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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5701
Values First Advisors
Gray,
Tennessee
| $184M | +$17.5M | +10% | 7.03% | 87.6% | 280 | 42.5% | 1.7 |
|
5702
Foresight Global Investors
Purchase,
New York
| $184M | -$23.7M | -11% | 3.78% | 69.9% | 51 | 31.37% | 0.8 |
|
5703
Aviso Wealth Management
Bellevue,
Washington
| $184M | +$15.9M | +9% | 6.31% | – | 160 | 15% | 0.7 |
|
5704
River Street Advisors
Aurora,
Illinois
| $184M | +$21.5M | +13% | 7.21% | 93.5% | 150 | 9.33% | 1.2 |
|
5705
Shelton Wealth Management
Fort Worth,
Texas
| $184M | +$7.75M | +4% | 4.94% | 89.4% | 151 | 27.15% | 1.2 |
|
5706
WFA Asset Management
Whitefish Bay,
Wisconsin
| $184M | +$6.98M | +4% | 6.91% | 60% | 213 | 8.92% | 2.2 |
|
5707
Boulder Wealth Advisors
Boulder,
Colorado
| $184M | +$12.6M | +7% | 4.88% | – | 27 | 11.11% | 1.1 |
|
5708
Battery Global Advisors
Boston,
Massachusetts
| $184M | +$32.9M | +22% | 7.2% | – | 136 | 75% | 0.2 |
|
5709
Windle Wealth
Oklahoma City,
Oklahoma
| $184M | +$20M | +12% | 10.1% | 73% | 32 | 9.38% | 1.5 |
|
5710
JDM Financial Group
Austin,
Texas
| $184M | +$35.9M | +24% | 6.1% | 56.7% | 419 | 50.12% | 0.8 |
|
5711
Worth Asset Management
Dallas,
Texas
| $184M | +$15.5M | +9% | 7.03% | 115% | 169 | 46.75% | 0.9 |
|
5712
IRON Financial
Northbrook,
Illinois
| $184M | +$5.42M | +3% | 6.74% | 60.6% | 128 | 36.72% | 3.1 |
|
5713
Evolution Advisers
Richmond,
Virginia
| $184M | +$9.7M | +6% | 5.79% | 40.8% | 198 | 7.07% | 1.8 |
|
5714
Ariadne Wealth Management
Santa Barbara,
California
| $184M | +$54.3M | +42% | 6.9% | – | 296 | 70.61% | 0.1 |
|
|
LA
5715
Lane & Associates
Moorestown,
New Jersey
| $184M | +$14.1M | +8% | 5.93% | – | 123 | 17.07% | 1.3 |
|
|
CSA
5716
Cottage Street Advisors
Marion,
Massachusetts
| $184M | +$14.1M | +8% | 6.27% | 95.8% | 110 | 14.55% | 2.4 |
|
|
MWA
5717
Miller Wealth Advisors
Ridgeway,
Colorado
| $184M | -$1.33M | -0.7% | 0.53% | 117% | 89 | 13.48% | 2 |
|
|
IC
5718
Immersion Capital
London,
United Kingdom
| $183M | +$4.73M | +3% | 2.84% | 63.4% | 10 | 20% | 1.8 |
|
5719
Harrington Investments
Napa,
California
| $183M | +$7M | +4% | 5.69% | 109% | 83 | 4.82% | 5.6 |
|
5720
Consilium Wealth Advisory
Richardson,
Texas
| $183M | +$42.5K | +0% | 5.64% | 126% | 93 | 13.98% | 1.9 |
|
5721
Leverty Financial Group
Hudson,
Wisconsin
| $183M | +$14M | +8% | 6.24% | 57.3% | 39 | 23.08% | 1.6 |
|
|
PWP
5722
Pursue Wealth Partners
Clayton,
California
| $183M | -$373K | -0.2% | 2.63% | 108% | 124 | 20.16% | 1.6 |
|
5723
MRA Advisory Group
Parsippany,
New Jersey
| $183M | +$8.06M | +5% | 5.13% | 86.8% | 127 | 18.11% | 1.8 |
|
5724
Mudita Advisors
London,
United Kingdom
| $183M | -$12.6M | -6% | 3.48% | 143% | 19 | 15.79% | 1.9 |
|
5725
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $183M | +$3.9M | +2% | 7.21% | 81.9% | 175 | 12.57% | 2.6 |
|