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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5301
Bellevue Asset Management
Bellevue,
Washington
| $163M | -$6.64M | -4% | 5.84% | 56.7% | 588 | 13.1% | 1.9 |
|
5302
Hurlow Wealth Management Group
Bloomington,
Indiana
| $163M | +$35.6M | +28% | 4.96% | 55.8% | 100 | 15% | 2.6 |
|
5303
DGS Capital Management
Jersey City,
New Jersey
| $163M | +$2.44M | +2% | 7.64% | 177% | 219 | 24.66% | 0.2 |
|
5304
Brooks Moore & Associates
Chattanooga,
Tennessee
| $163M | -$7.58M | -4% | 0.25% | 63.7% | 102 | 9.8% | 2.5 |
|
5305
Lindenwold Advisors
Reading,
Pennsylvania
| $163M | -$8.48M | -5% | 5.71% | 75% | 139 | 18.71% | 0.2 |
|
5306
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $163M | -$3.71M | -2% | 4.89% | 83.9% | 142 | 11.97% | 0.2 |
|
5307
Spreng Capital Management
Bucyrus,
Ohio
| $163M | -$10.8M | -6% | 2.13% | 72.5% | 111 | 11.71% | 1.8 |
|
5308
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $163M | -$12.9M | -7% | 3.84% | 61.1% | 119 | 4.2% | 5.3 |
|
5309
Peterson Wealth Services
South Ogden,
Utah
| $163M | +$11.9M | +8% | 0.71% | 160% | 95 | 16.84% | 0.2 |
|
5310
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $163M | – | – | 10.1% | 0.74% | 8 | – | 2.9 |
|
5311
Birch Capital Management
Dallas,
Texas
| $163M | -$4.21M | -3% | 1.92% | 62% | 85 | 1.18% | 2 |
|
5312
Concorde Financial
Dallas,
Texas
| $163M | +$3.55M | +2% | 4.78% | 81.3% | 145 | 66.21% | 0.2 |
|
|
CC
5313
Codex Capital
New York
| $163M | -$29.7M | -15% | 7.63% | 84.4% | 42 | 16.67% | 1.2 |
|
|
SL
5314
SIB LLC
New York,
New York
| $163M | -$30.3M | -16% | 14.4% | 29.2% | 19 | 0% | 6.7 |
|
5315
PBMares Wealth Management
Williamsburg,
Virginia
| $162M | -$74.2M | -31% | 0.78% | 67.7% | 164 | 14.02% | 1.6 |
|
5316
AWM Capital
Phoenix,
Arizona
| $162M | +$30.8M | +23% | 4.77% | 51.1% | 64 | 18.75% | 0.4 |
|
5317
Whelan Financial
Fresno,
California
| $162M | +$1.25M | +0.8% | 5.72% | 64.6% | 25 | 36% | 0.3 |
|
5318
BCK Partners
Corning,
New York
| $162M | -$4.74M | -3% | 5.12% | 46% | 27 | 7.41% | 1.1 |
|
5319
IronBridge Private Wealth
Austin,
Texas
| $162M | -$30M | -16% | 0.52% | 122% | 324 | 93.21% | 0.6 |
|
5320
Beaton Management Company
Haverhill,
Massachusetts
| $162M | -$5.62M | -3% | 1.01% | 95.9% | 149 | 9.4% | 3.3 |
|
5321
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $162M | -$269M | -62% | 2.14% | 116% | 369 | 21.14% | 0.2 |
|
5322
Profit Investment Management
North Bethesda,
Maryland
| $162M | +$2.94M | +2% | 7.82% | 101% | 84 | 7.14% | 5.5 |
|
|
FIM
5323
FWL Investment Management
Dallas,
Texas
| $162M | -$1.77M | -1% | 4.38% | 165% | 58 | 34.48% | 0.9 |
|
5324
Leeward Financial Partners
Bellevue,
Washington
| $162M | +$1.91M | +1% | 6.77% | 97.9% | 76 | 17.11% | 0.2 |
|
5325
Geneva Partners
Lake Geneva,
Wisconsin
| $162M | -$49.2M | -23% | 6.76% | 417% | 122 | 61.48% | 1.6 |
|