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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5176
New Insight Wealth Advisors
San Ramon,
California
| $266M | +$22.8M | +9% | 9.55% | – | 110 | 7.27% | 1.3 |
|
|
CCAM
5177
Codex Capital Asset Management
Dallas,
Texas
| $266M | +$15.6M | +6% | 9.14% | – | 33 | 9.09% | 1.2 |
|
5178
DLK Investment Management
Solana Beach,
California
| $265M | +$863K | +0.3% | 6.33% | 80.4% | 101 | 21.78% | 1.3 |
|
5179
National Wealth Management Group
Cincinnati,
Ohio
| $265M | +$86.9M | +49% | 10.2% | 128% | 254 | 48.03% | 1.1 |
|
5180
Iyo Bank
Matsuyama,
Japan
| $265M | +$17.6M | +7% | 6.12% | 125% | 42 | 4.76% | 2.5 |
|
5181
SMART Wealth
Omaha,
Nebraska
| $265M | -$53.7M | -17% | 9.13% | 83.6% | 193 | 39.9% | 1.1 |
|
|
JPLA
5182
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $265M | +$20.7M | +8% | 6.8% | 84% | 165 | 10.91% | 3.5 |
|
5183
Revere Asset Management
Dallas,
Texas
| $265M | +$58.9M | +29% | 24.5% | 592% | 44 | 63.64% | 0.4 |
|
5184
Lind Value II ApS
Aarhus C,
Denmark
| $265M | +$37.5M | +16% | 6.32% | – | 13 | 38.46% | 0.6 |
|
5185
Acorn Creek Capital
Fort Collins,
Colorado
| $265M | +$24.1M | +10% | 7.06% | – | 82 | 10.98% | 1.4 |
|
|
HIS
5186
Horizon Investment Services
Hammond,
Indiana
| $265M | +$36.6M | +16% | 17.2% | 250% | 143 | 21.68% | 3 |
|
|
SC
5187
Sawyer & Company
Boston,
Massachusetts
| $265M | -$33.1M | -11% | 5.67% | 111% | 218 | 21.56% | 4.3 |
|
5188
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $265M | +$37.1M | +16% | 7.99% | 103% | 50 | 14% | 4.3 |
|
5189
REDW Wealth
Albuquerque,
New Mexico
| $265M | +$13.1M | +5% | 6.29% | 59.1% | 115 | 10.43% | 3.9 |
|
5190
Texas Bank & Trust
Longview,
Texas
| $264M | +$13M | +5% | 8.7% | – | 187 | 12.3% | 0.7 |
|
5191
Wealthedge Investment Advisors
New York
| $264M | +$24.3M | +10% | 5.58% | – | 163 | 33.74% | 0.6 |
|
|
BNMT
5192
Bawa N Mallick Trust
Forest Hills,
New York
| $264M | +$22.2M | +9% | 8.64% | – | 74 | 9.46% | 0.7 |
|
|
MFC
5193
Mechanics Financial Corp
Mansfield,
Ohio
| $264M | +$28.8M | +12% | 11.9% | 81.6% | 242 | 2.07% | 2.9 |
|
5194
Axis Capital Holdings
Pembroke,
| $264M | +$19M | +8% | 7.74% | 76% | 2 | 0% | 7.1 |
|
5195
Wela Strategies
Atlanta,
Georgia
| $264M | +$10.3M | +4% | 4.87% | 51.3% | 59 | 16.95% | 2.8 |
|
5196
Reliant Investment Management
Memphis,
Tennessee
| $264M | +$32.6M | +14% | 9.01% | 129% | 61 | 11.48% | 3.8 |
|
5197
Dupree Financial Group
Lexington,
Kentucky
| $263M | +$9.38M | +4% | 10.9% | 75.8% | 81 | 28.4% | 1.2 |
|
5198
Raleigh Capital Management
Cary,
North Carolina
| $263M | +$24.7M | +10% | 7.61% | 79.9% | 688 | 32.85% | 2.2 |
|
5199
Searcy Financial Services
Overland Park,
Kansas
| $263M | +$17.1M | +7% | 7.34% | 60.2% | 26 | 7.69% | 3.3 |
|
5200
Triton Wealth Management
Sun City,
Arizona
| $263M | +$28.7M | +12% | 10.2% | – | 122 | 21.31% | 2.6 |
|