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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
5676
Cherrydale Wealth Management
Hoboken,
New Jersey
| $132M | +$11.2M | +9% | 8.55% | 80.8% | 39 | 12.82% | 0.9 |
|
5677
Argus Investors Counsel
New York
| $132M | +$7.36M | +6% | 7.33% | 132% | 98 | 13.27% | 4.9 |
|
5678
Syntax Advisors
New York
| $132M | +$11.9M | +10% | 3.72% | – | 240 | 14.58% | 1 |
|
5679
Shore Point Advisors
Brielle,
New Jersey
| $132M | +$10.3M | +8% | 2.29% | 54.6% | 53 | 20.75% | 0.8 |
|
5680
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $132M | +$5.13M | +4% | 6.16% | 70.6% | 580 | 27.93% | 2 |
|
|
EL
5681
EQ LLC
Bellevue,
Washington
| $132M | +$6.74M | +5% | 6.19% | 72.9% | 54 | 25.93% | 1.7 |
|
5682
Lokken Investment Group
Lewes,
Delaware
| $132M | +$4.99M | +4% | 3.7% | 65.3% | 142 | 23.94% | 1.5 |
|
5683
Worth Asset Management
Dallas,
Texas
| $132M | -$11.8M | -8% | 3.06% | 115% | 552 | 27.17% | 0.7 |
|
5684
Barnett & Company
Chattanooga,
Tennessee
| $132M | +$725K | +0.6% | 0.91% | 65.9% | 93 | 27.96% | 3.7 |
|
5685
RHS Financial
San Francisco,
California
| $132M | +$5.83M | +5% | 4.84% | 65.6% | 95 | 7.37% | 2.2 |
|
5686
Wayfinding Financial
Lynnwood,
Washington
| $132M | +$6.82M | +5% | 7.89% | 68.3% | 135 | 58.52% | 0.6 |
|
5687
TFB Advisors
Overland Park,
Kansas
| $132M | +$12.1M | +10% | 6.01% | 85% | 146 | 21.92% | 0.2 |
|
5688
Financial Guidance Group
Palm Harbor,
Florida
| $131M | +$8.64M | +7% | 5.19% | 58.7% | 52 | 5.77% | 0.8 |
|
5689
Wallace Advisory Group
Lafayette,
California
| $131M | +$4.77M | +4% | 5.2% | 50.9% | 192 | 27.08% | 0.2 |
|
5690
Warther Private Wealth
Akron,
Ohio
| $131M | -$2.22M | -2% | 9.06% | 94.1% | 83 | 27.71% | 1.4 |
|
5691
McGinn Penninger Investment Management
Alexandria,
Virginia
| $131M | -$7.67M | -6% | 7.75% | 51.9% | 27 | 3.7% | 2 |
|
5692
West Bancorporation
West Des Moines,
Iowa
| $131M | -$3.42M | -3% | 0.4% | 72.5% | 100 | 21% | 2.5 |
|
|
ORC
5693
O'Rourke & Company
Boston,
Massachusetts
| $131M | +$5.24M | +4% | 6.49% | 71.9% | 134 | 3.73% | 1.1 |
|
5694
ETF Store
Overland Park,
Kansas
| $131M | +$1.35M | +1% | 4.81% | 61% | 93 | 2.15% | 1.1 |
|
|
JKSF
5695
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $131M | +$23.1M | +21% | 16.6% | 30.8% | 4 | 0% | 1.1 |
|
5696
Roubaix Capital
Denver,
Colorado
| $131M | +$7.61M | +6% | 21.1% | 174% | 63 | 60.32% | 0.5 |
|
5697
Family CFO
Los Altos,
California
| $131M | +$19.7M | +18% | 4.78% | 89.6% | 59 | 8.47% | 1.2 |
|
5698
Melone Private Wealth
Auburn Hills,
Michigan
| $131M | +$13M | +11% | 2.57% | 30.4% | 55 | 9.09% | 1.2 |
|
5699
Macellum Advisors
New York
| $131M | -$8.45M | -6% | 6.95% | – | 6 | 33.33% | 0.6 |
|
5700
Client First Capital
San Diego,
California
| $131M | +$3.09M | +2% | 3.5% | 54.6% | 27 | 37.04% | 0.9 |
|