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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4726
Sutton Wealth Advisors
Tampa,
Florida
| $187M | -$75.2M | -29% | 6.19% | 40.9% | 1,674 | 53.11% | 4.9 |
|
4727
Armor Advisors
New York
| $187M | -$88M | -32% | 4.73% | 78.5% | 14 | 35.71% | 0.8 |
|
4728
Blue Zone Wealth Advisors
Los Angeles,
California
| $187M | -$234K | -0.1% | 12% | 91.1% | 90 | 15.56% | 2 |
|
4729
Affinity Investment Advisors
Newport Beach,
California
| $187M | -$30.3M | -14% | 3.94% | 189% | 205 | 16.1% | 2.5 |
|
4730
Alpha Square Group S
New York
| $187M | -$43.3M | -19% | 51.4% | 53.8% | 42 | 64.29% | 0.9 |
|
4731
Fortis Capital Advisors
Prairie Village,
Kansas
| $187M | +$18.8M | +11% | 12.6% | 127% | 783 | 31.67% | 0.2 |
|
4732
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $187M | +$5.42M | +3% | 6.12% | 66.8% | 103 | 6.8% | 6 |
|
4733
Wela Strategies
Atlanta,
Georgia
| $187M | +$8.76M | +5% | 4.08% | 51.3% | 49 | 14.29% | 3.1 |
|
4734
Wilshire Advisors
Santa Monica,
California
| $187M | +$3.64M | +2% | 5.49% | 118% | 11 | 18.18% | 2.2 |
|
4735
Unio Capital
Princeton,
New Jersey
| $187M | +$6.76M | +4% | 9% | 97.8% | 44 | 9.09% | 3.4 |
|
4736
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $187M | +$716K | +0.4% | 7.03% | 66% | 83 | 8.43% | 1 |
|
4737
Jacobsen Capital Management
Salt Lake City,
Utah
| $187M | -$972K | -0.5% | 7.21% | 97.3% | 82 | 50% | 1.8 |
|
4738
Abacus FCF Advisors
Orlando,
Florida
| $187M | +$33.3M | +22% | 8.79% | 197% | 155 | 21.29% | 1.4 |
|
4739
Madrona Financial Services
Everett,
Washington
| $186M | +$11.7M | +7% | 6.75% | 85.1% | 87 | 12.64% | 2.5 |
|
4740
Joule Financial
Lexington,
Kentucky
| $186M | +$35.5M | +24% | 5.62% | 55.5% | 114 | 24.56% | 0.6 |
|
4741
Royal Harbor Partners
Houston,
Texas
| $186M | +$24.4M | +15% | 5.53% | 54.6% | 87 | 34.48% | 1.4 |
|
4742
Alight Capital Management
New York
| $186M | +$92.4M | +98% | 26% | 466% | 63 | 63.49% | 0.5 |
|
|
DI
4743
DAGCO Inc
Westlake,
Ohio
| $186M | +$15.1M | +9% | 4.91% | 75% | 85 | 9.41% | 3.4 |
|
4744
Stiles Financial Services
Edina,
Minnesota
| $186M | +$11.3M | +6% | 10.2% | 144% | 192 | 13.02% | 1 |
|
4745
Vance Wealth
Santa Clarita,
California
| $186M | +$25.8M | +16% | 7.42% | 66.4% | 78 | 11.54% | 0.9 |
|
4746
Stonehearth Capital Management
Danvers,
Massachusetts
| $186M | +$8.34M | +5% | 4.04% | 87.5% | 79 | 20.25% | 2.4 |
|
|
CPA
4747
Capital Performance Advisors
Walnut Creek,
California
| $186M | +$11.9M | +7% | 5.74% | 77.1% | 55 | 10.91% | 1 |
|
4748
Old West Investment Management
Los Angeles,
California
| $186M | +$26M | +16% | 5.49% | 242% | 60 | 36.67% | 2.7 |
|
4749
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $186M | +$15.2M | +9% | 3.18% | 103% | 55 | 20% | 3.2 |
|
4750
Lowe Wealth Advisors
Columbia,
Maryland
| $186M | +$4.79M | +3% | 5.29% | 63.3% | 367 | 7.08% | 4.5 |
|