells Trecaso Financial Group
Akron,
Ohio
| $225M | -$7.58M | -3% | 2.71% | 108% | 93 | 4.3% | 3.9 |
|