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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SAMT
4751
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $320M | -$1.29M | -0.4% | 0.92% | 68.4% | 80 | 8.75% | 4.2 |
|
4752
Fortress Private Ledger
Raleigh,
North Carolina
| $320M | +$16.4M | +5% | 1.59% | – | 266 | 23.31% | 0.8 |
|
4753
Quaker Wealth Management
Moorestown,
New Jersey
| $320M | +$4.49M | +1% | 1.6% | – | 1,053 | 15.67% | 0.6 |
|
4754
Stephens Greth Foundation
Dallas,
Texas
| $320M | +$146M | +84% | 3.12% | – | 4 | 0% | 0.3 |
|
4755
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $320M | +$6.67M | +2% | 0.6% | 108% | 969 | 8.77% | 2.5 |
|
4756
Eaton-Cambridge
Phoenix,
Arizona
| $320M | +$14.8M | +5% | 0.4% | – | 56 | 19.64% | 1.3 |
|
4757
Paragon Private Wealth Management
Lexington,
Kentucky
| $320M | -$6.21M | -2% | 2.27% | 104% | 227 | 7.05% | 2.2 |
|
4758
Oxler Private Wealth
Rye Brook,
New York
| $319M | -$25.9M | -8% | 6.32% | 119% | 92 | 2.17% | 3.8 |
|
4759
FSB Premier Wealth Management
Waterloo,
Iowa
| $319M | +$4.01M | +1% | 0.02% | 53.9% | 256 | 9.38% | 2.9 |
|
4760
Sagewood Asset Management
New York
| $319M | +$37.6M | +13% | 0.32% | – | 381 | 42.26% | 0.2 |
|
4761
BCR Wealth Strategies
Vestavia,
Alabama
| $319M | +$17.5M | +6% | 0.33% | 45.1% | 39 | 12.82% | 2.3 |
|
|
SA
4762
SAM Advisors
Oakhurst,
California
| $319M | +$2.97M | +0.9% | 2.07% | 57.5% | 48 | 10.42% | 2.4 |
|
4763
Jeppson Wealth Management
Manhattan Beach,
California
| $319M | +$3.15M | +1% | 3.52% | 107% | 245 | 12.24% | 3.5 |
|
4764
Storen Legacy Partners
Zionsville,
Indiana
| $319M | +$223K | +0.1% | 2.18% | – | 108 | 34.26% | 0.2 |
|
4765
Acima Private Wealth
Richmond,
Virginia
| $319M | -$3.6M | -1% | 0.39% | 51.1% | 180 | 3.89% | 5.9 |
|
|
SFCM
4766
Seven Fleet Capital Management
Mountain View,
California
| $318M | +$170M | +115% | 21.7% | – | 144 | 61.11% | 0.1 |
|
4767
Hi-Line Capital Management
Watertown,
South Dakota
| $318M | +$17.7M | +6% | 2.37% | 57.5% | 41 | 31.71% | 1.9 |
|
4768
Equita Financial Network
Fort Washington,
Pennsylvania
| $318M | -$13.8M | -4% | 0.03% | 50.5% | 102 | 21.57% | 1.7 |
|
4769
PFW Advisors
Atlanta,
Georgia
| $318M | -$13.2M | -4% | 0.23% | – | 131 | 17.56% | 4.9 |
|
4770
Auour Investments
Woburn,
Massachusetts
| $318M | +$3.63M | +1% | 0.57% | 39.2% | 94 | 8.51% | 2.1 |
|
4771
Carlson Capital
Dallas,
Texas
| $318M | +$35.8M | +13% | 1.37% | 67.9% | 103 | 62.14% | 0.4 |
|
4772
Robinswood Financial
Kirkland,
Washington
| $318M | +$5.22M | +2% | 0.13% | 43.2% | 447 | 12.98% | 1.8 |
|
4773
Ascension Capital Advisors
Houston,
Texas
| $318M | +$26.3M | +9% | 2.65% | 59.3% | 86 | 52.33% | 1.6 |
|
4774
Wright Investors Service
Shelton,
Connecticut
| $318M | -$15.4M | -5% | 0.26% | 161% | 165 | 21.21% | 4.4 |
|
4775
Genesis Private Wealth
Ashburn,
Virginia
| $318M | -$4.56M | -1% | 0.24% | – | 198 | 17.17% | 0.8 |
|