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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5751
Guardian Financial Partners
Orange,
California
| $257M | +$20.1M | +8% | 11.9% | 50.2% | 74 | 16.22% | 2.1 |
|
5752
HMV Wealth Advisors
Shreveport,
Louisiana
| $257M | +$44M | +21% | 11.8% | – | 89 | 8.99% | 1.2 |
|
5753
Leslie Global Wealth
Itasca,
Illinois
| $257M | +$67M | +35% | 13.9% | – | 92 | 21.74% | 1.3 |
|
5754
626 Financial
Portage,
Michigan
| $257M | +$32.4M | +14% | 13.4% | 71.3% | 133 | 13.53% | 3.3 |
|
5755
Miller Capital Partners
Troy,
Michigan
| $257M | +$48.6M | +23% | 34.4% | – | 266 | 4.51% | 0.5 |
|
5756
Birchcreek Wealth Management
Miami Township,
Ohio
| $257M | +$49M | +24% | 23.7% | 80.7% | 138 | 15.94% | 3.2 |
|
5757
Daily Journal Corp
Los Angeles,
California
| $257M | +$16M | +7% | 7.97% | 108% | 4 | 0% | 10.7 |
|
5758
CNB Bank
Clearfield,
Pennsylvania
| $257M | +$18.9M | +8% | 14% | 91.6% | 534 | 5.24% | 4.7 |
|
5759
NBZ Investment Advisors
Knoxville,
Tennessee
| $256M | +$27.4M | +12% | 12.3% | – | 87 | 17.24% | 1 |
|
5760
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $256M | +$26.1M | +11% | 15.9% | 81.9% | 185 | 10.81% | 3.3 |
|
5761
Davidson Trust Company
Seattle,
Washington
| $256M | +$24.4M | +11% | 11.8% | 77% | 193 | 10.36% | 3.5 |
|
5762
Kiker Wealth Management
Jasper,
Georgia
| $256M | +$46.8M | +22% | 1.88% | – | 189 | 44.97% | 0.2 |
|
5763
My Personal CFO LLC
Vancouver,
Washington
| $256M | +$27.8M | +12% | 16.9% | 83.4% | 92 | 5.43% | 1.4 |
|
|
SCM
5764
Sage Capital Management
Stockton,
New Jersey
| $256M | +$43.3M | +20% | 22.1% | 94.3% | 178 | 14.61% | 2 |
|
5765
Byrne Financial Freedom
Franklin,
Massachusetts
| $256M | +$47.2M | +23% | 37.2% | – | 124 | 20.97% | 1 |
|
5766
Meritas Wealth Management
Larkspur,
California
| $256M | +$34.9M | +16% | 10.8% | 69.4% | 67 | 16.42% | 2.5 |
|
5767
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $256M | +$43.2M | +20% | 10.5% | – | 112 | 11.61% | 1.5 |
|
5768
Punch Card Management
Winter Park,
Florida
| $256M | -$14.7M | -5% | 10.5% | 41% | 5 | 0% | 3.6 |
|
|
WMS
5769
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| $256M | +$34.9M | +16% | 10.9% | – | 46 | 15.22% | 1.2 |
|
5770
Yoder Wealth Management
Walnut Creek,
California
| $256M | +$36.5M | +17% | 15.3% | 69.3% | 133 | 9.77% | 2.3 |
|
5771
Causey Wealth LLC
Greenwood Village,
Colorado
| $256M | +$20.3M | +9% | 9.13% | – | 87 | 11.49% | 1.1 |
|
5772
1248 Management
Kansas City,
Missouri
| $256M | +$40.1M | +19% | 20.8% | – | 162 | 17.9% | 1 |
|
5773
Tull Financial Group
Chesapeake,
Virginia
| $256M | +$31.5M | +14% | 11.3% | – | 35 | 11.43% | 1.4 |
|
5774
Altrafin AG
Zurich,
| $255M | -$34.9M | -12% | 22.5% | 97.6% | 56 | 28.57% | 2.4 |
|
5775
Tribridge Partners Financial
Columbia,
Maryland
| $255M | +$13.5M | +6% | 9.92% | – | 87 | 13.79% | 0.8 |
|