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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
Whitegate Investment Counselors
Concord,
New Hampshire
| $304M | +$9.26M | +3% | 5.33% | 51% | 70 | 8.57% | 6.5 |
|
4802
LifeWealth Investments
Winter Garden,
Florida
| $304M | +$28.4M | +10% | 6.94% | – | 169 | 23.67% | 0.5 |
|
|
SC
4803
Schiavi & Co
Wilmington,
Delaware
| $303M | +$8.65M | +3% | 3.68% | 41.4% | 45 | 13.33% | 2.1 |
|
4804
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $303M | +$38.2M | +14% | 7.99% | – | 442 | 19.46% | 0.6 |
|
4805
Essential Partners
Rancho Santa Fe,
California
| $303M | +$52.7M | +21% | 10.2% | – | 2,813 | 24.32% | 0.2 |
|
|
BDA
4806
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $303M | +$14.7M | +5% | 6.21% | 44.2% | 62 | 8.06% | 2.9 |
|
4807
Etesian Wealth Advisors
West Linn,
Oregon
| $303M | +$34.6M | +13% | 5.76% | 60.6% | 139 | 7.19% | 2.1 |
|
4808
Crestmont Private Wealth
Houston,
Texas
| $303M | +$26M | +9% | 6.54% | 54.8% | 96 | 14.58% | 1.6 |
|
4809
Bennett Selby Investments
Falmouth,
Maine
| $302M | +$21.5M | +8% | 7.4% | 82.1% | 82 | 9.76% | 3 |
|
4810
Morling Financial Advisors
Fremont,
California
| $302M | -$3.44M | -1% | 6.49% | 97.6% | 117 | 23.08% | 2.3 |
|
|
LI
4811
LHM Inc
Sandy,
Utah
| $302M | +$510K | +0.2% | 4.59% | – | 22 | 4.55% | 1.1 |
|
|
MHP
4812
Manatuck Hill Partners
Westport,
Connecticut
| $302M | +$36.6M | +14% | 24.2% | 556% | 148 | 53.38% | 1.2 |
|
4813
Baron Wealth Management
Troy,
Michigan
| $302M | +$20M | +7% | 8.34% | 88.6% | 272 | 18.38% | 1.4 |
|
4814
JVL Associates
Wyoming,
Michigan
| $302M | +$23.8M | +9% | 9.32% | 81% | 68 | 10.29% | 3.7 |
|
4815
Omega Financial Group
Santa Barbara,
California
| $302M | +$21M | +7% | 5.14% | 47% | 115 | 13.91% | 3.5 |
|
4816
Dorval Corp
Maple Grove,
Minnesota
| $302M | +$22.6M | +8% | 3.44% | 29.6% | 42 | 4.76% | 1.3 |
|
4817
Client 1st Advisory Group
Dunedin,
Florida
| $302M | +$26.3M | +10% | 6.76% | 64.5% | 147 | 17.69% | 2.7 |
|
4818
Financial Insights
Tacoma,
Washington
| $302M | +$28.2M | +10% | 7.13% | 82.1% | 148 | 17.57% | 2.9 |
|
4819
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $302M | +$54.7M | +22% | 14.4% | 107% | 232 | 14.66% | 2.2 |
|
4820
Hendley & Co
Zanesville,
Ohio
| $302M | +$15.4M | +5% | 7.13% | 64.9% | 47 | 2.13% | 6.1 |
|
4821
Prairiewood Capital
Fargo,
North Dakota
| $302M | +$32.2M | +12% | 6.05% | 42.6% | 83 | 10.84% | 2.8 |
|
4822
PL Capital Advisors
Naples,
Florida
| $301M | +$1.68M | +0.6% | 6.56% | 100% | 29 | 24.14% | 3.7 |
|
|
CL
4823
COWA LLC
Tulsa,
Oklahoma
| $301M | +$38.7M | +15% | 7.59% | 67.7% | 144 | 13.89% | 2.7 |
|
|
LJCM
4824
Lee Johnson Capital Management
Fort Worth,
Texas
| $301M | +$10.5M | +4% | 11.7% | 118% | 105 | 42.86% | 0.6 |
|
4825
Baker Boyer National Bank
Walla Walla,
Washington
| $301M | +$11.1M | +4% | 5.81% | 44.7% | 81 | 4.94% | 5.5 |
|