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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4626
Enzi Wealth
Austin,
Texas
| $195M | -$14.6M | -7% | 6.67% | 77% | 72 | 13.89% | 0.5 |
|
4627
Horan Securities
Cincinnati,
United States
| $195M | +$16.9M | +9% | 5.19% | 50.1% | 847 | 19.95% | 1.8 |
|
4628
EdgeRock Capital
Denver,
Colorado
| $195M | +$15.6M | +9% | 6.93% | 79.7% | 67 | 13.43% | 0.6 |
|
4629
MTM Investment Management
Spartanburg,
South Carolina
| $195M | +$2.15M | +1% | 3.16% | 87.7% | 276 | 8.33% | 1.9 |
|
4630
American Securities
New York
| $195M | +$92.6M | +91% | 90.8% | – | 1 | 0% | 6.3 |
|
4631
Monterey Private Wealth
Monterey,
California
| $195M | +$9.41M | +5% | 7.75% | 29.8% | 104 | 7.69% | 2.3 |
|
|
ECM
4632
Endurant Capital Management
San Mateo,
California
| $195M | -$51.6M | -21% | 2.69% | 18.4% | 72 | 54.17% | 0.6 |
|
4633
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $195M | +$10.8M | +6% | 6.15% | 81.6% | 73 | 9.59% | 2.4 |
|
|
MWM
4634
MTC Wealth Management
Tampa,
Florida
| $195M | +$6.46M | +3% | 3.5% | 30.5% | 13 | 15.38% | 1.7 |
|
4635
Mill Road Capital Management
Greenwich,
Connecticut
| $194M | +$11.3M | +6% | 3.59% | 85.1% | 29 | 27.59% | 2.2 |
|
4636
Peterson Wealth Services
South Ogden,
Utah
| $194M | +$19.7M | +11% | 10.7% | 160% | 95 | 10.53% | 1 |
|
4637
Magnolia Capital Advisors
Jackson,
Mississippi
| $194M | +$43.8M | +29% | 5.78% | 78.7% | 153 | 13.07% | 1.6 |
|
4638
Radcliff Management
New York
| $194M | +$23.9M | +14% | 14.6% | 47.6% | 2 | 0% | 1.3 |
|
4639
Forza Wealth Management
Sarasota,
Florida
| $194M | +$43.5M | +29% | 3.09% | 69.8% | 179 | 21.79% | 0.2 |
|
4640
Bordeaux Wealth Advisors
Menlo Park,
California
| $194M | +$11.8M | +6% | 15.3% | 141% | 103 | 22.33% | 1.3 |
|
4641
Forefront Analytics
West Conshohocken,
Pennsylvania
| $194M | +$6.3M | +3% | 3.91% | 50.9% | 81 | 9.88% | 2.7 |
|
4642
Global Financial Private Client
Sarasota,
Florida
| $194M | +$15.3M | +9% | 4.94% | 100% | 699 | 4.72% | 2.3 |
|
4643
Gavilan Investment Partners
Burlingame,
California
| $194M | +$96.5M | +99% | 29.9% | 109% | 14 | 0% | 0.3 |
|
4644
O'Neil Global Advisors
Los Angeles,
California
| $194M | +$172M | +795% | 46.4% | 1,833% | 88 | 88.64% | 0.1 |
|
4645
Strata Wealth Advisors
Dallas,
Texas
| $194M | +$13.4M | +7% | 7.99% | 73.6% | 57 | 22.81% | 0.2 |
|
4646
Global Wealth Strategies & Associates
Denver,
Colorado
| $194M | +$21.4M | +12% | 5.68% | 68.7% | 395 | 21.77% | 0.2 |
|
4647
Income Research & Management
Boston,
Massachusetts
| $194M | -$18.3M | -9% | 0% | 1.19% | 22 | 27.27% | 1.5 |
|
|
HRC
4648
Hoertkorn Richard Charles
| $194M | +$5.12M | +3% | 7.63% | 182% | 87 | 3.45% | 6.3 |
|
|
EFM
4649
Eley Financial Management
South Burlington,
Vermont
| $193M | +$7.87M | +4% | 6.29% | 74.9% | 71 | 4.23% | 0.2 |
|
4650
Oldfather Financial Services
Kearney,
Nebraska
| $193M | +$17.9M | +10% | 4.7% | 60.8% | 67 | 17.91% | 2.5 |
|