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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4926
Roth Financial Partners
Kingwood,
Texas
| $226M | +$30.5M | +16% | 6.65% | 61% | 31 | 16.13% | 2.2 |
|
4927
Leading Edge Financial Planning
Knoxville,
Tennessee
| $226M | +$33M | +17% | 4.96% | 48.6% | 62 | 16.13% | 1 |
|
4928
Fonville Wealth Management
Richmond,
Virginia
| $226M | +$37.2M | +20% | 5.41% | 53.9% | 98 | 16.33% | 0.2 |
|
4929
Cambridge Financial Group
Columbus,
Ohio
| $226M | +$25.8M | +13% | 17.7% | – | 33 | 6.06% | 4.9 |
|
4930
Pacifica Partners
Surrey,
Canada
| $226M | +$22.4M | +11% | 7.86% | 127% | 566 | 12.9% | 2.7 |
|
4931
Brick & Kyle Associates
Newtown,
Pennsylvania
| $226M | +$24.6M | +12% | 14.2% | 116% | 63 | 15.87% | 5.5 |
|
4932
Krensavage Asset Management
New York
| $226M | -$56.3M | -20% | 6.89% | 124% | 13 | 15.38% | 3.4 |
|
4933
Soundmark Wealth Management
Kirkland,
Washington
| $225M | +$23.1M | +11% | 5.47% | 17.2% | 71 | 11.27% | 2.3 |
|
4934
Great Oak Capital Partners
South Easton,
Massachusetts
| $225M | +$38M | +20% | 5.36% | – | 32 | 9.38% | 0.3 |
|
4935
Algebris (UK)
London,
United Kingdom
| $225M | +$33.7M | +18% | 8.5% | 17% | 46 | 39.13% | 0.7 |
|
4936
Threadgill Financial
Spring,
Texas
| $225M | +$74.3M | +49% | 11.4% | 49.3% | 64 | 40.63% | 0.8 |
|
|
IR
4937
IAT Reinsurance
New York
| $225M | -$316M | -58% | 6.48% | 60.2% | 88 | 15.91% | 4.9 |
|
4938
ICW Investment Advisors
Scottsdale,
Arizona
| $225M | +$19.5M | +10% | 8.75% | 58.6% | 139 | 2.16% | 3.6 |
|
4939
Monarch Alternative Capital
New York
| $225M | +$152M | +207% | 3.22% | 497% | 6 | 16.67% | 0.9 |
|
|
SHFP
4940
Second Half Financial Partners
Sebring,
Florida
| $225M | +$22.2M | +11% | 4.11% | 36.8% | 70 | 31.43% | 1 |
|
|
AFP
4941
Advus Financial Partners
Winter Park,
Florida
| $225M | +$20.5M | +10% | 6.26% | 56.5% | 59 | 10.17% | 1.6 |
|
|
PCA
4942
Prospect Capital Advisors
Sausalito,
California
| $225M | -$50.6M | -18% | 7.45% | 202% | 29 | 37.93% | 3.9 |
|
4943
L1 Capital International
Sydney NSW 2000,
Australia
| $225M | +$34.1M | +18% | 11.2% | – | 22 | 22.73% | 0.2 |
|
4944
Dupree Financial Group
Lexington,
Kentucky
| $225M | +$20.3M | +10% | 6.8% | 75.8% | 65 | 20% | 0.2 |
|
4945
Balanced Wealth Group
Westlake,
Ohio
| $224M | +$32.1M | +17% | 6.15% | – | 72 | 13.89% | 0.2 |
|
|
SLA
4946
Silver Lake Advisory
Cottonwood Heights,
Utah
| $224M | +$45.9M | +26% | 8.17% | 76.7% | 99 | 48.48% | 3.5 |
|
4947
G&S Capital
Denver,
Colorado
| $224M | +$13.8M | +7% | 8.33% | 85.6% | 131 | 20.61% | 2.2 |
|
4948
Adaptive Financial Consulting
Beachwood,
Ohio
| $224M | +$36.2M | +19% | 3.67% | 33.4% | 19 | 5.26% | 3.6 |
|
4949
Warther Private Wealth
Akron,
Ohio
| $224M | +$45.4M | +25% | 11.3% | 94.1% | 60 | 28.33% | 1.3 |
|
4950
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $224M | +$24.7M | +12% | 8.47% | 21.8% | 526 | 23% | 1.1 |
|