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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
Cambridge Financial Group
Columbus,
Ohio
| $230M | -$11.8M | -5% | 0.62% | – | 36 | 16.67% | 4.7 |
|
5127
Jacobsen Capital Management
Salt Lake City,
Utah
| $230M | -$4.72M | -2% | 1.6% | 97.3% | 104 | 12.5% | 2.4 |
|
5128
Selective Wealth Management
Forest,
Virginia
| $230M | -$16.5M | -7% | 2.89% | 74.4% | 109 | 8.26% | 3.1 |
|
|
BIMC
5129
Benson Investment Management Company
Roanoke,
Virginia
| $230M | -$11M | -5% | 3.2% | 99.8% | 60 | 43.33% | 1.7 |
|
5130
Sonata Capital Group
Seattle,
Washington
| $230M | -$11.8M | -5% | 3.53% | 66.5% | 114 | 4.39% | 5.6 |
|
5131
Forge First Asset Management
Toronto, Ontario,
Canada
| $230M | -$48.8M | -18% | 4.75% | 112% | 52 | 65.38% | 0.7 |
|
5132
McCarthy & Cox
Marysville,
Ohio
| $230M | -$58.5M | -20% | 2.01% | – | 68 | 17.65% | 0.8 |
|
|
CCM
5133
Cutter Capital Management
New York
| $230M | -$14.4M | -6% | 2.37% | – | 31 | 64.52% | 0.3 |
|
5134
Dover Advisors
Richmond,
Virginia
| $230M | +$55.2M | +32% | 0.21% | 65% | 167 | 25.75% | 1.2 |
|
|
BC
5135
Bayforest Capital
London,
United Kingdom
| $230M | +$150M | +188% | 3.75% | – | 926 | 50.54% | 0.2 |
|
5136
Dean Capital Management
Overland Park,
Kansas
| $230M | -$5.34M | -2% | 1.38% | 89.7% | 138 | 5.8% | 1.3 |
|
5137
Fluent Financial
Dallas,
Texas
| $230M | +$3.5M | +2% | 1.23% | 46.9% | 77 | 42.86% | 1.6 |
|
5138
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $229M | -$1.07M | -0.5% | 0.34% | 68.8% | 125 | 4.8% | 2.6 |
|
5139
Elevation Capital Advisory
Bend,
Oregon
| $229M | -$4.09M | -2% | 1.09% | – | 80 | 63.75% | 0.4 |
|
|
SLA
5140
Silver Lake Advisory
Cottonwood Heights,
Utah
| $229M | +$1.81M | +0.8% | 2.26% | 76.7% | 101 | 6.93% | 4.2 |
|
5141
Left Brain Wealth Management
Naperville,
Illinois
| $229M | -$35.6M | -13% | 4.61% | 376% | 106 | 28.3% | 1.2 |
|
5142
HF Advisory Group
Annapolis,
Maryland
| $229M | +$11.3M | +5% | 1.77% | 73.2% | 162 | 3.09% | 1.9 |
|
|
LA
5143
LFL Advisers
Evanston,
Illinois
| $229M | -$28.2M | -11% | 3.61% | 83% | 9 | 11.11% | 7 |
|
5144
Sweeney & Michel
Chico,
California
| $229M | – | – | 0.61% | – | 119 | – | 1.7 |
|
5145
Monte Financial Group
Guilford,
Connecticut
| $228M | -$5.11M | -2% | 0.16% | 66.7% | 90 | 15.56% | 3.7 |
|
5146
Ruggaard & Associates
Hudson,
Ohio
| $228M | +$267K | +0.1% | 1.76% | 47.6% | 117 | 7.69% | 1.6 |
|
5147
Wayfinding Financial
Lynnwood,
Washington
| $228M | +$41.2M | +22% | 1.53% | 68.3% | 742 | 81.67% | 0.1 |
|
5148
Tanglewood Legacy Advisors
Houston,
Texas
| $228M | -$5.74M | -2% | 2.92% | 61.1% | 312 | 10.26% | 1.8 |
|
5149
GPM Growth Investors
Bloomfield Hills,
Michigan
| $228M | -$8.53M | -4% | 3.79% | – | 46 | 10.87% | 3.1 |
|
|
GBI
5150
GP Brinson Investments
Chicago,
Illinois
| $228M | -$14.3M | -6% | 0.2% | 51.2% | 16 | 6.25% | 3.4 |
|