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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4701
Vance Wealth
Santa Clarita,
California
| $266M | +$7.05M | +3% | 2.06% | 66.4% | 110 | 13.64% | 2.1 |
|
4702
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $266M | -$11.6M | -4% | 7.73% | 199% | 84 | 15.48% | 2.7 |
|
4703
Ameliora Wealth Management
Zurich,
Switzerland
| $266M | -$643K | -0.2% | 0.51% | 73.9% | 251 | 10.36% | 1.4 |
|
|
BCM
4704
Birmingham Capital Management
Birmingham,
Alabama
| $266M | -$4.09M | -2% | 3.86% | 103% | 115 | 9.57% | 8.4 |
|
4705
Optimize Financial
Laguna Hills,
California
| $266M | +$132M | +99% | 8.38% | – | 301 | 49.17% | 0.2 |
|
4706
Blue Investment Partners
Alamo,
California
| $266M | -$6.84M | -3% | 4.76% | – | 55 | 16.36% | 1.4 |
|
|
WFI
4707
West Family Investments
Carlsbad,
California
| $266M | -$21.4M | -7% | 4.33% | 116% | 313 | 22.36% | 1.9 |
|
4708
Aurdan Capital Management
Wayne,
Pennsylvania
| $265M | +$4.93M | +2% | 1.08% | – | 88 | 13.64% | 0.2 |
|
4709
Gemsstock Ltd
London,
United Kingdom
| $265M | -$218M | -45% | 5.69% | 149% | 22 | 45.45% | 0.5 |
|
4710
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $265M | -$18.7M | -7% | 1.6% | – | 265 | 75.85% | 2.5 |
|
4711
ValueWorks
New York
| $265M | -$35.2M | -12% | 8.96% | 190% | 34 | 2.94% | 5.7 |
|
4712
May Hill Capital
Cohasset,
Massachusetts
| $265M | +$6.77M | +3% | 2.12% | – | 201 | 26.87% | 0.2 |
|
4713
Enstar Group
Hamilton,
Bermuda
| $265M | -$22.5M | -8% | 6.66% | 29.5% | 11 | 0% | 2.8 |
|
4714
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $265M | -$47.2M | -15% | 3% | 81.6% | 111 | 21.62% | 2.8 |
|
|
LAM
4715
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $265M | +$28.5M | +12% | 2.67% | 124% | 55 | 20% | 2.9 |
|
4716
Manske Wealth Management
Houston,
Texas
| $265M | +$12.9M | +5% | 0.14% | – | 184 | 11.41% | 0.2 |
|
4717
Silverlake Wealth Management
Williston,
Vermont
| $265M | +$3.61M | +1% | 0.31% | 73.3% | 277 | 8.66% | 2.2 |
|
|
PA
4718
Paragon Advisors
College Station,
Texas
| $264M | -$27M | -9% | 5.54% | 138% | 92 | 19.57% | 2 |
|
4719
Hillman Company
Pittsburgh,
Pennsylvania
| $264M | +$28.2M | +12% | 2.36% | 118% | 14 | 7.14% | 2.1 |
|
4720
5AM Venture Management
San Francisco,
California
| $264M | -$155M | -37% | 28.6% | 546% | 32 | 6.25% | 1.8 |
|
|
FSA
4721
Financial Services Advisory
Rockville,
Maryland
| $264M | -$162M | -38% | 2.44% | 82.5% | 61 | 39.34% | 1.5 |
|
4722
Quantum Private Wealth
Tampa,
Florida
| $264M | -$48.2M | -15% | 8.84% | 240% | 186 | 15.05% | 2.5 |
|
4723
Horan Securities
Cincinnati,
United States
| $264M | +$750K | +0.3% | 3.53% | 50.1% | 140 | 11.43% | 3.3 |
|
4724
Panview Capital
Hong Kong
| $264M | -$205M | -44% | 0.1% | – | 11 | 36.36% | 0.2 |
|
4725
Congress Park Capital
Saratoga Springs,
New York
| $264M | -$11.3M | -4% | 2.47% | 99.9% | 119 | 18.49% | 4.2 |
|