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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5751
Davidson Trust Company
Seattle,
Washington
| $194M | -$338K | -0.2% | 0.17% | 77% | 158 | 1.9% | 3.2 |
|
5752
Crown Oak Advisors
Piedmont,
California
| $194M | +$14.2M | +8% | 1.17% | 53.3% | 26 | 15.38% | 0.8 |
|
|
LIC
5753
Laurus Investment Counsel
Toronto,
Canada
| $194M | -$64.4M | -25% | 3.95% | 14.1% | 45 | 8.89% | 3.2 |
|
|
I2I
5754
Insight 2811 Inc
Chicago,
Illinois
| $194M | -$6.63M | -3% | 3.02% | 31.3% | 95 | 12.63% | 4.5 |
|
5755
Triton Wealth Management
Sun City,
Arizona
| $194M | +$18.2M | +10% | 5.16% | – | 96 | 9.38% | 2.8 |
|
5756
Financial Council
Towson,
Maryland
| $194M | +$2.08M | +1% | 0.6% | 88.6% | 94 | 6.38% | 2 |
|
5757
Boulder Wealth Advisors
Boulder,
Colorado
| $194M | +$10M | +5% | 1.93% | – | 28 | 7.14% | 1.4 |
|
5758
Summit Investment Advisory Services
Roseville,
Minnesota
| $194M | +$5.41M | +3% | 0.89% | 74.2% | 73 | 6.85% | 0.5 |
|
|
CCC
5759
Chelsea Counsel Company
Los Angeles,
California
| $194M | -$9.17M | -5% | 0.19% | 106% | 205 | 7.32% | 3.4 |
|
5760
Bellevue Asset Management
Bellevue,
Washington
| $194M | -$987K | -0.5% | 1.17% | 56.7% | 508 | 13.39% | 3.7 |
|
|
BC
5761
Bowman & Company
Oshkosh,
Wisconsin
| $194M | +$3M | +2% | 0.73% | 59.7% | 109 | 12.84% | 2 |
|
5762
Lakeridge Wealth Management
Mentor,
Ohio
| $194M | +$11.6M | +6% | 0.27% | – | 160 | 9.38% | 0.9 |
|
|
LA
5763
Lane & Associates
Moorestown,
New Jersey
| $194M | +$9.9M | +5% | 0.27% | – | 126 | 14.29% | 1.4 |
|
5764
Envision Financial Planning
Memphis,
Tennessee
| $194M | +$3.55M | +2% | 2.52% | 32.1% | 46 | 21.74% | 0.7 |
|
5765
Shelton Wealth Management
Fort Worth,
Texas
| $193M | +$9.23M | +5% | 2.02% | 89.4% | 167 | 40.12% | 1.2 |
|
5766
Transcendent Capital Group
Edmond,
Oklahoma
| $193M | -$1.59M | -0.8% | 2.48% | 82.3% | 495 | 16.97% | 0.8 |
|
5767
Berkeley Inc
Boise,
Idaho
| $193M | -$150M | -44% | 0.62% | 49.4% | 69 | 10.14% | 2.9 |
|
5768
RHS Financial
San Francisco,
California
| $193M | -$5.36M | -3% | 2.69% | 65.6% | 149 | 19.46% | 2 |
|
5769
KM Capital Management
Austin,
Texas
| $193M | +$6.08M | +3% | 0.4% | 60.8% | 48 | 14.58% | 1.3 |
|
5770
EnCap Energy Capital Fund X
Houston,
Texas
| $193M | -$37.7M | -16% | 16.3% | – | 1 | 0% | 0.3 |
|
5771
Significant Wealth Partners
Cary,
Illinois
| $193M | -$14K | -0% | 3.91% | – | 124 | 67.74% | 0.4 |
|
5772
FNY Investment Advisers
New York
| $193M | -$14.4M | -7% | 2.41% | 386% | 1,026 | 64.52% | 0.5 |
|
5773
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $193M | +$5.88M | +3% | 4.9% | 87.2% | 146 | 27.4% | 1.4 |
|
5774
TradeWell Securities
Fort Wayne,
Indiana
| $193M | – | – | 4.96% | – | 39 | – | 0 |
|
5775
Ballentine Capital Advisors
Greenville,
South Carolina
| $193M | -$6.33M | -3% | 2.74% | 48.8% | 29 | 0% | 0.9 |
|