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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4476
Calton & Associates
Tampa,
Florida
| $249M | +$180M | +263% | 9.22% | 73.9% | 290 | 81.03% | 0.9 |
|
4477
Your Advocates Ltd
Houston,
Texas
| $248M | +$80.9M | +48% | 8.04% | 53.6% | 305 | 24.26% | 2.1 |
|
4478
Stolper & Co
Tulsa,
Oklahoma
| $248M | +$17.7M | +8% | 9.93% | 77.1% | 89 | 7.87% | 2.9 |
|
4479
Gateway Wealth Partners
Appleton,
Wisconsin
| $248M | -$307M | -55% | 9.53% | 58.9% | 296 | 37.5% | 0.7 |
|
4480
O'Keefe Stevens Advisory
Rochester,
New York
| $248M | +$28.5M | +13% | 14.1% | 208% | 46 | 6.52% | 3.9 |
|
4481
Princeton Capital Management
Red Bank,
New Jersey
| $248M | +$31.1M | +14% | 15.9% | 206% | 105 | 19.05% | 4.5 |
|
4482
S.E.E.D. Planning Group
Binghamton,
New York
| $248M | -$11.2M | -4% | 12.1% | 57.3% | 91 | 12.09% | 2.5 |
|
|
DS
4483
Dalal Street
West Lake Hills,
Texas
| $248M | +$78.5M | +46% | 18.4% | 92.7% | 4 | 25% | 0.3 |
|
4484
Wells Trecaso Financial Group
Akron,
Ohio
| $248M | +$23.2M | +10% | 12.1% | 108% | 92 | 3.26% | 4 |
|
4485
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $248M | +$26.5M | +12% | 9.42% | 87.3% | 263 | 68.82% | 2.2 |
|
|
RG
4486
Retirement Group
San Diego,
California
| $248M | +$7.74M | +3% | 6.49% | 33.7% | 857 | 12.02% | 2.1 |
|
4487
Maia Wealth
Denver,
Colorado
| $248M | – | – | 9.72% | – | 192 | – | 0 |
|
4488
Missouri Trust & Investment Company
Springfield,
Missouri
| $247M | +$25.3M | +11% | 12.6% | 81.6% | 455 | 14.73% | 1.5 |
|
4489
All-Stars Investment
Hong Kong
| $247M | -$20.9M | -8% | 4.63% | 30.1% | 3 | 0% | 1.7 |
|
|
ACM
4490
Aljian Capital Management
Carson City,
Nevada
| $247M | +$30.9M | +14% | 15% | 162% | 41 | 9.76% | 4 |
|
4491
Kelly Financial Services
Braintree,
Massachusetts
| $247M | +$29.3M | +13% | 9.9% | 64.3% | 820 | 11.22% | 3 |
|
4492
Hengistbury Investment Partners
London,
United Kingdom
| $247M | +$9.35M | +4% | 15.8% | 108% | 7 | 28.57% | 4 |
|
|
AIA
4493
AIMZ Investment Advisors
Los Altos,
California
| $247M | +$22M | +10% | 11.2% | 81.3% | 117 | 6.84% | 6.4 |
|
4494
Parisi Gray Wealth Management
Mendham,
New Jersey
| $247M | +$26.6M | +12% | 11.1% | 137% | 105 | 6.67% | 3.6 |
|
|
FCP
4495
Fosse Capital Partners
London,
United Kingdom
| $247M | +$16.5M | +7% | 10.1% | 80% | 5 | 40% | 3 |
|
4496
Beaconlight Capital
New York
| $247M | +$15.4M | +7% | 14.2% | 282% | 38 | 34.21% | 1.1 |
|
4497
AMI Investment Management
Kendallville,
Indiana
| $247M | +$24.1M | +11% | 8.64% | 52% | 68 | 16.18% | 5 |
|
4498
Astoria Portfolio Advisors
New York
| $247M | +$39.5M | +19% | 8.95% | 75.4% | 206 | 30.1% | 1.1 |
|
|
FP
4499
Financial Perspectives
Minneapolis,
Minnesota
| $246M | +$27.9M | +13% | 11.3% | 104% | 731 | 7.11% | 3.1 |
|
4500
Aspire Capital Advisors
Seattle,
Washington
| $246M | +$26.7M | +12% | 11.1% | 59.3% | 76 | 21.05% | 1.2 |
|