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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4401
S.E.E.D. Planning Group
Binghamton,
New York
| $297M | -$2.88M | -1% | 2.57% | 57.3% | 78 | 10.26% | 3.4 |
|
4402
Horan Capital Advisors
Cincinnati,
Ohio
| $297M | -$362K | -0.1% | 1.51% | 26.6% | 122 | 11.48% | 4.7 |
|
4403
Patriot Financial Partners
Radnor,
Pennsylvania
| $297M | -$9.7M | -3% | 3.46% | 16.6% | 10 | 10% | 4.4 |
|
4404
Beam Wealth Advisors
Covington,
Louisiana
| $297M | -$19.6M | -6% | 2.14% | 69.2% | 108 | 9.26% | 2.1 |
|
4405
Hilltop Partners
Mishawaka,
Indiana
| $296M | +$2.77M | +0.9% | 1.41% | 64.9% | 108 | 9.26% | 1.7 |
|
4406
ASK Capital Management
San Francisco,
California
| $296M | -$145M | -33% | 27.2% | – | 5 | 40% | 0.2 |
|
4407
Claar Advisors
New York
| $296M | -$12.8M | -4% | 2.22% | 65.5% | 22 | 22.73% | 4.2 |
|
|
HCAL
4408
HURRICANE CAPITAL ADVISORS LLC
New York
| $296M | -$53.9M | -15% | 3.91% | – | 734 | 52.45% | 0.5 |
|
4409
Shoker Investment Counsel
Oxford,
Ohio
| $296M | -$106K | -0% | 0.05% | 88.9% | 106 | 4.72% | 5.8 |
|
4410
FC Advisory
West Chester,
Pennsylvania
| $296M | -$2.52M | -0.8% | 1.84% | 46.6% | 111 | 9.91% | 5 |
|
4411
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $296M | +$9.45M | +3% | 0.24% | 40.3% | 159 | 17.61% | 2.7 |
|
4412
Altos Ventures Management
Burlingame,
California
| $296M | -$572M | -66% | 0.74% | 220% | 1 | 0% | 3.3 |
|
4413
Atwater Malick
Lancaster,
Pennsylvania
| $296M | -$2.91M | -1% | 2.75% | 83.4% | 79 | 8.86% | 3.3 |
|
4414
Holistic Planning
Nacogdoches,
Texas
| $295M | +$19.4M | +7% | 1.57% | 61.9% | 196 | 15.82% | 0.8 |
|
4415
GoodHaven Capital Management
Millburn,
New Jersey
| $295M | -$14.8M | -5% | 1.24% | 80.7% | 27 | 7.41% | 5.3 |
|
4416
Stone Summit Wealth
Miami,
Florida
| $295M | -$2.78M | -0.9% | 1.82% | 67% | 140 | 1.43% | 2.8 |
|
4417
Courage Miller Partners
Norfolk,
Virginia
| $295M | +$3.09M | +1% | 0% | 43.5% | 83 | 4.82% | 7.7 |
|
4418
Wambolt & Associates
Littleton,
Colorado
| $295M | -$18M | -6% | 0.94% | 62.2% | 185 | 9.19% | 4.3 |
|
4419
Vishria Bird Financial Group
Memphis,
Tennessee
| $294M | +$8.93M | +3% | 8.01% | 74.3% | 85 | 9.41% | 3.1 |
|
4420
Cavalier Investments
Alpharetta,
Georgia
| $294M | -$4.96M | -2% | 3.02% | 171% | 88 | 30.68% | 1.7 |
|
4421
Snow Phipps Group
New York
| $294M | +$4.95M | +2% | 1.9% | 58% | 2 | 0% | 5 |
|
|
HA
4422
Hamel Associates
Chatham,
New Jersey
| $294M | -$16.5M | -5% | 2.64% | 59.4% | 75 | 6.67% | 6.9 |
|
4423
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $294M | +$7.28M | +3% | 1.08% | 54.5% | 359 | 30.36% | 1.6 |
|
4424
Level Financial Advisors
East Amherst,
New York
| $294M | +$21.6M | +8% | 0.3% | 44% | 86 | 9.3% | 2.2 |
|
|
SCM
4425
Sophron Capital Management
Summit,
New Jersey
| $294M | +$41.1M | +16% | 1.7% | – | 44 | 25% | 0.2 |
|