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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
Smart Money Group
Eastland,
Texas
| $338M | +$18.8M | +6% | 5.87% | 58.9% | 83 | 14.46% | 2.7 |
|
4502
Newton One Investments
Newark,
Delaware
| $338M | +$19.9M | +6% | 5.55% | 42% | 128 | 6.25% | 2 |
|
4503
Chase Investment Counsel
Charlottesville,
Virginia
| $338M | +$24.8M | +8% | 14.9% | 350% | 160 | 36.88% | 1.6 |
|
4504
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $338M | +$18.9M | +6% | 4.48% | 40.3% | 166 | 9.64% | 2.9 |
|
4505
Incline Global Management
New York
| $337M | +$82.9M | +33% | 4.38% | 40.1% | 36 | 55.56% | 1.3 |
|
4506
Western Standard LLC
Los Angeles,
California
| $337M | +$157M | +88% | 11.3% | 83.7% | 33 | 66.67% | 0.3 |
|
4507
Seaside Wealth Management
Carlsbad,
California
| $337M | +$22.7M | +7% | 6.25% | 53.4% | 63 | 1.59% | 2.4 |
|
4508
Regimen Wealth
Atlanta,
Georgia
| $337M | +$14.8M | +5% | 4.56% | 34.4% | 78 | 8.97% | 1.8 |
|
|
DS
4509
Dalal Street
West Lake Hills,
Texas
| $337M | +$65.3M | +24% | 32.3% | 92.7% | 6 | 33.33% | 1 |
|
|
CIS
4510
Custom Index Systems
New York
| $337M | +$127M | +61% | 10% | – | 284 | 26.06% | 0.8 |
|
4511
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $336M | +$34.9M | +12% | 7.92% | – | 86 | 9.3% | 0.6 |
|
4512
Global Assets Advisory
Orlando,
Florida
| $336M | +$80.1M | +31% | 9.63% | 95.9% | 301 | 33.89% | 0.7 |
|
4513
BWM Planning
The Woodlands,
Texas
| $336M | +$45.8M | +16% | 7.63% | – | 92 | 14.13% | 0.8 |
|
4514
Boyd Watterson Asset Management
Cleveland,
Ohio
| $336M | +$18.1M | +6% | 8.59% | 101% | 432 | 4.86% | 4.2 |
|
4515
Warren Street Wealth Advisors
Newport Beach,
California
| $335M | +$31.8M | +10% | 8.32% | 75.7% | 158 | 17.09% | 1.7 |
|
4516
Stevens Capital Partners
Omaha,
Nebraska
| $335M | +$56.1M | +20% | 8.29% | 76.3% | 94 | 13.83% | 1.5 |
|
4517
McDonald Partners
Cleveland,
Ohio
| $335M | -$82.1M | -20% | 8.38% | 90.7% | 260 | 18.46% | 3 |
|
4518
Cornell Pochily Investment Advisors
Ithaca,
New York
| $335M | +$29.3M | +10% | 9.21% | 97% | 186 | 9.14% | 4.9 |
|
4519
Bare Financial Services
Gap,
Pennsylvania
| $335M | +$38.4M | +13% | 5.76% | – | 1,470 | 23.27% | 0.5 |
|
4520
Hilltop Partners
Mishawaka,
Indiana
| $335M | +$4.02M | +1% | 6.87% | 64.9% | 124 | 7.26% | 1.8 |
|
|
GDS
4521
Gimbel Daniel Scott
| $335M | -$98.8M | -23% | 16.4% | 57.1% | 3 | 33.33% | 4.8 |
|
4522
Evexia Wealth
Stevens Point,
Wisconsin
| $334M | +$16M | +5% | 8% | 92.5% | 82 | 9.76% | 1.5 |
|
4523
JRM Investment Counsel
Omaha,
Nebraska
| $334M | +$23M | +7% | 5.78% | 65.5% | 21 | 4.76% | 5.5 |
|
4524
BCWM LLC
Overland Park,
Kansas
| $334M | +$19M | +6% | 8.36% | – | 58 | 12.07% | 4.6 |
|
4525
Joule Financial
Lexington,
Kentucky
| $334M | +$25.8M | +8% | 7.12% | 55.5% | 121 | 16.53% | 2 |
|