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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
Optimist Retirement Group
Bellevue,
Washington
| $209M | +$8.82M | +4% | 5.44% | – | 124 | 11.29% | 1.1 |
|
5677
Aristotle Pacific Capital
Newport Beach,
California
| $209M | -$95.3M | -31% | 1.61% | 1.84% | 6 | 0% | 2.9 |
|
5678
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $208M | +$26.8M | +15% | 9.17% | – | 63 | 12.7% | 0.7 |
|
5679
Ardent Capital Management
Cincinnati,
Ohio
| $208M | -$22.6M | -10% | 1.17% | 87.2% | 45 | 6.67% | 2.2 |
|
5680
New Vernon Capital Holdings II
Morristown,
New Jersey
| $208M | +$21.7M | +12% | 12.7% | 114% | 87 | 45.98% | 1.1 |
|
5681
Roubaix Capital
Denver,
Colorado
| $208M | +$16.4M | +9% | 22.8% | 174% | 73 | 61.64% | 0.5 |
|
5682
Emprise Bank
Wichita,
Kansas
| $208M | +$21.5M | +11% | 10.7% | – | 109 | 16.51% | 1.1 |
|
5683
Moser Wealth Advisors
Bellevue,
Washington
| $208M | +$17.5M | +9% | 9.57% | – | 206 | 24.27% | 2.6 |
|
5684
Delap Wealth Advisory
Lake Oswego,
Oregon
| $208M | +$28.9M | +16% | 9.72% | 73% | 89 | 24.72% | 1.6 |
|
5685
Ayrshire Capital Management
Westport,
Connecticut
| $208M | +$1.64M | +0.8% | 9.68% | 84.8% | 51 | 9.8% | 3.4 |
|
5686
Continuum Wealth Advisors
Saratoga Springs,
New York
| $208M | +$13.2M | +7% | 7.73% | 69% | 68 | 26.47% | 1.5 |
|
5687
Shore Point Advisors
Brielle,
New Jersey
| $208M | +$19.3M | +10% | 8.07% | 54.6% | 71 | 8.45% | 2.1 |
|
|
MWM
5688
MTC Wealth Management
Tampa,
Florida
| $208M | +$4.51M | +2% | 5.33% | 30.5% | 13 | 0% | 3.2 |
|
5689
Marshall & Sullivan
Seattle,
Washington
| $208M | +$11M | +6% | 7.5% | 82% | 119 | 64.71% | 2.8 |
|
5690
Bull Street Advisors
Savannah,
Georgia
| $208M | -$760K | -0.4% | 1.78% | 48.5% | 90 | 2.22% | 5.3 |
|
5691
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $208M | +$13.8M | +7% | 10.5% | 83.9% | 108 | 9.26% | 2.6 |
|
|
BCFD
5692
Boit C.F. David
| $208M | +$8.63M | +4% | 7.17% | 75.4% | 129 | 6.98% | 3 |
|
|
SCM
5693
Sage Capital Management
Stockton,
New Jersey
| $208M | +$23.5M | +13% | 12.3% | 94.3% | 161 | 8.07% | 1.3 |
|
5694
Breed's Hill Capital
Charlestown,
Massachusetts
| $208M | +$22.3M | +12% | 14.5% | – | 144 | 8.33% | 1.1 |
|
5695
Shelton Wealth Management
Fort Worth,
Texas
| $208M | +$23.6M | +13% | 13.7% | 89.4% | 182 | 45.6% | 1.4 |
|
|
SSA
5696
SSA Swiss Advisors
Zurich,
| $208M | +$12.2M | +6% | 8.28% | – | 135 | 22.96% | 0.2 |
|
5697
Financial Council
Towson,
Maryland
| $207M | +$21.9M | +12% | 11.5% | 80% | 95 | 10.53% | 2.3 |
|
5698
Grove Street Fiduciary
Peterborough,
New Hampshire
| $207M | +$10.1M | +5% | 7.98% | – | 76 | 11.84% | 0.4 |
|
5699
Fortress Wealth Management
Culver City,
California
| $207M | +$14.7M | +8% | 5.47% | 52.1% | 76 | 10.53% | 2 |
|
|
WA
5700
Win Advisors
Palm Beach Gardens,
Florida
| $207M | +$12.7M | +7% | 16.4% | 226% | 84 | 78.57% | 0.4 |
|