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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
LPC
5026
Lion Point Capital
New York
| $200M | -$24.6M | -11% | 8.39% | 319% | 34 | 20.59% | 1.2 |
|
|
SI
5027
Saxon Interests
Houston,
Texas
| $200M | +$51.1M | +34% | 9.22% | 81.2% | 219 | 90.41% | 0.2 |
|
5028
IMA Advisory Services
Denver,
Colorado
| $200M | -$187M | -48% | 10.6% | 74.5% | 286 | 77.62% | 3.5 |
|
5029
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $200M | +$24.4M | +14% | 10.6% | – | 997 | 9.93% | 1.6 |
|
5030
FSB Premier Wealth Management
Waterloo,
Iowa
| $200M | +$20M | +11% | 8.53% | 53.9% | 177 | 12.43% | 1.9 |
|
5031
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $200M | +$15.7M | +9% | 9.32% | 60.2% | 49 | 16.33% | 3.5 |
|
5032
City State Bank
Norwalk,
Iowa
| $200M | +$18M | +10% | 9.35% | 79.1% | 710 | 7.18% | 1.7 |
|
|
ODFS
5033
O'Donnell Financial Services
San Rafael,
California
| $199M | +$19.7M | +11% | 8.97% | 61% | 39 | 33.33% | 0.8 |
|
5034
Corundum Group
Colorado Springs,
Colorado
| $199M | +$23.5M | +13% | 11.9% | 89.5% | 113 | 21.24% | 4 |
|
5035
Bridge Advisory
Pasadena,
California
| $199M | -$85.7M | -30% | 7.33% | 6.7% | 157 | 39.49% | 1.6 |
|
5036
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $199M | +$18.9M | +10% | 10.3% | 21.8% | 465 | 9.25% | 1.1 |
|
5037
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $199M | +$19.3M | +11% | 20.3% | 152% | 90 | 5.56% | 4.1 |
|
5038
Accel Wealth Management
Waverly,
Iowa
| $199M | +$19.6M | +11% | 8.76% | 82.4% | 200 | 18.5% | 2.1 |
|
5039
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $199M | -$164M | -45% | 13.2% | 86.2% | 103 | 27.18% | 3.5 |
|
|
MWM
5040
MGB Wealth Management
Addison,
Texas
| $199M | – | – | 11% | – | 258 | – | 0 |
|
5041
Family Investment Center
Saint Joseph,
Missouri
| $199M | +$33.3M | +20% | 9.01% | 53.1% | 73 | 30.14% | 0.6 |
|
5042
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $199M | +$18.1M | +10% | 20.1% | 282% | 38 | 28.95% | 1.8 |
|
|
GFWEX
5043
G.F.W. Energy XI
Dallas,
Texas
| $199M | – | – | 15.4% | – | 1 | – | 0 |
|
|
OIA
5044
Optimum Investment Advisors
Chicago,
Illinois
| $199M | +$3.51M | +2% | 11.2% | 125% | 742 | 16.44% | 5.6 |
|
5045
Horan Securities
Cincinnati,
United States
| $199M | +$10.9M | +6% | 11% | 50.1% | 113 | 17.7% | 3.3 |
|
5046
Traveka Wealth
Los Altos,
California
| $199M | – | – | 9.29% | 78.1% | 124 | – | 0 |
|
5047
Selective Wealth Management
Forest,
Virginia
| $199M | +$16.5M | +9% | 11.9% | 74.4% | 94 | 13.83% | 2.9 |
|
5048
Essential Planning
Portsmouth,
New Hampshire
| $198M | +$17.6M | +10% | 7.68% | 40.9% | 67 | 14.93% | 0.8 |
|
5049
Forge First Asset Management
Toronto, Ontario,
Canada
| $198M | +$13.4M | +7% | 11.9% | 112% | 54 | 66.67% | 0.4 |
|
5050
Wills Financial Group
Richmond,
Virginia
| $198M | +$13.2M | +7% | 10.4% | 57.5% | 66 | 16.67% | 5 |
|