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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SSW
4951
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $172M | +$8.06M | +5% | 6.68% | 90.2% | 168 | 10.12% | 2.6 |
|
|
MC
4952
MRJ Capital
New York
| $172M | +$11.7M | +7% | 7.58% | 127% | 52 | 7.69% | 4.3 |
|
|
VC
4953
Veery Capital
Wilmington,
Delaware
| $172M | +$13.7M | +9% | 5.94% | 63.4% | 73 | 5.48% | 0.5 |
|
|
HFA
4954
HC Financial Advisors
Lafayette,
California
| $172M | +$7.55M | +5% | 6.37% | 31.2% | 376 | 11.97% | 1.3 |
|
|
LC
4955
Lakehouse Capital
Sydney NSW,
Australia
| $171M | – | – | 11.1% | 87.4% | 12 | – | 1.3 |
|
|
TPW
4956
TL Private Wealth
Southlake,
Texas
| $171M | +$8.36M | +5% | 5.58% | 50.6% | 51 | 9.8% | 1.3 |
|
|
JWBC
4957
John W. Brooker & Co
Oakland,
California
| $171M | +$10.5M | +7% | 3.51% | 38.4% | 207 | 20.77% | 1.1 |
|
|
AWM
4958
AllSquare Wealth Management
Albany,
New York
| $171M | +$9.54M | +6% | 5.61% | 62.4% | 522 | 6.7% | 3.3 |
|
|
TA
4959
TrueWealth Advisors
Birmingham,
Alabama
| $171M | +$17.4M | +11% | 4.66% | 60.9% | 141 | 18.44% | 0.4 |
|
|
WG
4960
Watchman Group
Plano,
Texas
| $171M | +$9.06M | +6% | 7.3% | 52.9% | 77 | 6.49% | 1.3 |
|
|
TCM
4961
Triumph Capital Management
Denver,
Colorado
| $171M | – | – | 5.65% | 55.5% | 160 | – | 0 |
|
|
SAM
4962
Seelaus Asset Management
Chatham,
New Jersey
| $171M | +$15.2M | +10% | 5.9% | 134% | 266 | 24.06% | 1.3 |
|
|
FS
4963
Ferguson Shapiro
Decatur,
Georgia
| $171M | +$15.6M | +10% | 5.76% | 39.6% | 31 | 29.03% | 0.5 |
|
|
TA
4964
Townsend & Associates
Westminster,
Colorado
| $171M | +$17.2M | +11% | 8.02% | 54.1% | 74 | 14.86% | 2 |
|
4965
Jefferies Financial Group
New York
| $171M | +$15.6M | +10% | 18% | 135% | 5 | 20% | 2.2 |
|
|
EA
4966
Elm Advisors
Burlingame,
California
| $171M | +$10.1M | +6% | 6.38% | 50.5% | 87 | 0% | 5.6 |
|
|
ACH
4967
Axis Capital Holdings
Pembroke,
| $171M | +$26.8M | +19% | 7.75% | 67% | 3 | 0% | 4.6 |
|
|
WA1
4968
Wimmer Associates 1
Pasadena,
California
| $171M | -$13.2M | -7% | 9.3% | 78.9% | 126 | 10.32% | 3.8 |
|
|
CGI
4969
Calixto Global Investors
Coral Gables,
Florida
| $170M | -$18.8M | -10% | 10.6% | 180% | 15 | 40% | 0.7 |
|
|
GSAM
4970
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $170M | -$11.1M | -6% | 6.91% | 41.6% | 199 | 80.4% | 0.8 |
|
|
IF
4971
Insight Folios
Charlotte,
North Carolina
| $170M | +$24.1M | +17% | 7.11% | 32.9% | 80 | 53.75% | 0.7 |
|
|
FNWM
4972
Financial Network Wealth Management
Draper,
Utah
| $170M | +$16.9M | +11% | 6.82% | – | 109 | 5.5% | 0.5 |
|
|
WSL
4973
Western Standard LLC
Los Angeles,
California
| $170M | +$29.7M | +21% | 14.1% | 83.7% | 42 | 47.62% | 0.7 |
|
|
SL
4974
SWMG LLC
Fort Worth,
Texas
| $170M | +$23.7M | +16% | 5.31% | 61.3% | 68 | 27.94% | 0.4 |
|
|
DLHL
4975
Donald L. Hagan LLC
Sarasota,
Florida
| $170M | +$17.5M | +11% | 8.65% | 47.9% | 99 | 14.14% | 2 |
|