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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
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $362M | -$157K | -0% | 1.44% | 81.5% | 241 | 7.05% | 5.2 |
|
4402
Cordoba Advisory Partners
New York
| $362M | -$42.8M | -11% | 1.57% | – | 156 | 31.41% | 0.2 |
|
4403
Wood Tarver Financial Group
Boise,
Idaho
| $362M | +$5.79M | +2% | 0.57% | – | 159 | 7.55% | 1.2 |
|
|
A6
4404
Anchor @ 65
Singapore
| $362M | -$72.3M | -17% | 12% | – | 2 | 0% | 1.3 |
|
4405
Elmwood Wealth Management
Berkeley,
California
| $362M | +$45M | +14% | 1.24% | 42.1% | 191 | 17.28% | 3.3 |
|
4406
Xcel Wealth Management
Holly Hill,
Florida
| $362M | -$31.6M | -8% | 5.08% | 98.8% | 149 | 14.09% | 3.8 |
|
4407
Donoghue Forlines
Boston,
Massachusetts
| $361M | +$38M | +12% | 8.86% | 229% | 161 | 56.52% | 0.6 |
|
4408
Daybright Advisory Services
Miami,
Florida
| $361M | -$13.5M | -4% | 3.63% | – | 141 | 11.35% | 0.2 |
|
4409
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $361M | +$12.7M | +4% | 1.18% | 81.6% | 142 | 17.61% | 2.8 |
|
|
PI
4410
Pennant Investors
Summit,
New Jersey
| $361M | -$56.9M | -14% | 10.1% | 372% | 18 | 11.11% | 3.1 |
|
4411
OLIO Financial Planning
Mclean,
Virginia
| $361M | +$4.47M | +1% | 0.04% | 52.9% | 73 | 4.11% | 2.5 |
|
4412
Bridge City Capital
Lake Oswego,
Oregon
| $361M | +$20.6M | +6% | 7.84% | 120% | 114 | 10.53% | 4.3 |
|
4413
Peak Planning Group
Centennial,
Colorado
| $361M | +$4.15M | +1% | 1.91% | 105% | 123 | 4.88% | 2.1 |
|
|
VWM
4414
VCI Wealth Management
St Louis,
Missouri
| $361M | +$1.03M | +0.3% | 1.06% | 86.3% | 137 | 30.66% | 0.9 |
|
4415
PYA Waltman Capital
Knoxville,
Tennessee
| $361M | -$11.5M | -3% | 5.41% | 62.4% | 75 | 10.67% | 3.9 |
|
4416
Duncan Williams Asset Management
Memphis,
Tennessee
| $361M | -$41.8M | -10% | 1.57% | – | 176 | 15.91% | 1.4 |
|
|
MCM
4417
Monimus Capital Management
Woodbridge,
New Jersey
| $361M | +$209M | +138% | 11.2% | – | 71 | 42.25% | 0.6 |
|
4418
Proathlete Wealth Management
Boca Raton,
Florida
| $361M | -$6.2M | -2% | 3.17% | 73.9% | 320 | 9.06% | 1 |
|
4419
SK Wealth Management
Providence,
Rhode Island
| $360M | +$1.79M | +0.5% | 2.11% | – | 80 | 5% | 1.2 |
|
4420
RR Advisors
Dallas,
Texas
| $360M | +$40.6M | +13% | 27.2% | 115% | 29 | 10.34% | 3.9 |
|
4421
True Wealth Design
Akron,
Ohio
| $360M | +$19.3M | +6% | 1.34% | 57% | 2,839 | 15.04% | 1.4 |
|
4422
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $360M | +$17.2M | +5% | 0.34% | 67.6% | 195 | 8.21% | 2.5 |
|
4423
BNC Wealth Management
Beaverton,
Oregon
| $360M | -$29.6M | -8% | 0.6% | 204% | 122 | 26.23% | 2.8 |
|
4424
5AM Venture Management
San Francisco,
California
| $360M | +$42.1M | +13% | 71.6% | 546% | 22 | 13.64% | 2.1 |
|
4425
Logan Stone Capital
Chicago,
Illinois
| $360M | -$45.4M | -11% | 7.72% | 43.9% | 192 | 52.6% | 0.4 |
|