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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4551
Bank of Stockton
Stockton,
California
| $349M | -$1.46M | -0.4% | 4.66% | 99.2% | 144 | 9.72% | 6.4 |
|
4552
Arcataur Capital Management
Milwaukee,
Wisconsin
| $349M | +$9.08M | +3% | 2.18% | 65.4% | 104 | 3.85% | 2.2 |
|
4553
Southern Financial Group
Birmingham,
Alabama
| $349M | – | – | 0.68% | – | 84 | – | 0 |
|
4554
Sterling Investment Counsel
Buffalo,
New York
| $349M | +$37.1M | +12% | 2.83% | 93.8% | 193 | 35.75% | 1.4 |
|
4555
Ripple Effect Asset Management
New York
| $349M | -$162M | -32% | 3.33% | – | 50 | 72% | 0.3 |
|
4556
Endeavor Private Wealth
Topeka,
Kansas
| $349M | +$25.4M | +8% | 2.17% | – | 213 | 11.27% | 0.6 |
|
4557
Colton Groome Financial Advisors
Asheville,
North Carolina
| $349M | +$22.9M | +7% | 2.54% | 65.8% | 142 | 7.04% | 2.7 |
|
4558
Rench Wealth Management
Denton,
Texas
| $349M | +$7.96M | +2% | 3.05% | 106% | 57 | 3.51% | 5.6 |
|
4559
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $348M | +$16.1M | +5% | 2.24% | 81.6% | 134 | 13.43% | 2.8 |
|
4560
FC Advisory
West Chester,
Pennsylvania
| $348M | +$6.19M | +2% | 1.1% | 46.6% | 119 | 4.2% | 5 |
|
4561
Fiduciary Family Office
Boca Raton,
Florida
| $348M | -$3.6M | -1% | 4.89% | 97.3% | 193 | 9.33% | 0.7 |
|
4562
ForthRight Wealth Management
Alpharetta,
Georgia
| $348M | +$3.69M | +1% | 1.17% | 50.4% | 72 | 5.56% | 3.1 |
|
4563
RiverPark Advisors
New York
| $348M | +$117M | +50% | 1% | 87.5% | 175 | 27.43% | 2.3 |
|
4564
WT Wealth Management
Scottsdale,
Arizona
| $348M | +$319K | +0.1% | 2.55% | 72% | 150 | 19.33% | 2.4 |
|
4565
Ping Capital Management
New York
| $348M | +$53.5M | +18% | 44.8% | – | 89 | 31.46% | 0.9 |
|
4566
Findell Capital Management
New York
| $348M | +$94.4M | +37% | 35.7% | – | 20 | 40% | 0.6 |
|
4567
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $348M | +$10M | +3% | 0.89% | 40.3% | 175 | 13.71% | 3 |
|
4568
Osprey Private Wealth
New York
| $347M | +$72.3M | +26% | 3.6% | – | 81 | 22.22% | 0.8 |
|
4569
Lanham O'Dell & Company
Hurricane,
West Virginia
| $347M | +$33.3M | +11% | 1.23% | 81% | 47 | 19.15% | 1.7 |
|
4570
SRH Advisors
Salina,
Kansas
| $347M | +$4.77M | +1% | 1.02% | 55.7% | 299 | 9.36% | 6.7 |
|
4571
Acumen Wealth Advisors
Chattanooga,
Tennessee
| $347M | – | – | 5.12% | – | 525 | – | 0 |
|
4572
Field & Main Bank
Henderson,
Kentucky
| $347M | +$8.47M | +3% | 3.15% | 107% | 271 | 11.81% | 6.5 |
|
|
SC
4573
Steph & Co
Marinette,
Wisconsin
| $347M | +$19.5M | +6% | 1.67% | 61.6% | 342 | 17.25% | 3.1 |
|
4574
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $347M | +$20.2M | +6% | 3.98% | 199% | 88 | 20.45% | 2.3 |
|
|
EL
4575
EQ LLC
Bellevue,
Washington
| $347M | +$52.2M | +18% | 2.15% | 72.9% | 79 | 8.86% | 2.4 |
|