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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4926
Accel Wealth Management
Waverly,
Iowa
| $180M | -$2.14M | -1% | 2.77% | 82.4% | 183 | 15.3% | 2.3 |
|
4927
Bullseye Asset Management
Denver,
Colorado
| $179M | -$19.7M | -10% | 6.29% | 81% | 76 | 11.84% | 2.8 |
|
4928
Sea Otter Advisors
Miami,
Florida
| $179M | -$1.19M | -0.7% | 6.97% | – | 319 | 36.05% | 0.4 |
|
4929
Deane Retirement Strategies
New Orleans,
Louisiana
| $179M | -$3.2M | -2% | 1.08% | 73.4% | 75 | 40% | 3.1 |
|
4930
Providence First Trust
Scottsdale,
Arizona
| $179M | -$2.57M | -1% | 3.27% | 64.1% | 94 | 11.7% | 3.1 |
|
4931
Brown Miller Wealth Management
Mclean,
Virginia
| $179M | -$6.22M | -3% | 4.43% | 102% | 127 | 11.81% | 2.1 |
|
|
LAM
4932
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $179M | -$2.11M | -1% | 2.57% | 144% | 45 | 2.22% | 2.1 |
|
4933
Stone House Capital Management
Bay Harbor Islands,
Florida
| $179M | -$20.4M | -10% | 6.68% | 151% | 4 | 25% | 1.3 |
|
|
SC
4934
Steph & Co
Marinette,
Wisconsin
| $179M | -$4.08M | -2% | 3.4% | 61.6% | 298 | 21.14% | 2.3 |
|
4935
Level Financial Advisors
East Amherst,
New York
| $179M | -$230K | -0.1% | 2.79% | 44% | 301 | 11.3% | 1.3 |
|
4936
Waterford Advisors
Orchard Park,
New York
| $179M | -$29M | -14% | 3.99% | 50.5% | 56 | 23.21% | 0.6 |
|
4937
FSA Wealth Management
Needham,
Massachusetts
| $179M | -$6.53M | -4% | 4.22% | – | 51 | 9.8% | 1.8 |
|
4938
Yorktown Energy Partners XI
New York
| $179M | +$11.6M | +7% | 9.54% | 105% | 5 | 0% | 2.4 |
|
4939
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $179M | +$21.8M | +14% | 2.03% | 66% | 199 | 19.1% | 1.2 |
|
4940
Wick Capital Partners
Wayne,
Pennsylvania
| $179M | +$9.6M | +6% | 3.74% | 60% | 70 | 35.71% | 0.9 |
|
4941
Channel Wealth
Santa Barbara,
California
| $179M | +$4.66M | +3% | 2.7% | 59.3% | 200 | 19.5% | 0.4 |
|
4942
Machina Capital
Paris,
France
| $179M | +$2.22M | +1% | 6.25% | 34.8% | 380 | 69.21% | 0.3 |
|
4943
CNA Financial
Chicago,
Illinois
| $178M | +$11.8M | +7% | 0.97% | 48.6% | 20 | 40% | 2 |
|
4944
Silverlake Wealth Management
Williston,
Vermont
| $178M | -$1.76M | -1% | 3.56% | 73.3% | 244 | 13.93% | 1.4 |
|
|
BIMC
4945
Benson Investment Management Company
Roanoke,
Virginia
| $178M | -$2.06M | -1% | 2.64% | 99.8% | 55 | 34.55% | 1.8 |
|
4946
Newlight Partners
New York
| $178M | -$65.1M | -27% | 9.43% | 92.8% | 2 | 0% | 2.9 |
|
|
MAM
4947
Mystic Asset Management
Warwick,
Rhode Island
| $178M | -$8.56M | -5% | 3.64% | 114% | 148 | 8.11% | 1.5 |
|
4948
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $178M | -$3.95M | -2% | 3.44% | 60.3% | 25 | 12% | 1.3 |
|
|
SP
4949
Saranac Partners
London,
| $178M | -$10.7M | -6% | 3.01% | 69% | 96 | 18.75% | 0.6 |
|
4950
Radcliff Management
New York
| $178M | -$46.4M | -21% | 20.4% | 47.6% | 2 | 0% | 1.8 |
|