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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4851
Blueshift Asset Management
Red Bank,
New Jersey
| $252M | -$21.6M | -8% | 8.03% | 38.8% | 585 | 74.02% | 0.3 |
|
4852
SWMG LLC
Fort Worth,
Texas
| $252M | +$1.24M | +0.5% | 0.88% | 68.7% | 135 | 32.59% | 1.6 |
|
4853
Briaud Financial Planning
College Station,
Texas
| $252M | +$6.38M | +3% | 4.1% | 113% | 222 | 15.32% | 0.8 |
|
4854
TSA Wealth Management
Houston,
Texas
| $251M | +$5.7M | +2% | 0.74% | 62.4% | 76 | 21.05% | 0.9 |
|
4855
Montgomery Investment Management
Rockville,
Maryland
| $251M | -$2.74M | -1% | 0.55% | 105% | 97 | 12.37% | 7.1 |
|
4856
Golden Reserve Retirement
Dublin,
Ohio
| $251M | – | – | 6.08% | – | 17 | – | 0 |
|
4857
Beech Hill Advisors
New York
| $251M | -$15.9M | -6% | 4.01% | 117% | 102 | 6.86% | 4.7 |
|
4858
Financial Insights
Tacoma,
Washington
| $251M | -$18.2M | -7% | 2.79% | 82.1% | 120 | 16.67% | 3.4 |
|
4859
David Kennon
Sarasota,
Florida
| $251M | -$2.32M | -0.9% | 1.49% | 52.4% | 38 | 10.53% | 1.9 |
|
|
CIA
4860
Cape Investment Advisory
Mcdonough,
Georgia
| $251M | -$4.67M | -2% | 1.39% | 72.5% | 1,206 | 11.28% | 1.4 |
|
4861
Kelleher Financial Advisors
New York
| $251M | -$14M | -5% | 0.25% | 80.3% | 136 | 22.79% | 4.3 |
|
|
IWN
4862
Independent Wealth Network
Urbandale,
Iowa
| $251M | +$4.24M | +2% | 0.64% | 78.2% | 254 | 10.63% | 2.2 |
|
4863
Transatlantique Private Wealth
New York
| $251M | -$12.6M | -5% | 2.84% | 88.7% | 217 | 12.44% | 1.9 |
|
4864
Vigilare Wealth Management
Scottsdale,
Arizona
| $250M | +$4.15M | +2% | 0.06% | 59.5% | 106 | 18.87% | 2.7 |
|
4865
Allred Capital Management
Dallas,
Texas
| $250M | -$8.14M | -3% | 0.77% | 73.5% | 177 | 11.3% | 4.5 |
|
|
IP
4866
Indigo Partners
Phoenix,
Arizona
| $250M | -$136M | -35% | 34.9% | 2.56% | 2 | 0% | 3.8 |
|
4867
Watershed Private Wealth
Oak Brook,
Illinois
| $250M | -$6.3M | -2% | 2.72% | 80.3% | 120 | 14.17% | 1.6 |
|
4868
Goepper Burkhardt
Greenville,
South Carolina
| $250M | +$3.88M | +2% | 2.43% | 50.4% | 99 | 19.19% | 2.5 |
|
4869
Anchorage Capital Group
New York
| $250M | -$34.1M | -12% | 9.86% | 24.9% | 7 | 0% | 2.9 |
|
4870
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $250M | +$1.53M | +0.6% | 1.93% | – | 101 | 8.91% | 1.1 |
|
4871
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $250M | -$11.5M | -4% | 5.5% | – | 22 | 13.64% | 2.3 |
|
4872
Georgetown University
Washington,
District of Columbia
| $250M | -$89.6M | -26% | 0.56% | 79.9% | 18 | 11.11% | 3.1 |
|
|
PAM
4873
Pegasus Asset Management
Montebello,
New York
| $250M | -$15.4M | -6% | 4.65% | 101% | 69 | 11.59% | 5.3 |
|
|
RL
4874
Rogco LP
Claremore,
Oklahoma
| $250M | +$4.3M | +2% | 0.35% | 53.3% | 226 | 10.18% | 1.3 |
|
|
EFM
4875
Eley Financial Management
South Burlington,
Vermont
| $250M | -$7.16M | -3% | 2.44% | 74.9% | 68 | 2.94% | 2 |
|