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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5401
Iams Wealth Management
Omaha,
Nebraska
| $204M | +$21.1M | +12% | 4.57% | 57.7% | 160 | 22.5% | 0.6 |
|
5402
Grunden Financial Advisory
Denton,
Texas
| $204M | +$12.2M | +6% | 5.48% | – | 27 | 14.81% | 0.7 |
|
5403
Rockingstone Advisors
Great Barrington,
Massachusetts
| $204M | +$8.76M | +4% | 5.25% | 114% | 111 | 16.22% | 1.5 |
|
5404
Hi-Line Capital Management
Watertown,
South Dakota
| $204M | -$34.5M | -14% | 13.2% | 57.5% | 39 | 38.46% | 2.8 |
|
5405
Financial Connections Group
Corte Madera,
California
| $203M | +$10.7M | +6% | 5.48% | 44.4% | 353 | 41.64% | 1.4 |
|
|
PK
5406
Pflug Koory
Omaha,
Nebraska
| $203M | – | – | 7.69% | – | 396 | – | 5.7 |
|
5407
Brown Shipley & Co
London,
United Kingdom
| $203M | -$18.8M | -8% | 3.37% | 125% | 81 | 20.99% | 1.4 |
|
|
MI
5408
Moneywise Inc
Forest,
Virginia
| $203M | +$14.4M | +8% | 5.86% | 60.8% | 63 | 14.29% | 3.2 |
|
5409
Swan Capital
Pensacola,
Florida
| $203M | +$19.7M | +11% | 7.65% | 47.9% | 386 | 30.83% | 0.3 |
|
5410
Financial Avengers
Oakland,
California
| $203M | +$14.9M | +8% | 3.06% | 108% | 179 | 15.08% | 2.5 |
|
5411
Norris Financial Group
Greenville,
South Carolina
| $203M | +$11.2M | +6% | 7.53% | 142% | 87 | 22.99% | 1.5 |
|
5412
Nova R Wealth
Overland Park,
Kansas
| $203M | +$9.1M | +5% | 5.57% | 60.7% | 86 | 10.47% | 1.8 |
|
|
CCC
5413
Chelsea Counsel Company
Los Angeles,
California
| $203M | +$2.55M | +1% | 5.92% | 106% | 204 | 4.9% | 3.2 |
|
5414
Cora Capital Advisors
Marlton,
New Jersey
| $203M | +$8.67M | +4% | 5.88% | 70.5% | 106 | 13.21% | 1.4 |
|
|
AFC
5415
AFT Forsyth & Company
West Palm Beach,
Florida
| $203M | -$1.13M | -0.6% | 4.28% | 135% | 141 | 10.64% | 6.8 |
|
5416
Marathon Asset Management (New York)
New York
| $203M | +$91M | +81% | 40.7% | 490% | 12 | 41.67% | 1.1 |
|
5417
MB, Levis & Associates
Center Valley,
Pennsylvania
| $203M | +$12.6M | +7% | 6.25% | 43.1% | 299 | 5.69% | 1.6 |
|
5418
TKG Advisors
Valparaiso,
Indiana
| $203M | +$18.4M | +10% | 7.16% | 104% | 110 | 25.45% | 1.3 |
|
5419
Wealthspan Partners
Davenport,
Iowa
| $203M | +$21.4M | +12% | 6.89% | 65% | 107 | 3.74% | 1.7 |
|
5420
Sequent Asset Management
Houston,
Texas
| $203M | +$3.83M | +2% | 2.33% | 51.3% | 100 | 16% | 2.6 |
|
|
DI
5421
Disciplined Investments
Tulsa,
Oklahoma
| $203M | +$14.7M | +8% | 5.27% | 51.4% | 126 | 10.32% | 3.3 |
|
5422
First County Bank
Stamford,
Connecticut
| $203M | +$8.08M | +4% | 7.86% | 101% | 166 | 10.24% | 1.6 |
|
5423
Colorado Capital Management
Boulder,
Colorado
| $203M | +$23.2M | +13% | 6.66% | 60.4% | 98 | 4.08% | 4.9 |
|
5424
Benchmark Wealth Management
Old Lyme,
Connecticut
| $202M | +$14.8M | +8% | 5.92% | 42.7% | 55 | 9.09% | 3.3 |
|
5425
Origin Asset Management
London,
United Kingdom
| $202M | -$198M | -49% | 16.2% | 59.3% | 13 | 38.46% | 1.4 |
|