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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WIM
4601
WIM Investment Management
Hong Kong
| $337M | -$49.6M | -13% | 11.2% | – | 24 | 25% | 0.8 |
|
4602
Sterling Financial Planning
Sparta,
New Jersey
| $337M | +$5.45M | +2% | 1.77% | 59.3% | 123 | 7.32% | 3.8 |
|
4603
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $337M | -$85.8K | -0% | 1.74% | 49.9% | 576 | 17.53% | 1.6 |
|
4604
Freedom Investment Management
Hartford,
Connecticut
| $337M | -$6.97M | -2% | 1.25% | 68.5% | 122 | 17.21% | 3.7 |
|
4605
Shoker Investment Counsel
Oxford,
Ohio
| $337M | -$4.42M | -1% | 5.43% | 88.9% | 114 | 7.02% | 6.3 |
|
|
SC
4606
Schiavi & Co
Wilmington,
Delaware
| $337M | +$25.6M | +8% | 2.64% | 41.4% | 51 | 15.69% | 2.1 |
|
|
IWN
4607
Independent Wealth Network
Urbandale,
Iowa
| $337M | +$9.31M | +3% | 1.66% | 78.2% | 350 | 31.71% | 2.3 |
|
4608
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $337M | +$5.31M | +2% | 1.49% | 78% | 202 | 9.41% | 2.7 |
|
4609
Team Hewins
Redwood City,
California
| $337M | +$26.2M | +8% | 4.55% | 60.5% | 42 | 7.14% | 1.9 |
|
4610
Standard General
New York
| $336M | -$222M | -40% | 37.8% | 259% | 3 | 33.33% | 6.5 |
|
4611
WT Wealth Management
Scottsdale,
Arizona
| $336M | -$11.4M | -3% | 0.78% | 72% | 153 | 23.53% | 2.4 |
|
4612
Leeward Financial Partners
Bellevue,
Washington
| $336M | -$19.6M | -5% | 4.26% | 97.9% | 100 | 7% | 2.7 |
|
4613
Sanofi
Paris,
France
| $336M | +$25.5M | +8% | 2.95% | – | 9 | 11.11% | 0.9 |
|
4614
Haverford Financial Services
Radnor,
Pennsylvania
| $336M | -$21.2M | -6% | 1.64% | 57.9% | 49 | 8.16% | 6.2 |
|
|
KA
4615
Kooman & Associates
Altoona,
Pennsylvania
| $335M | -$2.67M | -0.8% | 0.58% | 66% | 54 | 11.11% | 2.4 |
|
4616
Hudson Value Partners
Palm Beach,
Florida
| $335M | -$740K | -0.2% | 2.02% | 124% | 114 | 16.67% | 3 |
|
4617
LifeWealth Investments
Winter Garden,
Florida
| $335M | +$19.3M | +6% | 1.62% | – | 169 | 25.44% | 0.9 |
|
4618
Passive Capital Management
Baltimore,
Maryland
| $335M | +$15.1M | +5% | 0.17% | 37.7% | 109 | 18.35% | 2.1 |
|
4619
VSM Wealth Advisory
Hunt Valley,
Maryland
| $335M | +$1.87M | +0.6% | 1.3% | – | 524 | 18.89% | 0.9 |
|
4620
Red Wave Investments
Dillsburg,
Pennsylvania
| $335M | -$1.41M | -0.4% | 1.5% | 58% | 124 | 18.55% | 3.7 |
|
4621
Private Client Services
Louisville,
Kentucky
| $334M | +$14.5M | +5% | 0.21% | 72% | 231 | 26.41% | 1.3 |
|
4622
Parus Finance (UK)
London,
United Kingdom
| $334M | -$46M | -12% | 9.01% | 199% | 38 | 13.16% | 3.4 |
|
4623
Tucker Asset Management
Littleton,
Colorado
| $334M | -$8.96M | -3% | 1.11% | 71.6% | 1,106 | 68.17% | 1.9 |
|
4624
Hobbs Group Advisors
Columbia,
South Carolina
| $334M | +$3.01M | +0.9% | 1.03% | – | 176 | 15.91% | 1.5 |
|
4625
Baron Wealth Management
Troy,
Michigan
| $334M | +$9.9M | +3% | 0.39% | 88.6% | 303 | 22.44% | 1.5 |
|