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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4876
Castle Wealth Management
West Palm Beach,
Florida
| $296M | +$20.9M | +8% | 6.55% | 53.6% | 133 | 11.28% | 2.3 |
|
4877
Tranquility Partners
Brentwood,
Tennessee
| $296M | +$16.2M | +6% | 7.42% | 77.3% | 242 | 12.4% | 3.6 |
|
4878
Team Hewins
Redwood City,
California
| $296M | +$18.8M | +7% | 7.57% | 60.5% | 39 | 12.82% | 1.5 |
|
4879
Gen-Wealth Partners
Zeeland,
Michigan
| $296M | +$36.9M | +14% | 5.87% | – | 719 | 15.99% | 1.2 |
|
4880
Equita Financial Network
Fort Washington,
Pennsylvania
| $296M | +$44.5M | +18% | 5.61% | 50.5% | 91 | 10.99% | 1.3 |
|
4881
Fi3 Financial Advisors
Indianapolis,
Indiana
| $296M | +$18.4M | +7% | 9.13% | 83.1% | 183 | 21.86% | 1.7 |
|
4882
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $296M | +$27.6M | +10% | 11.4% | 122% | 136 | 5.88% | 1.8 |
|
4883
StrongBox Wealth
Lee's Summit,
Missouri
| $296M | +$32M | +12% | 6.04% | 63.9% | 92 | 9.78% | 3.3 |
|
4884
Alpine Investment Management
Hong Kong
| $295M | -$36.1M | -11% | 18.2% | 33.7% | 10 | 70% | 0.4 |
|
4885
Jacobsen Capital Management
Salt Lake City,
Utah
| $295M | +$23.4M | +9% | 8.11% | 97.3% | 125 | 10.4% | 2.3 |
|
|
ISFAN
4886
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $295M | +$25.9M | +10% | 7.13% | – | 243 | 12.35% | 0.6 |
|
4887
Investment Research & Advisory Group
Atlanta,
Georgia
| $295M | +$26.6M | +10% | 7.79% | 105% | 263 | 11.03% | 2.9 |
|
4888
Royal Harbor Partners
Houston,
Texas
| $295M | +$21.2M | +8% | 5.88% | 54.6% | 52 | 9.62% | 2.1 |
|
4889
DHJJ Financial Advisors
Naperville,
Illinois
| $295M | +$17.9M | +6% | 6.53% | 62.5% | 1,023 | 6.35% | 1.9 |
|
4890
44 Wealth Management
Eugene,
Oregon
| $295M | +$12.3M | +4% | 5.52% | – | 219 | 22.37% | 2.4 |
|
|
PWM
4891
Prosperity Wealth Management
San Ramon,
California
| $295M | +$24.8M | +9% | 10.7% | 175% | 292 | 37.33% | 1 |
|
|
EL
4892
EQ LLC
Bellevue,
Washington
| $295M | +$37M | +14% | 8.11% | 72.9% | 76 | 7.89% | 2.3 |
|
|
IP
4893
Indigo Partners
Phoenix,
Arizona
| $294M | +$76.8M | +35% | 37% | 2.56% | 2 | 0% | 4.3 |
|
4894
Sensible Money
Scottsdale,
Arizona
| $294M | +$30.4M | +12% | 7.87% | 69.1% | 92 | 9.78% | 2.2 |
|
4895
Ping Capital Management
New York
| $294M | -$117M | -28% | 12.1% | – | 80 | 18.75% | 0.9 |
|
4896
Commonwealth Retirement Investments
Richmond,
Virginia
| $294M | +$31.2M | +12% | 8.24% | 96.7% | 122 | 11.48% | 1.6 |
|
4897
Prevatt Capital
Nassau,
Bahamas
| $294M | +$2.66M | +0.9% | 4.91% | – | 11 | 18.18% | 1.7 |
|
4898
NWK Group
San Francisco,
California
| $294M | +$9.28M | +3% | 11.9% | 268% | 77 | 24.68% | 3.2 |
|
4899
TSA Wealth Management
Houston,
Texas
| $294M | +$20.2M | +7% | 6.57% | 62.4% | 91 | 8.79% | 1.1 |
|
4900
Arch Capital Group
Pembroke,
Bermuda
| $294M | +$507K | +0.2% | 0.17% | 3.08% | 4 | 0% | 3.1 |
|