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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5151
TPG Financial Advisors
Portland,
Oregon
| $143M | +$8.77M | +7% | 2.32% | – | 41 | 9.76% | 1.6 |
|
5152
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $143M | +$6.76M | +5% | 1.54% | 36.4% | 124 | 12.9% | 2.3 |
|
5153
Nationwide Asset Management
Columbus,
Ohio
| $143M | -$30.7M | -18% | 0.16% | 8.56% | 12 | 25% | 1.1 |
|
5154
Orion Capital Management
Coronado,
California
| $143M | +$8.07M | +6% | 3.09% | 75.3% | 321 | 14.02% | 0.2 |
|
5155
Sterneck Capital Management
Kansas City,
Missouri
| $143M | +$9.9M | +7% | 6.49% | 61.5% | 86 | 17.44% | 3.7 |
|
5156
Weitzel Financial Services
Dubuque,
Iowa
| $143M | +$9.07M | +7% | 3.63% | 46.3% | 29 | 17.24% | 0.2 |
|
5157
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $143M | +$14M | +11% | 0.91% | 51.3% | 122 | 38.52% | 1.5 |
|
|
AAM
5158
Ascension Asset Management
New York
| $143M | -$486K | -0.3% | 6.11% | – | 104 | 97.12% | 0.1 |
|
|
REMS
5159
Real Estate Management Services
| $143M | +$22.6M | +19% | 13.2% | 67.2% | 36 | 19.44% | 2.7 |
|
5160
Mountaineer Partners Management
New York
| $143M | +$3.39M | +2% | 11.6% | 129% | 20 | 40% | 0.9 |
|
5161
Jess S. Morgan & Co
Los Angeles,
California
| $143M | +$17.2M | +14% | 9.57% | 69.3% | 44 | 9.09% | 1 |
|
5162
RiverTree Advisors
Winter Park,
Florida
| $143M | +$17.6M | +14% | 3.32% | 25.4% | 49 | 61.22% | 0.1 |
|
|
TCM
5163
TORQ Capital Management
Hong Kong
| $143M | -$35.1M | -20% | 6.4% | – | 8 | 62.5% | 0.2 |
|
5164
Lansing Management
New York
| $143M | +$3.38M | +2% | 5.39% | 76.9% | 6 | 0% | 2.2 |
|
|
FP
5165
Factorial Partners
Mt. Kisco,
New York
| $142M | +$22.8M | +19% | 15.1% | 88.7% | 108 | 16.67% | 1.7 |
|
5166
United Bank (Georgia)
Zebulon,
Georgia
| $142M | +$2.61M | +2% | 7.54% | 93.7% | 84 | 7.14% | 2.9 |
|
5167
Moser Wealth Advisors
Bellevue,
Washington
| $142M | +$6.72M | +5% | 3.02% | – | 168 | 32.14% | 0.8 |
|
5168
Catalyst Private Wealth
San Mateo,
California
| $142M | +$28.3M | +25% | 0.19% | 120% | 64 | 14.06% | 0.4 |
|
5169
Empirical Capital Management
Hendersonville,
Tennessee
| $142M | +$22.3M | +19% | 21.6% | 205% | 29 | 48.28% | 1.3 |
|
5170
Madison Wealth Partners
Madison,
Wisconsin
| $142M | -$6.9M | -5% | 3% | 66.9% | 55 | 1.82% | 0.3 |
|
5171
XXEC Inc
Tulsa,
Oklahoma
| $142M | +$15M | +12% | 1.78% | 30.1% | 32 | 18.75% | 0.4 |
|
5172
Investment Counsel
Petoskey,
Michigan
| $142M | -$2.99M | -2% | 4.84% | 50.1% | 54 | 5.56% | 4.6 |
|
5173
Seneca Financial Advisors
Rochester,
New York
| $142M | +$10.5M | +8% | 5% | 50.9% | 40 | 7.5% | 0.2 |
|
5174
Evermore Global Advisors
Summit,
New Jersey
| $142M | +$49.5M | +53% | 40.3% | 133% | 20 | 45% | 1.9 |
|
5175
Sowa Financial Group
Lincoln,
Rhode Island
| $142M | -$6.6M | -4% | 2.46% | 100% | 242 | 71.9% | 1.2 |
|