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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
Westshore Wealth
Newport Beach,
California
| $245M | +$3.83M | +2% | 5.85% | 58.8% | 100 | 12% | 2.6 |
|
4902
Cherrydale Wealth Management
Hoboken,
New Jersey
| $245M | +$16.5M | +7% | 6.32% | 80.8% | 77 | 23.38% | 1.4 |
|
|
FSI
4903
Flow State Investments
Chicago,
Illinois
| $245M | -$72.7M | -23% | 0.55% | – | 230 | 88.26% | 0.3 |
|
|
GBI
4904
GP Brinson Investments
Chicago,
Illinois
| $244M | +$12.1M | +5% | 5.68% | 51.2% | 16 | 0% | 2.9 |
|
4905
American Trust Investment Advisors
Lebanon,
New Hampshire
| $244M | +$38.5M | +19% | 8.54% | 91% | 110 | 24.55% | 3.1 |
|
4906
Next Level Private
Harrison,
New York
| $244M | +$25.4M | +12% | 7.36% | 95.9% | 144 | 8.33% | 1.3 |
|
4907
All-Stars Investment
Hong Kong
| $244M | -$36.1M | -13% | 11.1% | 41.7% | 4 | 25% | 1.6 |
|
|
SLA
4908
Silver Lake Advisory
Cottonwood Heights,
Utah
| $244M | +$22.2M | +10% | 9.14% | 76.7% | 99 | 5.05% | 3.8 |
|
4909
FSB Premier Wealth Management
Waterloo,
Iowa
| $244M | +$22.5M | +10% | 6.52% | 53.9% | 206 | 11.17% | 2.2 |
|
4910
Hengistbury Investment Partners
London,
United Kingdom
| $244M | +$5.45M | +2% | 9.04% | 108% | 6 | 33.33% | 3.1 |
|
4911
Beddow Capital Management
Jackson,
Wyoming
| $244M | +$15.3M | +7% | 6.46% | 50.7% | 60 | 3.33% | 5.1 |
|
4912
JCIC Asset Management
Toronto,
Ontario, Canada
| $244M | +$842K | +0.3% | 3.34% | – | 108 | 12.04% | 4.5 |
|
4913
Tidemark
San Diego,
California
| $244M | +$26.3M | +12% | 5.48% | – | 650 | 8% | 0.7 |
|
4914
Essential Planning
Portsmouth,
New Hampshire
| $244M | +$16.5M | +7% | 4.85% | 40.9% | 83 | 14.46% | 1.2 |
|
4915
True Wind Capital Management
San Francisco,
California
| $244M | +$41.6M | +21% | 35% | 59.6% | 2 | 0% | 2.8 |
|
|
DI
4916
DAGCO Inc
Westlake,
Ohio
| $244M | +$18.2M | +8% | 7.03% | 75% | 226 | 6.19% | 1.3 |
|
4917
Bare Financial Services
Gap,
Pennsylvania
| $243M | +$53.3M | +28% | 6.5% | – | 155 | 4.52% | 0.6 |
|
4918
Biltmore Wealth Management
Tempe,
Arizona
| $243M | +$12.6M | +5% | 6.79% | 59.8% | 56 | 5.36% | 3.6 |
|
|
FCP
4919
Fosse Capital Partners
London,
United Kingdom
| $243M | -$43.5M | -15% | 4.19% | 80% | 3 | 0% | 3.8 |
|
4920
Dorval Corp
Maple Grove,
Minnesota
| $243M | +$16.5M | +7% | 6.14% | 29.6% | 30 | 13.33% | 0.7 |
|
4921
Gunma Bank
Gunma,
Japan
| $243M | +$123M | +102% | 6.3% | 24.5% | 32 | 31.25% | 0.7 |
|
4922
Brown Financial Advisors
Milford,
Ohio
| $243M | +$19.1M | +9% | 5.49% | – | 229 | 49.78% | 0.2 |
|
|
SA
4923
Skyline Advisors
Bellingham,
Washington
| $243M | +$12.9M | +6% | 4.79% | – | 92 | 13.04% | 0.6 |
|
4924
Whelan Financial
Fresno,
California
| $243M | +$19M | +8% | 6.91% | 64.6% | 43 | 6.98% | 1.9 |
|
4925
HGC Investment Management
Toronto,
Ontario, Canada
| $243M | +$25.4M | +12% | 3.48% | 33.2% | 127 | 35.43% | 0.8 |
|