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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5126
Parisi Gray Wealth Management
Mendham,
New Jersey
| $161M | -$42.3M | -21% | 9.6% | 137% | 106 | 23.58% | 3.9 |
|
5127
First Financial Corp
Terre Haute,
Indiana
| $161M | -$2.18M | -1% | 3.08% | 95.3% | 383 | 2.35% | 6 |
|
5128
Aflac Inc
Columbus,
Georgia
| $161M | -$17.6M | -10% | 9.87% | 13.4% | 4 | 0% | 0.6 |
|
5129
Tandem Wealth Advisors
Phoenix,
Arizona
| $161M | +$3.27M | +2% | 5.19% | 43.1% | 85 | 48.24% | 0.2 |
|
5130
MBA Advisors
Hermitage,
Pennsylvania
| $161M | +$7.76M | +5% | 4.63% | 66.1% | 133 | 16.54% | 1.6 |
|
5131
Zullo Investment Group
Scranton,
Pennsylvania
| $161M | -$2.83M | -2% | 14.2% | 143% | 767 | 82.01% | 1.2 |
|
5132
TKG Advisors
Valparaiso,
Indiana
| $160M | +$8.62M | +6% | 5.91% | 116% | 109 | 40.37% | 0.6 |
|
5133
Round Hill Asset Management
Pasadena,
California
| $160M | -$1.41M | -0.9% | 2.54% | 43.2% | 61 | 6.56% | 4.6 |
|
5134
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $160M | +$5.91M | +4% | 3.19% | 38.7% | 43 | 9.3% | 0.5 |
|
5135
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $160M | +$12.1M | +8% | 4.34% | 107% | 174 | 12.07% | 0.8 |
|
5136
Peachtree Investment Partners
Indian River Shores,,
Florida
| $160M | -$3.78M | -2% | 7.6% | 111% | 97 | 6.19% | 2.7 |
|
|
SVG
5137
Sun Valley Gold
Sun Valley,
Idaho
| $160M | +$13.7M | +9% | 18.4% | 160% | 13 | 38.46% | 2.8 |
|
5138
Ironwood Investment Management
Boston,
Massachusetts
| $160M | +$8.27M | +5% | 9.53% | 164% | 167 | 4.19% | 5.9 |
|
5139
Texas Capital Bancshares
Dallas,
Texas
| $160M | +$17.2M | +12% | 13.4% | 175% | 89 | 12.36% | 2.7 |
|
5140
Mayport LLC
Newton,
Massachusetts
| $160M | +$26M | +19% | 6.82% | 57% | 66 | 15.15% | 0.9 |
|
5141
Peninsula Asset Management
Bradenton,
Florida
| $160M | -$3.29M | -2% | 5.02% | 44.1% | 45 | 11.11% | 7.2 |
|
5142
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $160M | +$7.35M | +5% | 3.59% | 82.3% | 155 | 6.45% | 2 |
|
5143
Lansing Street Advisors
Ambler,
Pennsylvania
| $160M | +$13.7M | +9% | 4.65% | – | 378 | 27.25% | 0.8 |
|
5144
Cincinnati Casualty Company
Fairfield,
Ohio
| $160M | -$2.66M | -2% | 0.31% | 68.7% | 26 | 0% | 7.5 |
|
5145
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $159M | +$6.1M | +4% | 2.93% | 47.5% | 32 | 3.13% | 3.2 |
|
5146
United Fire Group
Cedar Rapids,
Iowa
| $159M | -$9.7M | -6% | 0.1% | 27.4% | 46 | 4.35% | 8.1 |
|
5147
Corepath Wealth Partners
Scottsdale,
Arizona
| $159M | +$9.23M | +6% | 4.95% | 62.1% | 40 | 5% | 2 |
|
5148
Successful Portfolios
Clearwater,
Florida
| $159M | +$5.95M | +4% | 7.12% | 110% | 202 | 12.87% | 3.6 |
|
5149
Brookmont Capital Management
Dallas,
Texas
| $159M | -$3.85M | -2% | 1.02% | 32.2% | 51 | 11.76% | 6.1 |
|
5150
Clarus Wealth Advisors
Peoria,
Arizona
| $159M | +$6.42M | +4% | 7.28% | 89.7% | 149 | 38.93% | 1.5 |
|