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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4351
Copperwynd Financial
Scottsdale,
Arizona
| $278M | +$26.4M | +11% | 10.5% | 90% | 150 | 16% | 3.1 |
|
4352
Northern Right Capital Management
Darien,
Connecticut
| $278M | +$28.2M | +11% | 11.8% | 187% | 37 | 43.24% | 1.7 |
|
4353
Pathway Financial Advisers
Auburn,
Indiana
| $278M | +$15.1M | +6% | 7.15% | 88.2% | 504 | 18.65% | 1.1 |
|
4354
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $278M | +$33.2M | +14% | 11% | 31.6% | 144 | 23.61% | 1 |
|
4355
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $277M | -$3.36M | -1% | 1.84% | 7.8% | 252 | 42.06% | 0.9 |
|
4356
Syverson Strege & Co
West Des Moines,
Iowa
| $277M | +$19.6M | +8% | 6.96% | 74% | 75 | 13.33% | 2.3 |
|
4357
VisionPoint Advisory Group
Dallas,
Texas
| $277M | +$6.35M | +2% | 6.71% | 79.3% | 868 | 19.82% | 0.7 |
|
|
BE
4358
Bonness Enterprises
Washington,
District of Columbia
| $277M | +$38.2M | +16% | 18.2% | 98.6% | 38 | 0% | 10.3 |
|
4359
Stolper & Co
Tulsa,
Oklahoma
| $277M | +$28.9M | +12% | 8.23% | 77.1% | 89 | 4.49% | 3.1 |
|
|
XXIP
4360
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $277M | -$65.4M | -19% | 19.1% | 66.6% | 1 | 0% | 2.3 |
|
4361
Peak XV Partners Operations
Trianon,
Mauritius
| $277M | -$70.6M | -20% | 22.3% | – | 3 | 33.33% | 0.2 |
|
|
LA
4362
LFL Advisers
Evanston,
Illinois
| $277M | +$47M | +20% | 12.1% | 83% | 11 | 0% | 5.8 |
|
4363
Concord Investment Counsel
Irvine,
California
| $277M | – | – | 16% | – | 53 | – | 0 |
|
4364
Princeton Capital Management
Red Bank,
New Jersey
| $277M | +$28.8M | +12% | 18.8% | 206% | 112 | 16.07% | 4.6 |
|
|
PA
4365
PSI Advisors
Tampa,
Florida
| $277M | +$8.86M | +3% | 8.46% | 58.2% | 908 | 14.65% | 2.1 |
|
4366
Sykon Capital
Harrison,
New York
| $277M | +$26M | +10% | 5.93% | 63.7% | 100 | 26% | 0.4 |
|
4367
Madison Wealth Partners
Madison,
Wisconsin
| $276M | +$24.3M | +10% | 8.46% | 66.9% | 126 | 8.73% | 1.7 |
|
4368
LCNB Corp
Lebanon,
Ohio
| $276M | +$22.1M | +9% | 8.83% | 75.2% | 183 | 6.56% | 4.4 |
|
4369
Sequent Planning
Omaha,
Nebraska
| $276M | – | – | 4.92% | – | 142 | – | 0 |
|
4370
HT Partners
Centerbrook,
Connecticut
| $276M | +$25.3M | +10% | 8.43% | 71.1% | 52 | 7.69% | 5.1 |
|
4371
Hemington Wealth Management
Falls Church,
Virginia
| $276M | +$16.9M | +7% | 5.71% | 76.1% | 121 | 16.53% | 2.2 |
|
4372
Altrafin AG
Zurich,
| $276M | +$16.4M | +6% | 13.7% | 97.6% | 60 | 5% | 1.8 |
|
4373
Stone House Capital Management
Bay Harbor Islands,
Florida
| $276M | +$35.8M | +15% | 16.3% | 151% | 4 | 25% | 1.3 |
|
4374
Legacy CG
Plano,
Texas
| $276M | +$12.3M | +5% | 6.75% | 62.6% | 44 | 20.45% | 1 |
|
4375
TFB Advisors
Overland Park,
Kansas
| $276M | +$80.4M | +41% | 9.19% | 85% | 270 | 40% | 0.3 |
|