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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5601
Colorado Capital Management
Boulder,
Colorado
| $179M | +$6.44M | +4% | 1.94% | 60.4% | 99 | 11.11% | 4.7 |
|
5602
Carl P. Sherr & Co
Worcester,
Massachusetts
| $179M | +$1.93M | +1% | 2.59% | 68.8% | 121 | 4.13% | 3.1 |
|
5603
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $179M | +$14.8M | +9% | 3.39% | 60.9% | 70 | 35.71% | 2.1 |
|
5604
Walden Wealth Partners
Beachwood,
Ohio
| $179M | +$6.86M | +4% | 2.61% | – | 93 | 7.53% | 0.5 |
|
5605
Renaissance Capital
Stamford,
Connecticut
| $179M | -$13.6M | -7% | 3.87% | 392% | 60 | 43.33% | 1.3 |
|
5606
Cordant Inc
Portland,
Oregon
| $179M | +$6.49M | +4% | 0.37% | 47% | 71 | 2.82% | 3.3 |
|
5607
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $179M | -$1.45M | -0.8% | 3.39% | 92.4% | 443 | 12.19% | 5 |
|
5608
New England Capital Financial Advisors
Meriden,
Connecticut
| $179M | +$1.57M | +0.9% | 0.52% | 55.6% | 415 | 6.99% | 1.3 |
|
5609
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $179M | +$5.53M | +3% | 2.02% | 81.9% | 172 | 9.3% | 2.5 |
|
5610
RP Management
New York
| $179M | -$1.32M | -0.7% | 24.7% | 208% | 4 | 25% | 2.4 |
|
5611
Financial Council
Towson,
Maryland
| $179M | +$9.7M | +6% | 4.19% | 80% | 86 | 9.3% | 1.7 |
|
5612
CNA Financial
Chicago,
Illinois
| $179M | -$21.1M | -11% | 2.23% | 48.6% | 18 | 38.89% | 1.5 |
|
5613
Nierenberg Investment Management Company
Camas,
Washington
| $179M | -$811K | -0.5% | 1.08% | 135% | 59 | 35.59% | 1.4 |
|
5614
Blackston Financial Advisory Group
The Villages,
Florida
| $179M | +$28.1M | +19% | 4.54% | 69.1% | 110 | 68.18% | 0.9 |
|
|
CCP
5615
Cunning Capital Partners
Morrisville,
North Carolina
| $179M | -$2.12M | -1% | 2.62% | 268% | 82 | 2.44% | 0.7 |
|
5616
Magnolia Capital Advisors
Jackson,
Mississippi
| $179M | +$59.1M | +49% | 0.09% | 78.7% | 169 | 73.96% | 0.8 |
|
|
IC
5617
Immersion Capital
London,
United Kingdom
| $179M | -$73.8M | -29% | 3.59% | 63.4% | 10 | 20% | 2.1 |
|
5618
Vivid Wealth Management
West Des Moines,
Iowa
| $179M | +$18.7M | +12% | 3.98% | – | 83 | 30.12% | 0.4 |
|
5619
IMPACTfolio
Denver,
Colorado
| $179M | +$13M | +8% | 2.24% | 51.2% | 44 | 29.55% | 1.3 |
|
|
DFS
5620
Dixon Fnancial Services
Lafayette,
California
| $178M | -$2.22M | -1% | 0.5% | 76.6% | 36 | 0% | 1.6 |
|
5621
IRON Financial
Northbrook,
Illinois
| $178M | -$1.08M | -0.6% | 2.19% | 60.6% | 103 | 6.8% | 3.2 |
|
5622
Cooper/Haims Advisors
Victor,
New York
| $178M | +$6.26M | +4% | 3.62% | 53.1% | 85 | 5.88% | 3.7 |
|
5623
Lanham O'Dell & Company
Hurricane,
West Virginia
| $178M | -$19.5M | -10% | 0.01% | 81% | 30 | 20% | 1.5 |
|
5624
First City Capital Management
Savannah,
Georgia
| $178M | -$2.55M | -1% | 2.46% | 76.5% | 172 | 11.63% | 5.9 |
|
5625
Significant Wealth Partners
Cary,
Illinois
| $178M | +$25.6M | +17% | 2.62% | – | 163 | 63.19% | 0.4 |
|