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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5101
ForthRight Wealth Management
Alpharetta,
Georgia
| $147M | +$20.1M | +16% | 5.92% | 50.4% | 193 | 83.94% | 0.2 |
|
5102
Washburn Capital Management
Vero Beach,
Florida
| $147M | +$3.51M | +2% | 5.18% | 123% | 62 | 22.58% | 0.8 |
|
5103
Triton Wealth Management
Sun City,
Arizona
| $147M | -$9.9M | -6% | 4.23% | – | 112 | 25% | 0.6 |
|
5104
Orleans Capital Management
Mandeville,
Louisiana
| $147M | +$8.1M | +6% | 6.3% | 94.6% | 80 | 6.25% | 0.9 |
|
5105
Goepper Burkhardt
Greenville,
South Carolina
| $147M | +$9.28M | +7% | 3.69% | 50.4% | 64 | 9.38% | 0.2 |
|
5106
Tilden Park Management I
New York
| $147M | +$49.9M | +52% | 1.93% | 29.6% | 58 | 96.55% | 0.1 |
|
5107
New Silk Road Investment
Singapore
| $147M | -$26M | -15% | 2.17% | 21.2% | 13 | 30.77% | 1.3 |
|
5108
Highline Capital Management
New York
| $147M | -$57.8M | -28% | 15.9% | 198% | 31 | 67.74% | 0.4 |
|
5109
Precept Management
Dallas,
Texas
| $147M | -$100M | -41% | 13.1% | 110% | 72 | 61.11% | 0.9 |
|
|
RMSCM
5110
R.M. Sincerbeaux Capital Management
New York
| $147M | +$9.1M | +7% | 8.2% | 76.4% | 47 | 4.26% | 5.9 |
|
5111
Harbor Group
Bedford,
New Hampshire
| $146M | +$12.6M | +9% | 8.82% | 43% | 54 | 5.56% | 0.2 |
|
5112
BCGM Wealth Management
Lafayette,
Indiana
| $146M | +$5.04M | +4% | 4.21% | 58.3% | 102 | 14.71% | 0.2 |
|
5113
SWMG LLC
Fort Worth,
Texas
| $146M | +$9.49M | +7% | 7.3% | 68.7% | 61 | 11.48% | 0.2 |
|
5114
Sterling Investment Management
Tucson,
Arizona
| $146M | +$5.22M | +4% | 4.39% | 45.3% | 61 | 11.48% | 3.6 |
|
5115
Arrow Capital Management
New York
| $146M | -$110M | -43% | 7% | – | 22 | 40.91% | 1.5 |
|
5116
Insight Folios
Charlotte,
North Carolina
| $146M | +$11.4M | +8% | 15.8% | 32.9% | 39 | 5.13% | 1.2 |
|
5117
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $146M | +$31.1M | +27% | 6.82% | 67.9% | 71 | 12.68% | 0.2 |
|
5118
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $146M | +$4.86M | +3% | 8.79% | 81.5% | 145 | 6.21% | 5.2 |
|
5119
DB Wealth Management Group
San Diego,
California
| $146M | +$10.3M | +8% | 5.49% | 19% | 397 | 13.6% | 0.2 |
|
5120
CoreFirst Bank & Trust
Topeka,
Kansas
| $146M | +$10.7M | +8% | 6.41% | 61.4% | 457 | 9.19% | 0.2 |
|
5121
ICW Investment Advisors
Scottsdale,
Arizona
| $146M | +$5.82M | +4% | 3.6% | 58.6% | 129 | 3.88% | 1.2 |
|
5122
Wiser Wealth Management
Marietta,
Georgia
| $146M | +$12.2M | +9% | 3.06% | 53% | 29 | 6.9% | 0.2 |
|
5123
Brown University
Providence,
Rhode Island
| $146M | +$7.33M | +5% | 4.15% | 40.1% | 8 | 50% | 0.7 |
|
5124
PFG Private Wealth Management
Lutz,
Florida
| $145M | +$14.9M | +11% | 1.62% | 52.6% | 66 | 37.88% | 0.8 |
|
5125
SWS Partners
Columbus,
Ohio
| $145M | -$79.1M | -35% | 6.39% | 127% | 121 | 38.84% | 1.6 |
|