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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
LFWA
5701
LBJ Family Wealth Advisors
Austin,
Texas
| $133M | -$10.7M | -7% | 4.43% | 64.9% | 24 | 8.33% | 7 |
|
5702
Sowa Financial Group
Lincoln,
Rhode Island
| $133M | -$12.7M | -9% | 4.83% | 100% | 34 | 0% | 3.2 |
|
5703
SMART Wealth
Omaha,
Nebraska
| $133M | +$640K | +0.5% | 0.96% | 77.7% | 88 | 26.14% | 0.6 |
|
5704
Midwest Heritage Bank
West Des Moines,
Iowa
| $133M | +$1.3M | +1% | 2.72% | 52.2% | 57 | 14.04% | 1.4 |
|
5705
Spartan Fund Management
Toronto, Ontario,
Canada
| $133M | -$72.1M | -35% | 2.09% | 25% | 392 | 40.56% | 0.6 |
|
5706
Crown Wealth Group
Charlotte,
North Carolina
| $133M | +$6.26M | +5% | 2.6% | 98.2% | 78 | 25.64% | 1 |
|
5707
AJ Advisors
Nashville,
Tennessee
| $133M | -$10.8M | -7% | 3.57% | 59.8% | 39 | 20.51% | 0.6 |
|
5708
Fortis Advisors
Wayne,
Pennsylvania
| $133M | -$6.86M | -5% | 2.26% | 72.8% | 98 | 19.39% | 3.2 |
|
5709
Coombe, Bender & Co
Ellenville,
New York
| $133M | -$4.3M | -3% | 2.57% | – | 76 | 11.84% | 1.2 |
|
5710
Deere & Company
Moline,
Illinois
| $133M | -$61.7M | -32% | 4.12% | – | 3 | 0% | 6.1 |
|
5711
Financial Guidance Group
Palm Harbor,
Florida
| $133M | -$3.15M | -2% | 2.77% | 58.7% | 55 | 10.91% | 1.3 |
|
5712
Financial Designs
Claremont,
California
| $133M | -$4.1M | -3% | 2.84% | 49% | 27 | 48.15% | 0.4 |
|
|
BSWA
5713
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $133M | +$6.77M | +5% | 3.31% | – | 98 | 2.04% | 1.4 |
|
|
AWM
5714
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $133M | -$5.64M | -4% | 2.75% | 73.1% | 163 | 3.68% | 2.9 |
|
5715
Capital Wealth Alliance
Scottsdale,
Arizona
| $133M | -$368K | -0.3% | 1.71% | 124% | 112 | 17.86% | 2.2 |
|
5716
Covestor
London,
United Kingdom
| $133M | +$1.28M | +1% | 1.03% | 136% | 2,921 | 8.39% | 1.4 |
|
5717
ADE LLC
Baltimore,
Maryland
| $132M | -$10.8M | -8% | 3.37% | 52.2% | 85 | 10.59% | 2.1 |
|
5718
EPIQ Partners
Minneapolis,
Minnesota
| $132M | -$14.8M | -10% | 4.16% | 49.6% | 76 | 13.16% | 2.9 |
|
5719
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $132M | -$12.8M | -9% | 3.04% | 61.1% | 120 | 8.33% | 6.3 |
|
5720
Brooks Moore & Associates
Chattanooga,
Tennessee
| $132M | -$9.7M | -7% | 3.04% | 63.7% | 85 | 9.41% | 3.9 |
|
|
IF
5721
Integrity Financial
Cheyenne,
Wyoming
| $132M | -$5.04M | -4% | 3.23% | 66.3% | 232 | 12.07% | 1.4 |
|
5722
Wayfinding Financial
Lynnwood,
Washington
| $132M | -$11.7M | -8% | 4.11% | 68.3% | 119 | 10.92% | 1 |
|
|
RCM
5723
Ratan Capital Management
Miami Beach,
Florida
| $132M | +$59.8M | +83% | 5.77% | 616% | 40 | 45% | 1.8 |
|
5724
Avaii Wealth Management
Appleton,
Wisconsin
| $132M | +$1.87M | +1% | 3.1% | 100% | 156 | 19.23% | 1 |
|
5725
Dopkins Wealth Management
Williamsville,
New York
| $132M | +$19.8M | +18% | 2.13% | 64.4% | 55 | 27.27% | 1 |
|