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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
Sweeney & Michel
Chico,
California
| $194M | +$6.5M | +3% | 5.11% | – | 104 | 4.81% | 0.2 |
|
4802
Joule Financial
Lexington,
Kentucky
| $194M | +$7.79M | +4% | 2.87% | 55.5% | 111 | 18.92% | 0.8 |
|
4803
Carmel Capital Partners
San Diego,
California
| $194M | +$24.9M | +15% | 7.46% | 65.1% | 485 | 15.46% | 0.5 |
|
4804
Highland Financial Advisors
Wayne,
New Jersey
| $194M | +$9.8M | +5% | 4.65% | 70% | 46 | 8.7% | 0.8 |
|
4805
7G Capital Management
New York
| $194M | +$25.1M | +15% | 13% | 137% | 9 | 0% | 1.3 |
|
4806
Investors Asset Management of Georgia
Atlanta,
Georgia
| $194M | +$6.58M | +4% | 6.17% | 118% | 172 | 4.07% | 5.8 |
|
4807
Exeter Financial
Scottsdale,
Arizona
| $194M | -$5.8M | -3% | 2.26% | 59.1% | 88 | 0% | 4.2 |
|
4808
Jacobsen Capital Management
Salt Lake City,
Utah
| $194M | +$7.21M | +4% | 6.18% | 97.3% | 78 | 19.23% | 1.8 |
|
4809
GoalVest Advisory
New York
| $194M | +$23.1M | +14% | 6.62% | 94.8% | 421 | 53.44% | 1 |
|
4810
Narus Financial Partners
Salt Lake City,
Utah
| $194M | +$9.08M | +5% | 5.09% | 85.3% | 126 | 16.67% | 2.9 |
|
4811
Bill Few Associates
Pittsburgh,
Pennsylvania
| $193M | +$13.5M | +8% | 7.15% | 91.5% | 139 | 8.63% | 1.2 |
|
4812
Sonata Capital Group
Seattle,
Washington
| $193M | +$8.6M | +5% | 6.39% | 66.5% | 106 | 4.72% | 5.8 |
|
|
OPL
4813
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $193M | +$2.91M | +2% | 10% | 77.6% | 14 | 14.29% | 0.9 |
|
|
PFA
4814
Professional Financial Advisors
North Platte,
Nebraska
| $193M | +$24.1M | +14% | 6.98% | 59.2% | 86 | 41.86% | 2 |
|
|
BWM
4815
Brown Wealth Management
Naperville,
Illinois
| $193M | – | – | 2.95% | 51.2% | 93 | – | 0 |
|
4816
CVS Health
Woonsocket,
Rhode Island
| $193M | +$25.4M | +15% | 3.03% | 48.7% | 9 | 0% | 0.9 |
|
4817
360 Financial
Wayzata,
Minnesota
| $193M | +$3.89M | +2% | 6.51% | 82.5% | 92 | 9.78% | 2.3 |
|
4818
Abundance Wealth Counselors
State College,
Pennsylvania
| $193M | -$202M | -51% | 22.2% | 107% | 147 | 57.82% | 1.9 |
|
4819
ABLE Financial Group
Scottsdale,
Arizona
| $193M | +$39.9M | +26% | 4.26% | 64.2% | 151 | 21.19% | 0.2 |
|
4820
Seaside Wealth Management
Carlsbad,
California
| $193M | +$28.6M | +17% | 3.77% | 53.4% | 54 | 22.22% | 0.8 |
|
4821
Valley Financial Management
New York
| $193M | +$31.4M | +19% | 4.49% | – | 52 | 30.77% | 0.5 |
|
|
SL
4822
SOF Ltd
George Town,
Cayman Islands
| $193M | +$22.4M | +13% | 13.1% | 42.3% | 1 | 0% | 6.5 |
|
4823
Iyo Bank
Matsuyama,
Japan
| $193M | +$22M | +13% | 12.9% | 125% | 30 | 3.33% | 1.3 |
|
4824
Armor Advisors
New York
| $193M | +$5.54M | +3% | 4.24% | 78.5% | 16 | 25% | 0.9 |
|
4825
Nixon Capital
Austin,
Texas
| $193M | +$22.8M | +13% | 10.7% | 118% | 24 | 12.5% | 1.3 |
|