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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5051
Marks Wealth
Annapolis,
Maryland
| $233M | +$6.4M | +3% | 8.48% | 165% | 29 | 55.17% | 0.6 |
|
5052
Elevation Wealth Partners
Santa Rosa,
California
| $233M | +$21.8M | +10% | 6.14% | 69.9% | 547 | 19.38% | 1.1 |
|
5053
Waterway Wealth Management
The Woodlands,
Texas
| $233M | +$29M | +14% | 6.31% | 52.2% | 74 | 20.27% | 0.5 |
|
5054
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $233M | +$23.9M | +11% | 6.42% | 56.5% | 193 | 17.1% | 1.8 |
|
5055
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $233M | +$14.8M | +7% | 5.53% | 52% | 99 | 16.16% | 1.3 |
|
5056
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $233M | +$30.4M | +15% | 6.46% | 58.8% | 231 | 13.42% | 3.1 |
|
|
OCP
5057
OCO Capital Partners
New York
| $232M | +$42.7M | +23% | 6.15% | 679% | 5 | 40% | 2 |
|
5058
Bernzott Capital Advisors
Camarillo,
California
| $232M | +$15.3M | +7% | 7.68% | 46.2% | 38 | 10.53% | 2.9 |
|
5059
Canopy Partners
Cincinnati,
Ohio
| $232M | +$17M | +8% | 6.06% | 108% | 221 | 15.38% | 0.6 |
|
5060
7G Capital Management
New York
| $232M | +$4.74M | +2% | 10.1% | 137% | 8 | 0% | 2.1 |
|
5061
Straight Path Wealth Management
Jenison,
Michigan
| $232M | +$37.4M | +19% | 9.45% | 70.4% | 103 | 11.65% | 1.4 |
|
|
GWA
5062
GGM Wealth Advisors
Baltimore,
Maryland
| $232M | +$13.5M | +6% | 6.67% | 25.9% | 151 | 11.92% | 1.5 |
|
5063
Lowe Wealth Advisors
Columbia,
Maryland
| $232M | +$12.6M | +6% | 5.68% | 63.3% | 328 | 7.01% | 5.2 |
|
|
OGF
5064
Orin Green Financial
San Diego,
California
| $232M | +$14.8M | +7% | 4.28% | 59.1% | 84 | 9.52% | 0.4 |
|
|
MS
5065
Madden Securities
Dallas,
Texas
| $232M | +$6.14M | +3% | 6.17% | 108% | 115 | 18.26% | 2.4 |
|
5066
Standard General
New York
| $232M | -$30.9M | -12% | 21.6% | 259% | 3 | 0% | 6.1 |
|
5067
Tiemann Investment Advisors
Menlo Park,
California
| $232M | +$7.14M | +3% | 6.58% | 77% | 204 | 9.31% | 6.5 |
|
|
HRC
5068
Hoertkorn Richard Charles
| $232M | +$2.18M | +0.9% | 5.26% | 172% | 87 | 8.05% | 7.4 |
|
|
RGREA
5069
Ranger Global Real Estate Advisors
Denver,
Colorado
| $232M | -$18.8M | -8% | 14.3% | 18% | 25 | 64% | 1 |
|
|
AW
5070
Atlas Wealth
Cincinnati,
Ohio
| $232M | -$619M | -73% | 4.73% | 43.5% | 255 | 72.94% | 1.3 |
|
5071
Mendel Money Management
Northbrook,
Illinois
| $231M | +$17.7M | +8% | 7.86% | 75.4% | 137 | 6.57% | 3.8 |
|
|
OIA
5072
Optimum Investment Advisors
Chicago,
Illinois
| $231M | +$8.48M | +4% | 7.22% | 125% | 664 | 8.13% | 5.9 |
|
5073
Invenio Wealth Partners
Coral Gables,
Florida
| $231M | +$29.4M | +15% | 5.31% | 55.5% | 103 | 13.59% | 0.9 |
|
5074
Goodwin Investment Advisory
Woodstock,
Georgia
| $231M | +$13.1M | +6% | 4.14% | 60.8% | 36 | 8.33% | 1.9 |
|
5075
Geneva Partners
Lake Geneva,
Wisconsin
| $231M | -$11.8M | -5% | 5.82% | 417% | 86 | 43.02% | 1.8 |
|