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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4526
OneAscent Wealth Management
Birmingham,
Alabama
| $261M | +$10M | +4% | 5.15% | 50.6% | 199 | 27.14% | 0.7 |
|
4527
Seven Springs Wealth Group
Brentwood,
Tennessee
| $260M | +$38.6M | +17% | 8.89% | 59.2% | 63 | 6.35% | 2.8 |
|
4528
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $260M | -$3.76M | -1% | 1.42% | 13.4% | 3 | 0% | 9.3 |
|
|
SSCM
4529
Summit Street Capital Management
New York
| $260M | +$24.2M | +10% | 9.17% | 217% | 31 | 0% | 5.4 |
|
4530
Hiddenite Capital Partners
New York
| $260M | +$92.8M | +55% | 25.9% | 466% | 46 | 56.52% | 0.6 |
|
4531
BHK Investment Advisors
Birmingham,
Alabama
| $260M | +$86M | +49% | 6.04% | 54.6% | 61 | 16.39% | 4 |
|
4532
Oak Family Advisors
Chicago,
Illinois
| $260M | +$22.4M | +9% | 11.4% | 81.9% | 128 | 13.28% | 2.1 |
|
4533
Phraction Management
Colchester,
Connecticut
| $260M | +$17.8M | +7% | 7.77% | 106% | 64 | 20.31% | 1.4 |
|
4534
Truvestments Capital
Sarasota,
Florida
| $260M | +$38.4M | +17% | 11% | 131% | 903 | 31.01% | 1.9 |
|
4535
Strategic Advocates
Logan,
Utah
| $260M | +$24.4M | +10% | 7.3% | 111% | 182 | 48.35% | 0.3 |
|
4536
Nixon Capital
Austin,
Texas
| $260M | +$36.6M | +16% | 12% | 118% | 30 | 20% | 1.3 |
|
4537
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $260M | +$20.4M | +9% | 17% | 207% | 40 | 35% | 3.3 |
|
4538
Infusive Asset Management
New York
| $259M | +$38.8M | +18% | 7.62% | 33.8% | 23 | 26.09% | 1.2 |
|
4539
Millstreet Capital Management
Boston,
Massachusetts
| $259M | +$13M | +5% | 13.5% | – | 4 | 0% | 0.3 |
|
4540
Missouri Trust & Investment Company
Springfield,
Missouri
| $259M | +$11.8M | +5% | 6.35% | 81.6% | 444 | 12.16% | 1.8 |
|
|
KM
4541
KP Management
Edina,
Minnesota
| $259M | +$20.2M | +8% | 18.5% | – | 94 | 38.3% | 0.2 |
|
4542
Forager Capital Management
Birmingham,
Alabama
| $259M | +$14.3M | +6% | 12.1% | 52.6% | 13 | 7.69% | 2 |
|
|
TA
4543
TrueWealth Advisors
Birmingham,
Alabama
| $259M | +$1.08M | +0.4% | 6.34% | 60.9% | 218 | 14.22% | 1.8 |
|
4544
Helen Stephens Group
Fort Worth,
Texas
| $259M | +$35.8M | +16% | 6.14% | 53.4% | 75 | 4% | 1.7 |
|
4545
Flagstone Financial Management
Lincoln,
Nebraska
| $259M | +$14.7M | +6% | 4.76% | 46.2% | 46 | 10.87% | 1 |
|
|
FAP
4546
Financial Advisory Partners
Winter Park,
Florida
| $259M | -$16.3M | -6% | 5.88% | 52.9% | 73 | 21.92% | 1.7 |
|
4547
Tranquility Partners
Brentwood,
Tennessee
| $259M | +$20.2M | +8% | 8.98% | 77.3% | 212 | 7.55% | 2.9 |
|
4548
Denver PWM
Denver,
Colorado
| $259M | +$42.9M | +20% | 8.58% | 48.6% | 106 | 30.19% | 2.3 |
|
4549
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $259M | +$25.5M | +11% | 4.68% | 73.6% | 32 | 12.5% | 5.1 |
|
4550
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $258M | +$37.4M | +17% | 8.57% | – | 97 | 17.53% | 0.9 |
|