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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
26.9%
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
Weitzel Financial Services
Dubuque,
Iowa
| $265M | +$6.98M | +3% | 0.74% | 46.3% | 51 | 9.8% | 3.2 |
|
5277
Buckhead Capital Management
Atlanta,
Georgia
| $265M | -$13.4M | -5% | 1.4% | 76.1% | 154 | 14.29% | 4.8 |
|
5278
Wills Financial Group
Richmond,
Virginia
| $265M | +$3.67M | +1% | 2.47% | 57.5% | 80 | 15% | 5.1 |
|
|
AFA
5279
Alta Fundamental Advisers
New York
| $265M | +$43.5M | +20% | 21.4% | 340% | 29 | 41.38% | 1.8 |
|
5280
Wind River Trust Company
Jackson,
Wyoming
| $265M | -$2.62M | -1% | 2.15% | 62.1% | 11 | 9.09% | 8.7 |
|
|
LWMI
5281
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $265M | +$335K | +0.1% | 1.15% | 42.4% | 42 | 7.14% | 1.5 |
|
5282
Tranquility Partners
Brentwood,
Tennessee
| $265M | -$12.5M | -5% | 3.48% | 77.3% | 239 | 10.46% | 3.9 |
|
5283
Beacon Investment Advisors
Gaithersburg,
Maryland
| $265M | +$15.6M | +6% | 4.71% | 96.4% | 174 | 8.05% | 2.4 |
|
5284
NYL Investors
New York
| $265M | -$29.7M | -10% | 0.75% | 10.8% | 32 | 3.13% | 5.1 |
|
5285
Retirement Capital Strategies
San Jose,
California
| $265M | -$5.08M | -2% | 2.34% | 59% | 73 | 21.92% | 3.2 |
|
5286
FWG Holdings
Winter Park,
Florida
| $265M | +$1.11M | +0.4% | 0.69% | 91.6% | 143 | 23.78% | 2.3 |
|
5287
IMZ Advisory
Boca Raton,
Florida
| $264M | -$8.71M | -3% | 3.98% | 73.1% | 40 | 5% | 2 |
|
5288
FIDELIS iM
Medford,
Oregon
| $264M | +$6.7M | +3% | 1.23% | 44.8% | 27 | 14.81% | 3 |
|
5289
Saiph Capital
Wyckoff,
New Jersey
| $264M | -$14.1M | -5% | 5.13% | 52.4% | 79 | 15.19% | 2 |
|
|
SST
5290
S Squared Technology
New York
| $264M | +$5.96M | +2% | 3.73% | 223% | 37 | 18.92% | 3 |
|
|
AFP
5291
Advus Financial Partners
Winter Park,
Florida
| $264M | -$14.2M | -5% | 0.82% | 56.5% | 73 | 16.44% | 2.6 |
|
5292
Brown Financial Advisors
Milford,
Ohio
| $264M | -$9.21M | -3% | 1.09% | – | 214 | 31.31% | 0.8 |
|
5293
Silphium Asset Management
London,
United Kingdom
| $264M | +$28.1M | +12% | 1.99% | 118% | 56 | 32.14% | 1.1 |
|
5294
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $264M | -$10.3M | -4% | 1.6% | – | 634 | 11.2% | 1.1 |
|
5295
Zullo Investment Group
Scranton,
Pennsylvania
| $264M | -$9.9M | -4% | 2.99% | 143% | 166 | 12.05% | 3.4 |
|
|
WOCP
5296
White Oak Capital Partners
Singapore
| $264M | +$940K | +0.4% | 5.11% | – | 20 | 25% | 0.9 |
|
5297
Cherokee Insurance
Sterling Heights,
Michigan
| $263M | +$16.8M | +7% | 11% | – | 123 | 3.25% | 1.2 |
|
|
SWMG
5298
Signature Wealth Management Group
Atlanta,
Georgia
| $263M | +$18.1M | +7% | 2.51% | – | 135 | 26.67% | 3.2 |
|
5299
Meridian Financial Partners
Warrenton,
Virginia
| $263M | +$10.3M | +4% | 0.02% | 80.8% | 125 | 8.8% | 2.3 |
|
|
L
5300
Laurore
Hong Kong,
| $263M | -$173M | -40% | 22.6% | – | 1 | 0% | 0.3 |
|