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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5251
Denver PWM
Denver,
Colorado
| $306M | +$14.8M | +5% | 10.5% | 48.6% | 91 | 6.59% | 3 |
|
5252
Adapt Wealth Advisors
Atlanta,
Georgia
| $306M | +$29.6M | +11% | 21.3% | – | 113 | 23.01% | 1.3 |
|
5253
Ted Buchan & Co
San Diego,
California
| $306M | +$30.4M | +11% | 9.8% | 65.2% | 96 | 9.38% | 2.1 |
|
5254
Tekne Capital Management
New York
| $306M | +$68.9M | +29% | 58.7% | 516% | 6 | 50% | 0.9 |
|
5255
Quartz Partners
Saratoga Springs,
New York
| $305M | +$46.5M | +18% | 14.5% | – | 214 | 32.24% | 0.9 |
|
|
WIM
5256
WIM Investment Management
Hong Kong
| $305M | -$32.1M | -10% | 7.22% | – | 29 | 41.38% | 0.7 |
|
5257
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $305M | +$96M | +46% | 9.48% | – | 233 | 23.61% | 1.1 |
|
5258
Bond Capital Management
San Francisco,
California
| $305M | +$195M | +178% | 13.6% | 47.5% | 5 | 20% | 2.7 |
|
5259
Texas Bank & Trust
Longview,
Texas
| $305M | +$38.9M | +15% | 21% | – | 192 | 11.98% | 1.3 |
|
5260
Access Financial Services
Minneapolis,
Minnesota
| $305M | +$22.9M | +8% | 8.26% | 44.8% | 106 | 13.21% | 4 |
|
|
BDA
5261
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $305M | +$24.5M | +9% | 8.24% | 44.2% | 77 | 18.18% | 2.9 |
|
5262
Allred Capital Management
Dallas,
Texas
| $305M | +$30M | +11% | 16.2% | 73.5% | 163 | 5.52% | 5.2 |
|
5263
Carroll Advisory Group
Texarkana,
Texas
| $305M | +$46.9M | +18% | 11.7% | – | 75 | 10.67% | 0.4 |
|
5264
IronBridge Private Wealth
Austin,
Texas
| $304M | -$5.64M | -2% | 8.8% | 122% | 53 | 26.42% | 1.8 |
|
5265
First Sabrepoint Capital Management
Dallas,
Texas
| $304M | +$28.5M | +10% | 21.5% | 218% | 38 | 52.63% | 1 |
|
5266
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $304M | +$37.6M | +14% | 13.1% | – | 205 | 17.56% | 1.1 |
|
5267
Excalibur Management
Waltham,
Massachusetts
| $303M | +$25M | +9% | 13.6% | 81.7% | 180 | 13.89% | 6.1 |
|
5268
Carmel Capital Partners
San Diego,
California
| $303M | +$26.2M | +9% | 9.45% | 65.1% | 160 | 33.75% | 1.7 |
|
5269
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $303M | +$105M | +53% | 60.4% | – | 26 | 19.23% | 1.2 |
|
5270
Brick & Kyle Associates
Newtown,
Pennsylvania
| $303M | $0 | 0% | 17.5% | 97.4% | 96 | 0% | 3.4 |
|
5271
David Kennon
Sarasota,
Florida
| $303M | +$23.7M | +9% | 11.8% | 52.4% | 46 | 13.04% | 2.5 |
|
5272
First Dallas Securities
Dallas,
Texas
| $303M | +$32.3M | +12% | 20.3% | 163% | 136 | 21.32% | 3.2 |
|
|
LWMI
5273
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $302M | +$37.1M | +14% | 9.2% | – | 46 | 13.04% | 1.6 |
|
5274
44 Wealth Management
Eugene,
Oregon
| $302M | +$16.2M | +6% | 17.1% | – | 206 | 21.84% | 2.7 |
|
5275
Rede Wealth
Charlottesville,
Virginia
| $302M | +$24M | +9% | 9.56% | 84.4% | 120 | 12.5% | 1.5 |
|