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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
WJ Wealth Management
Glendale,
Arizona
| $227M | -$89.3M | -28% | 7.65% | 95.6% | 106 | 41.51% | 2.4 |
|
5627
Summa Corp
Tomball,
Texas
| $227M | +$35M | +18% | 14.8% | 348% | 82 | 14.63% | 1.1 |
|
5628
Cascades Capital Asset Management
Greensboro,
North Carolina
| $227M | +$32.7M | +17% | 7.96% | – | 165 | 19.39% | 0.7 |
|
|
VCM
5629
Viewpoint Capital Management
Seattle,
Washington
| $227M | +$23.3M | +11% | 11.7% | 127% | 152 | 11.84% | 2.9 |
|
5630
Spinecap SAS
Paris,
France
| $227M | +$35M | +18% | 18.3% | – | 15 | 33.33% | 0.7 |
|
5631
HighMark Wealth Management
St. Paul,
Minnesota
| $227M | +$22.6M | +11% | 14% | 110% | 679 | 20.18% | 3 |
|
5632
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $227M | +$18.6M | +9% | 9.26% | – | 66 | 21.21% | 0.8 |
|
|
SHFP
5633
Second Half Financial Partners
Sebring,
Florida
| $227M | +$14.8M | +7% | 4.6% | 36.8% | 100 | 14% | 1.1 |
|
5634
Creekside Partners
Petaluma,
California
| $227M | +$16.4M | +8% | 7.84% | – | 175 | 4% | 1.2 |
|
5635
Monolith Management
Hong Kong
| $227M | -$55.9M | -20% | 19.8% | – | 35 | 80% | 0.3 |
|
5636
Heritage Wealth Management (Texas)
Houston,
Texas
| $227M | +$25.5M | +13% | 6.09% | 52.3% | 40 | 15% | 1.7 |
|
5637
Forager Capital Management
Birmingham,
Alabama
| $227M | +$22.2M | +11% | 16.3% | 52.6% | 12 | 16.67% | 2.6 |
|
5638
S.A. Mason
Holland,
Michigan
| $227M | +$19.9M | +10% | 10.4% | 116% | 370 | 32.97% | 4.5 |
|
5639
Tull Financial Group
Chesapeake,
Virginia
| $226M | +$6.64M | +3% | 5.93% | – | 35 | 11.43% | 0.8 |
|
5640
Dravo Bay
Rehoboth Beach,
Delaware
| $226M | +$19.7M | +10% | 5.67% | 45.2% | 48 | 0% | 2.5 |
|
5641
Haven Private
Orlando,
Florida
| $226M | +$883K | +0.4% | 9.06% | – | 196 | 27.04% | 0.6 |
|
|
SV
5642
Stilwell Value
New York
| $226M | +$20.8M | +10% | 5.26% | 87.9% | 33 | 15.15% | 4.8 |
|
5643
Ballentine Capital Advisors
Greenville,
South Carolina
| $226M | +$15.2M | +7% | 5.66% | 48.8% | 28 | 14.29% | 1.5 |
|
5644
Postrock Partners
Overland Park,
Oregon
| $226M | +$17M | +8% | 10.2% | – | 87 | 10.34% | 0.7 |
|
5645
Shore Point Advisors
Brielle,
New Jersey
| $226M | +$17.9M | +9% | 5.24% | 54.6% | 73 | 5.48% | 2.3 |
|
5646
Atlas Merchant Capital
New York
| $226M | -$106M | -32% | 26.7% | 67.6% | 11 | 36.36% | 1 |
|
5647
Compass Financial Services
West Des Moines,
Iowa
| $226M | +$19.6M | +9% | 5.33% | – | 359 | 25.91% | 0.5 |
|
5648
Onyx Financial Advisors
Idaho Falls,
Idaho
| $226M | +$15.1M | +7% | 6.47% | 57.8% | 19 | 10.53% | 1.7 |
|
5649
Clarus Wealth Advisors
Peoria,
Arizona
| $226M | +$9.8M | +5% | 10.1% | 89.7% | 95 | 17.89% | 2.7 |
|
5650
Altus Wealth Management
Ft Mitchell,
Kentucky
| $226M | +$16.9M | +8% | 6.44% | 73% | 30 | 6.67% | 3.8 |
|