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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5276
BCK Partners
Corning,
New York
| $160M | +$6.11M | +4% | 3.74% | 46% | 28 | 10.71% | 2.1 |
|
5277
Scholtz & Company
Stamford,
Connecticut
| $160M | +$19.7M | +14% | 11.8% | 89.2% | 42 | 26.19% | 2.3 |
|
5278
Alpha Financial Advisors
Charlotte,
North Carolina
| $160M | +$15.7M | +11% | 3.11% | 41.6% | 47 | 17.02% | 0.4 |
|
|
IGYL
5279
I.G.Y. Ltd
London,
United Kingdom
| $160M | +$21.5M | +16% | 16.1% | 80.5% | 3 | 0% | 3.3 |
|
5280
Shira Ridge Wealth Management
Larkspur,
California
| $160M | +$8.11M | +5% | 6% | 72.8% | 66 | 6.06% | 0.5 |
|
5281
Buttonwood Financial Advisors
Baltimore,
Maryland
| $160M | +$30.6M | +24% | 7.19% | 73.4% | 97 | 26.8% | 1 |
|
5282
Camelot Portfolios
Maumee,
Ohio
| $160M | +$15.8M | +11% | 4.06% | 41.3% | 203 | 14.29% | 3 |
|
5283
Catalyst Private Wealth
San Mateo,
California
| $160M | +$14.8M | +10% | 9.89% | 120% | 75 | 8% | 2 |
|
5284
Thomist Capital Management
Houston,
Texas
| $159M | -$9.9M | -6% | 1.14% | 71.2% | 36 | 83.33% | 0.1 |
|
5285
Applied Fundamental Research
Cambridge,
Massachusetts
| $159M | +$20.6M | +15% | 14.9% | 44.6% | 11 | 0% | 2 |
|
5286
Roth Financial Partners
Kingwood,
Texas
| $159M | +$9.25M | +6% | 5.28% | 61% | 26 | 15.38% | 1.9 |
|
5287
Bellevue Asset Management
Bellevue,
Washington
| $159M | +$12M | +8% | 9.62% | 56.7% | 498 | 6.83% | 2.9 |
|
5288
Van Leeuwen & Company
Princeton,
New Jersey
| $159M | +$10.4M | +7% | 10.4% | 75.4% | 83 | 21.69% | 1.9 |
|
|
PWP
5289
Pursue Wealth Partners
Clayton,
California
| $159M | +$12.9M | +9% | 14.8% | 108% | 110 | 21.82% | 1.1 |
|
5290
Red Tortoise LLC
Atlanta,
Georgia
| $159M | +$10.5M | +7% | 3.31% | 43.7% | 630 | 24.44% | 0.6 |
|
|
CWM
5291
CCG Wealth Management
San Diego,
California
| $159M | +$8.04M | +5% | 5.83% | 82.6% | 67 | 8.96% | 2.8 |
|
5292
Idaho Trust Bank
Boise,
Idaho
| $159M | – | – | 3.15% | 47.5% | 74 | – | 0 |
|
5293
Wealth Management Partners
Tucson,
Arizona
| $159M | +$16M | +11% | 11.6% | 194% | 116 | 6.03% | 1.7 |
|
5294
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $159M | +$33.3M | +27% | 3.56% | 31.9% | 7 | 0% | 3 |
|
5295
AllGen Financial Advisors
Orlando,
Florida
| $159M | +$15.6M | +11% | 1.73% | 39.7% | 35 | 8.57% | 1.8 |
|
5296
Highline Wealth Partners
Sherman Oaks,
California
| $159M | +$12.5M | +9% | 8.97% | 93.8% | 349 | 6.88% | 0.7 |
|
|
MA
5297
Menlo Advisors
Menlo Park,
California
| $159M | +$13.1M | +9% | 7.29% | 108% | 31 | 6.45% | 5.7 |
|
5298
Imprint Wealth
Mount Pleasant,
South Carolina
| $159M | +$6.64M | +4% | 4.12% | – | 182 | 19.78% | 0.2 |
|
5299
StrongBox Wealth
Lee's Summit,
Missouri
| $159M | +$9.5M | +6% | 5.47% | 57.8% | 90 | 11.11% | 2.2 |
|
5300
FWG Holdings
Winter Park,
Florida
| $158M | +$19.6M | +14% | 7.19% | 91.6% | 100 | 17% | 1.1 |
|