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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4701
Landaas & Company
Milwaukee,
Wisconsin
| $182M | +$24.2M | +15% | 7.79% | 68.3% | 70 | 20% | 3.5 |
|
4702
Glassy Mountain Advisors
Bethesda,
Maryland
| $182M | – | – | 8.66% | 91.5% | 227 | – | 0.3 |
|
4703
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $181M | +$11.5M | +7% | 5.56% | 44.2% | 110 | 29.09% | 1.7 |
|
4704
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $181M | +$16.2M | +10% | 9.5% | 66.8% | 103 | 6.8% | 5.7 |
|
4705
Opal Wealth Advisors
Jericho,
New York
| $181M | +$44.3M | +32% | 5.48% | 62.3% | 135 | 31.85% | 1 |
|
4706
Demars Financial Group
Spokane Valley,
Washington
| $181M | +$13M | +8% | 5.31% | 69.1% | 77 | 27.27% | 1.6 |
|
4707
Watchman Group
Plano,
Texas
| $181M | +$22.1M | +14% | 7.9% | 54% | 78 | 26.92% | 2 |
|
4708
Lowe Wealth Advisors
Columbia,
Maryland
| $181M | +$11.1M | +7% | 6.02% | 63.3% | 369 | 6.23% | 4.3 |
|
4709
Reston Wealth Management
Reston,
Virginia
| $181M | +$13.1M | +8% | 7.77% | 66.4% | 53 | 20.75% | 2.9 |
|
4710
Augustine Asset Management
Jacksonville,
Florida
| $181M | +$28.8M | +19% | 9.08% | 316% | 110 | 26.36% | 2.9 |
|
4711
Seneca House Advisors
Richmond,
Virginia
| $181M | +$46M | +34% | 7.66% | 58.2% | 87 | 12.64% | 3 |
|
4712
Snider Financial Group
Bellevue,
Washington
| $181M | -$3.35M | -2% | 6.19% | 87% | 56 | 7.14% | 1.2 |
|
4713
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $181M | +$13.1M | +8% | 10% | 136% | 126 | 9.52% | 2.7 |
|
4714
Shayne & Jacobs LLC
Nashville,
Tennessee
| $180M | +$21.5M | +14% | 13.2% | 79.4% | 36 | 2.78% | 5.6 |
|
|
SL
4715
SOF Ltd
George Town,
Cayman Islands
| $180M | +$29.5M | +20% | 19.6% | 42.3% | 1 | 0% | 6 |
|
4716
Strata Wealth Advisors
Dallas,
Texas
| $180M | – | – | 6.71% | 73.6% | 49 | – | 0 |
|
4717
SRH Advisors
Salina,
Kansas
| $180M | +$103M | +135% | 6.64% | 55.7% | 326 | 8.9% | 5.2 |
|
|
SAM
4718
Security Asset Management
New York
| $180M | +$13.5M | +8% | 8.89% | 67.4% | 76 | 7.89% | 5.1 |
|
4719
TriaGen Wealth Management
Calabasas,
California
| $180M | -$1.05M | -0.6% | 9.15% | 132% | 188 | 27.66% | 1.2 |
|
|
CWM
4720
CCG Wealth Management
San Diego,
California
| $180M | +$16.2M | +10% | 7.51% | 82.6% | 105 | 12.38% | 2 |
|
4721
Lexington Partners
New York
| $180M | -$2.84M | -2% | 1.04% | 1.27% | 7 | 14.29% | 1.8 |
|
4722
Unio Capital
Princeton,
New Jersey
| $180M | +$14.4M | +9% | 12.1% | 97.8% | 52 | 32.69% | 2.9 |
|
4723
Beech Hill Advisors
New York
| $180M | +$5.38M | +3% | 9.96% | 105% | 85 | 4.71% | 4.1 |
|
4724
Sonata Capital Group
Seattle,
Washington
| $180M | -$1.59M | -0.9% | 6.07% | 66.5% | 112 | 10.71% | 5.5 |
|
4725
Foundry Group Next
Boulder,
Colorado
| $180M | – | – | 4.11% | – | 4 | – | 0 |
|