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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5476
Ergawealth Advisors
Oak Brook,
Illinois
| $222M | +$20.4M | +10% | 6.98% | 50% | 78 | 29.49% | 1.5 |
|
5477
Maltin Wealth Management
Ridgewood,
New Jersey
| $222M | +$9.3M | +4% | 6.51% | 58.2% | 143 | 20.28% | 3.1 |
|
5478
Beech Hill Advisors
New York
| $222M | -$29.1M | -12% | 13.6% | 105% | 101 | 7.92% | 4.9 |
|
5479
Bandera Partners
New York
| $222M | -$56.1M | -20% | 5.41% | 55.4% | 18 | 22.22% | 4.5 |
|
5480
Vestwell Advisors
New York
| $222M | – | – | 8.9% | – | 30 | – | 0 |
|
5481
Choice Wealth Advisors
Waterville,
Maine
| $221M | +$29.4M | +15% | 7.34% | 60.3% | 32 | 15.63% | 2.2 |
|
5482
GE Investment Management
Norwalk,
Connecticut
| $221M | +$21.9M | +11% | 28.5% | – | 4 | 0% | 1.4 |
|
5483
TenCore Partners
New York
| $221M | +$30.9M | +16% | 24.8% | 50.4% | 12 | 0% | 3.5 |
|
|
WM
5484
Wishbone Management
Chicago,
Illinois
| $221M | +$54.3M | +33% | 22.8% | 58.7% | 5 | 40% | 0.6 |
|
5485
Sustainable Insight Capital Management
New York
| $221M | +$20M | +10% | 15.4% | 150% | 83 | 46.99% | 1.7 |
|
|
BOCM
5486
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $221M | +$13.5M | +6% | 5.64% | 49.6% | 32 | 6.25% | 4.1 |
|
5487
TCFG Wealth Management
Laguna Niguel,
California
| $221M | +$21.5M | +11% | 13.3% | – | 276 | 19.93% | 0.6 |
|
|
DMKJ
5488
David M. Knott Jr
| $221M | +$8.65M | +4% | 12.8% | 169% | 93 | 18.28% | 2.1 |
|
5489
Ararat Capital Management
Westport,
Connecticut
| $221M | +$16.1M | +8% | 14.2% | 99.2% | 21 | 33.33% | 1.5 |
|
5490
Elios Financial Group
Westlake,
Ohio
| $220M | +$17.8M | +9% | 7.71% | – | 123 | 13.01% | 0.7 |
|
5491
Greenfield Savings Bank
Greenfield,
Massachusetts
| $220M | +$16.6M | +8% | 10.5% | 108% | 151 | 7.95% | 2.4 |
|
5492
Gainplan
Bloomfield Hills,
Michigan
| $220M | +$66M | +43% | 15.1% | 103% | 64 | 42.19% | 1.8 |
|
5493
Fortress Private Ledger
Raleigh,
North Carolina
| $220M | +$40.9M | +23% | 21.6% | – | 197 | 17.26% | 0.4 |
|
5494
Quad-Cities Investment Group
Davenport,
Iowa
| $220M | +$17.4M | +9% | 7.52% | 67.3% | 192 | 8.85% | 4 |
|
5495
Everpar Advisors
Tulsa,
Oklahoma
| $220M | +$31.7M | +17% | 12.1% | – | 276 | 12.32% | 1.2 |
|
5496
Azarias Capital Management
Berwyn,
Pennsylvania
| $220M | +$39.5M | +22% | 27.4% | 58.2% | 26 | 19.23% | 2 |
|
5497
Walker Financial Services
Bowling Green,
Kentucky
| $220M | +$29.2M | +15% | 0.38% | 20.8% | 38 | 21.05% | 1.6 |
|
5498
My Personal CFO LLC
Vancouver,
Washington
| $220M | +$21.5M | +11% | 9.47% | 83.4% | 92 | 5.43% | 2.5 |
|
5499
Hutner Capital Management
Manchester,
Vermont
| $220M | -$14.5M | -6% | 1.26% | 52.2% | 48 | 8.33% | 6.8 |
|
5500
Tull Financial Group
Chesapeake,
Virginia
| $220M | +$48.1M | +28% | 7.73% | – | 36 | 27.78% | 0.5 |
|