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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4801
Genesis Private Wealth
Ashburn,
Virginia
| $356M | +$38.1M | +12% | 9.61% | – | 202 | 14.85% | 1 |
|
4802
Core Wealth Management
Jupiter,
Florida
| $356M | +$29.4M | +9% | 8.29% | 44.5% | 43 | 9.3% | 2 |
|
4803
Hi-Line Capital Management
Watertown,
South Dakota
| $355M | +$37.3M | +12% | 3.31% | 57.5% | 36 | 22.22% | 2 |
|
4804
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| $355M | +$124M | +54% | 54.1% | – | 2 | 0% | 0.5 |
|
4805
Rise Advisors
Rochester,
New York
| $355M | +$71.6M | +25% | 13.4% | 62.8% | 103 | 8.74% | 3.6 |
|
4806
TFR Capital
Plano,
Texas
| $355M | +$29.4M | +9% | 19.3% | – | 172 | 9.3% | 1.2 |
|
4807
One Wealth Capital Management
Scottsdale,
Arizona
| $355M | +$126M | +55% | 13.3% | – | 232 | 49.57% | 0.6 |
|
4808
Watershed Private Wealth
Oak Brook,
Illinois
| $355M | +$34.4M | +11% | 14.2% | 71.4% | 125 | 15.2% | 2.2 |
|
4809
FSB Premier Wealth Management
Waterloo,
Iowa
| $355M | +$35.7M | +11% | 11.1% | 53.9% | 267 | 9.74% | 3 |
|
4810
Oxbow Capital Management (HK)
Hong Kong
| $355M | -$16.2M | -4% | 100% | 2,244% | 7 | 57.14% | 0.4 |
|
4811
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $355M | +$57.2M | +19% | 25.3% | – | 729 | 11.11% | 3.4 |
|
4812
Firetrail Investments
Sydney, NSW,
Australia
| $355M | +$61.6M | +21% | 30.1% | – | 33 | 18.18% | 1.3 |
|
4813
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $355M | +$33.4M | +10% | 10.4% | 103% | 84 | 7.14% | 3.7 |
|
|
A6
4814
Anchor @ 65
Singapore
| $355M | -$7.2M | -2% | 2.43% | – | 2 | 0% | 1.5 |
|
4815
Advisor Resource Council
Dallas,
Texas
| $355M | +$45.5M | +15% | 16.8% | 74.7% | 291 | 21.31% | 0.6 |
|
4816
Wheelhouse Advisory Group
St. Louis,
Missouri
| $354M | +$52.6M | +17% | 11.6% | 67.9% | 56 | 10.71% | 1.6 |
|
4817
Timonier Family Office
Winston Salem,
North Carolina
| $354M | – | – | 11% | – | 57 | – | 1.4 |
|
4818
Essential Planning
Portsmouth,
New Hampshire
| $354M | +$39.4M | +13% | 8.16% | 40.9% | 90 | 8.89% | 2.5 |
|
4819
TSA Wealth Management
Houston,
Texas
| $354M | +$44.1M | +14% | 13.9% | 62.4% | 128 | 25% | 1.3 |
|
4820
Somerset Trust
Somerset,
Pennsylvania
| $354M | +$27.5M | +8% | 13.6% | 80.5% | 195 | 15.38% | 5.2 |
|
4821
INCA Investments
Miami,
Florida
| $353M | +$71.6M | +25% | 9% | 128% | 11 | 18.18% | 5.4 |
|
4822
Autumn Glory Partners
Dallas,
Texas
| $353M | +$80.6M | +30% | 10.5% | 76% | 229 | 18.34% | 2.2 |
|
|
FNWM
4823
Financial Network Wealth Management
Draper,
Utah
| $353M | +$36.9M | +12% | 11.3% | – | 123 | 8.94% | 2.6 |
|
4824
Midwest Heritage Bank
West Des Moines,
Iowa
| $353M | +$41.1M | +13% | 11.1% | 52.2% | 54 | 7.41% | 3 |
|
4825
AXS Investments
Port Chester,
New York
| $353M | +$105M | +42% | 31.3% | 104% | 209 | 17.22% | 2 |
|