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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4401
Delta Financial Advisors
New Orleans,
Louisiana
| $206M | +$17.9M | +10% | 12.7% | 107% | 114 | 5.26% | 3.1 |
|
|
FP
4402
Fiduciary Planning
Englewood,
Florida
| $206M | +$11.4M | +6% | 5.05% | 71.4% | 46 | 26.09% | 1.5 |
|
4403
Advisor Resource Council
Dallas,
Texas
| $206M | +$58.2M | +39% | 5.27% | 74.7% | 184 | 27.72% | 1 |
|
4404
D. Scott Neal
Lexington,
Kentucky
| $206M | -$31.9M | -13% | 3.1% | 105% | 62 | 11.29% | 2.6 |
|
4405
Patient Capital Management
Baltimore,
Maryland
| $206M | +$5.56M | +3% | 4.05% | 131% | 45 | 11.11% | 0.8 |
|
4406
Bishop & Co Investment Management
Erie,
Pennsylvania
| $206M | +$16M | +8% | 7.97% | 47.6% | 24 | 4.17% | 4.8 |
|
4407
WT Wealth Management
Scottsdale,
Arizona
| $206M | +$7.05M | +4% | 3.1% | 72% | 110 | 33.64% | 1.7 |
|
4408
Industry Ventures
San Francisco,
California
| $206M | +$129M | +166% | 70.5% | 77.4% | 12 | 50% | 0.6 |
|
4409
BCGM Wealth Management
Lafayette,
Indiana
| $206M | +$5.41M | +3% | 7.79% | 54.9% | 113 | 7.96% | 1.6 |
|
4410
Eclectic Associates
Fullerton,
California
| $205M | +$53M | +35% | 7.34% | 53.8% | 81 | 22.22% | 1.4 |
|
4411
Detalus Advisors
St. Louis,
Missouri
| $205M | +$38.1M | +23% | 8.17% | 75.7% | 144 | 15.28% | 1.9 |
|
4412
Paulson Wealth Management
Wheaton,
Illinois
| $205M | +$19.2M | +10% | 6.78% | 62.6% | 95 | 29.47% | 2.6 |
|
4413
First United Bank & Trust
Oakland,
Maryland
| $205M | +$6.06M | +3% | 8.38% | 78% | 146 | 4.79% | 5.2 |
|
4414
Symmetry Peak Management
Radnor,
Pennsylvania
| $205M | +$120M | +143% | 9.14% | 320% | 164 | 89.02% | 0.1 |
|
4415
MSD Capital
New York
| $205M | +$21.8M | +12% | 16.3% | 11.5% | 5 | 20% | 4.9 |
|
4416
Anfield Capital Management
Irvine,
California
| $205M | -$5.12M | -2% | 6.85% | 65.3% | 100 | 26% | 1.2 |
|
4417
Jacobs Asset Management
New York
| $205M | +$8.6M | +4% | 5.57% | 114% | 47 | 36.17% | 1.6 |
|
|
SWMG
4418
Signature Wealth Management Group
Atlanta,
Georgia
| $204M | +$7.68M | +4% | 8.82% | – | 95 | 11.58% | 2.5 |
|
|
DI
4419
Disciplined Investments
Tulsa,
Oklahoma
| $204M | -$13.2M | -6% | 6.97% | 51.4% | 1,721 | 8.48% | 1.1 |
|
4420
Snow Lake Capital
Central,
Hong Kong
| $204M | -$3.28M | -2% | 11.5% | – | 16 | 56.25% | 0.2 |
|
4421
Abound Wealth Management
Franklin,
Tennessee
| $204M | +$19M | +10% | 7.96% | 65.7% | 800 | 16.25% | 0.3 |
|
4422
Lumbard & Kellner
Hollis,
New Hampshire
| $204M | +$10.1M | +5% | 8.73% | 137% | 93 | 15.05% | 3.6 |
|
4423
Terril Brothers
St. Louis,
Missouri
| $204M | -$126M | -38% | 6.89% | 94.4% | 56 | 17.86% | 3.9 |
|
4424
First Washington Corp
Seattle,
Washington
| $204M | +$5.78M | +3% | 3.9% | 142% | 69 | 26.09% | 3.9 |
|
4425
Sanchez Wealth Management Group
Jacksonville,
Florida
| $204M | +$20.8M | +11% | 7.15% | 61.1% | 34 | 8.82% | 2.8 |
|