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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4451
Seaside Wealth Management
Carlsbad,
California
| $405M | +$49M | +14% | 11.4% | 53.4% | 74 | 16.22% | 2.7 |
|
4452
Roberts, Glore & Co
Deerfield,
Illinois
| $404M | +$40.5M | +11% | 14.1% | 72.3% | 254 | 18.11% | 6 |
|
4453
Buckley Wealth Management
Las Vegas,
Nevada
| $404M | +$12.5M | +3% | 11.7% | 88% | 113 | 16.81% | 4.9 |
|
4454
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $404M | +$24.4M | +6% | 14.3% | 81% | 102 | 6.86% | 6.5 |
|
4455
Proathlete Wealth Management
Boca Raton,
Florida
| $404M | +$43.5M | +12% | 13.6% | 73.9% | 313 | 9.58% | 1.2 |
|
4456
McElhenny Sheffield Capital Management
Dallas,
Texas
| $404M | +$399K | +0.1% | 4.5% | 86.3% | 127 | 40.16% | 2.1 |
|
4457
Arcataur Capital Management
Milwaukee,
Wisconsin
| $403M | +$44.1M | +12% | 14.1% | 65.4% | 110 | 10.91% | 2.5 |
|
4458
WBI Investments
Red Bank,
New Jersey
| $403M | +$41.1M | +11% | 20.6% | 97.3% | 381 | 52.76% | 0.8 |
|
4459
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $403M | +$41.5M | +11% | 13.6% | 67.8% | 255 | 11.37% | 5.1 |
|
4460
OLIO Financial Planning
Mclean,
Virginia
| $403M | +$42.2M | +12% | 11% | 52.9% | 73 | 8.22% | 2.8 |
|
4461
Clean Yield Group
Norwich,
Vermont
| $403M | +$47.8M | +13% | 14.5% | 80.7% | 413 | 11.14% | 5.1 |
|
4462
Ogorek Anthony Joseph
Williamsville,
New York
| $403M | +$37.8M | +10% | 12.6% | 61.1% | 712 | 5.48% | 2.7 |
|
4463
Manske Wealth Management
Houston,
Texas
| $403M | +$45.7M | +13% | 12% | – | 235 | 12.34% | 1.2 |
|
4464
Grandview Asset Management
Harrisburg,
Pennsylvania
| $403M | +$60.9M | +18% | 25.2% | 200% | 150 | 11.33% | 2.4 |
|
4465
Sterling Wealth Management
Champaign,
Illinois
| $402M | +$38M | +10% | 10.3% | – | 121 | 11.57% | 1.9 |
|
4466
Grace & Mercy Foundation
New York
| $402M | -$7.99M | -2% | 4.59% | 67.6% | 21 | 0% | 2.4 |
|
4467
Cliffwater
Marina Del Rey,
California
| $402M | +$24.3M | +6% | 6.39% | 29.4% | 22 | 9.09% | 4.6 |
|
4468
Ping Capital Management
New York
| $401M | +$50.7M | +14% | 0.51% | – | 106 | 33.96% | 1 |
|
4469
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $401M | +$199M | +98% | 15.6% | – | 277 | 45.13% | 0.9 |
|
4470
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $401M | +$100M | +33% | 24.8% | 98.2% | 174 | 22.99% | 1.4 |
|
4471
Physicians Financial Services
Raleigh,
North Carolina
| $401M | +$35.5M | +10% | 15.4% | 100% | 107 | 3.74% | 7.1 |
|
|
WG
4472
Wealth Group
Raleigh,
North Carolina
| $401M | +$294M | +274% | 15.4% | – | 118 | 35.59% | 1.4 |
|
4473
Redmond Asset Management
Henrico,
Virginia
| $401M | +$34.4M | +9% | 10.9% | 68.2% | 204 | 5.88% | 4.7 |
|
4474
InterCapital
Austin,
Texas
| $401M | +$101M | +34% | 45.9% | – | 169 | 64.5% | 0.2 |
|
4475
OLP Capital Management
Causeway Bay,
Hong Kong
| $400M | -$542M | -58% | 11% | 146% | 9 | 55.56% | 0.8 |
|