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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5801
Optima Capital
Beaverton,
Oregon
| $253M | +$38M | +18% | 12.1% | – | 179 | 18.99% | 1.1 |
|
5802
Dogwood Wealth Management
Lenexa,
Kansas
| $253M | +$23.1M | +10% | 10.6% | – | 939 | 17.78% | 1.1 |
|
5803
93 Financial Group
Woburn,
Massachusetts
| $253M | +$29.1M | +13% | 16.6% | – | 9 | 0% | 0.5 |
|
5804
DCM Advisors
New York
| $253M | +$33.5M | +15% | 14.7% | 99.3% | 39 | 5.13% | 4.3 |
|
|
ECM
5805
EMC Capital Management
Houston,
Texas
| $253M | – | – | 20.5% | – | 53 | – | 2.6 |
|
5806
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $253M | +$26.3M | +12% | 8.91% | 48.4% | 49 | 4.08% | 2 |
|
5807
SimpliFi Inc
San Diego,
California
| $253M | +$14.9M | +6% | 6.14% | 27.9% | 45 | 4.44% | 3.2 |
|
5808
Granite Harbor Advisors
Houston,
Texas
| $253M | +$23.8M | +10% | 11.1% | 61.5% | 137 | 10.95% | 2.1 |
|
5809
Cane Capital Partners
Saint Francisville,
Louisiana
| $253M | +$23.6M | +10% | 29.6% | – | 168 | 42.86% | 0.3 |
|
5810
Brentview Investment Management
Northfield,
Illinois
| $253M | +$21.5M | +9% | 11.8% | – | 64 | 4.69% | 1.2 |
|
5811
Central Asset Investments & Management Holdings
Hong Kong
| $253M | +$145M | +135% | 166% | 3,210% | 32 | 65.63% | 0.8 |
|
5812
Empire Financial Management Company
New York
| $253M | -$190M | -43% | 9.99% | 78.3% | 224 | 43.75% | 2.2 |
|
5813
Eos Management LP
New York
| $252M | +$19.6M | +8% | 13.4% | 149% | 44 | 27.27% | 3.4 |
|
5814
Darden Wealth Group
Ann Arbor,
Michigan
| $252M | +$56.1M | +29% | 45.3% | – | 169 | 19.53% | 1.5 |
|
5815
Hutner Capital Management
Manchester,
Vermont
| $252M | +$8.72M | +4% | 3.73% | 52.2% | 45 | 6.67% | 7.6 |
|
5816
Christensen King & Associates Investment Services
Richland,
Washington
| $252M | +$18.6M | +8% | 12.3% | 57.9% | 111 | 8.11% | 2.1 |
|
5817
Kintayl Capital
New York
| $252M | +$59.7M | +31% | 8.79% | – | 82 | 59.76% | 0.3 |
|
5818
Unifi Asset Management
New York
| $251M | -$80.3M | -24% | 11.9% | – | 95 | 43.16% | 0.4 |
|
5819
Regency Capital Management
Honolulu,
Hawaii
| $251M | +$27.9M | +12% | 12.8% | 92.1% | 72 | 27.78% | 1.7 |
|
5820
Norris Financial Group
Greenville,
South Carolina
| $251M | -$55.1M | -18% | 15.7% | 142% | 109 | 35.78% | 1.7 |
|
5821
Tandem Wealth Advisors
Phoenix,
Arizona
| $251M | +$27M | +12% | 11.1% | 43.1% | 48 | 2.08% | 2.6 |
|
5822
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $251M | +$11.8M | +5% | 11.2% | – | 74 | 4.05% | 0.9 |
|
5823
MOR Wealth Management
Philadelphia,
Pennsylvania
| $251M | +$33.2M | +15% | 14.8% | – | 136 | 34.56% | 0.3 |
|
5824
Client First Capital
San Diego,
California
| $251M | +$20.6M | +9% | 11.2% | 54.6% | 29 | 6.9% | 1.7 |
|
5825
Aufman Associates
Sewickley,
Pennsylvania
| $251M | +$47M | +23% | 40.1% | 136% | 69 | 8.7% | 3.6 |
|