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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5351
Veridan Wealth
West Linn,
Oregon
| $294M | +$23.6M | +9% | 10.8% | – | 91 | 16.48% | 1.6 |
|
5352
Summit Creek Advisors
Minneapolis,
Minnesota
| $294M | -$193M | -40% | 21.5% | 68.8% | 73 | 23.29% | 3.7 |
|
5353
Breakwater Investment Management
Seattle,
Washington
| $294M | +$24.8M | +9% | 9.05% | – | 662 | 32.93% | 1.2 |
|
5354
Decker Retirement Planning
Levi,
Utah
| $294M | +$72.9M | +33% | 34.3% | – | 490 | 52.04% | 0.5 |
|
5355
Aviso Wealth Management
Bellevue,
Washington
| $294M | +$71.7M | +32% | 24.8% | – | 149 | 9.4% | 2 |
|
5356
Meridian Financial Partners
Warrenton,
Virginia
| $293M | +$30.2M | +11% | 15.6% | 80.8% | 128 | 12.5% | 2.5 |
|
|
DIM
5357
DC Investments Management
Mclean,
Virginia
| $293M | +$32M | +12% | 12.8% | 56.3% | 82 | 40.24% | 1.4 |
|
5358
Wealth Advisors Northwest
Portland,
Oregon
| $293M | +$54.8M | +23% | 10.7% | – | 66 | 15.15% | 1.2 |
|
5359
FIDELIS iM
Medford,
Oregon
| $293M | +$29M | +11% | 10.7% | 44.8% | 27 | 7.41% | 3 |
|
5360
Prudent Man Investment Management
Louisville,
Colorado
| $293M | -$4.14M | -1% | 9.04% | – | 169 | 0% | 1.3 |
|
5361
Zullo Investment Group
Scranton,
Pennsylvania
| $293M | +$29.6M | +11% | 22.6% | 143% | 169 | 13.61% | 3.5 |
|
|
LI
5362
LHM Inc
Sandy,
Utah
| $293M | +$39.1M | +15% | 30.4% | – | 24 | 8.33% | 1.5 |
|
5363
Colorado Capital Management
Boulder,
Colorado
| $293M | +$24.9M | +9% | 12.4% | 60.4% | 108 | 9.26% | 5.4 |
|
5364
Stonehearth Capital Management
Danvers,
Massachusetts
| $293M | +$40.6M | +16% | 17.1% | 87.5% | 107 | 22.43% | 3.5 |
|
|
SM
5365
Samjo Management
New York
| $293M | +$61.7M | +27% | 44.8% | – | 67 | 31.34% | 1.6 |
|
5366
Bay Rivers Group
Williamsburg,
Virginia
| $293M | +$53M | +22% | 30.1% | 166% | 132 | 21.97% | 2.8 |
|
5367
Pacifica Capital Investments
Leander,
Texas
| $293M | -$843K | -0.3% | 3.48% | 70.4% | 15 | 0% | 7.7 |
|
5368
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $293M | +$39.2M | +15% | 20.1% | 103% | 50 | 2% | 4.4 |
|
5369
JDM Financial Group
Austin,
Texas
| $293M | +$33.6M | +13% | 10.2% | 56.7% | 339 | 8.26% | 1.8 |
|
5370
Abbot Financial Management
Andover,
Massachusetts
| $293M | +$53.4M | +22% | 20.6% | 102% | 145 | 8.97% | 5.4 |
|
5371
Muzinich & Co
New York
| $293M | +$6.83M | +2% | 0.73% | 13.5% | 38 | 0% | 8.3 |
|
5372
Archer Investment Management
Austin,
Texas
| $293M | +$54.9M | +23% | 13.1% | – | 120 | 18.33% | 0.7 |
|
5373
Wittenberg Investment Management
Carlisle,
Massachusetts
| $292M | +$23.5M | +9% | 11.3% | 89.9% | 82 | 14.63% | 5.3 |
|
|
SM
5374
Salzhauer Michael
| $292M | +$80.3M | +38% | 16.5% | 98% | 94 | 25.53% | 4.2 |
|
5375
Marathon Wealth Advisors
Boston,
Massachusetts
| $292M | +$48.6M | +20% | 26.6% | – | 77 | 6.49% | 0.5 |
|