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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
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
Cypress Financial Planning
Haddon Heights,
New Jersey
| $362M | +$34.2M | +10% | 1.26% | 41.2% | 108 | 18.52% | 1.7 |
|
4452
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $362M | -$103M | -22% | 2.88% | 81.5% | 265 | 23.4% | 5.1 |
|
4453
Brown Miller Wealth Management
Mclean,
Virginia
| $362M | +$9.11M | +3% | 2.51% | 121% | 205 | 12.68% | 2.5 |
|
|
KM
4454
KP Management
Edina,
Minnesota
| $362M | +$46.2M | +15% | 8.27% | – | 83 | 36.14% | 1.2 |
|
4455
Sandbox Financial Partners
Bethesda,
Maryland
| $361M | +$12.1M | +3% | 2.3% | 69.6% | 134 | 12.69% | 2.6 |
|
4456
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $361M | +$1.36M | +0.4% | 3.67% | 105% | 15 | 26.67% | 2.5 |
|
4457
Merk Investments
Menlo Park,
California
| $361M | +$35.7M | +11% | 26.7% | 303% | 11 | 9.09% | 3.8 |
|
4458
Keating Investment Counselors
Delray Beach,
Florida
| $361M | +$10.4M | +3% | 4.46% | 50% | 64 | 7.81% | 6.6 |
|
4459
Highland Financial Advisors
Wayne,
New Jersey
| $361M | +$11.9M | +3% | 2.08% | 70% | 67 | 14.93% | 2.1 |
|
4460
Elyxium Wealth
San Mateo,
California
| $361M | +$73.8M | +26% | 5.4% | – | 1,359 | 87.71% | 0.1 |
|
4461
Luminvest Wealth Management
Scottsdale,
Arizona
| $360M | +$53.7M | +17% | 1.57% | 47.7% | 53 | 18.87% | 1.2 |
|
4462
Oxbow Capital Management (HK)
Hong Kong
| $360M | -$210M | -37% | 33% | 2,244% | 13 | 53.85% | 0.3 |
|
4463
InceptionR
Lafayette,
California
| $360M | -$53.8M | -13% | 1.7% | 62.9% | 917 | 66.63% | 0.3 |
|
4464
Clean Yield Group
Norwich,
Vermont
| $360M | +$6.43M | +2% | 3.08% | 80.7% | 429 | 7.23% | 4.7 |
|
4465
SWMG LLC
Fort Worth,
Texas
| $360M | +$29.5M | +9% | 1.88% | 68.7% | 126 | 17.46% | 1.7 |
|
4466
Umpqua Bank
Lake Oswego,
Oregon
| $360M | +$2.21M | +0.6% | 4.19% | – | 161 | 6.83% | 1.5 |
|
4467
Science & Technology Partners
New York
| $360M | +$871K | +0.2% | 20.8% | – | 37 | 62.16% | 0.4 |
|
|
VWM
4468
VCI Wealth Management
St Louis,
Missouri
| $360M | +$30M | +9% | 2.93% | 86.3% | 139 | 38.85% | 0.9 |
|
4469
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $360M | +$19M | +6% | 3.48% | – | 271 | 13.28% | 1.2 |
|
4470
Bare Financial Services
Gap,
Pennsylvania
| $360M | +$24.7M | +7% | 1.51% | 53.6% | 1,724 | 30.39% | 0.6 |
|
4471
Fulcrum Asset Management
London,
United Kingdom
| $359M | -$1.28M | -0.4% | 4.59% | – | 183 | 4.37% | 0.5 |
|
4472
Endeavour Capital Advisors
Greenwich,
Connecticut
| $359M | +$28.8M | +9% | 7.25% | 76.7% | 37 | 10.81% | 3.4 |
|
4473
Strata Wealth Advisors
Dallas,
Texas
| $359M | -$19.4M | -5% | 2.19% | 73.6% | 104 | 17.31% | 1.5 |
|
|
HC
4474
Headland Capital
Mt. Pleasant,
South Carolina
| $359M | +$3.06M | +0.9% | 1.24% | – | 77 | 19.48% | 0.7 |
|
4475
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $359M | -$3.77M | -1% | 2.05% | 60.6% | 127 | 11.02% | 2.2 |
|