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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4576
Capstone Financial Group
Oklahoma City,
Oklahoma
| $122M | +$24.4M | +25% | 28.1% | – | 166 | 24.7% | 0.4 |
|
4577
Amia Capital
London,
United Kingdom
| $122M | +$9.23M | +8% | 22.3% | 30.1% | 43 | 18.6% | 0.4 |
|
4578
CVA Family Office
Denver,
Colorado
| $122M | +$23.1M | +23% | 17.3% | 71.6% | 338 | 14.79% | 0.3 |
|
4579
Investors Financial Group
Plymouth,
Minnesota
| $122M | +$22.5M | +23% | 18.7% | – | 158 | 27.22% | 0.4 |
|
4580
PYA Waltman Capital
Knoxville,
Tennessee
| $121M | +$27M | +29% | 16.6% | 62.4% | 37 | 13.51% | 0.4 |
|
|
PBF
4581
Petix & Botte Financial
La Mesa,
California
| $121M | +$18.7M | +18% | 15% | 47.5% | 84 | 19.05% | 0.4 |
|
|
RWG
4582
Regal Wealth Group
Seal Beach,
California
| $121M | +$19M | +19% | 19.7% | 17% | 220 | 17.27% | 2.8 |
|
4583
Affinia Financial Group
Burlington,
Massachusetts
| $121M | +$13.4M | +12% | 15.6% | 37.5% | 20 | 20% | 0.3 |
|
4584
OmniStar Financial Group
Wilmington,
North Carolina
| $121M | +$19.4M | +19% | 17% | 75.6% | 335 | 70.15% | 1.5 |
|
4585
Eastover Investment Advisors
Charlotte,
North Carolina
| $121M | +$17.9M | +17% | 17.9% | 105% | 50 | 14% | 0.2 |
|
4586
Harborview Advisors
Portland,
Maine
| $121M | +$20.5M | +20% | 16.6% | 27.1% | 90 | 10% | 1.6 |
|
|
KMWM
4587
Keudell/Morrison Wealth Management
Salem,
Oregon
| $121M | +$18.7M | +18% | 18.7% | – | 152 | 17.76% | 1 |
|
4588
Calixto Global Investors
Coral Gables,
Florida
| $121M | +$23.3M | +24% | 46.4% | 180% | 19 | 52.63% | 0.6 |
|
4589
Ridgewood Investments
Springfield,
New Jersey
| $121M | +$22.2M | +23% | 16.6% | – | 185 | 24.32% | 2.1 |
|
4590
KCS Wealth Advisory
Los Angeles,
California
| $121M | +$22.5M | +23% | 19.9% | 45.3% | 154 | 18.18% | 1.8 |
|
|
RCA
4591
Rex Capital Advisors
Providence,
Rhode Island
| $121M | +$12.2M | +11% | 22.4% | 7.31% | 15 | 20% | 4 |
|
4592
Cribstone Capital Management
Augusta,
Maine
| $121M | +$26.3M | +28% | 17.4% | 22.4% | 416 | 27.4% | 2.7 |
|
4593
HighVista Strategies
Boston,
Massachusetts
| $121M | +$12.8M | +12% | 24.9% | 622% | 125 | 68% | 0.3 |
|
4594
HC Advisors
Sandy Springs,
Georgia
| $121M | +$97.8M | +426% | 16.7% | 63.5% | 103 | 95.15% | 0 |
|
4595
Selective Wealth Management
Forest,
Virginia
| $121M | +$56.8M | +89% | 24.8% | 74.4% | 438 | 26.48% | 0.6 |
|
4596
Client 1st Advisory Group
Dunedin,
Florida
| $121M | +$25.9M | +27% | 14.2% | 64.5% | 71 | 47.89% | 0.3 |
|
4597
Strategic Financial Partners
Bend,
Oregon
| $121M | +$26.6M | +28% | 13.6% | 54.8% | 68 | 23.53% | 0.4 |
|
4598
Birch Grove Capital
New York
| $121M | +$50.7M | +73% | 5.21% | 2.66% | 45 | 68.89% | 0.2 |
|
4599
InterWest Venture Management
San Francisco,
California
| $121M | +$25.9M | +27% | 61.5% | 57.6% | 12 | 8.33% | 2.8 |
|
4600
Fullen Financial Group
Columbus,
Ohio
| $121M | – | – | 13.6% | 28.4% | 51 | – | 0 |
|