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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4626
Wealth Management Solutions
Exton,
Pennsylvania
| $178M | -$14.8M | -8% | 11.9% | – | 114 | 18.42% | 0.5 |
|
|
CWM
4627
CCG Wealth Management
San Diego,
California
| $178M | -$26.5M | -13% | 14.3% | 82.6% | 126 | 15.08% | 1.7 |
|
4628
Pecaut & Co
Sioux City,
Iowa
| $177M | -$27.9M | -14% | 14.2% | 67.6% | 110 | 17.27% | 2.5 |
|
4629
Bullseye Asset Management
Denver,
Colorado
| $177M | -$40M | -18% | 16.8% | 81% | 98 | 16.33% | 1.8 |
|
4630
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $177M | -$26M | -13% | 13% | 130% | 125 | 12% | 2.5 |
|
|
FP
4631
Financial Perspectives
Minneapolis,
Minnesota
| $177M | -$36.9M | -17% | 15.4% | 87.8% | 701 | 2.71% | 1.9 |
|
|
SIM
4632
SW Investment Management
Telluride,
Colorado
| $177M | -$108M | -38% | 29.3% | 143% | 9 | 22.22% | 1.4 |
|
4633
Maso Capital Partners
Hong Kong
| $177M | -$68.7M | -28% | 3.56% | 8.67% | 77 | 48.05% | 0.6 |
|
4634
Global Financial Private Client
Sarasota,
Florida
| $177M | -$29.6M | -14% | 13% | 100% | 674 | 5.64% | 1.9 |
|
4635
Cadent Capital Advisors
Tulsa,
Oklahoma
| $177M | -$42.7M | -19% | 5.87% | 106% | 148 | 31.76% | 1.1 |
|
4636
Drake & Associates
Waukesha,
Wisconsin
| $177M | – | – | 11.4% | 47.9% | 65 | – | 0 |
|
|
GA
4637
Greytown Advisors
Miami,
Florida
| $176M | -$30.6M | -15% | 13.5% | 14.1% | 114 | 11.4% | 2.9 |
|
4638
Cowbird Capital
New York
| $176M | -$89.5M | -34% | 8.88% | 21.3% | 12 | 41.67% | 1.4 |
|
4639
Chicago Capital Management
Chicago,
Illinois
| $176M | +$888K | +0.5% | 25.1% | 270% | 48 | 72.92% | 0.1 |
|
4640
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $176M | -$31.1M | -15% | 15.3% | 207% | 51 | 3.92% | 4.5 |
|
4641
SCF Partners
Houston,
Texas
| $176M | -$58.6M | -25% | 21% | 2.1% | 4 | 0% | 5.4 |
|
4642
Kinnevik AB
Stockholm,
Sweden
| $176M | -$303M | -63% | 60.3% | 51.4% | 2 | 0% | 0.5 |
|
4643
Lake Point Wealth Management
Rockwall,
Texas
| $176M | -$40.1M | -19% | 11.8% | – | 537 | 21.6% | 2.1 |
|
4644
Taylor Wealth Management Partners
Boston,
Massachusetts
| $176M | -$71.1M | -29% | 14.1% | 62% | 66 | 16.67% | 2.7 |
|
|
SGH
4645
Sivik Global Healthcare
Greenwich,
Connecticut
| $176M | -$66.3M | -27% | 8.09% | 83.8% | 51 | 29.41% | 1.6 |
|
4646
Elmwood Wealth Management
Berkeley,
California
| $176M | -$19.2M | -10% | 8.09% | 42.1% | 118 | 10.17% | 2.9 |
|
|
SP
4647
StackLine Partners
New York
| $176M | -$73.4M | -29% | 20.8% | 12.7% | 13 | 23.08% | 2 |
|
4648
Beacon Financial Advisory
Cleveland,
Ohio
| $176M | -$33.5M | -16% | 12.1% | 76.8% | 249 | 16.87% | 1.8 |
|
4649
Raleigh Capital Management
Cary,
North Carolina
| $176M | -$8.75M | -5% | 8.58% | 71.8% | 684 | 13.3% | 0.3 |
|
4650
Iron Horse Wealth Management
Johston,
Iowa
| $176M | -$6.53M | -4% | 11.4% | 29.1% | 336 | 33.63% | 0.9 |
|