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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
Shaker Financial Services
Arlington,
Virginia
| $292M | +$15.8M | +6% | 3.4% | 12.9% | 173 | 28.9% | 2.3 |
|
4927
Lokken Investment Group
Lewes,
Delaware
| $291M | +$31.6M | +12% | 7.4% | 65.3% | 152 | 11.84% | 2.4 |
|
4928
Robertson Opportunity Capital
Dallas,
Texas
| $291M | +$21.6M | +8% | 8.12% | 93.4% | 28 | 0% | 6.7 |
|
|
SCI
4929
Silver Coast Investments
San Diego,
United States
| $291M | +$15.9M | +6% | 5.9% | – | 116 | 10.34% | 1.2 |
|
4930
Tred Avon Family Wealth
Easton,
Maryland
| $291M | – | – | 6.57% | – | 237 | – | 0 |
|
4931
Alteri Wealth
Westlake Village,
California
| $291M | +$33.2M | +13% | 10.4% | – | 290 | 9.31% | 0.6 |
|
4932
Planned Solutions
Folsom,
California
| $291M | +$28M | +11% | 6.65% | 68.3% | 138 | 10.87% | 2.4 |
|
4933
Hartree Partners
New York
| $291M | -$64.6M | -18% | 14.2% | 138% | 110 | 67.27% | 0.4 |
|
4934
Samalin Investment Counsel
Chappaqua,
New York
| $291M | +$29.6M | +11% | 7.74% | 68.3% | 337 | 15.13% | 2.8 |
|
4935
Essential Planning
Portsmouth,
New Hampshire
| $290M | +$21.9M | +8% | 4.56% | 40.9% | 85 | 3.53% | 2.1 |
|
4936
Buttonwood Financial Advisors
Baltimore,
Maryland
| $290M | +$41.3M | +17% | 4.97% | 73.4% | 103 | 3.88% | 2.7 |
|
4937
Veridan Wealth
West Linn,
Oregon
| $290M | – | – | 19.8% | – | 79 | – | 1.1 |
|
4938
Harmony Asset Management
Scottsdale,
Arizona
| $290M | +$23.2M | +9% | 9.45% | 138% | 180 | 11.11% | 1.3 |
|
|
SA
4939
Skyline Advisors
Bellingham,
Washington
| $290M | +$19.5M | +7% | 4.67% | 52% | 102 | 11.76% | 1.3 |
|
4940
Burkett Financial Services
Rock Hill,
South Carolina
| $290M | +$12.4M | +4% | 5.21% | 63.6% | 247 | 17.81% | 1.4 |
|
4941
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $290M | +$20.9M | +8% | 5.87% | 59.6% | 143 | 11.89% | 2.8 |
|
4942
Windward Private Wealth Management
Overland Park,
Kansas
| $290M | +$12.5M | +5% | 4.66% | 35.5% | 44 | 4.55% | 4 |
|
4943
RBA Wealth Management
Newport Beach,
California
| $290M | +$21.4M | +8% | 9.74% | 91% | 97 | 8.25% | 2.9 |
|
4944
Yeomans Consulting Group
Marietta,
Georgia
| $290M | +$47.7M | +20% | 8.83% | – | 128 | 44.53% | 0.9 |
|
4945
Revisor Wealth Management
Akron,
Ohio
| $290M | +$12.4M | +4% | 7.91% | 72% | 291 | 15.46% | 1.1 |
|
4946
Washington State Investment Board
Olympia,
Washington
| $290M | +$33.2M | +13% | 31.9% | 567% | 2 | 0% | 4.1 |
|
4947
GFG Capital
Miami,
Florida
| $290M | -$45.2M | -14% | 13.5% | 152% | 390 | 83.85% | 3.6 |
|
|
AP
4948
Arlington Partners
Birmingham,
Alabama
| $289M | +$18.3M | +7% | 3.48% | 46.4% | 66 | 13.64% | 3 |
|
4949
Stelac Advisory Services
New York
| $289M | +$26.2M | +10% | 8.62% | 84.9% | 119 | 20.17% | 4.2 |
|
4950
Waterford Advisors
Orchard Park,
New York
| $289M | +$18.4M | +7% | 6.32% | 50.5% | 58 | 15.52% | 1.9 |
|