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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4376
Drake & Associates
Waukesha,
Wisconsin
| $279M | +$5.85M | +2% | 1.42% | 47.9% | 89 | 21.35% | 1.2 |
|
4377
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $279M | -$407M | -59% | 7.45% | 116% | 360 | 56.67% | 3.6 |
|
|
AIA
4378
AIMZ Investment Advisors
Los Altos,
California
| $279M | +$10.9M | +4% | 4.56% | 81.3% | 123 | 5.69% | 6.6 |
|
4379
Pathway Financial Advisers
Auburn,
Indiana
| $279M | +$1.2M | +0.4% | 0.63% | 88.2% | 460 | 8.91% | 1.3 |
|
4380
Parisi Gray Wealth Management
Mendham,
New Jersey
| $279M | +$12.3M | +5% | 6.32% | 137% | 112 | 7.14% | 3.7 |
|
|
AB
4381
Atlas Brown
Louisville,
Kentucky
| $279M | +$4.19M | +2% | 4.17% | 115% | 215 | 10.7% | 6 |
|
4382
Stone Summit Wealth
Miami,
Florida
| $279M | -$8.8M | -3% | 0.67% | 67% | 142 | 4.93% | 2.1 |
|
4383
AlpInvest Partners
Amsterdam,
Netherlands
| $279M | +$22.8M | +9% | 6.49% | 138% | 19 | 31.58% | 1.3 |
|
|
OFCM
4384
One Fin Capital Management
San Francisco,
California
| $279M | -$14.1M | -5% | 6.27% | 92% | 33 | 66.67% | 0.5 |
|
4385
Rench Wealth Management
Denton,
Texas
| $279M | +$17.9M | +7% | 7.72% | 106% | 47 | 6.38% | 5.4 |
|
4386
Terril Brothers
St. Louis,
Missouri
| $279M | -$11.9M | -4% | 4.28% | 94.4% | 64 | 14.06% | 4.1 |
|
4387
Global Wealth Strategies & Associates
Denver,
Colorado
| $279M | +$12.8M | +5% | 2.49% | 68.7% | 372 | 12.37% | 1.2 |
|
4388
Hendley & Co
Zanesville,
Ohio
| $279M | -$1.08M | -0.4% | 1.59% | 54.8% | 61 | 22.95% | 5.7 |
|
|
AC
4389
ASB Consultores
Aventura,
Florida
| $279M | -$108M | -28% | 2.41% | 84.6% | 303 | 38.94% | 1 |
|
4390
Pacifica Capital Investments
Leander,
Texas
| $278M | -$45.9M | -14% | 11.6% | 70.4% | 19 | 5.26% | 6.5 |
|
|
SGH
4391
Sivik Global Healthcare
Greenwich,
Connecticut
| $278M | -$148M | -35% | 1.27% | 83.8% | 53 | 39.62% | 1.9 |
|
|
RI
4392
Rinkey Investments
San Diego,
California
| $278M | +$3.93M | +1% | 1% | 38.4% | 81 | 23.46% | 1.1 |
|
4393
NIA Impact Advisors
Berkeley,
California
| $278M | +$27.4M | +11% | 3.77% | – | 104 | 13.46% | 1.2 |
|
4394
ForthRight Wealth Management
Alpharetta,
Georgia
| $278M | -$385K | -0.1% | 0.38% | 44.6% | 69 | 11.59% | 2.2 |
|
4395
Courage Miller Partners
Norfolk,
Virginia
| $278M | -$11.1M | -4% | 0.39% | 43.5% | 85 | 8.24% | 7.4 |
|
4396
BCWM LLC
Overland Park,
Kansas
| $278M | -$12.7M | -4% | 1.94% | – | 61 | 8.2% | 4.7 |
|
|
WFA
4397
Wade Financial Advisory
Campbell,
California
| $278M | +$3.6M | +1% | 1.88% | 15.9% | 81 | 4.94% | 3.2 |
|
|
SL
4398
SOF Ltd
George Town,
Cayman Islands
| $278M | +$13M | +5% | 4.92% | 42.3% | 1 | 0% | 7.5 |
|
4399
Centerpoint Advisors
Needham,
Massachusetts
| $278M | +$10.6M | +4% | 3.98% | 74.2% | 485 | 14.43% | 3 |
|
4400
Portland Investment Counsel
Burlington,
Ontario, Canada
| $278M | -$54.9M | -17% | 4.33% | 108% | 54 | 7.41% | 2.9 |
|