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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5476
Benchmark Wealth Management
Old Lyme,
Connecticut
| $169M | +$12.5M | +8% | 9.39% | 42.7% | 49 | 6.12% | 3.1 |
|
5477
Acute Investment Advisory
Mesa,
Arizona
| $169M | +$2.63M | +2% | 1.72% | 15% | 13 | 0% | 1 |
|
5478
Ridgewood Investments
Springfield,
New Jersey
| $169M | +$16.7M | +11% | 8.21% | – | 201 | 13.93% | 2.9 |
|
5479
Clarus Wealth Advisors
Peoria,
Arizona
| $169M | – | – | 11.7% | 89.7% | 124 | – | 1.9 |
|
5480
Proathlete Wealth Management
Boca Raton,
Florida
| $169M | – | – | 11.3% | 73.9% | 53 | – | 0 |
|
5481
Camelot Portfolios
Maumee,
Ohio
| $169M | +$64.4M | +62% | 8.66% | 41.3% | 214 | 36.92% | 2.7 |
|
5482
Crestwood Capital Management
New York
| $169M | +$36.9M | +28% | 20.6% | 203% | 17 | 29.41% | 2.4 |
|
5483
McNaughton Wealth Management
San Diego,
California
| $169M | +$18.5M | +12% | 8.58% | 55.6% | 54 | 7.41% | 3.1 |
|
|
DRD
5484
Dennis R. Delaney
| $169M | +$13.6M | +9% | 9.25% | 84.3% | 45 | 6.67% | 6.3 |
|
5485
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $169M | +$18.4M | +12% | 8.88% | 58.8% | 197 | 13.2% | 3.1 |
|
5486
Strategic Financial Concepts
San Antonio,
Texas
| $169M | -$127M | -43% | 7.55% | 56.8% | 283 | 53.71% | 0.6 |
|
5487
Newlight Partners
New York
| $169M | -$9.44M | -5% | 33% | 92.8% | 2 | 0% | 3.1 |
|
5488
IA Venture Strategies Fund II
New York
| $169M | +$58.3M | +53% | 53% | 375% | 3 | 0% | 1.4 |
|
5489
Sterling Financial Group
Pasadena,
California
| $169M | +$9.32M | +6% | 8.55% | 49.6% | 65 | 10.77% | 0.7 |
|
5490
Alhambra Investment Management
Palmetto Bay,
Florida
| $169M | +$16.6M | +11% | 9.17% | 67.7% | 163 | 14.11% | 2.5 |
|
5491
Mosaic Advisors
Houston,
Texas
| $169M | +$59.2M | +54% | 5.96% | 50.9% | 19 | 36.84% | 1.6 |
|
5492
Fluent Financial
Dallas,
Texas
| $168M | -$17.6M | -9% | 8.97% | 46.9% | 87 | 21.84% | 1.6 |
|
|
PCG
5493
PFC Capital Group
Los Angeles,
California
| $168M | – | – | 13.3% | 118% | 67 | – | 0 |
|
5494
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $168M | +$37.9M | +29% | 11.1% | 173% | 58 | 48.28% | 0.9 |
|
5495
Miller Value Partners
Sarasota,
Florida
| $168M | +$9.26M | +6% | 15.1% | 133% | 48 | 16.67% | 1.8 |
|
5496
Wisconsin Capital Management
Madison,
Wisconsin
| $168M | +$16.9M | +11% | 12.7% | 153% | 48 | 14.58% | 4.6 |
|
5497
Blue Barn Wealth
Orem,
Utah
| $168M | +$16M | +11% | 10.1% | 46.4% | 139 | 24.46% | 1.6 |
|
5498
Colonial River Investments
Midlothian,
Virginia
| $168M | +$15.1M | +10% | 10.1% | 156% | 210 | 32.86% | 1.2 |
|
5499
Montis Financial
Waltham,
Massachusetts
| $168M | +$18.9M | +13% | 9.51% | 53.8% | 78 | 21.79% | 1.7 |
|
5500
Northstar Advisory Group
Northfield,
New Jersey
| $168M | +$30.9M | +23% | 11.6% | 141% | 111 | 29.73% | 1.1 |
|