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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
Crown Wealth Group
Charlotte,
North Carolina
| $393M | +$52.5M | +15% | 16.9% | 98.2% | 160 | 15.63% | 1.9 |
|
4527
BridgePort Financial Solutions
Fairfield,
Iowa
| $393M | +$40.1M | +11% | 12.5% | – | 259 | 18.15% | 1.1 |
|
4528
Snider Financial Group
Bellevue,
Washington
| $393M | +$61.4M | +19% | 16.3% | 87% | 117 | 24.79% | 2 |
|
4529
SRH Advisors
Salina,
Kansas
| $392M | +$43M | +12% | 12.1% | 55.7% | 286 | 6.29% | 7.2 |
|
4530
Southern Financial Group
Birmingham,
Alabama
| $392M | +$33.9M | +9% | 9.8% | – | 97 | 8.25% | 0.5 |
|
4531
OFS Enterprise
Kearney,
Nebraska
| $392M | +$51.5M | +15% | 14.3% | – | 107 | 13.08% | 0.2 |
|
4532
Kingdom Financial Group
Peoria,
Arizona
| $391M | +$42.1M | +12% | 14.1% | 49.9% | 989 | 26.9% | 0.5 |
|
4533
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| $391M | +$2.93M | +0.8% | 16.5% | – | 12 | 0% | 0.7 |
|
4534
Libra Wealth
Los Gatos,
California
| $391M | +$36.4M | +10% | 11.2% | 58.2% | 72 | 11.11% | 2.9 |
|
4535
Oak Family Advisors
Chicago,
Illinois
| $391M | +$35.8M | +10% | 12.6% | 81.9% | 130 | 25.38% | 2.5 |
|
4536
Private Wealth Advisors (California)
Fresno,
California
| $391M | +$35.3M | +10% | 8.03% | 63.6% | 111 | 28.83% | 3.4 |
|
|
SHFA
4537
SS&H Financial Advisors
Troy,
Michigan
| $391M | – | – | 30.6% | – | 130 | – | 3.3 |
|
4538
ForthRight Wealth Management
Alpharetta,
Georgia
| $391M | +$38.4M | +11% | 9.9% | 50.4% | 82 | 15.85% | 3.2 |
|
4539
Access Investment Management
Atlanta,
Georgia
| $391M | +$15M | +4% | 15.3% | – | 163 | 15.34% | 1.6 |
|
4540
Legacy CG
Plano,
Texas
| $391M | +$30.6M | +8% | 13.9% | 62.6% | 52 | 26.92% | 1.6 |
|
4541
Delta Air Lines
Atlanta,
Georgia
| $391M | +$12.8M | +3% | 5.06% | 5.3% | 3 | 0% | 2.8 |
|
4542
First American Financial Corporation
Santa Ana,
California
| $390M | +$20.6M | +6% | 13% | – | 3 | 0% | 2.5 |
|
4543
Websterrogers Financial Advisors
Florence,
South Carolina
| $390M | +$40.9M | +12% | 8.92% | 46% | 103 | 7.77% | 2.8 |
|
4544
Quantum Private Wealth
Tampa,
Florida
| $390M | +$66.5M | +21% | 40.4% | 240% | 184 | 17.39% | 2.8 |
|
4545
Focused Alpha LLC
Denver,
Colorado
| $390M | +$66.5M | +21% | 16.5% | – | 290 | 23.79% | 0.4 |
|
4546
HTG Investment Advisors
New Canaan,
Connecticut
| $390M | +$38.5M | +11% | 8.97% | 57.4% | 92 | 10.87% | 2.2 |
|
|
CVA
4547
Central Valley Advisors
Sacramento,
California
| $390M | +$23.4M | +6% | 10.7% | 77.8% | 201 | 10.95% | 1.4 |
|
4548
Apeiron RIA
Dallas,
Texas
| $390M | -$41.6M | -10% | 11.2% | 68.5% | 216 | 30.56% | 2.6 |
|
4549
LongView Wealth Management
Atlanta,
Georgia
| $390M | -$8.26M | -2% | 11.9% | 60.8% | 261 | 18.39% | 1.7 |
|
|
CC
4550
Checkpoint Capital
San Francisco,
California
| $390M | +$111M | +40% | 39.9% | – | 8 | 25% | 1.5 |
|