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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4826
Penobscot Wealth Management
Portland,
Maine
| $279M | +$41.6M | +17% | 8.43% | 56.7% | 101 | 13.86% | 2 |
|
4827
Essex Woodlands Management
The Woodlands,
Texas
| $279M | -$67.5M | -19% | 16.1% | 55% | 6 | 0% | 6 |
|
4828
Bear Mountain Capital
Seattle,
Washington
| $279M | +$20.5M | +8% | 7.78% | – | 347 | 48.41% | 1.2 |
|
4829
Oak Asset Management
Westlake Village,
California
| $279M | +$6.14M | +2% | 5.76% | 91.8% | 104 | 3.85% | 2.7 |
|
4830
Luminvest Wealth Management
Scottsdale,
Arizona
| $279M | +$36.3M | +15% | 7.67% | 47.7% | 42 | 26.19% | 1 |
|
4831
Stevens Capital Partners
Omaha,
Nebraska
| $279M | +$66M | +31% | 11% | 76.3% | 86 | 32.56% | 1.5 |
|
4832
Evelyn Partners Investment Management (Europe)
Dublin,
| $279M | +$11.4M | +4% | 9.33% | – | 189 | 3.17% | 0.5 |
|
4833
Berkeley Inc
Boise,
Idaho
| $279M | +$65.5M | +31% | 5.44% | 49.4% | 75 | 13.33% | 2.7 |
|
4834
JVL Associates
Wyoming,
Michigan
| $278M | +$30.6M | +12% | 10.2% | 81% | 67 | 16.42% | 3.5 |
|
4835
Bishop & Co Investment Management
Erie,
Pennsylvania
| $278M | +$19.8M | +8% | 8.69% | 47.6% | 27 | 7.41% | 5.9 |
|
4836
Your Advocates Ltd
Houston,
Texas
| $278M | +$17.6M | +7% | 6.87% | 50% | 217 | 9.68% | 2.9 |
|
4837
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $278M | +$42.3M | +18% | 9.23% | 62.6% | 158 | 6.96% | 2.2 |
|
4838
X-Square Capital
Guaynabo,
Puerto Rico
| $278M | +$45.4M | +20% | 19.1% | 158% | 173 | 18.5% | 3.1 |
|
|
CAGAS
4839
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $278M | +$16M | +6% | 7.54% | 54.8% | 185 | 12.43% | 2.5 |
|
4840
Burkett Financial Services
Rock Hill,
South Carolina
| $278M | +$32.3M | +13% | 7.39% | 63.6% | 265 | 19.25% | 1.2 |
|
4841
Roth Financial Partners
Kingwood,
Texas
| $277M | +$24.2M | +10% | 8.67% | 61% | 32 | 6.25% | 3.2 |
|
4842
Patient Square Capital
Menlo Park,
California
| $277M | +$35.7M | +15% | 15.4% | 329% | 22 | 27.27% | 0.6 |
|
4843
Team Hewins
Redwood City,
California
| $277M | +$20M | +8% | 5.98% | 60.5% | 38 | 15.79% | 1.4 |
|
4844
Fi3 Financial Advisors
Indianapolis,
Indiana
| $277M | +$31M | +13% | 10.1% | 83.1% | 181 | 32.04% | 1.5 |
|
4845
Revisor Wealth Management
Akron,
Ohio
| $277M | +$52.5M | +23% | 6.68% | 72% | 283 | 26.15% | 0.9 |
|
4846
Windward Private Wealth Management
Overland Park,
Kansas
| $277M | +$20.9M | +8% | 6.38% | 35.5% | 44 | 9.09% | 3.9 |
|
4847
Long Corridor Asset Management
Hong Kong
| $277M | +$141M | +103% | 15.5% | 73.6% | 23 | 39.13% | 1.1 |
|
|
PH
4848
Pinnacle Holdings
Tulsa,
Oklahoma
| $277M | +$14.1M | +5% | 4.43% | 79.6% | 257 | 20.23% | 4.9 |
|
4849
Rede Wealth
Charlottesville,
Virginia
| $277M | -$6.09M | -2% | 0.42% | 84.4% | 107 | 2.8% | 3 |
|
4850
DHJJ Financial Advisors
Naperville,
Illinois
| $277M | +$28.6M | +12% | 8.46% | 62.5% | 996 | 8.23% | 1.7 |
|