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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5576
Sightline Wealth Advisors
Groton,
Connecticut
| $273M | +$37M | +16% | 11.5% | 48.5% | 96 | 9.38% | 2.9 |
|
|
LP
5577
LGL Partners
Philadelphia,
Pennsylvania
| $273M | +$30.5M | +13% | 14.6% | 68.9% | 73 | 24.66% | 4.4 |
|
5578
Platform Wealth Management
Holladay,
Utah
| $273M | – | – | 10.2% | – | 57 | – | 0.5 |
|
5579
Arohi Asset Management
Singapore
| $273M | -$2.24M | -0.8% | 18.9% | – | 10 | 60% | 0.8 |
|
5580
Mendel Money Management
Northbrook,
Illinois
| $273M | +$34.1M | +14% | 19.3% | 88.8% | 144 | 16.67% | 4.5 |
|
5581
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $273M | -$53.5M | -16% | 10.4% | 130% | 62 | 54.84% | 0.4 |
|
|
RGC
5582
Rubicon Global Capital
London,
United Kingdom
| $273M | +$38.3M | +16% | 10.2% | – | 12 | 16.67% | 1.2 |
|
5583
Peirce Capital Management
The Woodlands,
Texas
| $273M | +$17.1M | +7% | 10.1% | 56.6% | 45 | 4.44% | 1.9 |
|
5584
TL Private Wealth
Southlake,
Texas
| $273M | +$19.3M | +8% | 10.4% | 50.6% | 55 | 21.82% | 3.8 |
|
5585
Lunt Capital Management
Holladay,
Utah
| $273M | +$12.2M | +5% | 8.13% | 36.9% | 102 | 16.67% | 2.1 |
|
5586
Letson Investment Management
Atlanta,
Georgia
| $273M | +$12.3M | +5% | 10.3% | – | 108 | 10.19% | 2 |
|
|
AGC
5587
Alden Global Capital
Brandon,
Florida
| $273M | +$95.5M | +54% | 23% | 99.8% | 19 | 26.32% | 1 |
|
5588
RBA Wealth Management
Newport Beach,
California
| $273M | -$5.15M | -2% | 16.7% | 91% | 98 | 24.49% | 3.2 |
|
5589
Burford Brothers
Dallas,
Texas
| $272M | +$28.6M | +12% | 11.5% | 97.4% | 187 | 10.7% | 1.8 |
|
5590
Lakeridge Wealth Management
Mentor,
Ohio
| $272M | +$39.9M | +17% | 12.3% | – | 192 | 14.06% | 1.7 |
|
5591
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $272M | +$25.9M | +11% | 13.8% | 82.3% | 150 | 4% | 4.7 |
|
5592
Foronjy Financial
Santa Barbara,
California
| $272M | +$31.6M | +13% | 10.5% | – | 117 | 24.79% | 0.8 |
|
5593
Evolution Advisers
Richmond,
Virginia
| $272M | +$34.8M | +15% | 9.26% | 40.8% | 946 | 83.51% | 0.6 |
|
5594
Martin Capital Partners
Eugene,
Oregon
| $272M | +$2.87M | +1% | 5.86% | 42.3% | 75 | 13.33% | 4.3 |
|
5595
FMB Wealth Management
Westlake Village,
California
| $272M | +$30.1M | +12% | 12.8% | 71.1% | 76 | 6.58% | 2.5 |
|
5596
Emprise Bank
Wichita,
Kansas
| $271M | +$22.4M | +9% | 9.24% | – | 113 | 9.73% | 1.8 |
|
5597
MB, Levis & Associates
Center Valley,
Pennsylvania
| $271M | +$31.7M | +13% | 8.01% | 43.1% | 266 | 16.54% | 2.7 |
|
5598
Long Road Investment Counsel
Kalamazoo,
Michigan
| $271M | +$16.3M | +6% | 9.07% | 53.8% | 81 | 4.94% | 8.4 |
|
|
ML
5599
MTCO Ltd
Nassau,
| $271M | +$2.01M | +0.7% | 4.83% | – | 4 | 50% | 0.4 |
|
5600
Bernard Wealth Management
Royal Oak,
Michigan
| $271M | +$36.9M | +16% | 21.2% | – | 378 | 18.52% | 1.2 |
|