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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
Altus Wealth Group
Colorado Springs,
Colorado
| $244M | -$6.13M | -2% | 2.28% | 76.7% | 152 | 11.84% | 3 |
|
5527
Burford Brothers
Dallas,
Texas
| $244M | +$1.69M | +0.7% | 0.27% | 97.4% | 188 | 16.49% | 1.7 |
|
5528
GE Investment Management
Norwalk,
Connecticut
| $244M | -$20.8M | -8% | 7.86% | – | 4 | 0% | 2.1 |
|
5529
Marathon Wealth Advisors
Boston,
Massachusetts
| $244M | -$7.88M | -3% | 3.28% | – | 74 | 2.7% | 0.2 |
|
|
OGF
5530
Orin Green Financial
San Diego,
California
| $244M | -$6.2M | -2% | 2.05% | 59.1% | 80 | 6.25% | 0.9 |
|
5531
AAF Wealth Management
Westborough,
Massachusetts
| $244M | +$6.64M | +3% | 0.86% | 75.1% | 56 | 14.29% | 2.7 |
|
5532
Solstein Capital
Menlo Park,
California
| $244M | -$5.71M | -2% | 0.76% | 102% | 520 | 23.46% | 2.8 |
|
5533
Red Spruce Capital
Berwyn,
Pennsylvania
| $244M | -$7.29M | -3% | 0.99% | 98.4% | 99 | 11.11% | 4.1 |
|
5534
JW Asset Management
Miami Beach,
Florida
| $244M | -$63.7M | -21% | 14.2% | 251% | 20 | 15% | 1.6 |
|
|
SC
5535
Schulhoff & Co
Cincinnati,
Ohio
| $243M | +$5.94M | +3% | 4.7% | 51.8% | 137 | 6.57% | 8.4 |
|
5536
Hutner Capital Management
Manchester,
Vermont
| $243M | +$3.82M | +2% | 2.97% | 52.2% | 44 | 0% | 7.4 |
|
|
YP
5537
YANKCOM Partnership
Yankton,
South Dakota
| $243M | +$8.02M | +3% | 0.05% | – | 411 | 18.98% | 0.9 |
|
5538
Howard Bailey Securities
Fort Wayne,
Indiana
| $243M | -$10.6M | -4% | 1.95% | – | 156 | 31.41% | 1 |
|
5539
Quarry Hill Advisors
St Paul,
Minnesota
| $243M | +$27.9M | +13% | 2.7% | 65% | 52 | 5.77% | 2.7 |
|
5540
Independent Family Office
Albany,
New York
| $243M | +$3.5M | +1% | 0.39% | 68.4% | 93 | 18.28% | 3.4 |
|
5541
Visualize Group
New York
| $243M | -$24.8M | -9% | 9.53% | – | 16 | 68.75% | 0.3 |
|
5542
SFG Wealth Management
Towson,
Maryland
| $243M | -$11.6M | -5% | 0.54% | 86.3% | 143 | 39.16% | 1.7 |
|
|
LP
5543
LGL Partners
Philadelphia,
Pennsylvania
| $243M | +$8.57M | +4% | 1.6% | 68.9% | 68 | 25% | 4 |
|
5544
Creekside Partners
Petaluma,
California
| $243M | +$6.27M | +3% | 0.59% | – | 186 | 4.3% | 1.5 |
|
5545
WealthCollab
Bellevue,
Washington
| $243M | -$1.61M | -0.7% | 4.25% | – | 1,091 | 16.68% | 1.6 |
|
|
GPC
5546
Guardian Point Capital
Charlottesville,
Virginia
| $243M | -$80.5M | -25% | 4.82% | 142% | 13 | 23.08% | 2.7 |
|
5547
Element Wealth
Ridgeland,
Mississippi
| $242M | -$320K | -0.1% | 0.76% | 59.6% | 222 | 15.77% | 3.3 |
|
5548
Macro Advisors
York,
Pennsylvania
| $242M | – | – | 1.74% | – | 41 | – | 0 |
|
5549
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $242M | -$44.7M | -16% | 0.36% | – | 1,622 | 34.09% | 0.7 |
|
5550
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $242M | -$21.9M | -8% | 2.11% | 215% | 207 | 20.29% | 1.7 |
|