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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4426
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $142M | +$15.2M | +12% | 6.63% | 136% | 108 | 8.33% | 1.7 |
|
4427
Affinia Financial Group
Burlington,
Massachusetts
| $142M | +$21M | +17% | 5.81% | 37.5% | 22 | 13.64% | 0.5 |
|
4428
BNC Wealth Management
Beaverton,
Oregon
| $142M | – | – | 14% | 204% | 531 | – | 0 |
|
4429
Hillman Capital Management
Bethesda,
Maryland
| $142M | +$4.81M | +4% | 1.78% | 20.2% | 40 | 15% | 2.6 |
|
4430
PYA Waltman Capital
Knoxville,
Tennessee
| $142M | +$20.5M | +17% | 11.1% | 62.4% | 48 | 33.33% | 0.5 |
|
4431
Pinnacle Bancorp
Beatrice,
Nebraska
| $142M | +$7.43M | +6% | 8.27% | 72.9% | 721 | 16.92% | 2.5 |
|
4432
Jupiter Wealth Management
Glendale,
Colorado
| $142M | -$58M | -29% | 11.4% | 99.2% | 93 | 45.16% | 0.9 |
|
4433
360 Financial
Wayzata,
Minnesota
| $142M | +$21.2M | +18% | 9.66% | 82.5% | 74 | 17.57% | 0.6 |
|
4434
IFG Advisors
St. Louis,
Missouri
| $141M | +$14.8M | +12% | 8.28% | 78.7% | 87 | 8.05% | 0.8 |
|
|
LWPC
4435
Legacy Wealth Partners (California)
Calabasas,
California
| $141M | +$9.06M | +7% | 10.8% | – | 112 | 36.61% | 0.5 |
|
|
CSWG
4436
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $141M | +$6.93M | +5% | 5.96% | 76% | 52 | 3.85% | 0.7 |
|
4437
JFG Wealth Management
Denver,
Colorado
| $141M | +$36.9M | +35% | 15.2% | 65.2% | 52 | 67.31% | 0.3 |
|
4438
Selway Asset Management
| $141M | +$15.3M | +12% | 10.6% | 36.5% | 72 | 6.94% | 3.8 |
|
4439
Swiss Re
Zurich,
Switzerland
| $141M | +$10.5M | +8% | 8.08% | – | 2 | 0% | 3.5 |
|
4440
Harrington Investments
Napa,
California
| $141M | +$13M | +10% | 14.1% | 109% | 77 | 6.49% | 2.7 |
|
4441
VELT Partners Investimentos
Sao Paolo,
Brazil
| $141M | +$15.7M | +12% | 21% | 19.4% | 5 | 20% | 0.7 |
|
4442
Altman Advisors
Chicago,
Illinois
| $141M | +$23.5M | +20% | 14.9% | 143% | 85 | 25.88% | 1.1 |
|
4443
Unified Trust Company
Lexington,
Kentucky
| $141M | +$8.12M | +6% | 8.37% | 69.7% | 59 | 13.56% | 1.4 |
|
4444
Aprio Wealth Management
Atlanta,
Georgia
| $141M | +$37.4M | +36% | 5.57% | 66.1% | 76 | 18.42% | 0.5 |
|
4445
Jefferies Financial Group
New York
| $141M | +$26.2M | +23% | 28.7% | 146% | 7 | 0% | 1.6 |
|
4446
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $141M | +$25.1M | +22% | 6.41% | 58.7% | 62 | 33.87% | 1 |
|
4447
Maltin Wealth Management
Ridgewood,
New Jersey
| $141M | +$8.12M | +6% | 4.42% | 58.2% | 91 | 16.48% | 0.6 |
|
4448
Brown University
Providence,
Rhode Island
| $141M | +$4.78M | +4% | 1.9% | 40.1% | 7 | 28.57% | 0.3 |
|
4449
Moseley Investment Management
Bradenton,
Florida
| $140M | +$20.1M | +17% | 16.1% | 96.6% | 143 | 16.08% | 1 |
|
4450
Oldfather Financial Services
Kearney,
Nebraska
| $140M | +$11.6M | +9% | 7.26% | 60.8% | 60 | 5% | 0.7 |
|