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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4476
ForthRight Wealth Management
Alpharetta,
Georgia
| $353M | +$4.68M | +1% | 0.75% | 50.4% | 77 | 10.39% | 3.2 |
|
4477
Stolper & Co
Tulsa,
Oklahoma
| $352M | +$13M | +4% | 3.18% | 77.1% | 92 | 3.26% | 4.3 |
|
4478
MIC Capital Management (UK)
London,
United Kingdom
| $352M | -$88.8M | -20% | 9.86% | 67.2% | 15 | 20% | 2.5 |
|
4479
Elmind Capital
New York
| $352M | +$13.4M | +4% | 12.8% | – | 36 | 11.11% | 0.2 |
|
4480
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $352M | -$52.2M | -13% | 7.46% | 164% | 72 | 33.33% | 3.3 |
|
4481
Brown Miller Wealth Management
Mclean,
Virginia
| $352M | -$10.1M | -3% | 2.55% | 121% | 205 | 12.68% | 2.7 |
|
|
ACA
4482
Acorn Capital Advisors
New York
| $352M | +$56.7M | +19% | 20.6% | – | 23 | 13.04% | 1 |
|
4483
Vision Retirement
Ridgewood,
New Jersey
| $352M | -$21.5M | -6% | 3.86% | – | 695 | 20.72% | 0.2 |
|
4484
HTG Investment Advisors
New Canaan,
Connecticut
| $352M | +$26.1M | +8% | 0.78% | 57.4% | 87 | 13.79% | 2.1 |
|
4485
Enavate Sciences
Menlo Park,
California
| $352M | -$155M | -31% | 17.4% | – | 7 | 0% | 1.1 |
|
4486
Cypress Capital
Franklin,
Tennessee
| $351M | -$5.67M | -2% | 0.3% | 43.6% | 101 | 12.87% | 2.9 |
|
4487
Colton Groome Financial Advisors
Asheville,
North Carolina
| $351M | +$2.4M | +0.7% | 1.19% | 65.8% | 145 | 11.03% | 2.8 |
|
4488
Alaethes Wealth
Glenbrook,
Nevada
| $351M | -$4.06M | -1% | 0.57% | 96.4% | 131 | 17.56% | 2.5 |
|
4489
Trinity Financial Advisors
Columbus,
Ohio
| $351M | -$6.38M | -2% | 1.26% | 74.5% | 97 | 10.31% | 2.7 |
|
|
LWMM
4490
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $351M | -$23.7M | -6% | 4.95% | 105% | 115 | 20.87% | 3.2 |
|
4491
Fiduciary Family Office
Boca Raton,
Florida
| $351M | +$2.96M | +0.9% | 3.05% | 97.3% | 201 | 19.9% | 0.9 |
|
4492
PhiloSmith Capital
Stamford,
Connecticut
| $351M | -$13M | -4% | 4.95% | 47% | 23 | 4.35% | 7.7 |
|
4493
Spider Management Company
Richmond,
Virginia
| $351M | +$126M | +56% | 0.38% | – | 6 | 66.67% | 0.9 |
|
|
SC
4494
Steph & Co
Marinette,
Wisconsin
| $351M | +$3.58M | +1% | 0.73% | 61.6% | 323 | 10.84% | 3.4 |
|
|
HA
4495
Hamel Associates
Chatham,
New Jersey
| $351M | +$18.8M | +6% | 7.83% | 59.4% | 85 | 11.76% | 6.5 |
|
4496
Umpqua Bank
Lake Oswego,
Oregon
| $350M | -$9.6M | -3% | 0.2% | – | 162 | 7.41% | 1.7 |
|
4497
Ping Capital Management
New York
| $350M | +$2.53M | +0.7% | 3.18% | – | 99 | 37.37% | 1 |
|
4498
SWMG LLC
Fort Worth,
Texas
| $350M | -$10M | -3% | 2.16% | 68.7% | 134 | 20.9% | 1.9 |
|
4499
Wealth Management Partners
Tucson,
Arizona
| $350M | -$342K | -0.1% | 0.02% | 194% | 157 | 12.74% | 2.8 |
|
4500
Retirement Financial Solutions
Knoxville,
Tennessee
| $350M | +$8.19M | +2% | 1.86% | 52.5% | 56 | 21.43% | 1.1 |
|