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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5001
ARQ Wealth Advisors
Scottsdale,
Arizona
| $155M | -$4.56M | -3% | 4.67% | 59.3% | 51 | 11.76% | 0.8 |
|
5002
Legacy Bridge
West Des Moines,
Iowa
| $155M | +$16.6M | +12% | 9.09% | 236% | 297 | 3.37% | 1.8 |
|
5003
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $154M | +$6.94M | +5% | 5.89% | 50.2% | 25 | 24% | 0.7 |
|
5004
Maltin Wealth Management
Ridgewood,
New Jersey
| $154M | +$11.6M | +8% | 4.76% | 58.2% | 108 | 16.67% | 0.9 |
|
5005
Tacita Capital
Toronto,
Ontario, Canada
| $154M | +$2.25M | +1% | 7.51% | 72.3% | 213 | 21.13% | 0.2 |
|
5006
Aristotle Pacific Capital
Newport Beach,
California
| $154M | +$982K | +0.6% | 6.05% | 1.84% | 22 | 4.55% | 0.3 |
|
|
SSCM
5007
Summit Street Capital Management
New York
| $154M | +$20.3M | +15% | 26.6% | 217% | 36 | 13.89% | 2.7 |
|
|
CWA
5008
Clearview Wealth Advisors
Salem,
Oregon
| $154M | +$5.23M | +4% | 3.64% | 45.2% | 664 | 14.61% | 0.2 |
|
5009
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $154M | +$11.6M | +8% | 5.25% | 61.1% | 69 | 24.64% | 0.2 |
|
5010
Cordant Inc
Portland,
Oregon
| $154M | +$26.9M | +21% | 5.22% | 47% | 92 | 43.48% | 0.7 |
|
5011
Armor Investment Advisors
Raleigh,
North Carolina
| $154M | +$12.4M | +9% | 6.66% | 62% | 169 | 9.47% | 3 |
|
|
MFM
5012
Mohican Financial Management
Wilton,
Connecticut
| $154M | +$55.6M | +56% | 0% | 0% | 57 | 29.82% | 0.9 |
|
5013
Townsend & Associates
Westminster,
Colorado
| $154M | +$16.7M | +12% | 6.57% | 58% | 87 | 40.23% | 1.8 |
|
|
TA
5014
TrueWealth Advisors
Birmingham,
Alabama
| $154M | +$37.6M | +32% | 5.35% | 60.9% | 129 | 38.76% | 0.2 |
|
5015
Caxton Corporation
Princeton,
New Jersey
| $154M | -$6.48M | -4% | 5.84% | 512% | 74 | 47.3% | 0.4 |
|
5016
Hickory Lane Capital Management
New York
| $154M | +$37.3M | +32% | 11.2% | – | 52 | 61.54% | 0.1 |
|
5017
VeraBank
Henderson,
Texas
| $154M | +$11.7M | +8% | 7.79% | 69.5% | 111 | 4.5% | 1.8 |
|
|
DC
5018
DPM Capital
Coral Gables,
Florida
| $154M | -$69.7M | -31% | 7.1% | 110% | 7 | 71.43% | 1.4 |
|
5019
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $154M | +$34.7M | +29% | 28.8% | 110% | 40 | 47.5% | 0.2 |
|
5020
Orser Capital Management
Southlake,
Texas
| $154M | -$3.99M | -3% | 3.56% | 128% | 101 | 29.7% | 1.4 |
|
5021
Cascade Investment Advisors
Oregon City,
Oregon
| $154M | +$17.4M | +13% | 13.1% | 79.1% | 299 | 19.73% | 2.5 |
|
5022
Next Capital Management
New York
| $154M | +$11.6M | +8% | 5.67% | 61.3% | 123 | 15.45% | 1.3 |
|
|
IAMH
5023
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $154M | -$8.76M | -5% | 103% | 64.5% | 14 | 35.71% | 0.2 |
|
5024
Fusion Capital
Mt. Pleasant,
South Carolina
| $154M | +$14.6M | +11% | 7.48% | 108% | 74 | 14.86% | 0.9 |
|
|
KCM
5025
Knoll Capital Management
Miami,
Florida
| $153M | +$6.81M | +5% | 10.3% | 258% | 41 | 29.27% | 1.3 |
|