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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SST
5451
S Squared Technology
New York
| $258M | -$4.8M | -2% | 2.28% | 223% | 37 | 16.22% | 3.3 |
|
5452
Victrix Investment Advisors
Stuart,
Florida
| $258M | +$75.8M | +42% | 5.04% | – | 108 | 38.89% | 0.6 |
|
5453
Socorro Asset Management
Dallas,
Texas
| $258M | -$19.4M | -7% | 2.27% | 43.8% | 34 | 8.82% | 3 |
|
5454
Dover Advisors
Richmond,
Virginia
| $258M | +$7.21M | +3% | 2.38% | 65% | 177 | 13.56% | 1.7 |
|
5455
Peloton Wealth Strategists
Indianapolis,
Indiana
| $258M | +$3.75M | +1% | 4.82% | 51.3% | 99 | 15.15% | 3.7 |
|
|
BWIA
5456
Bryant Woods Investment Advisors
Getzville,
New York
| $258M | +$2.28M | +0.9% | 2.32% | 74.4% | 55 | 12.73% | 2.9 |
|
5457
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $258M | -$17.8M | -6% | 2.85% | 66.8% | 109 | 9.17% | 7.1 |
|
|
SLA
5458
Silver Lake Advisory
Cottonwood Heights,
Utah
| $258M | +$6.77M | +3% | 1.86% | 76.7% | 110 | 11.82% | 4.5 |
|
5459
Lloyd Advisory Services
Suwanee,
Georgia
| $258M | +$45.3M | +21% | 1.13% | 51.1% | 565 | 80.88% | 0.2 |
|
5460
JDM Financial Group
Austin,
Texas
| $258M | +$19M | +8% | 1.4% | 56.7% | 305 | 26.89% | 1.9 |
|
5461
Hanover Advisors
Seneca,
South Carolina
| $258M | -$142K | -0.1% | 1.58% | – | 114 | 14.04% | 1.5 |
|
5462
FIDELIS iM
Medford,
Oregon
| $258M | +$96.4M | +60% | 0.83% | 44.8% | 26 | 34.62% | 2.7 |
|
5463
Tiemann Investment Advisors
Menlo Park,
California
| $258M | -$3.89M | -1% | 2.73% | 77% | 218 | 11.93% | 6.8 |
|
5464
Foursixthree Capital
New York
| $257M | -$106M | -29% | 15.4% | – | 22 | 45.45% | 0.8 |
|
5465
Mayfair Advisory Group
Birmingham,
Alabama
| $257M | +$24.3M | +10% | 2.6% | 71.5% | 197 | 13.71% | 2.7 |
|
|
HRC
5466
Hoertkorn Richard Charles
| $257M | -$1.17M | -0.5% | 2.99% | 182% | 81 | 7.41% | 8.5 |
|
5467
Vivid Wealth Management
West Des Moines,
Iowa
| $257M | +$5.71M | +2% | 1.28% | 107% | 71 | 15.49% | 1.3 |
|
5468
Prosperitas Financial
Valencia,
California
| $257M | +$16.1M | +7% | 4.01% | 118% | 83 | 22.89% | 1.3 |
|
|
EAM
5469
Eukles Asset Management
Cincinnati,
Ohio
| $257M | +$349K | +0.1% | 1.87% | 87.9% | 243 | 7% | 4.7 |
|
5470
Swan Capital
Pensacola,
Florida
| $257M | +$10.5M | +4% | 0.56% | 47.9% | 560 | 20.89% | 1 |
|
|
ORC
5471
O'Rourke & Company
Boston,
Massachusetts
| $257M | +$17.8M | +7% | 3.02% | 71.9% | 172 | 5.81% | 2.8 |
|
5472
Adaptive Financial Consulting
Beachwood,
Ohio
| $257M | +$6.93M | +3% | 0.94% | 33.4% | 19 | 5.26% | 5.1 |
|
5473
TradeWell Securities
Fort Wayne,
Indiana
| $257M | +$19M | +8% | 3.22% | – | 48 | 12.5% | 0.9 |
|
5474
Eos Management LP
New York
| $257M | +$3.29M | +1% | 1.37% | 149% | 47 | 17.02% | 3 |
|
5475
Register Financial Advisors
Atlanta,
Georgia
| $257M | +$2.57M | +1% | 2.24% | 130% | 368 | 12.77% | 2 |
|