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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5126
Shaker Financial Services
Arlington,
Virginia
| $319M | +$32.3M | +11% | 7.31% | 12.9% | 170 | 27.65% | 2.3 |
|
5127
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $319M | +$89.7M | +39% | 14.1% | 79.7% | 177 | 12.99% | 2.1 |
|
5128
Centerline Wealth Advisors
Louisville,
Kentucky
| $319M | +$41.2M | +15% | 14.5% | – | 82 | 14.63% | 0.8 |
|
5129
Axiom Financial Strategies
New Albany,
Indiana
| $319M | +$35M | +12% | 12.8% | 54.5% | 35 | 11.43% | 1.1 |
|
5130
Powers Advisory Group
Highland,
Illinois
| $319M | +$35.5M | +13% | 8.3% | 49.8% | 133 | 8.27% | 3 |
|
|
TTA
5131
Thor Trading Advisors
Greensburg,
Pennsylvania
| $319M | +$77.3M | +32% | 16.2% | – | 41 | 75.61% | 0.3 |
|
|
SA
5132
Skyline Advisors
Bellingham,
Washington
| $319M | +$32M | +11% | 10% | – | 132 | 15.91% | 1.5 |
|
5133
Berkeley Inc
Boise,
Idaho
| $319M | +$20.6M | +7% | 9% | 49.4% | 88 | 10.23% | 3.1 |
|
5134
Summa Corp
Tomball,
Texas
| $319M | +$76.7M | +32% | 58.9% | – | 90 | 15.56% | 1.4 |
|
5135
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $319M | +$42.2M | +15% | 11.3% | 55.5% | 73 | 17.81% | 2.2 |
|
5136
Beacon Investment Advisors
Gaithersburg,
Maryland
| $318M | +$53.5M | +20% | 26.5% | 96.4% | 182 | 8.24% | 2.5 |
|
5137
Chaney Capital Management
Lynnwood,
Washington
| $318M | +$34.4M | +12% | 14% | – | 47 | 17.02% | 1.8 |
|
5138
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $318M | +$39.4M | +14% | 14.3% | 72.4% | 114 | 16.67% | 2.4 |
|
5139
Sittner & Nelson
Eugene,
Oregon
| $318M | +$44.3M | +16% | 15.2% | 88.1% | 650 | 18% | 3.3 |
|
5140
Nixon Capital
Austin,
Texas
| $318M | +$25M | +9% | 19.9% | 118% | 27 | 40.74% | 1.1 |
|
5141
GoodHaven Capital Management
Millburn,
New Jersey
| $318M | +$30.7M | +11% | 9.98% | 80.7% | 26 | 0% | 6.1 |
|
5142
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $318M | +$22.2M | +8% | 13.3% | 69.5% | 177 | 17.51% | 2 |
|
5143
Mills Wealth Advisors
Southlake,
Texas
| $318M | +$31.3M | +11% | 6.56% | 37.9% | 88 | 22.73% | 1.8 |
|
5144
Boothe Investment Group
Dover,
Delaware
| $317M | +$6.73M | +2% | 10.7% | 75.6% | 41 | 9.76% | 2.4 |
|
5145
Genesee Capital Advisors
Auburn,
New York
| $317M | +$78.7M | +33% | 25.3% | 107% | 181 | 28.73% | 1.9 |
|
5146
Theory Financial
Fort Collins,
Colorado
| $317M | +$32.4M | +11% | 13.2% | 54.5% | 104 | 14.42% | 2 |
|
5147
Wealthspan Partners
Davenport,
Iowa
| $317M | +$33.5M | +12% | 9.99% | 65% | 133 | 10.53% | 2.8 |
|
5148
Medallion Wealth Advisors
Farmington,
Connecticut
| $317M | +$11M | +4% | 12.7% | – | 1,314 | 21.77% | 1.1 |
|
5149
Montanaro Asset Management
London,
United Kingdom
| $317M | -$17.2M | -5% | 18.7% | 49.6% | 47 | 21.28% | 2.5 |
|
5150
ticino wealth
Mission Viejo,
California
| $317M | +$29.4M | +10% | 13.6% | – | 149 | 16.78% | 0.5 |
|