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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
Balanced Wealth Group
Westlake,
Ohio
| $226M | +$6.15M | +3% | 7.28% | – | 68 | 2.94% | 0.7 |
|
5127
Baker Tilly Wealth Management
Madison,
Wisconsin
| $226M | -$18.5M | -8% | 7.14% | 96.9% | 294 | 25.51% | 3 |
|
5128
Harbour Investment Management
Edmonds,
Washington
| $226M | +$9.28M | +4% | 5.2% | 58.8% | 91 | 4.4% | 6.1 |
|
5129
Exeter Financial
Scottsdale,
Arizona
| $226M | +$16.1M | +8% | 8.39% | 59.1% | 93 | 5.38% | 4.9 |
|
|
AIC
5130
Anthracite Investment Company
Fort Worth,
Texas
| $226M | +$1.76M | +0.8% | 6.55% | – | 108 | 47.22% | 0.5 |
|
5131
Act Wealth Management
Plano,
Texas
| $226M | +$22.3M | +11% | 7.25% | 70% | 50 | 16% | 2.1 |
|
5132
Warner Financial
Bethesda,
Maryland
| $226M | +$20.5M | +10% | 6.79% | 62.1% | 115 | 4.35% | 2.1 |
|
5133
SimpliFi Inc
San Diego,
California
| $226M | +$9M | +4% | 5.77% | 27.9% | 42 | 4.76% | 2.7 |
|
|
CCAM
5134
Codex Capital Asset Management
Dallas,
Texas
| $225M | +$7.02M | +3% | 3.94% | – | 38 | 7.89% | 0.2 |
|
5135
BWM Planning
The Woodlands,
Texas
| $225M | – | – | 5.73% | – | 76 | – | 0 |
|
5136
Slagle Financial
Edwardsville,
Illinois
| $225M | +$30.3M | +16% | 8% | 77.9% | 116 | 8.62% | 1 |
|
|
GAMC
5137
Garner Asset Management Corp
Plano,
Texas
| $225M | +$13.6M | +6% | 7.42% | 103% | 155 | 5.81% | 4.8 |
|
5138
Incline Global Management
New York
| $225M | -$17.5M | -7% | 10.5% | 40.1% | 29 | 24.14% | 1.8 |
|
5139
Forum Private Client Group
Fishers,
Indiana
| $225M | +$14.7M | +7% | 5.77% | 47.9% | 75 | 2.67% | 0.7 |
|
5140
Tanglewood Legacy Advisors
Houston,
Texas
| $225M | +$13.4M | +6% | 5.47% | 61.1% | 288 | 3.13% | 1.5 |
|
5141
Cobalt Capital Management
Short Hills,
New Jersey
| $225M | -$5.72M | -2% | 11.5% | 235% | 37 | 70.27% | 0.8 |
|
5142
Azarias Capital Management
Berwyn,
Pennsylvania
| $225M | +$2.48M | +1% | 3.71% | 58.2% | 21 | 4.76% | 2 |
|
5143
Altman Advisors
Chicago,
Illinois
| $225M | +$48.9M | +28% | 7.36% | 127% | 99 | 36.36% | 2 |
|
5144
GS Investments
Minneapolis,
Minnesota
| $225M | +$12.9M | +6% | 6.39% | 94.1% | 134 | 2.99% | 3.7 |
|
5145
Wynnefield Capital
New York
| $225M | +$2.2M | +1% | 3.03% | 52.1% | 17 | 0% | 4.7 |
|
|
VWM
5146
VCI Wealth Management
St Louis,
Missouri
| $225M | +$22.4M | +11% | 5.69% | 86.3% | 127 | 56.69% | 0.4 |
|
5147
Acuitas Investments
Seattle,
Washington
| $224M | +$37.4M | +20% | 14.4% | 145% | 131 | 20.61% | 1.1 |
|
|
BIA
5148
Bigelow Investment Advisors
Portland,
Maine
| $224M | +$14.8M | +7% | 6.63% | 75.7% | 155 | 1.94% | 4.1 |
|
5149
Sharper & Granite
El Segundo,
California
| $224M | +$14.5M | +7% | 5.95% | 47.1% | 103 | 3.88% | 1.6 |
|
5150
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $224M | -$2.42M | -1% | 5.63% | 50.8% | 102 | 22.55% | 1.1 |
|