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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5201
Norris Financial Group
Greenville,
South Carolina
| $244M | +$29.8M | +14% | 12.4% | 142% | 99 | 31.31% | 1.6 |
|
5202
Tiemann Investment Advisors
Menlo Park,
California
| $244M | +$23.8M | +11% | 10.3% | 77% | 202 | 6.44% | 6.8 |
|
5203
Daventry Group
New York
| $244M | +$12.8M | +6% | 3.66% | 26.2% | 9 | 44.44% | 1.3 |
|
5204
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $244M | +$35.3M | +17% | 9.94% | 72.4% | 101 | 16.83% | 2 |
|
5205
Forza Wealth Management
Sarasota,
Florida
| $244M | +$21.4M | +10% | 5.95% | 69.8% | 193 | 10.88% | 2.1 |
|
5206
Alexander Labrunerie & Co
Columbia,
Missouri
| $244M | +$12.9M | +6% | 7.91% | – | 115 | 8.7% | 1 |
|
5207
AXS Investments
Port Chester,
New York
| $244M | -$118M | -33% | 13.4% | 104% | 217 | 40.55% | 2.1 |
|
5208
Tanglewood Legacy Advisors
Houston,
Texas
| $244M | +$15.6M | +7% | 8.02% | 61.1% | 303 | 9.9% | 2 |
|
5209
Painted Porch Advisors
Santa Barbara,
California
| $244M | +$4.78M | +2% | 2.78% | – | 557 | 21.36% | 0.9 |
|
5210
Goodlander Investment Management
Dallas,
Texas
| $244M | +$126M | +108% | 60.4% | – | 17 | 76.47% | 0.1 |
|
|
NCM
5211
NCM Capital Management
Ramsey,
New Jersey
| $244M | +$21.2M | +10% | 9.05% | 105% | 181 | 7.73% | 2.7 |
|
5212
Kessler Investment Group
Columbus,
Indiana
| $244M | +$38.8M | +19% | 28.7% | 251% | 219 | 4.11% | 2.7 |
|
5213
Agate Pass Investment Management
Bainbridge Island,
Washington
| $244M | +$9.8M | +4% | 6.76% | 76% | 110 | 5.45% | 2.7 |
|
5214
14B Capital Management
La Jolla,
California
| $243M | +$3.3M | +1% | 9.59% | – | 15 | 46.67% | 0.9 |
|
5215
Dean Capital Management
Overland Park,
Kansas
| $243M | +$13.8M | +6% | 4.18% | 89.7% | 140 | 17.14% | 1.3 |
|
5216
Juniper Investment Company
New York
| $243M | +$20.8M | +9% | 18.2% | 358% | 12 | 0% | 3.4 |
|
5217
H&F Corporate Investors VIII
San Francisco,
California
| $243M | +$132M | +119% | 119% | 33.8% | 1 | 0% | 4.5 |
|
5218
New Insight Wealth Advisors
San Ramon,
California
| $243M | +$22.8M | +10% | 9.64% | – | 109 | 16.51% | 1.1 |
|
5219
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $243M | +$31.9M | +15% | 6.99% | 55% | 58 | 5.17% | 2.6 |
|
5220
1776 Wealth
Atlanta,
Georgia
| $243M | +$25.1M | +12% | 13.6% | 90.4% | 149 | 10.74% | 2.9 |
|
5221
Fluent Financial
Dallas,
Texas
| $243M | +$13.3M | +6% | 2.49% | 46.9% | 77 | 41.56% | 1.5 |
|
5222
Financial Connections Group
Corte Madera,
California
| $242M | +$19.7M | +9% | 8.99% | 44.4% | 263 | 18.63% | 1.7 |
|
5223
TAGStone Capital
Charlotte,
North Carolina
| $242M | +$39.1M | +19% | 7.22% | 58.3% | 114 | 15.79% | 2.2 |
|
5224
Warner Financial
Bethesda,
Maryland
| $242M | +$16.2M | +7% | 9.04% | 62.1% | 118 | 5.93% | 2.6 |
|
|
RFG
5225
RFP Financial Group
Atlanta,
Georgia
| $242M | -$6.46M | -3% | 5.65% | 53.2% | 131 | 35.88% | 1.8 |
|