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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5001
Hutner Capital Management
Manchester,
Vermont
| $143M | -$9.41M | -6% | 5.13% | 52.2% | 44 | 2.27% | 4.8 |
|
5002
Western Financial Corp
San Diego,
California
| $143M | +$2.29M | +2% | 0.45% | 275% | 106 | 25.47% | 0.9 |
|
5003
Ironwood Investment Management
Boston,
Massachusetts
| $143M | -$6.59M | -4% | 2.42% | 164% | 171 | 6.43% | 5.6 |
|
5004
FSA Wealth Management
Needham,
Massachusetts
| $143M | +$107M | +297% | 4.99% | – | 54 | 59.26% | 1.1 |
|
5005
Stonebridge Financial Planning Group
Orlando,
Florida
| $143M | -$4.37M | -3% | 4.83% | 67.2% | 123 | 16.26% | 2 |
|
5006
City State Bank
Norwalk,
Iowa
| $143M | -$524K | -0.4% | 5.11% | 79.1% | 721 | 5.41% | 0.7 |
|
5007
Sheares Healthcare Group
Singapore
| $143M | +$77.5M | +119% | 119% | – | 1 | 0% | 0.8 |
|
5008
Northpond Ventures
Bethesda,
Maryland
| $143M | +$37.7M | +36% | 79.1% | 67.3% | 5 | 0% | 0.7 |
|
5009
Soundmark Wealth Management
Kirkland,
Washington
| $143M | +$2.34M | +2% | 5.86% | 17.2% | 60 | 6.67% | 1.4 |
|
5010
Helen Stephens Group
Fort Worth,
Texas
| $143M | +$1.7M | +1% | 4.55% | 53.4% | 65 | 20% | 0.6 |
|
5011
BMS Financial Advisors
Rapid City,
South Dakota
| $143M | -$10.2M | -7% | 4.84% | – | 117 | 33.33% | 0.6 |
|
5012
GoalVest Advisory
New York
| $143M | -$15.2M | -10% | 5.92% | 94.8% | 325 | 26.77% | 1.1 |
|
5013
Sterling Financial Planning
Sparta,
New Jersey
| $143M | +$356K | +0.3% | 5.81% | 55.5% | 90 | 8.89% | 1.6 |
|
|
MA
5014
Menlo Advisors
Menlo Park,
California
| $143M | -$8.26M | -5% | 3.34% | 108% | 34 | 20.59% | 5.5 |
|
5015
Red Spruce Capital
Berwyn,
Pennsylvania
| $142M | -$7.55M | -5% | 3.56% | 98.4% | 88 | 2.27% | 2.3 |
|
5016
Cincinnati Casualty Company
Fairfield,
Ohio
| $142M | -$10.7M | -7% | 6.35% | 56% | 26 | 0% | 7 |
|
5017
Weitzel Financial Services
Dubuque,
Iowa
| $142M | -$5.79M | -4% | 4.85% | 46.3% | 38 | 18.42% | 1.3 |
|
5018
Pacific Sun Financial
Los Angeles,
California
| $142M | -$9.26M | -6% | 4.59% | 70.3% | 181 | 6.63% | 3.3 |
|
|
APSI
5019
Asset Planning Services Inc
Covington,
Louisiana
| $142M | -$10.3M | -7% | 6.41% | 138% | 36 | 5.56% | 3.6 |
|
5020
Tabor Asset Management
New York
| $142M | +$7.5M | +6% | 13.1% | 214% | 39 | 46.15% | 0.6 |
|
5021
Tieton Capital Management
Yakima,
Washington
| $142M | -$2.24M | -2% | 1.35% | 172% | 33 | 6.06% | 4.1 |
|
5022
WR Wealth Planners
Columbia,
Missouri
| $142M | -$9.7M | -6% | 5.35% | 22.1% | 569 | 15.47% | 0.4 |
|
5023
Birchview Capital
Burlington,
Vermont
| $142M | +$4.53M | +3% | 12% | 327% | 62 | 6.45% | 2.8 |
|
5024
Blackston Financial Advisory Group
The Villages,
Florida
| $142M | -$11.1M | -7% | 5.16% | 69.1% | 103 | 23.3% | 0.6 |
|
|
WMA
5025
Wealth Management Associates
Cherry Hill,
New Jersey
| $142M | -$4.63M | -3% | 5.7% | 111% | 188 | 14.36% | 2.4 |
|