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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5651
SFG Wealth Management
Towson,
Maryland
| $188M | +$13M | +7% | 6.02% | 86.3% | 96 | 14.58% | 1.7 |
|
5652
Scalar Gauge Management
Dallas,
Texas
| $188M | +$16.5M | +10% | 2.99% | – | 36 | 50% | 0.5 |
|
|
DFS
5653
Dixon Fnancial Services
Lafayette,
California
| $188M | +$10M | +6% | 5.98% | 76.6% | 37 | 2.7% | 1.8 |
|
5654
Owen LaRue
Elizabethtown,
Kentucky
| $188M | +$26.7M | +17% | 7.9% | 126% | 105 | 30.48% | 1 |
|
5655
Melone Private Wealth
Auburn Hills,
Michigan
| $188M | +$19.5M | +12% | 5.77% | 30.4% | 50 | 6% | 2.4 |
|
5656
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $188M | +$9.3M | +5% | 9.92% | 92.4% | 462 | 14.5% | 5.1 |
|
5657
ShariaPortfolio
Lake Mary,
Florida
| $188M | +$2.7M | +1% | 6.88% | 254% | 39 | 35.9% | 0.8 |
|
5658
Stephens Group
Little Rock,
Arkansas
| $188M | -$36.9M | -16% | 11% | 45% | 4 | 25% | 2.5 |
|
5659
Triad Wealth Partners
Lawrence,
Kansas
| $188M | -$2.8M | -1% | 4.52% | – | 1,008 | 95.73% | 0.3 |
|
5660
Blantyre Capital
London,
United Kingdom
| $188M | +$48.8M | +35% | 60.6% | – | 1 | 0% | 0.8 |
|
5661
Pine Brook Road Advisors
Bedford,
New York
| $188M | -$7.26M | -4% | 2.83% | – | 3 | 0% | 0.8 |
|
5662
Halter Ferguson Financial
Carmel,
Indiana
| $188M | +$46.9M | +33% | 16.1% | 131% | 34 | 14.71% | 0.6 |
|
5663
New Perspectives Inc
Ridgeland,
Mississippi
| $188M | +$436K | +0.2% | 5.6% | – | 38 | 21.05% | 1.8 |
|
5664
Kanen Wealth Management
Coconut Creek,
Florida
| $188M | +$25.9M | +16% | 18.3% | 328% | 27 | 40.74% | 1.6 |
|
5665
Forte Asset Management
Bedford,
New York
| $187M | +$17.9M | +11% | 5.58% | 57.7% | 65 | 9.23% | 1.5 |
|
5666
Marmo Financial Group
Johnson City,
Tennessee
| $187M | +$22M | +13% | 5.88% | 47.5% | 31 | 19.35% | 1.1 |
|
5667
Chicago Wealth Management
Chicago,
Illinois
| $187M | +$13.5M | +8% | 9.22% | 134% | 53 | 15.09% | 1.9 |
|
5668
Constitution Capital
Shelton,
Connecticut
| $187M | -$2.23M | -1% | 5.54% | 91.1% | 65 | 10.77% | 2.8 |
|
|
WHAM
5669
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $187M | -$51.1M | -21% | 5.89% | 98.1% | 30 | 30% | 1.6 |
|
5670
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $187M | +$21.5M | +13% | 7.64% | 87.2% | 141 | 34.04% | 1.3 |
|
5671
R.W. Roge & Company
Bohemia,
New York
| $187M | +$12.1M | +7% | 6.04% | 68.1% | 50 | 12% | 2.7 |
|
5672
Shared Vision Wealth Group
Carlsbad,
United States
| $187M | +$15.3M | +9% | 6.17% | – | 74 | 2.7% | 0.7 |
|
5673
KM Capital Management
Austin,
Texas
| $187M | -$6.1M | -3% | 5.09% | 60.8% | 48 | 18.75% | 1.2 |
|
5674
Adapt Wealth Advisors
Atlanta,
Georgia
| $187M | +$27.2M | +17% | 5.77% | – | 68 | 8.82% | 0.4 |
|
5675
Ally Bridge Group
New York
| $187M | +$19M | +11% | 8.7% | 844% | 34 | 41.18% | 0.5 |
|