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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5701
Sea Cliff Partners Management
San Francisco,
California
| $237M | -$24.1M | -9% | 3.55% | – | 18 | 44.44% | 0.9 |
|
5702
Client First Capital
San Diego,
California
| $237M | +$12.8M | +6% | 2.19% | 54.6% | 27 | 18.52% | 1.4 |
|
5703
Tenon Financial
Metuchen,
New Jersey
| $237M | +$42.5M | +22% | 1.97% | – | 55 | 23.64% | 1.3 |
|
5704
AAF Wealth Management
Westborough,
Massachusetts
| $237M | +$16.4M | +7% | 3.32% | 75.1% | 52 | 21.15% | 2.7 |
|
5705
Guardian Financial Partners
Orange,
California
| $237M | +$110K | +0% | 1.36% | 53.9% | 74 | 20.27% | 1.7 |
|
5706
Vawter Financial
Columbus,
Ohio
| $237M | +$16.5M | +7% | 1.47% | 48% | 123 | 8.13% | 0.7 |
|
5707
Values Added Financial
Washington,
District of Columbia
| $237M | +$12M | +5% | 2.42% | 65.9% | 137 | 7.3% | 1.7 |
|
|
CA
5708
Continental Advisors
Park City,
Utah
| $237M | +$5.72M | +2% | 8.98% | 73.6% | 46 | 17.39% | 5.9 |
|
5709
Granite Harbor Advisors
Houston,
Texas
| $237M | -$1.11M | -0.5% | 3.2% | 61.5% | 135 | 12.59% | 1.8 |
|
5710
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $237M | +$12.8M | +6% | 0.06% | 14.4% | 59 | 23.73% | 1.4 |
|
5711
Gables Capital Management
Miami,
Florida
| $237M | +$3.34M | +1% | 2.88% | 173% | 476 | 6.3% | 4.5 |
|
5712
Boulder Wealth Advisors
Boulder,
Colorado
| $237M | +$21.5M | +10% | 1.93% | – | 39 | 30.77% | 1.5 |
|
5713
Creekside Partners
Petaluma,
California
| $237M | +$9.6M | +4% | 2.32% | – | 183 | 7.1% | 1.3 |
|
5714
Pfizer
New York
| $236M | -$201M | -46% | 36.3% | – | 21 | 14.29% | 1 |
|
|
CSA
5715
Cottage Street Advisors
Marion,
Massachusetts
| $236M | +$957K | +0.4% | 3.48% | 95.8% | 156 | 16.67% | 2.5 |
|
5716
SimpliFi Inc
San Diego,
California
| $236M | +$2.67M | +1% | 1.04% | 27.9% | 47 | 14.89% | 2.8 |
|
5717
Shore Point Advisors
Brielle,
New Jersey
| $236M | +$10.2M | +4% | 1.13% | 54.6% | 77 | 9.09% | 2.4 |
|
5718
Heartland Bank & Trust
Bloomington,
Illinois
| $236M | -$5.85M | -2% | 4.94% | 105% | 179 | 18.44% | 1.9 |
|
5719
Wayfinding Financial
Lynnwood,
Washington
| $236M | +$3.94M | +2% | 1.11% | 68.3% | 166 | 16.87% | 1.2 |
|
5720
Navis Wealth Advisors
Rye Brook,
New York
| $236M | +$102M | +77% | 3.71% | 107% | 187 | 37.97% | 1.7 |
|
5721
Squadron Capital Management
Westmont,
Illinois
| $236M | – | – | 123% | – | 33 | – | 0 |
|
5722
Onyx Financial Advisors
Idaho Falls,
Idaho
| $236M | +$9.9M | +4% | 1.88% | 57.8% | 19 | 10.53% | 2.1 |
|
|
FAG
5723
Fortitude Advisory Group
Gig Harbor,
Washington
| $236M | +$49.8M | +27% | 2.81% | 142% | 233 | 13.73% | 2.7 |
|
5724
Caldwell Sutter Capital
Sausalito,
California
| $236M | +$1.75M | +0.7% | 3.13% | 79.5% | 914 | 8.75% | 2.3 |
|
5725
Silphium Asset Management
London,
United Kingdom
| $236M | -$102M | -30% | 3.86% | 118% | 60 | 60% | 1 |
|