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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
Hixon Zuercher
Findlay,
Ohio
| $162M | +$5.7M | +4% | 9.16% | 101% | 60 | 15% | 2.3 |
|
5002
MYDA Advisors
Woodmere,
New York
| $162M | -$50.6M | -24% | 10.7% | 232% | 190 | 76.32% | 0.5 |
|
|
LFGO
5003
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $162M | – | – | 7.72% | 64.2% | 62 | – | 0 |
|
|
KA
5004
Kailix Advisors
Fort Lauderdale,
Florida
| $162M | – | – | 7.79% | 16.3% | 8 | – | 0 |
|
5005
Cincinnati Casualty Company
Fairfield,
Ohio
| $162M | +$19.8M | +14% | 14.8% | 56% | 26 | 0% | 7.3 |
|
5006
Safeguard Investment Advisory Group
Corona,
California
| $162M | +$16.2M | +11% | 6.64% | 84.3% | 101 | 8.91% | 1.5 |
|
|
I2I
5007
Insight 2811 Inc
Chicago,
Illinois
| $162M | +$13.8M | +9% | 4.31% | 30.8% | 102 | 26.47% | 3.3 |
|
5008
Carmel Capital Management
Carmel,
California
| $162M | +$8.94M | +6% | 12.9% | 247% | 36 | 5.56% | 0.9 |
|
5009
Altman Advisors
Chicago,
Illinois
| $162M | +$3.65M | +2% | 9.61% | 127% | 97 | 16.49% | 2.2 |
|
5010
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $162M | +$11.6M | +8% | 9.47% | 98.6% | 133 | 16.54% | 3.8 |
|
5011
Constitution Capital
Shelton,
Connecticut
| $162M | +$12.4M | +8% | 9.26% | 91.1% | 71 | 18.31% | 1.5 |
|
5012
West Branch Capital
Amherst,
Massachusetts
| $162M | +$1M | +0.6% | 8.92% | 156% | 486 | 10.08% | 1.8 |
|
5013
Royal Harbor Partners
Houston,
Texas
| $162M | +$15.6M | +11% | 7.59% | 54.6% | 79 | 22.78% | 1.5 |
|
5014
Sterling Investment Counsel
Buffalo,
New York
| $162M | +$24.9M | +18% | 6.25% | 93.8% | 157 | 15.92% | 0.8 |
|
5015
Round Hill Asset Management
Pasadena,
California
| $162M | +$14.6M | +10% | 12.9% | 43.2% | 60 | 5% | 4.5 |
|
5016
GS Investments
Minneapolis,
Minnesota
| $162M | +$10.7M | +7% | 10.9% | 94.1% | 155 | 4.52% | 2.1 |
|
|
WWMSC
5017
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $162M | +$26.8M | +20% | 6.23% | 36.4% | 747 | 70.55% | 2.6 |
|
5018
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $162M | +$14.8M | +10% | 5.99% | 58.9% | 73 | 24.66% | 1.4 |
|
5019
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $161M | +$15.6M | +11% | 9.63% | 86.2% | 78 | 7.69% | 3.4 |
|
5020
Hutner Capital Management
Manchester,
Vermont
| $161M | +$18.4M | +13% | 12.4% | 52.2% | 44 | 0% | 5 |
|
5021
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $161M | +$13.6M | +9% | 11.4% | 60.3% | 21 | 28.57% | 0.6 |
|
5022
PFG Private Wealth Management
Lutz,
Florida
| $161M | +$8.87M | +6% | 7.38% | 52.6% | 437 | 31.58% | 1 |
|
5023
Shaker Investments
Cleveland,
Ohio
| $161M | +$12M | +8% | 9.49% | 205% | 86 | 17.44% | 3.1 |
|
5024
Stone Asset Management
Austin,
Texas
| $161M | +$7.73M | +5% | 7.39% | – | 44 | 9.09% | 0.9 |
|
|
CL
5025
COWA LLC
Tulsa,
Oklahoma
| $161M | +$9.2M | +6% | 12.5% | 67.7% | 354 | 67.51% | 1.5 |
|