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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
DI
4426
DAGCO Inc
Westlake,
Ohio
| $302M | +$58.3M | +24% | 0.54% | 75% | 226 | 65.04% | 2.4 |
|
4427
Empirical Asset Management
Wellesley,
Massachusetts
| $302M | +$20.8M | +7% | 2% | 94.5% | 467 | 38.76% | 0.8 |
|
4428
SailingStone Capital Partners
Houston,
Texas
| $301M | -$16.7M | -5% | 8.77% | 152% | 14 | 21.43% | 3.6 |
|
|
CA
4429
Clune & Associates
Chicago,
Illinois
| $301M | – | – | 2% | – | 136 | – | 0 |
|
4430
RFG Holdings
Argyle,
Texas
| $301M | +$17.6M | +6% | 2.76% | 74.2% | 59 | 13.56% | 1.2 |
|
|
FAP
4431
Financial Advisory Partners
Winter Park,
Florida
| $301M | -$23K | -0% | 0.01% | 52.9% | 67 | 1.49% | 2.2 |
|
4432
Neumann Capital Management
Foster City,
California
| $301M | +$398K | +0.1% | 0.3% | 89.9% | 103 | 3.88% | 6.8 |
|
4433
Flagstone Financial Management
Lincoln,
Nebraska
| $301M | +$2.72M | +0.9% | 1.82% | 46.2% | 56 | 8.93% | 1.4 |
|
4434
Kaydan Wealth Management
Fenton,
Michigan
| $301M | -$38M | -11% | 2.07% | 58% | 111 | 7.21% | 2.3 |
|
4435
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $301M | -$4.21M | -1% | 0.08% | – | 241 | 12.03% | 0.5 |
|
4436
Brooklyn FI
New York
| $301M | +$16.7M | +6% | 0.56% | 60.4% | 64 | 9.38% | 1.8 |
|
|
TCOT
4437
Trust Company of Tennessee
Knoxville,
Tennessee
| $300M | +$652K | +0.2% | 0.4% | – | 6 | 0% | 0.5 |
|
4438
ValueWorks
New York
| $300M | -$13.7M | -4% | 8.88% | 190% | 34 | 0% | 5.5 |
|
4439
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $300M | -$138M | -32% | 20.3% | 34.1% | 10 | 10% | 2.8 |
|
4440
EnRich Financial Partners
Madison,
Wisconsin
| $300M | +$919K | +0.3% | 2.18% | 50.7% | 230 | 6.96% | 0.7 |
|
4441
Chiron Investment Management
New York
| $300M | +$15.9M | +6% | 7.88% | 104% | 122 | 54.92% | 0.5 |
|
4442
Stolper & Co
Tulsa,
Oklahoma
| $300M | -$5.46M | -2% | 1.16% | 77.1% | 91 | 5.49% | 3.8 |
|
|
WA
4443
WP Advisors
San Francisco,
California
| $300M | +$26.5M | +10% | 4.2% | 113% | 106 | 9.43% | 4.3 |
|
4444
ForthRight Wealth Management
Alpharetta,
Georgia
| $300M | -$372K | -0.1% | 1.15% | 44.6% | 64 | 7.81% | 2.8 |
|
4445
Syverson Strege & Co
West Des Moines,
Iowa
| $300M | +$1.5M | +0.5% | 2.16% | 74% | 78 | 11.54% | 2.6 |
|
4446
Sandbox Financial Partners
Bethesda,
Maryland
| $300M | +$17.3M | +6% | 5.08% | 69.6% | 115 | 13.04% | 2.3 |
|
4447
Provident Wealth Management
Brentwood,
Tennessee
| $300M | +$6.65M | +2% | 0.37% | 61.1% | 137 | 17.52% | 2.2 |
|
4448
American Assets Capital Advisers
San Diego,
California
| $300M | -$26.1M | -8% | 4.88% | 73.5% | 40 | 7.5% | 3.2 |
|
|
TA
4449
TrueWealth Advisors
Birmingham,
Alabama
| $300M | +$289K | +0.1% | 0.41% | 60.9% | 246 | 18.7% | 2.2 |
|
4450
S.E.E.D. Planning Group
Binghamton,
New York
| $300M | -$1.98M | -0.7% | 1.51% | 57.3% | 79 | 12.66% | 3.2 |
|