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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4601
Oak Family Advisors
Chicago,
Illinois
| $238M | +$26.1M | +12% | 8.96% | 81.9% | 126 | 16.67% | 1.9 |
|
4602
AMJ Financial Wealth Management
Leesburg,
Virginia
| $238M | +$20.6M | +9% | 11.5% | 167% | 79 | 30.38% | 1.1 |
|
4603
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $238M | +$25.7M | +12% | 10% | 44.2% | 116 | 35.34% | 2 |
|
4604
Rench Wealth Management
Denton,
Texas
| $237M | +$19.9M | +9% | 11.5% | 106% | 47 | 6.38% | 6.8 |
|
4605
Gill Capital Partners
Denver,
Colorado
| $237M | +$11.3M | +5% | 9.23% | 59% | 135 | 13.33% | 3.1 |
|
4606
Clean Yield Group
Norwich,
Vermont
| $237M | +$11.8M | +5% | 8.47% | 80.7% | 386 | 6.48% | 3.9 |
|
4607
Chapin Davis
Baltimore,
Maryland
| $237M | +$28M | +13% | 12.1% | 339% | 232 | 18.97% | 0.8 |
|
|
MHP
4608
Manatuck Hill Partners
Westport,
Connecticut
| $237M | +$16.4M | +7% | 16.1% | 556% | 153 | 54.9% | 1 |
|
4609
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $237M | +$51M | +27% | 18.4% | 215% | 199 | 27.14% | 1 |
|
4610
Seascape Capital Management
Portsmouth,
New Hampshire
| $237M | +$26M | +12% | 10.9% | 111% | 108 | 17.59% | 2.2 |
|
4611
Malaga Cove Capital
Pv Estates,
California
| $237M | +$20.4M | +9% | 12.9% | 97.3% | 191 | 16.75% | 2.2 |
|
4612
Evexia Wealth
Stevens Point,
Wisconsin
| $237M | +$39.2M | +20% | 12.7% | 95% | 59 | 20.34% | 0.5 |
|
4613
Summit Wealth & Retirement Planning
San Ramon,
California
| $237M | -$11.9M | -5% | 8.84% | 67.6% | 59 | 11.86% | 2.7 |
|
4614
San Luis Wealth Advisors
San Luis Obispo,
California
| $237M | +$28.9M | +14% | 7.51% | 65% | 79 | 31.65% | 1.7 |
|
|
PA
4615
Paragon Advisors
College Station,
Texas
| $237M | -$5.39M | -2% | 17.1% | 138% | 136 | 46.32% | 1.3 |
|
4616
Harmony Asset Management
Scottsdale,
Arizona
| $237M | – | – | 11.5% | 138% | 134 | – | 0 |
|
4617
Field & Main Bank
Henderson,
Kentucky
| $236M | +$22.9M | +11% | 12.1% | 107% | 256 | 6.25% | 5.6 |
|
|
SSCM
4618
Summit Street Capital Management
New York
| $236M | +$12.1M | +5% | 9.5% | 217% | 31 | 0% | 5.2 |
|
4619
United Community Bank
Greenville,
South Carolina
| $236M | +$32M | +16% | 9.13% | 72.7% | 373 | 11.26% | 1.2 |
|
4620
Teramo Advisors
Naples,
Florida
| $236M | -$1.46M | -0.6% | 8.67% | 72.1% | 21 | 42.86% | 0.9 |
|
|
SHFA
4621
SS&H Financial Advisors
Troy,
Michigan
| $236M | +$22.2M | +10% | 10.3% | – | 120 | 5.83% | 1.6 |
|
4622
Triumph Capital Management
Denver,
Colorado
| $236M | +$15.3M | +7% | 7.07% | 55.5% | 263 | 34.6% | 1.1 |
|
4623
Strategic Advocates
Logan,
Utah
| $235M | +$23M | +11% | 10.9% | 111% | 160 | 18.13% | 0.2 |
|
4624
FSM Wealth Advisors
Cleveland,
Ohio
| $235M | +$36.4M | +18% | 9.9% | 68.4% | 161 | 14.91% | 1.1 |
|
4625
Bardin Hill Management Partners
New York
| $235M | -$75.4M | -24% | 10.1% | 214% | 77 | 59.74% | 0.9 |
|