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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5076
National Wealth Management Group
Cincinnati,
Ohio
| $323M | +$54.9M | +20% | 22.9% | 128% | 247 | 21.46% | 1.6 |
|
5077
United Community Bank
Greenville,
South Carolina
| $323M | +$23.5M | +8% | 10.7% | 72.7% | 584 | 11.82% | 2.2 |
|
5078
Walker Financial Services
Bowling Green,
Kentucky
| $323M | +$31M | +11% | 4.99% | 20.8% | 48 | 16.67% | 2.1 |
|
5079
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $323M | +$37.7M | +13% | 19.8% | 122% | 138 | 7.97% | 2.4 |
|
5080
Naman Capital
Sao Paulo,
Brazil
| $323M | -$36.7M | -10% | 15.7% | 89.9% | 14 | 28.57% | 2.7 |
|
5081
Granger Management
New York
| $323M | -$35.4M | -10% | 13.1% | 69.9% | 15 | 60% | 1.9 |
|
5082
Forefront Wealth Partners
Austin,
Texas
| $323M | +$83.8M | +35% | 21.2% | – | 190 | 21.58% | 0.8 |
|
5083
Sharper & Granite
El Segundo,
California
| $323M | +$30M | +10% | 11% | 50.8% | 109 | 1.83% | 2.9 |
|
5084
Royal Harbor Partners
Houston,
Texas
| $323M | +$27.4M | +9% | 8.09% | 54.6% | 61 | 24.59% | 2.1 |
|
|
SCM
5085
Sophron Capital Management
Summit,
New Jersey
| $323M | -$16.7M | -5% | 9.68% | – | 49 | 28.57% | 0.9 |
|
5086
Prosperity Financial Group
San Ramon,
California
| $323M | +$51.9M | +19% | 20.7% | 121% | 203 | 17.73% | 1.8 |
|
5087
Quantum Financial Planning Services
Spokane,
Washington
| $323M | +$44.2M | +16% | 9.78% | – | 62 | 20.97% | 0.9 |
|
5088
Northstar Advisory Group
Northfield,
New Jersey
| $322M | +$53.9M | +20% | 14.4% | 141% | 137 | 29.2% | 1.9 |
|
5089
Curio Wealth
Annapolis,
Maryland
| $322M | +$29.7M | +10% | 8.9% | – | 1,256 | 93.79% | 1.5 |
|
|
SST
5090
S Squared Technology
New York
| $322M | +$58.1M | +22% | 56.9% | 223% | 37 | 16.22% | 3.2 |
|
5091
Squadron Capital Management
Westmont,
Illinois
| $322M | +$49.3M | +18% | 34.4% | – | 60 | 66.67% | 0.2 |
|
5092
Westshore Wealth
Newport Beach,
California
| $322M | +$37.1M | +13% | 14.8% | 58.8% | 114 | 16.67% | 3.1 |
|
5093
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $322M | +$22.5M | +8% | 11.3% | 54.3% | 435 | 11.72% | 4.9 |
|
5094
EnCap Investments
Houston,
Texas
| $322M | -$583M | -64% | 16% | – | 4 | 25% | 0.3 |
|
5095
Ketron Financial
Novato,
California
| $322M | +$42.6M | +15% | 18.1% | – | 66 | 19.7% | 0.4 |
|
5096
Mathes Company
New York
| $322M | +$48.1M | +18% | 18.5% | 121% | 131 | 5.34% | 6.8 |
|
5097
AJ Advisors
Nashville,
Tennessee
| $322M | +$52.3M | +19% | 15% | 64.6% | 38 | 15.79% | 2.4 |
|
5098
MKT Advisors
Escondido,
California
| $322M | +$23.5M | +8% | 9.2% | 55.5% | 168 | 14.29% | 3.1 |
|
5099
Sonoma Allocations
Santa Rosa,
California
| $322M | +$32.1M | +11% | 13.5% | – | 161 | 36.65% | 0.6 |
|
5100
Realta Investment Advisors
Wilmington,
Delaware
| $322M | +$33.5M | +12% | 19.3% | 151% | 421 | 23.04% | 2.7 |
|