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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
Rench Wealth Management
Denton,
Texas
| $316M | +$26.4M | +9% | 11.2% | 106% | 52 | 5.77% | 5.6 |
|
4452
Compass Advisory Group
Melville,
New York
| $316M | +$28.8M | +10% | 7.27% | 49.2% | 77 | 5.19% | 3 |
|
4453
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $316M | +$24.8M | +9% | 16% | 158% | 189 | 7.94% | 1.8 |
|
4454
Atwater Malick
Lancaster,
Pennsylvania
| $316M | +$20.2M | +7% | 6.2% | 83.4% | 83 | 6.02% | 3.4 |
|
|
CMAI
4455
Capital Management Associates Inc
Minneapolis,
Minnesota
| $316M | -$126M | -28% | 6.64% | 75.6% | 148 | 34.46% | 1 |
|
4456
Sequent Planning
Omaha,
Nebraska
| $316M | +$37.9M | +14% | 8.01% | – | 167 | 15.57% | 0.9 |
|
4457
Leeward Financial Partners
Bellevue,
Washington
| $316M | +$47.9M | +18% | 14.8% | 97.9% | 103 | 19.42% | 2.1 |
|
4458
Courage Miller Partners
Norfolk,
Virginia
| $315M | +$20.3M | +7% | 5.88% | 43.5% | 86 | 4.65% | 7.6 |
|
4459
White Pine Capital
Bloomington,
Minnesota
| $315M | +$26.4M | +9% | 10.8% | 143% | 230 | 6.09% | 6.3 |
|
4460
BCWM LLC
Overland Park,
Kansas
| $315M | +$27.3M | +9% | 5.35% | – | 57 | 15.79% | 4.5 |
|
4461
Prudent Man Advisors
Naperville,
Illinois
| $315M | +$39.5M | +14% | 9.2% | 82.8% | 189 | 13.76% | 3 |
|
4462
Websterrogers Financial Advisors
Florence,
South Carolina
| $315M | +$21.7M | +7% | 7.03% | 42.9% | 88 | 6.82% | 2.3 |
|
4463
Centennial Wealth Advisory
Traverse City,
Michigan
| $314M | +$39.2M | +14% | 7.3% | 63% | 176 | 31.82% | 1.7 |
|
4464
Proathlete Wealth Management
Boca Raton,
Florida
| $314M | +$40M | +15% | 11.1% | 73.9% | 333 | 39.64% | 0.4 |
|
4465
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $314M | +$24.6M | +8% | 9.86% | 101% | 147 | 17.01% | 5.6 |
|
4466
Seaside Wealth Management
Carlsbad,
California
| $314M | +$33.9M | +12% | 8.74% | 53.4% | 64 | 10.94% | 2.2 |
|
4467
Mirabaud & Cie
Geneva,
Switzerland
| $314M | +$21.1M | +7% | 16.3% | 151% | 65 | 13.85% | 1.2 |
|
4468
Panview Capital
Hong Kong
| $314M | +$50.2M | +19% | 12.8% | – | 9 | 11.11% | 0.4 |
|
4469
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $314M | +$15.9M | +5% | 7.64% | 63.2% | 86 | 9.3% | 4.2 |
|
4470
Rivermont Capital Management
New York
| $314M | +$76.7M | +32% | 36% | 555% | 24 | 54.17% | 0.9 |
|
4471
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| $314M | +$114M | +57% | 9.68% | – | 17 | 64.71% | 0.2 |
|
4472
Custos Family Office
Austin,
Texas
| $314M | +$31.7M | +11% | 8.56% | 57.4% | 74 | 10.81% | 1.7 |
|
|
NICM
4473
Neo Ivy Capital Management
New York
| $313M | -$726K | -0.2% | 8.62% | – | 510 | 79.8% | 0.1 |
|
4474
BOS Asset Management
Springfield,
Illinois
| $313M | +$22M | +8% | 6.53% | 70.3% | 186 | 18.28% | 1.6 |
|
4475
Prime Buchholz
Portsmouth,
New Hampshire
| $313M | +$26.8M | +9% | 9.57% | – | 24 | 8.33% | 0.5 |
|