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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4901
Capital Planning
Bellevue,
Washington
| $343M | +$36M | +12% | 16% | 81.2% | 91 | 13.19% | 3.3 |
|
4902
PFW Advisors
Atlanta,
Georgia
| $343M | +$25.1M | +8% | 11.1% | – | 131 | 15.27% | 4.8 |
|
|
WA
4903
Wealthstar Advisors
Plano,
Texas
| $343M | +$130M | +61% | 32% | – | 127 | 22.83% | 1.4 |
|
4904
Nova R Wealth
Overland Park,
Kansas
| $343M | +$29.4M | +9% | 10.6% | 60.7% | 94 | 12.77% | 2.9 |
|
4905
Orion Investment Company
St. Louis,
Missouri
| $343M | +$27.6M | +9% | 24.2% | – | 73 | 5.48% | 1.7 |
|
|
SP
4906
Saranac Partners
London,
| $343M | +$109M | +47% | 12.5% | 69% | 141 | 43.97% | 0.9 |
|
4907
Solus Alternative Asset Management
Summit,
New Jersey
| $342M | -$29.8M | -8% | 6.74% | 79.3% | 10 | 0% | 3.9 |
|
4908
Idaho Trust Bank
Boise,
Idaho
| $342M | +$34.5M | +11% | 10.5% | 47.5% | 101 | 6.93% | 1.7 |
|
4909
BCWM LLC
Overland Park,
Kansas
| $342M | -$10.8M | -3% | 0.18% | – | 60 | 10% | 4.7 |
|
4910
Jacobsen Capital Management
Salt Lake City,
Utah
| $342M | +$45.8M | +15% | 18.6% | 97.3% | 136 | 16.18% | 2.5 |
|
4911
Ferguson Shapiro
Decatur,
Georgia
| $342M | +$13.5M | +4% | 9.52% | 42.7% | 111 | 42.34% | 1.3 |
|
4912
Owl Creek Wealth Partners
Denver,
Colorado
| $342M | +$61.1M | +22% | 15.6% | – | 1,360 | 14.12% | 0.2 |
|
4913
Western Financial Corp
San Diego,
California
| $341M | +$86M | +34% | 50.1% | 275% | 142 | 17.61% | 1.7 |
|
|
EWA
4914
ERTS Wealth Advisors
Marquette,
Michigan
| $341M | +$27M | +9% | 7.88% | 39.3% | 33 | 6.06% | 4.5 |
|
4915
Verger Capital Management
Winston-Salem,
North Carolina
| $341M | +$2.16M | +0.6% | 6.6% | 58.3% | 13 | 0% | 8.3 |
|
4916
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $341M | +$15.4M | +5% | 19% | 66.3% | 96 | 15.63% | 2.7 |
|
|
MCG
4917
McCollum Christoferson Group
Amherst,
New York
| $341M | +$8.21M | +2% | 10.4% | 59.4% | 86 | 17.44% | 4 |
|
4918
Hixon Zuercher
Findlay,
Ohio
| $341M | +$19.7M | +6% | 15.1% | 101% | 90 | 7.78% | 3.5 |
|
4919
Aikya Investment Management
London,
United Kingdom
| $341M | -$4.13M | -1% | 10.6% | – | 5 | 20% | 1.8 |
|
4920
Coalescence Partners Investment Management
New York
| $341M | -$122M | -26% | 19% | – | 13 | 15.38% | 1.2 |
|
4921
Avaii Wealth Management
Appleton,
Wisconsin
| $341M | +$54M | +19% | 23.4% | 100% | 188 | 21.28% | 1.8 |
|
4922
Act Wealth Management
Plano,
Texas
| $340M | +$42.5M | +14% | 11.8% | 70% | 65 | 6.15% | 2.7 |
|
4923
Warner Financial
Bethesda,
Maryland
| $340M | +$48.5M | +17% | 14% | 62.1% | 146 | 8.22% | 2.9 |
|
4924
Greenbush Financial Group
Albany,
New York
| $340M | +$38M | +13% | 14.1% | – | 40 | 22.5% | 1.3 |
|
|
ODFS
4925
O'Donnell Financial Services
San Rafael,
California
| $340M | +$49.5M | +17% | 15.4% | 61% | 78 | 23.08% | 1.6 |
|