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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
GWM
4951
Gray Wealth Management
Bangor,
Maine
| $224M | +$18.5M | +9% | 8.05% | 22.1% | 139 | 9.35% | 2.7 |
|
4952
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $224M | +$24.3M | +12% | 5.52% | 60.2% | 48 | 10.42% | 3.5 |
|
4953
Fielder Capital Group
Nashville,
Tennessee
| $224M | +$58.3M | +35% | 15.9% | – | 180 | 23.33% | 0.2 |
|
4954
Stonebridge Capital Management
Los Angeles,
California
| $224M | +$18.7M | +9% | 10.1% | – | 85 | 11.76% | 7.8 |
|
4955
Access Financial Services
Minneapolis,
Minnesota
| $224M | +$29.6M | +15% | 6.72% | 44.8% | 103 | 22.33% | 3.4 |
|
|
XC
4956
XY Capital
Central,
Hong Kong
| $224M | +$52.5M | +31% | 4.8% | 52.8% | 101 | 42.57% | 0.4 |
|
4957
Tiemann Investment Advisors
Menlo Park,
California
| $224M | +$17.7M | +9% | 8.77% | 77% | 203 | 11.33% | 6.2 |
|
4958
Meros Investment Management
Dallas,
Texas
| $224M | +$12.9M | +6% | 6.17% | 102% | 45 | 17.78% | 1.4 |
|
4959
Bank OZK
Little Rock,
Arkansas
| $223M | +$18.6M | +9% | 11.7% | 112% | 152 | 5.92% | 5.5 |
|
|
SA
4960
Skyline Advisors
Bellingham,
Washington
| $223M | +$13.9M | +7% | 6.21% | 52% | 83 | 7.23% | 0.2 |
|
4961
Palumbo Wealth Management
Great Neck,
New York
| $223M | +$27.7M | +14% | 8.08% | 115% | 145 | 18.62% | 1.7 |
|
4962
Running Point Capital Advisors
El Segundo,
California
| $223M | +$18.4M | +9% | 5.61% | 52.1% | 171 | 22.22% | 2.1 |
|
4963
Houlihan Financial Resource Group
Ashburn,
Virginia
| $223M | +$16.7M | +8% | 6.08% | 50.6% | 103 | 3.88% | 1.9 |
|
4964
Sara-Bay Financial
Sarasota,
Florida
| $223M | +$17.9M | +9% | 19.3% | 233% | 80 | 6.25% | 2.6 |
|
4965
Greenstone Partners & Co
Larkspur,
California
| $223M | +$43.8M | +24% | 27.8% | 527% | 9 | 0% | 2.6 |
|
4966
Aragon Global Management
Miami,
Florida
| $223M | +$46.4M | +26% | 18.9% | – | 19 | 21.05% | 0.2 |
|
4967
Equita Financial Network
Fort Washington,
Pennsylvania
| $223M | +$35M | +19% | 4.76% | 50.5% | 72 | 16.67% | 0.4 |
|
4968
Client 1st Advisory Group
Dunedin,
Florida
| $223M | +$16.6M | +8% | 6.49% | 64.5% | 110 | 6.36% | 2.3 |
|
4969
Lansing Street Advisors
Ambler,
Pennsylvania
| $223M | +$31.6M | +17% | 8.14% | – | 102 | 24.51% | 1.3 |
|
4970
EWA LLC
Pittsbugh,
Pennsylvania
| $223M | +$17.5M | +9% | 11.6% | 102% | 168 | 27.38% | 0.6 |
|
4971
Highview Capital Management
Buffalo Grove,
Illinois
| $222M | +$34.6M | +18% | 10.4% | 123% | 120 | 20.83% | 1.4 |
|
4972
Mirabaud Asset Management (France)
Paris,
France
| $222M | -$41.3M | -16% | 0% | – | 23 | 0% | 0.2 |
|
4973
Trinity Financial Advisors
Columbus,
Ohio
| $222M | +$17.3M | +8% | 10.3% | 74.5% | 78 | 10.26% | 1.5 |
|
4974
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $222M | +$16.9M | +8% | 8.11% | 103% | 41 | 19.51% | 4.3 |
|
4975
SWMG LLC
Fort Worth,
Texas
| $222M | +$12.3M | +6% | 6.91% | 68.7% | 109 | 22.02% | 1.5 |
|