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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
Aviso Wealth Management
Bellevue,
Washington
| $229M | +$15.3M | +7% | 9.81% | 153% | 148 | 8.11% | 1.5 |
|
5602
rebel Financial
Groveport,
Ohio
| $229M | +$10.1M | +5% | 4.87% | – | 64 | 96.88% | 0 |
|
5603
5T Wealth
Napa,
California
| $229M | +$18.9M | +9% | 6.06% | – | 117 | 14.53% | 0.6 |
|
5604
Blue Square Asset Management
New York
| $229M | +$15.8M | +7% | 8.28% | 117% | 81 | 20.99% | 2 |
|
5605
Ironwood Investment Management
Boston,
Massachusetts
| $229M | +$23.8M | +12% | 13.1% | 164% | 174 | 5.75% | 6.4 |
|
5606
MRA Advisory Group
Parsippany,
New Jersey
| $229M | +$15.8M | +7% | 8.5% | 86.8% | 151 | 16.56% | 2 |
|
5607
Pinnacle Family Advisors
Springfield,
Missouri
| $229M | +$23.4M | +11% | 10.8% | 85.8% | 137 | 18.98% | 2.4 |
|
5608
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $229M | +$21.9M | +11% | 8.03% | 84.1% | 89 | 8.99% | 2.4 |
|
5609
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $229M | +$26.2M | +13% | 14.9% | 114% | 15 | 6.67% | 3.6 |
|
5610
Compass Capital Corp
Braintree,
Massachusetts
| $229M | +$16.9M | +8% | 9.91% | – | 190 | 25.79% | 0.6 |
|
5611
Physician Wealth Solutions
North Las Vegas,
Nevada
| $229M | +$13.4M | +6% | 5.42% | 43.6% | 46 | 2.17% | 1.5 |
|
5612
Family Office Research
Bethesda,
Maryland
| $229M | +$17.2M | +8% | 5.19% | – | 74 | 12.16% | 0.7 |
|
5613
Arcus Capital Partners
Atlanta,
Georgia
| $229M | -$2.58M | -1% | 5.09% | 69.2% | 139 | 25.9% | 2.9 |
|
5614
Kinloch Capital
Glen Allen,
Virginia
| $229M | +$13.8M | +6% | 6.56% | 63.4% | 77 | 7.79% | 3.4 |
|
5615
Melia Wealth
Tulsa,
Oklahoma
| $228M | +$19.6M | +9% | 0.03% | – | 23 | 8.7% | 1.3 |
|
5616
Foronjy Financial
Santa Barbara,
California
| $228M | +$14.6M | +7% | 5.41% | – | 116 | 19.83% | 0.2 |
|
5617
StoneCrest Wealth Management
Chandler,
Arizona
| $228M | +$18.3M | +9% | 11.2% | 168% | 81 | 24.69% | 1 |
|
5618
Bandera Partners
New York
| $228M | +$6.27M | +3% | 12.4% | 55.4% | 14 | 7.14% | 4.7 |
|
5619
Merck & Co
Rahway,
New Jersey
| $228M | +$12.4M | +6% | 10.3% | – | 13 | 0% | 0.7 |
|
5620
Mainsail Asset Management
Birmingham,
Alabama
| $228M | +$66.3M | +41% | 5.62% | 90.4% | 93 | 37.63% | 1 |
|
5621
626 Financial
Portage,
Michigan
| $228M | +$14.1M | +7% | 7.52% | 81.1% | 121 | 9.09% | 3.1 |
|
5622
Catalyst Private Wealth
San Mateo,
California
| $228M | +$3.04M | +1% | 3.65% | 120% | 82 | 6.1% | 3.2 |
|
5623
Balanced Wealth Group
Westlake,
Ohio
| $228M | -$2.56M | -1% | 7.89% | – | 70 | 1.43% | 1.6 |
|
5624
Scholtz & Company
Stamford,
Connecticut
| $228M | -$212K | -0.1% | 3.53% | 89.2% | 54 | 9.26% | 2.4 |
|
5625
Blue Barn Wealth
Orem,
Utah
| $228M | +$15.3M | +7% | 5.81% | 46.4% | 184 | 21.74% | 2.1 |
|