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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5451
Lewis Asset Management
Lafayette,
California
| $285M | +$40.9M | +17% | 20.1% | 142% | 228 | 16.67% | 1.4 |
|
5452
Alexander Labrunerie & Co
Columbia,
Missouri
| $285M | +$17.9M | +7% | 17.2% | – | 136 | 18.38% | 1.6 |
|
5453
Strait & Sound Wealth Management
San Francisco,
California
| $285M | +$16.6M | +6% | 11.8% | 74% | 188 | 15.96% | 2.1 |
|
5454
HFM Investment Advisors
Glassboro,
New Jersey
| $285M | +$25.1M | +10% | 10% | – | 1,330 | 12.26% | 1.1 |
|
|
LAI
5455
Legal Advantage Investments
Los Altos Hills,
California
| $285M | +$91.6M | +47% | 9.19% | 116% | 89 | 24.72% | 3.1 |
|
5456
Midwest Financial Group
Overland Park,
Kansas
| $285M | +$50.6M | +22% | 31.9% | 103% | 142 | 15.49% | 2.1 |
|
5457
Choice Wealth Advisors
Waterville,
Maine
| $285M | +$30.2M | +12% | 10.5% | 60.3% | 36 | 5.56% | 2.5 |
|
5458
MBE Wealth Management
Tomah,
Wisconsin
| $284M | +$43.7M | +18% | 13% | 66.5% | 173 | 20.23% | 2.4 |
|
5459
Formula Growth
Montreal,
Quebec, Canada
| $284M | +$62.7M | +28% | 39.6% | 118% | 169 | 33.14% | 2.8 |
|
5460
Advantage Trust Company
Salina,
Kansas
| $284M | +$61.1M | +27% | 15.2% | 77.6% | 203 | 42.36% | 1.3 |
|
5461
Vivid Wealth Management
West Des Moines,
Iowa
| $284M | +$37.1M | +15% | 15.7% | 107% | 76 | 17.11% | 1.4 |
|
5462
Bandera Partners
New York
| $284M | +$62.8M | +28% | 27.4% | 55.4% | 19 | 10.53% | 3.8 |
|
5463
Cumberland Advisors
Sarasota,
Florida
| $284M | +$28.3M | +11% | 14.5% | 80.7% | 50 | 6% | 5.4 |
|
5464
1776 Wealth
Atlanta,
Georgia
| $284M | +$29.4M | +12% | 15% | 90.4% | 155 | 7.74% | 3.3 |
|
5465
William Mack & Associates
Troy,
Michigan
| $284M | +$109M | +62% | 10.3% | – | 110 | 35.45% | 0.9 |
|
|
CWMGP
5466
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $284M | +$44.9M | +19% | 21% | 75.9% | 109 | 21.1% | 1.8 |
|
5467
FreeGulliver LLC
New Orleans,
Louisiana
| $284M | +$46.4M | +20% | 13.6% | – | 137 | 26.28% | 1.1 |
|
5468
American Financial Group
Cincinnati,
Ohio
| $284M | +$13.9M | +5% | 4.33% | 32.5% | 76 | 10.53% | 5.6 |
|
5469
Sellwood Investment Partners
Portland,
Oregon
| $284M | +$29.7M | +12% | 10.4% | – | 61 | 6.56% | 1.2 |
|
5470
Game Creek Capital
Boston,
Massachusetts
| $283M | -$17.4M | -6% | 41% | 176% | 98 | 26.53% | 3.3 |
|
5471
Beaconlight Capital
New York
| $283M | +$93.5M | +49% | 32.5% | 282% | 46 | 54.35% | 1.3 |
|
5472
Lodestone Wealth Management
Spokane,
Washington
| $283M | +$30.9M | +12% | 17% | 87.1% | 801 | 5.24% | 1 |
|
5473
Flagship Private Wealth
Woburn,
Massachusetts
| $283M | +$36.5M | +15% | 14.8% | 62.7% | 121 | 14.88% | 3.2 |
|
5474
Mendon Capital Advisors
Key Largo,
Florida
| $283M | +$24.9M | +10% | 19% | – | 57 | 26.32% | 2.4 |
|
5475
Seneca House Advisors
Richmond,
Virginia
| $283M | +$31.2M | +12% | 12.1% | 58.2% | 107 | 14.02% | 4 |
|