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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4776
BNC Wealth Management
Beaverton,
Oregon
| $203M | -$8.57M | -4% | 1.21% | 204% | 146 | 30.82% | 0.8 |
|
|
CA
4777
Continental Advisors
Park City,
Utah
| $203M | -$34.7M | -15% | 3.9% | 73.6% | 66 | 24.24% | 4.2 |
|
4778
Sunburst Financial Group
Vestavia Hills,
Alabama
| $203M | +$5.59M | +3% | 4% | 55.7% | 76 | 6.58% | 1.7 |
|
|
BCM
4779
Breiter Capital Management
Bradenton,
Florida
| $202M | -$1.69M | -0.8% | 2.7% | 109% | 141 | 9.93% | 1.4 |
|
4780
Reliant Wealth Planning
Louisville,
Kentucky
| $202M | -$3.29M | -2% | 4.24% | 39.4% | 6 | 33.33% | 1.7 |
|
4781
Cabot-Wellington
Boston,
Massachusetts
| $202M | -$15.5M | -7% | 5.86% | 65% | 12 | 25% | 4.8 |
|
|
CCM
4782
Chimera Capital Management
New York
| $202M | +$41.6M | +26% | 14.8% | – | 57 | 68.42% | 0.1 |
|
4783
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $202M | +$76.9M | +62% | 11.5% | 21.9% | 2 | 0% | 3.1 |
|
|
CC
4784
Claybrook Capital
Wellesley,
Massachusetts
| $202M | -$11.1M | -5% | 4.25% | 7.15% | 138 | 11.59% | 0.9 |
|
|
SCA
4785
Sander Capital Advisors
Seattle,
Washington
| $202M | -$46.4M | -19% | 7.31% | 113% | 17 | 23.53% | 2.5 |
|
|
IGYL
4786
I.G.Y. Ltd
London,
United Kingdom
| $202M | +$6.12M | +3% | 3.67% | 80.5% | 3 | 0% | 2 |
|
|
HH
4787
HWG Holdings
Houston,
Texas
| $202M | -$28.8M | -13% | 3.41% | – | 176 | 34.09% | 1.4 |
|
4788
Shoker Investment Counsel
Oxford,
Ohio
| $202M | -$16.6M | -8% | 0.93% | 83.8% | 104 | 12.5% | 4.5 |
|
|
CL
4789
COWA LLC
Tulsa,
Oklahoma
| $201M | +$2.78M | +1% | 1.97% | 65.5% | 154 | 24.03% | 0.9 |
|
4790
Towerpoint Wealth
Sacramento,
California
| $201M | -$9.9M | -5% | 4.77% | 67.7% | 90 | 6.67% | 2.4 |
|
4791
Scion Asset Management
Saratoga,
California
| $201M | +$127M | +170% | 6.66% | 1.91% | 17 | 94.12% | 0 |
|
4792
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $201M | -$3.4M | -2% | 3.24% | 56.9% | 95 | 13.68% | 2.1 |
|
4793
Key Financial Inc
West Chester,
Pennsylvania
| $201M | +$1.53M | +0.8% | 3.21% | 55.5% | 1,130 | 12.83% | 1 |
|
4794
Camelot Portfolios
Maumee,
Ohio
| $201M | -$47.1M | -19% | 0.02% | 41.3% | 275 | 23.27% | 2.8 |
|
4795
Redwood Grove Capital
Palo Alto,
California
| $201M | -$12.1M | -6% | 4.49% | 79.8% | 26 | 11.54% | 1 |
|
|
LM
4796
Lasry Marc
| $201M | -$1.43M | -0.7% | 13.5% | 14.8% | 15 | 46.67% | 1 |
|
4797
LPWM LLC
Minneapolis,
Minnesota
| $201M | +$12.4M | +7% | 4.45% | 59.4% | 70 | 10% | 1.7 |
|
4798
OneAscent Wealth Management
Birmingham,
Alabama
| $201M | +$161M | +401% | 4.49% | 50.6% | 235 | 73.62% | 0.2 |
|
4799
Ceera Investments
Bellaire,
Texas
| $201M | +$7.66M | +4% | 3.71% | 47.9% | 74 | 14.86% | 0.7 |
|
4800
Adalta Capital Management
New York
| $200M | -$16.4M | -8% | 5.31% | 80.4% | 105 | 22.86% | 2.3 |
|