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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4501
Brown Miller Wealth Management
Mclean,
Virginia
| $397M | +$45.3M | +13% | 13.7% | 102% | 219 | 19.63% | 2.7 |
|
4502
Newton One Investments
Newark,
Delaware
| $397M | +$28.6M | +8% | 10.3% | 42% | 147 | 18.37% | 2.3 |
|
4503
Pathway Financial Advisers
Auburn,
Indiana
| $397M | +$43.3M | +12% | 16.3% | 88.2% | 171 | 6.43% | 2.8 |
|
4504
Net Worth Advisory Group
Sandy,
Utah
| $397M | -$85.5M | -18% | 17.9% | – | 480 | 23.54% | 1.2 |
|
4505
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $396M | +$55.9M | +16% | 7.49% | 62.6% | 147 | 10.88% | 2.9 |
|
4506
Shikiar Asset Management
New York
| $396M | +$49M | +14% | 25.5% | 117% | 117 | 15.38% | 3.7 |
|
|
SWK
4507
Stephen W. Kidder
| $396M | +$55.4M | +16% | 28.5% | 94.7% | 79 | 8.86% | 7.1 |
|
4508
Holowesko Partners
Nassau,
Bahamas
| $395M | +$38.3M | +11% | 1.2% | 51.1% | 39 | 33.33% | 2.2 |
|
|
SC
4509
Steph & Co
Marinette,
Wisconsin
| $395M | +$44.4M | +13% | 12.1% | 61.6% | 317 | 15.77% | 3.7 |
|
4510
Knuff & Co
Foster City,
California
| $395M | +$63M | +19% | 15.9% | 85.8% | 158 | 25.32% | 3.7 |
|
4511
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $395M | +$45.3M | +13% | 14.2% | 70.6% | 126 | 13.49% | 3.1 |
|
4512
Redwood Grove Capital
Palo Alto,
California
| $395M | +$84.9M | +27% | 24.8% | 79.8% | 27 | 25.93% | 2 |
|
4513
MIC Capital Management (UK)
London,
United Kingdom
| $394M | +$41.9M | +12% | 34.6% | 67.2% | 17 | 23.53% | 2.4 |
|
4514
Aurdan Capital Management
Wayne,
Pennsylvania
| $394M | +$61M | +18% | 12% | – | 103 | 18.45% | 1.1 |
|
4515
X-Square Capital
Guaynabo,
Puerto Rico
| $394M | +$97.3M | +33% | 29.8% | 158% | 184 | 15.22% | 3.4 |
|
4516
Stone Summit Wealth
Miami,
Florida
| $394M | +$34.7M | +10% | 11.9% | 67% | 150 | 9.33% | 3.5 |
|
4517
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $394M | +$26.5M | +7% | 8.53% | 65.5% | 373 | 14.21% | 5.5 |
|
4518
III Capital Management
Boca Raton,
Florida
| $394M | +$49.6M | +14% | 14.8% | 28.7% | 78 | 58.97% | 0.5 |
|
4519
360 Financial
Wayzata,
Minnesota
| $394M | +$61.9M | +19% | 24.1% | 82.5% | 93 | 22.58% | 2.9 |
|
4520
White Mountains Insurance Group
Hanover,
New Hampshire
| $394M | +$80.2M | +26% | 26.4% | 105% | 2 | 0% | 3 |
|
4521
Red Wave Investments
Dillsburg,
Pennsylvania
| $394M | +$58.8M | +18% | 13.2% | 58% | 126 | 14.29% | 3.5 |
|
|
IWN
4522
Independent Wealth Network
Urbandale,
Iowa
| $393M | +$56.6M | +17% | 15.1% | 78.2% | 362 | 22.93% | 2.2 |
|
4523
NFC Investments
Memphis,
Tennessee
| $393M | +$34M | +9% | 11.4% | – | 43 | 4.65% | 4.7 |
|
4524
Crown Wealth Group
Charlotte,
North Carolina
| $393M | +$52.5M | +15% | 16.9% | 98.2% | 160 | 15.63% | 1.9 |
|
4525
BridgePort Financial Solutions
Fairfield,
Iowa
| $393M | +$40.1M | +11% | 12.5% | – | 259 | 18.15% | 1.1 |
|