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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
Greenbush Financial Group
Albany,
New York
| $340M | +$38M | +13% | 14.1% | – | 40 | 22.5% | 1.3 |
|
|
ODFS
4927
O'Donnell Financial Services
San Rafael,
California
| $340M | +$49.5M | +17% | 15.4% | 61% | 78 | 23.08% | 1.6 |
|
4928
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $340M | +$25M | +8% | 11.9% | – | 112 | 44.64% | 0.8 |
|
4929
River Street Advisors
Aurora,
Illinois
| $340M | +$43.6M | +15% | 15.2% | 93.5% | 188 | 14.36% | 2.1 |
|
4930
Jeppson Wealth Management
Manhattan Beach,
California
| $339M | +$20.4M | +6% | 13.6% | 107% | 254 | 12.2% | 3.6 |
|
4931
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $339M | +$293K | +0.1% | 6.88% | 39.2% | 18 | 50% | 0.3 |
|
4932
Haverford Financial Services
Radnor,
Pennsylvania
| $339M | +$3.62M | +1% | 6.35% | 57.9% | 49 | 6.12% | 6 |
|
4933
New Insight Wealth Advisors
San Ramon,
California
| $339M | +$60.3M | +22% | 18.2% | – | 122 | 13.93% | 1.7 |
|
4934
1492 Capital Management
Milwaukee,
Wisconsin
| $339M | +$76.1M | +29% | 67.4% | 332% | 143 | 16.08% | 1.3 |
|
|
FC
4935
Fore Capital
New York
| $338M | +$177M | +109% | 0.49% | 25.4% | 75 | 62.67% | 0.2 |
|
4936
Etesian Wealth Advisors
West Linn,
Oregon
| $338M | +$24.9M | +8% | 9.21% | 60.6% | 143 | 4.9% | 2.6 |
|
4937
Castle Wealth Management
West Palm Beach,
Florida
| $338M | +$29M | +9% | 9.58% | 53.6% | 148 | 14.19% | 2.7 |
|
4938
Elite Wealth Management
Kirkland,
Washington
| $337M | +$29.4M | +10% | 22.7% | 182% | 58 | 34.48% | 2.9 |
|
4939
Shayne & Jacobs LLC
Nashville,
Tennessee
| $337M | +$13.6M | +4% | 8.98% | 79.4% | 101 | 6.93% | 4.2 |
|
4940
Corundum Group
Colorado Springs,
Colorado
| $337M | +$37.9M | +13% | 15.8% | 89.5% | 118 | 13.56% | 5 |
|
4941
Consilium Wealth Advisory
Richardson,
Texas
| $337M | +$43.8M | +15% | 23.8% | 126% | 110 | 15.45% | 2.6 |
|
4942
Northern Right Capital Management
Darien,
Connecticut
| $337M | +$55.9M | +20% | 30.6% | 187% | 34 | 47.06% | 1.9 |
|
4943
Ameliora Wealth Management
Zurich,
Switzerland
| $337M | +$23.2M | +7% | 10.2% | 73.9% | 244 | 11.07% | 2.2 |
|
4944
Riverwater Partners
Milwaukee,
Wisconsin
| $337M | +$36.8M | +12% | 18.8% | 112% | 239 | 23.43% | 2 |
|
4945
BFI Infinity
Zurich,
Switzerland
| $337M | +$146M | +76% | 14.2% | – | 73 | 26.03% | 0.8 |
|
4946
Bank OZK
Little Rock,
Arkansas
| $337M | +$53.2M | +19% | 24.8% | 112% | 164 | 12.2% | 6.3 |
|
4947
AlphaGrep UK
London,
| $336M | -$9.17M | -3% | 12.2% | – | 997 | 51.55% | 0.3 |
|
4948
Amtrust Financial Services
New York
| $336M | +$36.7M | +12% | 12.5% | 61.9% | 15 | 0% | 4.1 |
|
4949
Roth Financial Partners
Kingwood,
Texas
| $336M | +$43.4M | +15% | 11.7% | 61% | 33 | 6.06% | 3.9 |
|
4950
Strategic Financial Concepts
San Antonio,
Texas
| $336M | -$69.3M | -17% | 13.5% | 56.8% | 326 | 35.28% | 0.8 |
|