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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5151
Teton Advisors
Rye,
New York
| $224M | -$15.5M | -6% | 9.72% | 139% | 219 | 10.05% | 7.5 |
|
5152
Sittner & Nelson
Eugene,
Oregon
| $224M | +$20.5M | +10% | 7.52% | 88.1% | 469 | 11.51% | 3 |
|
5153
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $223M | +$22.2M | +11% | 7.53% | 107% | 208 | 12.5% | 1.7 |
|
5154
TL Private Wealth
Southlake,
Texas
| $223M | +$2.23M | +1% | 5.48% | 50.6% | 46 | 8.7% | 3.2 |
|
5155
Trinity Financial Advisors
Columbus,
Ohio
| $223M | -$17.1K | -0% | 6.3% | 74.5% | 89 | 12.36% | 1.7 |
|
5156
1776 Wealth
Atlanta,
Georgia
| $223M | +$1.16M | +0.5% | 5.84% | 90.4% | 155 | 10.32% | 2.4 |
|
5157
Coalescence Partners Investment Management
New York
| $223M | +$101M | +83% | 11.6% | – | 15 | 20% | 0.4 |
|
5158
14B Capital Management
La Jolla,
California
| $223M | +$9.11M | +4% | 7.66% | – | 11 | 18.18% | 0.6 |
|
5159
Bayshore Asset Management
Coral Gables,
Florida
| $223M | +$24M | +12% | 6.98% | 62.3% | 55 | 40% | 1.4 |
|
5160
FullCircle Wealth
Dallas,
Texas
| $223M | +$18.9M | +9% | 6.27% | – | 192 | 15.63% | 0.2 |
|
5161
Raine Capital
New York
| $223M | +$17.6M | +9% | 9.3% | 119% | 5 | 0% | 3 |
|
5162
Nine Masts Capital
Central,
Hong Kong
| $223M | -$111M | -33% | 4.57% | 88.1% | 184 | 63.04% | 0.3 |
|
5163
IMS Capital Management
Portland,
Oregon
| $223M | +$7.95M | +4% | 6.94% | 119% | 145 | 4.14% | 5 |
|
5164
Gibraltar Capital Management
Tulsa,
Oklahoma
| $223M | +$1.49M | +0.7% | 4.07% | 65% | 56 | 23.21% | 3.6 |
|
5165
TPG Financial Advisors
Portland,
Oregon
| $222M | +$10.9M | +5% | 5.88% | – | 72 | 11.11% | 2.6 |
|
5166
Beta Wealth Group
San Diego,
California
| $222M | +$10.8M | +5% | 4.69% | 45.4% | 111 | 12.61% | 2.1 |
|
5167
SVF Sponsor III
Menlo Park,
California
| $222M | -$97.9M | -31% | 30.6% | 133% | 1 | 0% | 1.8 |
|
5168
Optimist Retirement Group
Bellevue,
Washington
| $222M | +$31.3M | +16% | 6.12% | 92.2% | 135 | 26.67% | 0.5 |
|
5169
JW Asset Management
Miami Beach,
Florida
| $221M | -$21.2M | -9% | 2.22% | 251% | 17 | 47.06% | 1.2 |
|
5170
Advisor Resource Council
Dallas,
Texas
| $221M | +$167M | +305% | 5.53% | 74.7% | 265 | 81.89% | 0.3 |
|
|
WFA
5171
WMG Financial Advisors
Knoxville,
Tennessee
| $221M | +$32.4M | +17% | 7.27% | 73.8% | 178 | 13.48% | 1.3 |
|
|
CNBT
5172
Cornerstone National Bank & Trust
Palatine,
Illinois
| $221M | +$17.6M | +9% | 5.71% | 38.5% | 167 | 63.47% | 1.4 |
|
5173
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $221M | +$15.2M | +7% | 7.54% | 98.6% | 152 | 12.5% | 4.5 |
|
|
MWM
5174
MTC Wealth Management
Tampa,
Florida
| $221M | +$11.1M | +5% | 6.04% | 30.5% | 14 | 0% | 2.8 |
|
5175
Collaborative Wealth Management
Lake Mary,
Florida
| $221M | +$16.5M | +8% | 6.07% | 41.6% | 178 | 5.06% | 2.7 |
|