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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5626
Phoenix Asset Management Partners
London,
| $178M | -$9.9M | -5% | 0.73% | 139% | 13 | 15.38% | 1.5 |
|
5627
Etesian Wealth Advisors
West Linn,
Oregon
| $178M | +$3.61M | +2% | 2.17% | 54.8% | 118 | 7.63% | 1.3 |
|
|
ASM
5628
AI-Squared Management
Hong Kong
| $178M | +$44.7M | +34% | 7.47% | – | 32 | 65.63% | 0.2 |
|
5629
Element Wealth
Ridgeland,
Mississippi
| $178M | +$6.81M | +4% | 1.13% | 59.6% | 295 | 10.17% | 2.4 |
|
|
ORC
5630
O'Rourke & Company
Boston,
Massachusetts
| $178M | +$5.42M | +3% | 3.63% | 71.9% | 146 | 5.48% | 1.9 |
|
5631
Delphi Financial Group
Wilmington,
Delaware
| $178M | +$23M | +15% | 3.2% | 66.3% | 24 | 8.33% | 2 |
|
5632
Wayfinding Financial
Lynnwood,
Washington
| $178M | +$6.71M | +4% | 4.51% | 68.3% | 131 | 9.16% | 1.4 |
|
5633
Birchcreek Wealth Management
Miami Township,
Ohio
| $178M | -$12.6M | -7% | 2.78% | 80.7% | 176 | 25.57% | 2 |
|
5634
Arosa Capital Management
Miami Beach,
Florida
| $177M | +$7.89M | +5% | 0.31% | 536% | 47 | 55.32% | 0.5 |
|
|
CWM
5635
CCG Wealth Management
San Diego,
California
| $177M | +$11.3M | +7% | 4.25% | 82.6% | 77 | 15.58% | 2.8 |
|
5636
Trueblood Wealth Management
Lima,
Ohio
| $177M | +$2.57M | +1% | 1.8% | 89.9% | 229 | 6.99% | 0.5 |
|
5637
WFA Asset Management
Whitefish Bay,
Wisconsin
| $177M | -$14.2M | -7% | 0.96% | 60% | 243 | 16.87% | 1.9 |
|
5638
Painted Porch Advisors
Santa Barbara,
California
| $177M | +$13.4M | +8% | 0.32% | – | 403 | 83.87% | 0.1 |
|
5639
Paragon Private Wealth Management
Lexington,
Kentucky
| $177M | +$8.9M | +5% | 1.93% | 104% | 162 | 14.81% | 1.6 |
|
5640
Camelot Portfolios
Maumee,
Ohio
| $177M | +$74.7M | +73% | 0.96% | 41.3% | 601 | 76.54% | 1 |
|
5641
Firethorn Wealth Partners
Augusta,
Georgia
| $177M | +$7.21M | +4% | 2.62% | 75.1% | 155 | 12.9% | 1.9 |
|
5642
Crown Oak Advisors
Piedmont,
California
| $177M | -$4.68M | -3% | 1.48% | 53.3% | 22 | 0% | 0.5 |
|
5643
1492 Capital Management
Milwaukee,
Wisconsin
| $177M | -$2.71M | -2% | 5.55% | 332% | 112 | 31.25% | 1.5 |
|
5644
UNC Management Company
Chapel Hill,
North Carolina
| $177M | +$54.6M | +45% | 2.87% | 92% | 3 | 66.67% | 0.1 |
|
5645
Wealth Quarterback
Toms River,
New Jersey
| $176M | -$2.6M | -1% | 2.9% | 109% | 134 | 18.66% | 2.6 |
|
5646
Shelton Wealth Management
Fort Worth,
Texas
| $176M | +$17.3M | +11% | 2.01% | 89.4% | 156 | 39.74% | 1 |
|
5647
TAGStone Capital
Charlotte,
North Carolina
| $176M | +$5.59M | +3% | 1.4% | 58.3% | 92 | 11.96% | 1.9 |
|
5648
Fortitude Family Office
Scottsdale,
Arizona
| $176M | +$27.7M | +19% | 4.88% | 81.1% | 1,081 | 21.55% | 0.4 |
|
5649
Squire Investment Management Company
Orem,
Utah
| $176M | +$17.6M | +11% | 0.68% | – | 55 | 3.64% | 0.5 |
|
5650
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $176M | +$37.4M | +27% | 4.3% | 81.5% | 15 | 66.67% | 0.8 |
|