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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
32.8%
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
Protective Life
Birmingham,
Alabama
| $140M | -$4.16M | -3% | 2.37% | 38.4% | 16 | 6.25% | 1.6 |
|
4452
Howard Wealth Management
Madison,
Connecticut
| $140M | +$17.8M | +15% | 5.75% | 69.9% | 121 | 13.22% | 0.6 |
|
4453
Richmond Hill Investments
New York
| $140M | -$5.34M | -4% | 7.04% | 55.2% | 8 | 0% | 3.1 |
|
4454
Barnett & Company
Chattanooga,
Tennessee
| $140M | +$16.9M | +14% | 7.16% | 77% | 315 | 15.24% | 3 |
|
4455
Trellis Advisors
Ellensburg,
Washington
| $140M | +$12.8M | +10% | 8.59% | 23.3% | 71 | 14.08% | 1.7 |
|
4456
Titus Wealth Management
Larskpur,
California
| $140M | +$13.1M | +10% | 7.54% | 26.6% | 124 | 14.52% | 1.6 |
|
4457
Ironwood Investment Management
Boston,
Massachusetts
| $140M | +$11.5M | +9% | 12.7% | 163% | 163 | 7.36% | 4.4 |
|
4458
PRW Wealth Management
Quincy,
Massachusetts
| $140M | +$14.2M | +11% | 11.4% | 42.3% | 85 | 10.59% | 0.9 |
|
4459
HC Financial Advisors
Lafayette,
California
| $140M | +$11.5M | +9% | 8.82% | 31.2% | 421 | 19% | 0.6 |
|
4460
Sowa Financial Group
Lincoln,
Rhode Island
| $140M | +$7.31M | +6% | 6.55% | 100% | 358 | 38.27% | 0.7 |
|
4461
Clarity Wealth Advisors
San Jose,
California
| $139M | +$12.7M | +10% | 11.4% | 94.1% | 64 | 14.06% | 0.6 |
|
|
AC
4462
Aperimus Capital
Marina Del Rey,
California
| $139M | -$69.1M | -33% | 6.21% | 44% | 3 | 0% | 7.3 |
|
4463
Kelly Financial Services
Braintree,
Massachusetts
| $139M | +$10.3M | +8% | 6.65% | 64.3% | 625 | 9.28% | 1.2 |
|
4464
Spark Growth Management Partners
Boston,
Massachusetts
| $139M | -$21.9M | -14% | 13.6% | – | 1 | 0% | 0.8 |
|
4465
Stonebridge Financial Planning Group
Orlando,
Florida
| $139M | +$21.6M | +18% | 10.7% | 72.4% | 423 | 14.42% | 0.6 |
|
4466
Twin Securities
New York
| $139M | -$29.6M | -18% | 73.4% | 506% | 20 | 70% | 0.4 |
|
4467
GSI Capital Advisors
Newport Beach,
California
| $139M | +$15.6M | +13% | 1.85% | 41.1% | 32 | 40.63% | 1 |
|
|
SWMG
4468
Signature Wealth Management Group
Atlanta,
Georgia
| $139M | +$8.17M | +6% | 5.04% | – | 74 | 13.51% | 1.9 |
|
4469
IMS Capital Management
Portland,
Oregon
| $139M | +$9.8M | +8% | 17.4% | 119% | 128 | 24.22% | 3.6 |
|
4470
Sequent Asset Management
Houston,
Texas
| $139M | +$6.71M | +5% | 3.54% | 51.3% | 64 | 7.81% | 3.3 |
|
4471
X-Square Capital
Guaynabo,
Puerto Rico
| $139M | -$2.05M | -1% | 7.32% | 151% | 110 | 32.73% | 1.2 |
|
|
TI
4472
Truehand Inc
Strafford,
New Hampshire
| $139M | +$8.94M | +7% | 9.32% | 86.9% | 216 | 0.93% | 1.5 |
|
|
FSA
4473
Financial Services Advisory
Rockville,
Maryland
| $139M | -$58.5M | -30% | 7.43% | 82.5% | 28 | 50% | 0.4 |
|
4474
G&S Capital
Denver,
Colorado
| $138M | +$26.6M | +24% | 8.27% | 85.6% | 96 | 47.92% | 1.2 |
|
4475
CVA Family Office
Denver,
Colorado
| $138M | +$16.8M | +14% | 7.41% | 71.6% | 368 | 14.67% | 0.5 |
|