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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
MBE Wealth Management
Tomah,
Wisconsin
| $181M | +$16.1M | +10% | 7.57% | 66.5% | 102 | 11.76% | 2.4 |
|
5752
Lifestyle Asset Management
Friendswood,
Texas
| $181M | +$7.06M | +4% | 5.57% | 88.3% | 114 | 23.68% | 0.9 |
|
5753
Alamar Capital Management
Santa Barbara,
California
| $181M | +$16.1M | +10% | 7.24% | – | 84 | 10.71% | 1.9 |
|
5754
Patron Partners
Houston,
Texas
| $181M | +$10.9M | +6% | 7.8% | 90.2% | 187 | 15.51% | 2.5 |
|
5755
Cairn Investment Group
Vancouver,
Washington
| $181M | +$9.6M | +6% | 7.03% | 61.3% | 69 | 8.7% | 3.3 |
|
5756
Client First Capital
San Diego,
California
| $181M | +$14.9M | +9% | 3.99% | 54.6% | 19 | 5.26% | 1.2 |
|
5757
Glass Wealth Management
San Antonio,
Texas
| $181M | +$9.9M | +6% | 3.96% | – | 57 | 3.51% | 0.5 |
|
5758
Yarger Wealth Strategies
Westerville,
Ohio
| $181M | +$14.5M | +9% | 4.55% | 55.1% | 95 | 11.58% | 1.5 |
|
5759
626 Financial
Portage,
Michigan
| $181M | +$7.65M | +4% | 5.36% | 71.3% | 117 | 11.11% | 2.5 |
|
5760
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $181M | -$20.2M | -10% | 12.3% | 172% | 13 | 23.08% | 0.9 |
|
5761
EPIQ Partners
Minneapolis,
Minnesota
| $181M | +$32.8M | +22% | 6.43% | 49.6% | 84 | 19.05% | 2.9 |
|
5762
GoalFusion Wealth Management
Austin,
Texas
| $181M | +$19.6M | +12% | 5.68% | 47.6% | 32 | 12.5% | 1.7 |
|
5763
Institutional Venture Management XV
Menlo Park,
California
| $180M | +$34.2M | +23% | 0.11% | 116% | 5 | 0% | 2.6 |
|
5764
Birchbrook
Bangor,
Maine
| $180M | +$13.6M | +8% | 6.09% | 49.1% | 285 | 14.04% | 0.7 |
|
5765
Mad River Investors
Boston,
Massachusetts
| $180M | +$31M | +21% | 18.5% | 169% | 29 | 17.24% | 3.7 |
|
5766
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $180M | -$869K | -0.5% | 5.77% | 83% | 172 | 22.67% | 1.4 |
|
5767
Intrepid Capital Management
Jacksonville Beach,
Florida
| $180M | +$23.2M | +15% | 5.6% | 70.2% | 107 | 17.76% | 2.2 |
|
5768
RCS Financial Planning
Annapolis,
Maryland
| $180M | +$10.5M | +6% | 5.32% | 48.2% | 71 | 7.04% | 1.3 |
|
5769
Proactive Wealth Strategies
Marietta,
Georgia
| $180M | – | – | 5.08% | – | 124 | – | 0 |
|
5770
Security National Bank of So Dak
Sioux City,
Iowa
| $180M | +$12.8M | +8% | 8.74% | 67.7% | 104 | 11.54% | 5.8 |
|
5771
Crown Oak Advisors
Piedmont,
California
| $180M | +$3.05M | +2% | 6.19% | 53.3% | 22 | 0% | 0.7 |
|
5772
Summit Place Financial Advisors
Summit,
New Jersey
| $179M | +$10.1M | +6% | 10.7% | 111% | 91 | 3.3% | 2.9 |
|
|
NED
5773
Nancy E. Dempze
| $179M | +$33.5M | +23% | 6.08% | 83.1% | 106 | 28.3% | 3.2 |
|
5774
MQS Management
New York
| $179M | +$13.8M | +8% | 4.22% | 6.42% | 694 | 81.7% | 0.1 |
|
|
AFT
5775
Alpha Family Trust
Los Angeles,
California
| $179M | +$8.44M | +5% | 7.03% | 198% | 167 | 17.96% | 1.3 |
|