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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
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
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $321M | -$40.6M | -11% | 1.87% | 282% | 65 | 30.77% | 1 |
|
4802
Selective Wealth Management
Forest,
Virginia
| $320M | +$9.6M | +3% | 1.57% | 74.4% | 115 | 14.78% | 3.2 |
|
|
CC
4803
Checkpoint Capital
San Francisco,
California
| $320M | +$21.6M | +7% | 14.2% | – | 11 | 45.45% | 1 |
|
4804
Whelan Financial
Fresno,
California
| $320M | +$4.58M | +1% | 1.27% | 64.6% | 103 | 13.59% | 1.6 |
|
4805
Whitegate Investment Counselors
Concord,
New Hampshire
| $320M | +$16.3M | +5% | 0.64% | 51% | 70 | 8.57% | 6.3 |
|
4806
Reliant Wealth Planning
Louisville,
Kentucky
| $320M | +$11.4M | +4% | 0.22% | 39.4% | 56 | 17.86% | 1.2 |
|
4807
Private Client Services
Louisville,
Kentucky
| $320M | +$21.2M | +7% | 2.3% | 72% | 214 | 18.22% | 1.2 |
|
4808
RR Advisors
Dallas,
Texas
| $320M | -$102M | -24% | 2.63% | 115% | 30 | 13.33% | 3.6 |
|
4809
Client 1st Advisory Group
Dunedin,
Florida
| $320M | +$17.8M | +6% | 2.65% | 64.5% | 151 | 14.57% | 2.7 |
|
4810
Passive Capital Management
Baltimore,
Maryland
| $320M | +$13.2M | +4% | 1.5% | 37.7% | 96 | 10.42% | 2.1 |
|
4811
Wealth Effects
Boston,
Massachusetts
| $320M | +$8.77M | +3% | 11.8% | 235% | 233 | 12.88% | 2.7 |
|
|
IAS
4812
Investment Advisory Services
The Woodlands,
Texas
| $320M | +$2.25M | +0.7% | 2.37% | 74.9% | 131 | 7.63% | 3.9 |
|
4813
Etesian Wealth Advisors
West Linn,
Oregon
| $319M | +$16.1M | +5% | 2.22% | 60.6% | 137 | 5.11% | 2.3 |
|
4814
Storen Legacy Partners
Zionsville,
Indiana
| $319M | – | – | 3.33% | – | 77 | – | 0 |
|
4815
Boone Capital Management
Atlanta,
Georgia
| $319M | +$13.6M | +4% | 17.5% | 278% | 20 | 45% | 0.6 |
|
|
EWA
4816
ERTS Wealth Advisors
Marquette,
Michigan
| $319M | +$8.9M | +3% | 0.8% | 39.3% | 30 | 0% | 4.4 |
|
4817
Essex Woodlands Management
The Woodlands,
Texas
| $318M | +$11.2M | +4% | 2.77% | 119% | 6 | 0% | 6.5 |
|
4818
Morling Financial Advisors
Fremont,
California
| $318M | +$15.9M | +5% | 1.75% | 97.6% | 116 | 20.69% | 2.4 |
|
4819
5AM Venture Management
San Francisco,
California
| $318M | +$45.1M | +17% | 41.7% | 546% | 26 | 23.08% | 2 |
|
4820
Lynch Asset Management
Yardley,
Pennsylvania
| $318M | +$5.51M | +2% | 3.04% | 214% | 57 | 10.53% | 2.9 |
|
4821
Crestview Partners II
New York
| $318M | -$20.6M | -6% | 4.56% | 157% | 3 | 0% | 7.2 |
|
4822
Muzinich & Co
New York
| $318M | +$59.2M | +23% | 1.64% | 13.5% | 40 | 7.5% | 7.8 |
|
4823
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $318M | -$100M | -24% | 1.97% | 78.2% | 212 | 26.42% | 1.1 |
|
4824
McDonald Partners
Cleveland,
Ohio
| $317M | -$17.5M | -5% | 4.04% | 102% | 238 | 20.59% | 3 |
|
4825
Henry James International Management
New York
| $317M | -$9.5M | -3% | 5.2% | 125% | 97 | 4.12% | 5.9 |
|