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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5026
Westshore Wealth
Newport Beach,
California
| $247M | +$2.26M | +0.9% | 0.91% | 58.8% | 98 | 7.14% | 2.9 |
|
5027
Lynch Asset Management
Yardley,
Pennsylvania
| $247M | +$9.11M | +4% | 5.54% | 214% | 44 | 6.82% | 2.8 |
|
5028
Old West Investment Management
Los Angeles,
California
| $247M | -$11.8M | -5% | 2.36% | 242% | 65 | 26.15% | 2.7 |
|
5029
JCIC Asset Management
Toronto,
Ontario, Canada
| $247M | +$2.81M | +1% | 3.9% | – | 143 | 35.66% | 3.3 |
|
5030
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $247M | -$1.33M | -0.5% | 0.61% | 47% | 28 | 14.29% | 1.9 |
|
|
IWN
5031
Independent Wealth Network
Urbandale,
Iowa
| $246M | +$20.2M | +9% | 1.28% | 78.2% | 251 | 17.53% | 2.1 |
|
5032
FSA Wealth Management
Needham,
Massachusetts
| $246M | -$3.94M | -2% | 1.29% | – | 591 | 8.8% | 1.1 |
|
5033
Geneva Partners
Lake Geneva,
Wisconsin
| $246M | +$15.4M | +7% | 9.3% | 417% | 78 | 19.23% | 1.9 |
|
5034
Selective Wealth Management
Forest,
Virginia
| $246M | +$5.54M | +2% | 5.7% | 74.4% | 112 | 8.04% | 2.9 |
|
5035
Vigilare Wealth Management
Scottsdale,
Arizona
| $246M | -$1.06M | -0.4% | 0.4% | 59.5% | 94 | 8.51% | 2.9 |
|
5036
Brand Asset Management Group
Chesterfield,
Missouri
| $246M | -$9.24M | -4% | 0.57% | 70.2% | 92 | 6.52% | 4.6 |
|
5037
Goepper Burkhardt
Greenville,
South Carolina
| $246M | +$3.74M | +2% | 0.51% | 50.4% | 84 | 4.76% | 2.7 |
|
5038
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $246M | -$5.81M | -2% | 3.48% | 61.6% | 86 | 9.3% | 2 |
|
|
BCFD
5039
Boit C.F. David
| $246M | +$44.2M | +22% | 0.78% | 84.2% | 129 | 3.1% | 2.6 |
|
5040
CRCM LP
San Francisco,
California
| $246M | +$91.4M | +59% | 42.6% | – | 7 | 57.14% | 0.3 |
|
5041
One Degree Advisors
San Diego,
California
| $246M | +$8.62M | +4% | 1.58% | 54.1% | 66 | 16.67% | 0.8 |
|
5042
Weik Capital Management
Wyomissing,
Pennsylvania
| $246M | -$1.9M | -0.8% | 0.58% | 66.9% | 97 | 8.25% | 7.6 |
|
5043
Crown Wealth Group
Charlotte,
North Carolina
| $246M | +$15.9M | +7% | 3.25% | 98.2% | 125 | 18.4% | 1.4 |
|
5044
TSA Wealth Management
Houston,
Texas
| $246M | -$2.52M | -1% | 0.83% | 62.4% | 68 | 13.24% | 0.8 |
|
5045
RPD Fund Management
New York
| $246M | – | – | 9.58% | – | 8 | – | 0.2 |
|
5046
WorthPointe
La Jolla,
California
| $246M | +$7.9M | +3% | 0.12% | 59.7% | 100 | 30% | 1.3 |
|
|
RL
5047
Rogco LP
Claremore,
Oklahoma
| $245M | -$9.7M | -4% | 0.61% | 53.3% | 252 | 18.25% | 1.1 |
|
5048
First Dallas Securities
Dallas,
Texas
| $245M | +$6.11M | +3% | 4.47% | 163% | 122 | 10.66% | 2.9 |
|
5049
Briaud Financial Planning
College Station,
Texas
| $245M | +$51.7M | +27% | 0.76% | 113% | 207 | 34.3% | 0.6 |
|
5050
GKV Capital Management
Walnut Creek,
California
| $245M | – | – | 3.07% | – | 160 | – | 0 |
|