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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
PH
4976
Pinnacle Holdings
Tulsa,
Oklahoma
| $287M | +$9.6M | +3% | 4.45% | 79.6% | 257 | 16.73% | 4.7 |
|
4977
Elyxium Wealth
San Mateo,
California
| $287M | +$20.2M | +8% | 10% | – | 173 | 8.67% | 0.7 |
|
4978
Highlander Partners
Dallas,
Texas
| $287M | +$26.4M | +10% | 13.4% | 241% | 50 | 0% | 1.9 |
|
4979
Vista Investment Management
Pittsburgh,
Pennsylvania
| $287M | +$16.9M | +6% | 5.88% | 54.4% | 175 | 4.57% | 5.2 |
|
4980
Red Lighthouse Investment Management
New York
| $286M | +$24.4M | +9% | 8.67% | 71.1% | 114 | 0.88% | 2.3 |
|
4981
Yakira Capital Management
Westport,
Connecticut
| $286M | -$8.15M | -3% | 7.96% | 74.1% | 253 | 51.78% | 0.9 |
|
4982
Powell Investment Advisors
Miami,
Florida
| $286M | +$19.5M | +7% | 9.46% | 82.4% | 178 | 12.92% | 3 |
|
4983
H&F Corporate Investors VIII
San Francisco,
California
| $286M | +$42.8M | +18% | 17.6% | 33.8% | 1 | 0% | 4.8 |
|
4984
Game Creek Capital
Boston,
Massachusetts
| $286M | +$52.3M | +22% | 11.6% | 176% | 101 | 30.69% | 2.7 |
|
4985
LCNB Corp
Lebanon,
Ohio
| $286M | +$1.58M | +0.6% | 8.17% | 75.2% | 189 | 8.99% | 5.4 |
|
4986
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $286M | -$6.7M | -2% | 10.4% | 116% | 19 | 5.26% | 2.2 |
|
4987
Svenska Handelsbanken
Stockholm,
Sweden
| $286M | +$180M | +169% | 6.55% | – | 18 | 88.89% | 0.1 |
|
4988
Greenberg Financial Group
Tucson,
Arizona
| $285M | +$15.2M | +6% | 12.9% | – | 151 | 25.83% | 0.4 |
|
4989
Act Wealth Management
Plano,
Texas
| $285M | +$48.6M | +21% | 7.78% | 70% | 63 | 19.05% | 2.4 |
|
4990
Presidio Capital Management
San Diego,
California
| $285M | +$25.4M | +10% | 6.49% | 56.1% | 73 | 12.33% | 1.7 |
|
|
RL
4991
Rogco LP
Claremore,
Oklahoma
| $285M | +$19.1M | +7% | 6.92% | 53.3% | 211 | 14.69% | 1.7 |
|
4992
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $285M | +$19.5M | +7% | 5.63% | 47% | 25 | 4% | 2.7 |
|
4993
Seldon Capital
San Francisco,
California
| $285M | +$54.3M | +24% | 23.9% | 604% | 78 | 24.36% | 2 |
|
4994
Spectrum Asset Management (California)
Newport Beach,
California
| $284M | +$54.3M | +24% | 6.46% | 68.3% | 112 | 14.29% | 3.2 |
|
4995
BCR Wealth Strategies
Vestavia,
Alabama
| $284M | +$26M | +10% | 5.47% | 42.2% | 30 | 10% | 2.5 |
|
4996
Enzi Wealth
Austin,
Texas
| $284M | +$11.3M | +4% | 6.83% | 77% | 73 | 10.96% | 2.1 |
|
4997
Retirement Guys Formula
Maumee,
Ohio
| $284M | +$20.9M | +8% | 7.34% | 75.7% | 175 | 20.57% | 1.6 |
|
4998
Montgomery Investment Management
Rockville,
Maryland
| $284M | +$25.8M | +10% | 11.4% | 105% | 100 | 8% | 6.9 |
|
4999
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $284M | +$39M | +16% | 8.95% | – | 13 | 7.69% | 1.2 |
|
5000
Alpha Financial Advisors
Charlotte,
North Carolina
| $284M | +$25.3M | +10% | 5.96% | 41.6% | 63 | 6.35% | 1.6 |
|