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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5551
Ignite Planners
San Clemente,
California
| $149M | -$4.47M | -3% | 2.66% | 83.8% | 197 | 21.32% | 0.2 |
|
5552
Wolff Wiese Magana
Carslbad,
California
| $149M | -$5.7M | -4% | 3.09% | 149% | 888 | 10.59% | 1 |
|
5553
Peterson Wealth Management
Sparks,
Nevada
| $149M | -$683K | -0.5% | 5.63% | 78% | 70 | 32.86% | 1.3 |
|
5554
Summit Place Financial Advisors
Summit,
New Jersey
| $149M | +$4.36M | +3% | 2.98% | 111% | 115 | 20% | 1.3 |
|
5555
ION Acquisition Corp
Herzliya,
Israel
| $149M | -$23.2M | -13% | 11.1% | – | 5 | 0% | 0.3 |
|
5556
Chicago Wealth Management
Chicago,
Illinois
| $149M | -$174K | -0.1% | 3.38% | 134% | 49 | 14.29% | 1.2 |
|
5557
Smart Money Group
Eastland,
Texas
| $149M | -$7.64M | -5% | 3.97% | 58.9% | 71 | 28.17% | 2.2 |
|
5558
Signify Wealth
Saint Louis,
Missouri
| $149M | -$12.1M | -8% | 4.23% | 36.7% | 34 | 64.71% | 0.6 |
|
5559
CVS Health
Woonsocket,
Rhode Island
| $149M | +$34.6M | +30% | 9.44% | 48.7% | 6 | 33.33% | 0.2 |
|
5560
Old Well Partners
Charlotte,
North Carolina
| $149M | -$12.9M | -8% | 22.2% | 97.8% | 50 | 54% | 0.9 |
|
5561
Westshore Wealth
Newport Beach,
California
| $149M | +$2.95M | +2% | 2.81% | 58.8% | 101 | 16.83% | 1.2 |
|
5562
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $149M | +$16.9M | +13% | 2.41% | 2.24% | 341 | 23.46% | 0.2 |
|
5563
Benchmark Wealth Management
Old Lyme,
Connecticut
| $149M | -$6.04M | -4% | 4.28% | 42.7% | 49 | 8.16% | 1.9 |
|
5564
Client First Capital
San Diego,
California
| $149M | +$7.85M | +6% | 4.77% | 54.6% | 31 | 38.71% | 0.2 |
|
5565
Renasant Bank
Tupelo,
Mississippi
| $149M | +$1.61M | +1% | 3.29% | 65% | 221 | 22.17% | 0.9 |
|
5566
ARQ Wealth Advisors
Scottsdale,
Arizona
| $149M | +$7.82M | +6% | 5.39% | 53.3% | 52 | 15.38% | 1.6 |
|
5567
RiverTree Advisors
Winter Park,
Florida
| $149M | -$7.64M | -5% | 2.03% | 25.4% | 50 | 60% | 0.5 |
|
5568
Builders Union
London,
United Kingdom
| $149M | -$73.5M | -33% | 35.2% | – | 15 | 40% | 0.6 |
|
5569
Sterling Investment Counsel
Buffalo,
New York
| $148M | +$807K | +0.5% | 4.36% | 93.8% | 161 | 21.12% | 0.2 |
|
5570
Zoom Communications
San Jose,
California
| $148M | -$82.7M | -36% | 31% | 10.7% | 2 | 0% | 0.3 |
|
|
CWM
5571
Capital Wealth Management
W. Warwick,
Rhode Island
| $148M | +$5.59M | +4% | 4.96% | 51.3% | 46 | 26.09% | 2.1 |
|
5572
Green Alpha Advisors
Niwot,
Colorado
| $148M | +$153K | +0.1% | 6.4% | 316% | 138 | 11.59% | 1 |
|
5573
Carl P. Sherr & Co
Worcester,
Massachusetts
| $148M | -$17.1M | -10% | 6.13% | 68.8% | 128 | 7.81% | 1.6 |
|
5574
Laurel Wealth Planning
Edina,
Minnesota
| $148M | +$16.2M | +12% | 3.97% | 53.1% | 284 | 28.52% | 0.7 |
|
5575
Next Capital Management
New York
| $148M | +$184K | +0.1% | 3.01% | 61.3% | 126 | 20.63% | 1.8 |
|