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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5526
McNaughton Wealth Management
San Diego,
California
| $180M | +$11.5M | +7% | 5.38% | 55.6% | 53 | 3.77% | 3.3 |
|
5527
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $180M | +$14.4M | +9% | 7.19% | 92.4% | 427 | 13.11% | 5.1 |
|
5528
Watchtower Advisors
Old Greenwich,
Connecticut
| $180M | +$31.2M | +21% | 19% | 384% | 17 | 47.06% | 0.6 |
|
5529
RP Management
New York
| $180M | +$31.4M | +21% | 23.1% | 208% | 3 | 0% | 2.9 |
|
5530
Twin Peaks Wealth Advisors
Burlingame,
California
| $180M | +$23.5M | +15% | 8.06% | – | 134 | 14.93% | 0.2 |
|
5531
Diametric Capital
Boston,
Massachusetts
| $180M | +$15.8M | +10% | 9.71% | 175% | 434 | 64.98% | 0.5 |
|
5532
New Potomac Partners
Bethesda,
Maryland
| $180M | +$12M | +7% | 9.2% | 37.2% | 88 | 4.55% | 3.7 |
|
5533
Vesey Street Capital Partners
New York
| $180M | -$39.9M | -18% | 18% | 47.8% | 1 | 0% | 2.3 |
|
5534
Vida Ventures Advisors
Boston,
Massachusetts
| $180M | +$96M | +114% | 8.74% | 154% | 8 | 50% | 2.6 |
|
5535
Ally Bridge Group
New York
| $180M | +$38M | +27% | 56.7% | 844% | 34 | 70.59% | 0.3 |
|
5536
Ascension Capital Advisors
Houston,
Texas
| $180M | +$25M | +16% | 7.54% | 59.3% | 33 | 24.24% | 2.6 |
|
5537
1492 Capital Management
Milwaukee,
Wisconsin
| $180M | +$3.7M | +2% | 7.27% | 332% | 110 | 26.36% | 1.5 |
|
5538
Nierenberg Investment Management Company
Camas,
Washington
| $180M | +$12.8M | +8% | 9.04% | 135% | 46 | 4.35% | 1.5 |
|
5539
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $180M | +$54.5M | +44% | 9.5% | 73.7% | 86 | 20.93% | 4.3 |
|
5540
Moser Wealth Advisors
Bellevue,
Washington
| $179M | +$22.8M | +15% | 11.4% | – | 152 | 8.55% | 2.9 |
|
5541
Peoples Bank (Ohio)
Marietta,
Ohio
| $179M | +$9.27M | +5% | 6.46% | 78.9% | 126 | 7.14% | 4.3 |
|
5542
IRON Financial
Northbrook,
Illinois
| $179M | +$3.19M | +2% | 4.39% | 60.6% | 117 | 32.48% | 3.1 |
|
5543
TKG Advisors
Valparaiso,
Indiana
| $179M | +$11.7M | +7% | 10.2% | 116% | 114 | 33.33% | 1.1 |
|
5544
Blue Barn Wealth
Orem,
Utah
| $179M | +$11M | +7% | 5.51% | 46.4% | 149 | 22.15% | 1.6 |
|
5545
Verity Asset Management
Durham,
North Carolina
| $179M | +$22.5M | +14% | 8.56% | 87% | 224 | 25.45% | 2.4 |
|
5546
Tidemark
San Diego,
California
| $179M | +$19.5M | +12% | 5.59% | – | 735 | 11.29% | 0.2 |
|
5547
Meredith Wealth Planning
Maryville,
Illinois
| $179M | +$18.4M | +11% | 7.5% | 66.5% | 45 | 13.33% | 1 |
|
5548
Laidlaw Wealth Management
New York City,
New York
| $179M | -$96M | -35% | 9.64% | 150% | 250 | 35.6% | 2.3 |
|
5549
Soapstone Management
Bethesda,
Maryland
| $179M | -$3.69M | -2% | 12% | 30.3% | 20 | 25% | 2.6 |
|
5550
Alexander Labrunerie & Co
Columbia,
Missouri
| $179M | – | – | 10.1% | – | 92 | – | 0 |
|