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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5726
Diesslin Group
Fort Worth,
Texas
| $259M | +$37.2M | +17% | 12.4% | – | 63 | 22.22% | 0.4 |
|
5727
Optimist Retirement Group
Bellevue,
Washington
| $259M | +$32.4M | +14% | 20.4% | – | 125 | 15.2% | 1.6 |
|
5728
Cherokee Insurance
Sterling Heights,
Michigan
| $259M | -$4.33M | -2% | 12.1% | – | 129 | 10.08% | 1.3 |
|
5729
Elevation Capital Advisory
Bend,
Oregon
| $259M | +$24.1M | +10% | 15.6% | – | 87 | 52.87% | 0.7 |
|
5730
Private Wealth Group
Tampa,
Florida
| $259M | +$44.5M | +21% | 11.6% | 52.9% | 79 | 13.92% | 3.3 |
|
5731
Heritage Family Offices
Scottsdale,
Arizona
| $259M | +$33.4M | +15% | 15.7% | – | 258 | 33.72% | 1 |
|
5732
Endowment Wealth Management
Appleton,
Wisconsin
| $259M | +$32.5M | +14% | 12.3% | 66.3% | 190 | 17.89% | 2.2 |
|
|
CSA
5733
Cottage Street Advisors
Marion,
Massachusetts
| $259M | +$27.4M | +12% | 16.9% | 95.8% | 157 | 17.2% | 2.7 |
|
|
I2I
5734
Insight 2811 Inc
Chicago,
Illinois
| $259M | +$19.4M | +8% | 9.13% | 30.8% | 109 | 8.26% | 4.6 |
|
5735
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $258M | +$163M | +172% | 15.8% | – | 324 | 86.42% | 0.1 |
|
5736
Resolute Wealth Strategies
Jackson,
Mississippi
| $258M | +$26.4M | +11% | 15.2% | 105% | 140 | 24.29% | 1.9 |
|
5737
Mach-1 Financial Group
Rogers,
Arkansas
| $258M | -$26M | -9% | 12.9% | 83.4% | 182 | 39.56% | 0.8 |
|
5738
Beach Point Capital Management
Santa Monica,
California
| $258M | +$3.99M | +2% | 21.7% | 84.1% | 14 | 21.43% | 1.3 |
|
5739
Darrow Company
Needham,
Massachusetts
| $258M | +$35.9M | +16% | 11.6% | 44.5% | 60 | 10% | 2.8 |
|
5740
Lloyd Advisory Services
Suwanee,
Georgia
| $258M | -$91.4M | -26% | 8.99% | 47.7% | 1,064 | 62.69% | 0.4 |
|
5741
Family Capital Management
Grand Rapids,
Michigan
| $258M | +$33.1M | +15% | 15.6% | 70.5% | 117 | 12.82% | 2 |
|
5742
Great Hill Partners
Boston,
Massachusetts
| $258M | +$48M | +23% | 22.9% | 24% | 1 | 0% | 4 |
|
5743
Robertson Opportunity Capital
Dallas,
Texas
| $258M | -$2.22M | -0.9% | 11.5% | 93.4% | 31 | 9.68% | 6.6 |
|
|
IMC
5744
Inherent Management Corp
New York
| $258M | +$60.9M | +31% | 4.62% | – | 12 | 33.33% | 0.8 |
|
5745
Ergawealth Advisors
Oak Brook,
Illinois
| $258M | +$31.3M | +14% | 12.3% | 50% | 58 | 12.07% | 2.2 |
|
|
PHM
5746
Prospect Hill Management
Short Hills,
New Jersey
| $257M | +$33.1M | +15% | 13% | 85.1% | 14 | 0% | 4.6 |
|
5747
Beaumont Asset Management
Beaumont,
Texas
| $257M | +$35.3M | +16% | 12.5% | 73.1% | 83 | 13.25% | 3 |
|
5748
Transcendent Capital Group
Edmond,
Oklahoma
| $257M | +$37.7M | +17% | 16.5% | 82.3% | 138 | 26.09% | 1.5 |
|
5749
Untitled Investments
New York
| $257M | -$11.6M | -4% | 22.3% | 79.6% | 19 | 21.05% | 1.6 |
|
|
NERM
5750
New England Research & Management
Chicago,
Illinois
| $257M | +$20.3M | +9% | 13.5% | 65% | 167 | 34.13% | 4.5 |
|