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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4426
Concentrum Wealth Management
San Jose,
California
| $319M | +$48.9M | +18% | 22.2% | 174% | 83 | 20.48% | 3.1 |
|
4427
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $319M | +$22.8M | +8% | 4.58% | 36.2% | 161 | 13.66% | 2.7 |
|
4428
TSP Capital Management Group
Summit,
New Jersey
| $319M | +$14.6M | +5% | 10.3% | 186% | 46 | 100% | – |
|
4429
Capital Planning
Bellevue,
Washington
| $318M | -$39.3M | -11% | 15.7% | 81.2% | 101 | 27.72% | 2.9 |
|
4430
Oxler Private Wealth
Rye Brook,
New York
| $318M | +$33.6M | +12% | 14.8% | 119% | 87 | 3.45% | 3.4 |
|
4431
11 Capital Partners
Darien,
Connecticut
| $318M | +$16.7M | +6% | 17.9% | 101% | 19 | 15.79% | 1.6 |
|
4432
Evexia Wealth
Stevens Point,
Wisconsin
| $318M | +$42.9M | +16% | 13% | 92.5% | 84 | 19.05% | 1.3 |
|
|
FAP
4433
Financial Advisory Partners
Winter Park,
Florida
| $318M | +$19.1M | +6% | 7.32% | 52.9% | 67 | 5.97% | 2.6 |
|
4434
Neumann Capital Management
Foster City,
California
| $318M | +$28.8M | +10% | 12.4% | 89.9% | 103 | 6.8% | 7.3 |
|
4435
Court Place Advisors
Ellicott City,
Maryland
| $318M | +$16.5M | +5% | 9.05% | 92% | 153 | 7.19% | 7.9 |
|
4436
Newton One Investments
Newark,
Delaware
| $318M | +$38.1M | +14% | 7.22% | 42% | 129 | 9.3% | 1.7 |
|
4437
Boyd Watterson Asset Management
Cleveland,
Ohio
| $318M | +$4.95M | +2% | 13.6% | 101% | 436 | 4.13% | 3.9 |
|
4438
EWA LLC
Pittsbugh,
Pennsylvania
| $318M | +$48.6M | +18% | 14.2% | 102% | 233 | 27.9% | 1.1 |
|
4439
Knuff & Co
Foster City,
California
| $318M | +$19.6M | +7% | 13.3% | 85.8% | 143 | 19.58% | 4.1 |
|
|
CIA
4440
Corigliano Investment Advisers
Raleigh,
North Carolina
| $318M | +$92.3M | +41% | 1.4% | – | 63 | 73.02% | 0.1 |
|
4441
Oak Family Advisors
Chicago,
Illinois
| $317M | +$20.4M | +7% | 11.3% | 81.9% | 119 | 28.57% | 2.2 |
|
4442
Seascape Capital Management
Portsmouth,
New Hampshire
| $317M | +$30.5M | +11% | 10.9% | 111% | 103 | 9.71% | 3.3 |
|
4443
OLIO Financial Planning
Mclean,
Virginia
| $317M | +$27.7M | +10% | 6.9% | 52.9% | 64 | 7.81% | 2.1 |
|
4444
Sandbox Financial Partners
Bethesda,
Maryland
| $317M | +$33.8M | +12% | 13% | 69.6% | 127 | 17.32% | 2.3 |
|
|
VST
4445
Van Strum & Towne
San Francisco,
California
| $317M | +$19.3M | +6% | 7.4% | 62.2% | 114 | 4.39% | 5.9 |
|
4446
360 Financial
Wayzata,
Minnesota
| $317M | +$40.5M | +15% | 10.8% | 82.5% | 86 | 12.79% | 2.9 |
|
4447
Duncan Williams Asset Management
Memphis,
Tennessee
| $317M | +$40M | +14% | 7.97% | – | 156 | 7.05% | 0.8 |
|
4448
WJ Wealth Management
Glendale,
Arizona
| $317M | +$34.1M | +12% | 13.1% | 90.6% | 106 | 31.13% | 1.8 |
|
4449
Crestview Partners III
New York
| $316M | -$23.6M | -7% | 5.95% | 51.2% | 3 | 0% | 4.2 |
|
4450
EdgeRock Capital
Denver,
Colorado
| $316M | +$176M | +125% | 9.84% | 71.3% | 112 | 41.96% | 0.9 |
|