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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
32.8%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
RWG
4801
Regal Wealth Group
Seal Beach,
California
| $170M | +$6.18M | +4% | 5.08% | 17% | 272 | 21.32% | 2.6 |
|
4802
AREX Capital Management
New York
| $170M | +$13.8M | +9% | 7.57% | 36.2% | 16 | 56.25% | 0.4 |
|
|
PM
4803
Ponoi Management
San Francisco,
California
| $170M | -$4.77M | -3% | 0.92% | – | 5 | 0% | 0.3 |
|
|
SWMG
4804
Signature Wealth Management Group
Atlanta,
Georgia
| $170M | +$11.4M | +7% | 5.68% | – | 79 | 13.92% | 2.1 |
|
4805
Woodward Diversified Capital
Bakersfield,
California
| $170M | +$15.9M | +10% | 13.8% | 118% | 222 | 34.23% | 0.2 |
|
|
DI
4806
Disciplined Investments
Tulsa,
Oklahoma
| $170M | +$20.3M | +14% | 5.99% | 51.4% | 424 | 26.89% | 0.9 |
|
4807
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $170M | +$10.4M | +7% | 2.92% | 40.3% | 94 | 31.91% | 1.1 |
|
4808
Karani Asset Management
New York
| $170M | +$690K | +0.4% | 6.29% | – | 52 | 21.15% | 1 |
|
|
PA
4809
PSI Advisors
Tampa,
Florida
| $170M | +$24.7M | +17% | 7.83% | 58.2% | 146 | 26.03% | 0.9 |
|
4810
Wealth CMT
Cherry Hill,
New Jersey
| $170M | +$9.44M | +6% | 4.87% | 25% | 19 | 0% | 1.2 |
|
4811
Employers Holdings
Reno,
Nevada
| $170M | +$3.84M | +2% | 6.62% | – | 150 | 6.67% | 1.4 |
|
4812
Detalus Advisors
St. Louis,
Missouri
| $170M | +$10.5M | +7% | 5.61% | 75.7% | 110 | 10.91% | 1 |
|
4813
Pictet Bank & Trust
Nassau,
Bahamas
| $170M | +$9.8M | +6% | 4.61% | 82.7% | 63 | 7.94% | 3.7 |
|
4814
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $169M | +$38M | +29% | 3.43% | 155% | 45 | 20% | 0.2 |
|
4815
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $169M | +$25.6M | +18% | 8.58% | 100% | 82 | 12.2% | 2 |
|
4816
Marlowe Partners
New York
| $169M | -$17.5M | -9% | 7.29% | 16.3% | 13 | 38.46% | 1.8 |
|
4817
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $169M | +$40.8M | +32% | 7% | 44% | 61 | 29.51% | 1.2 |
|
4818
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $169M | +$150M | +773% | 3.98% | 73.9% | 184 | 100% | 0 |
|
4819
Wealthsimple US
Brooklyn,
New York
| $169M | -$14M | -8% | 0.05% | – | 26 | 19.23% | 0.8 |
|
4820
VELT Partners Investimentos
Sao Paolo,
Brazil
| $169M | -$16.7M | -9% | 17.7% | 19.4% | 4 | 25% | 0.9 |
|
4821
Strategic Financial Partners
Bend,
Oregon
| $169M | +$15.8M | +10% | 4.98% | 59.6% | 64 | 4.69% | 1.1 |
|
4822
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $169M | -$184M | -52% | 16.2% | 116% | 4 | 25% | 0.9 |
|
4823
Genesee Capital Advisors
Auburn,
New York
| $168M | +$15.8M | +10% | 3.57% | 107% | 99 | 22.22% | 1.1 |
|
4824
Birchview Capital
Burlington,
Vermont
| $168M | -$5.13M | -3% | 0.71% | 327% | 57 | 21.05% | 2.3 |
|
|
AFA
4825
Alta Fundamental Advisers
New York
| $168M | +$26.1M | +18% | 24.7% | 199% | 28 | 50% | 1 |
|