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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5726
Boyd Wealth Management
Sacramento,
California
| $236M | +$3.58M | +2% | 1.41% | 56.8% | 50 | 10% | 3 |
|
5727
Worth Asset Management
Dallas,
Texas
| $236M | +$13.3M | +6% | 4.59% | 115% | 201 | 36.32% | 1.3 |
|
5728
Melone Private Wealth
Auburn Hills,
Michigan
| $236M | +$15M | +7% | 1.09% | 30.4% | 60 | 10% | 2.9 |
|
5729
Physician Wealth Solutions
North Las Vegas,
Nevada
| $236M | +$6.72M | +3% | 1.73% | 43.6% | 46 | 2.17% | 1.8 |
|
|
CCM
5730
Conway Capital Management
Burbank,
California
| $236M | -$2.6M | -1% | 1.9% | 139% | 52 | 19.23% | 3.6 |
|
5731
Red Tortoise LLC
Atlanta,
Georgia
| $236M | +$5.13M | +2% | 2.51% | 43.7% | 634 | 12.15% | 2.3 |
|
5732
Prairie Wealth Advisors
Omaha,
Nebraska
| $236M | -$8.09M | -3% | 0.17% | – | 159 | 98.11% | 0 |
|
5733
MYeCFO
La Jolla,
California
| $236M | +$15.8M | +7% | 4.03% | 58.5% | 67 | 13.43% | 2.2 |
|
|
WA
5734
Win Advisors
Palm Beach Gardens,
Florida
| $236M | +$30.1M | +15% | 4.16% | 266% | 100 | 68% | 0.3 |
|
|
IGYL
5735
I.G.Y. Ltd
London,
United Kingdom
| $235M | -$3.43M | -1% | 0.06% | 80.5% | 3 | 0% | 5.8 |
|
|
YP
5736
YANKCOM Partnership
Yankton,
South Dakota
| $235M | +$13.1M | +6% | 2.96% | – | 393 | 32.32% | 0.7 |
|
5737
Exeter Financial
Scottsdale,
Arizona
| $235M | +$3.61M | +2% | 1.78% | 59.1% | 99 | 9.09% | 5.8 |
|
5738
One Wealth Capital Management
Scottsdale,
Arizona
| $235M | +$12M | +5% | 0.91% | – | 142 | 19.01% | 0.7 |
|
5739
Banque de Luxembourg
Luxembourg
| $235M | +$41.4M | +21% | 5.06% | – | 91 | 15.38% | 0.8 |
|
5740
Motive Wealth Advisors
Birmingham,
Michigan
| $235M | +$2.83M | +1% | 2.71% | 73.4% | 98 | 15.31% | 2.3 |
|
5741
Investmark Advisory Group
Shelton,
Connecticut
| $235M | +$4.2M | +2% | 1.42% | 73.8% | 138 | 5.8% | 2.7 |
|
5742
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $235M | +$2.46M | +1% | 3.42% | 75.2% | 22 | 22.73% | 1.3 |
|
5743
Dean Capital Management
Overland Park,
Kansas
| $235M | -$21.7M | -8% | 6.06% | 89.7% | 125 | 9.6% | 1.7 |
|
5744
Sightline Wealth Advisors
Groton,
Connecticut
| $235M | +$13.1M | +6% | 1.3% | 48.5% | 105 | 18.1% | 2.4 |
|
5745
Roubaix Capital
Denver,
Colorado
| $235M | +$19.8M | +9% | 2.69% | 174% | 68 | 63.24% | 0.5 |
|
5746
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $234M | -$3.19M | -1% | 2.64% | 81.9% | 519 | 4.43% | 3.9 |
|
5747
Christensen King & Associates Investment Services
Richland,
Washington
| $234M | +$1.6M | +0.7% | 1.65% | 57.9% | 110 | 7.27% | 1.7 |
|
|
LP
5748
LGL Partners
Philadelphia,
Pennsylvania
| $234M | -$511K | -0.2% | 2.37% | 68.9% | 62 | 22.58% | 4.7 |
|
|
WM
5749
Wishbone Management
Chicago,
Illinois
| $234M | +$48.2M | +26% | 10.2% | 58.7% | 5 | 20% | 0.9 |
|
5750
Infusive Asset Management
New York
| $234M | +$16M | +7% | 1.67% | 33.8% | 39 | 28.21% | 1.5 |
|