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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5676
PFG Private Wealth Management
Lutz,
Florida
| $135M | -$34.9M | -21% | 2.39% | 52.6% | 330 | 24.55% | 1.6 |
|
5677
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $134M | -$17.9M | -12% | 3.68% | 91.4% | 128 | 11.72% | 1.7 |
|
5678
Selkirk Management
Chatham,
New Jersey
| $134M | +$6.13M | +5% | 3.96% | 245% | 17 | 11.76% | 3.9 |
|
5679
RiverTree Advisors
Winter Park,
Florida
| $134M | -$4.48M | -3% | 1.01% | 25.4% | 29 | 31.03% | 0.7 |
|
5680
Robinson Value Management
San Antonio,
Texas
| $134M | -$3.78M | -3% | 3.04% | 79.3% | 79 | 10.13% | 3.2 |
|
5681
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $134M | +$172K | +0.1% | 3.52% | 97.1% | 774 | 17.57% | 1.1 |
|
5682
F/M Investments
Washington,
District of Columbia
| $134M | -$1.49M | -1% | 1.2% | 101% | 83 | 22.89% | 0.7 |
|
5683
Matrix Private Capital Group
New York
| $134M | -$2.52M | -2% | 2.4% | 62.5% | 179 | 7.82% | 2.8 |
|
5684
Windle Wealth
Oklahoma City,
Oklahoma
| $134M | -$4.44M | -3% | 4.19% | 73% | 29 | 3.45% | 0.7 |
|
5685
PACK Private Wealth
Wayzata,
Minnesota
| $134M | +$124K | +0.1% | 4.82% | 52.8% | 40 | 10% | 1.5 |
|
5686
MGO Private Wealth
Irvine,
California
| $134M | +$1.09M | +0.8% | 3.42% | 51.5% | 76 | 21.05% | 0.8 |
|
5687
WealthSpring Partners
Long Beach,
California
| $134M | -$4.33M | -3% | 3.66% | – | 75 | 8% | 0.9 |
|
5688
Resolute Wealth Strategies
Jackson,
Mississippi
| $134M | +$4.76M | +4% | 1.99% | 105% | 92 | 5.43% | 0.5 |
|
5689
Yorktown Energy Partners X
New York
| $134M | +$13M | +11% | 12.3% | 95.9% | 5 | 0% | 2.3 |
|
5690
WESPAC Advisors
Orinda,
California
| $134M | +$8.87M | +7% | 2.98% | 126% | 149 | 20.13% | 0.7 |
|
5691
Ivy Lane Capital Management
Winter Park,
Florida
| $134M | -$1.9M | -1% | 0.05% | 101% | 15 | 26.67% | 0.9 |
|
5692
Peterson Wealth Services
South Ogden,
Utah
| $134M | -$74.6M | -36% | 0.61% | 160% | 91 | 32.97% | 1.4 |
|
5693
Lightspeed Opportunity Fund
Menlo Park,
California
| $134M | +$1.79M | +1% | 3.71% | – | 2 | 0% | 0.5 |
|
5694
ARQ Wealth Advisors
Scottsdale,
Arizona
| $134M | -$20.3M | -13% | 3.82% | 53.3% | 67 | 32.84% | 2.1 |
|
5695
Dean Capital Management
Overland Park,
Kansas
| $134M | +$58.6M | +78% | 2.53% | 89.7% | 138 | 59.42% | 0.9 |
|
5696
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $133M | +$50.5M | +61% | 0.15% | 82.1% | 135 | 35.56% | 1.1 |
|
5697
Delta Capital Management
Red Bank,
New Jersey
| $133M | -$11.9M | -8% | 1.63% | 129% | 90 | 18.89% | 6.3 |
|
5698
R.W. Roge & Company
Bohemia,
New York
| $133M | -$10.2M | -7% | 3.17% | 68.1% | 47 | 14.89% | 2.2 |
|
|
VFG
5699
V2 Financial group
Naperville,
Illinois
| $133M | -$5.88M | -4% | 4.68% | 63.3% | 63 | 9.52% | 2.1 |
|
5700
HBC Financial Services
Seattle,
Washington
| $133M | -$7.51M | -5% | 3.93% | 12.6% | 199 | 9.55% | 2.2 |
|