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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4376
Cadent Capital Advisors
Tulsa,
Oklahoma
| $219M | +$15.5M | +8% | 0.28% | 106% | 151 | 18.54% | 1.3 |
|
4377
ForthRight Wealth Management
Alpharetta,
Georgia
| $218M | +$22.9M | +12% | 3.81% | 50.4% | 59 | 16.95% | 1.4 |
|
4378
Endeavour Capital Advisors
Greenwich,
Connecticut
| $218M | -$154M | -41% | 18.2% | 76.7% | 46 | 26.09% | 2.9 |
|
4379
Weaver Consulting Group
Huntington Beach,
California
| $218M | +$22.3M | +11% | 4.89% | 56.4% | 190 | 12.11% | 2.5 |
|
|
SHFA
4380
SS&H Financial Advisors
Troy,
Michigan
| $218M | +$8.26M | +4% | 5.3% | – | 120 | 7.5% | 0.9 |
|
|
GAMC
4381
Garner Asset Management Corp
Plano,
Texas
| $218M | +$9.8M | +5% | 9.39% | 103% | 168 | 7.14% | 4.2 |
|
4382
Roberts Wealth Advisors
Palo Alto,
California
| $218M | +$10.8M | +5% | 8.78% | 81.1% | 86 | 4.65% | 1.3 |
|
4383
Coyle Financial Counsel
Glenview,
Illinois
| $217M | +$9.7M | +5% | 6.9% | 67.3% | 61 | 6.56% | 3.1 |
|
4384
Websterrogers Financial Advisors
Florence,
South Carolina
| $217M | +$10.9M | +5% | 4.31% | 46% | 61 | 1.64% | 1.4 |
|
4385
Richard W. Paul & Associates
Novi,
Michigan
| $217M | +$18.6M | +9% | 8.48% | 65.2% | 572 | 8.57% | 0.2 |
|
4386
Modus Advisors
Excelsior,
Minnesota
| $217M | +$10.7M | +5% | 6.76% | 89.5% | 106 | 7.55% | 2.3 |
|
4387
RIA Advisory Group
Des Moines,
Iowa
| $217M | +$44.6M | +26% | 3.03% | – | 143 | 48.95% | 0.2 |
|
4388
Bishop & Co Investment Management
Erie,
Pennsylvania
| $217M | +$11.2M | +5% | 5.04% | 53.7% | 24 | 0% | 5.1 |
|
|
AB
4389
Atlas Brown
Louisville,
Kentucky
| $217M | +$13.4M | +7% | 6.93% | 115% | 180 | 7.22% | 5.9 |
|
4390
Altiora Financial Group
Lebanon,
Ohio
| $217M | +$16.4M | +8% | 3.81% | 41.1% | 53 | 7.55% | 0.2 |
|
4391
Veracity Capital
Atlanta,
Georgia
| $217M | +$8.06M | +4% | 6.02% | 149% | 217 | 17.51% | 1.9 |
|
4392
Omega Financial Group
Santa Barbara,
California
| $217M | +$22.7M | +12% | 4.1% | 47% | 85 | 8.24% | 2.8 |
|
4393
WPWealth
Fort Worth,
Texas
| $217M | +$25.4M | +13% | 4.26% | 38.2% | 50 | 30% | 0.2 |
|
4394
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $216M | +$28.6M | +15% | 5.48% | 57.8% | 137 | 13.14% | 1.9 |
|
4395
Westmount Partners
Los Angeles,
California
| $216M | +$23.9M | +12% | 10.7% | 101% | 186 | 8.6% | 0.2 |
|
4396
Hurlow Wealth Management Group
Bloomington,
Indiana
| $216M | +$24.2M | +13% | 5.28% | 60.7% | 102 | 5.88% | 3.3 |
|
4397
Anfield Capital Management
Irvine,
California
| $216M | +$11.5M | +6% | 2.88% | 65.3% | 95 | 38.95% | 1.3 |
|
4398
Cowbird Capital
New York
| $216M | +$21.4M | +11% | 12.3% | 21.3% | 10 | 20% | 1.6 |
|
4399
First Pacific Financial
Vancouver,
Washington
| $216M | +$13.3M | +7% | 6.04% | 53.6% | 108 | 2.78% | 1.8 |
|
4400
West Wealth Group
Irvine,
California
| $216M | +$14.8M | +7% | 8.53% | 79.8% | 84 | 27.38% | 0.9 |
|