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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5851
Alpine Peaks Capital
New York
| $163M | -$10.7M | -6% | 5.31% | 24.3% | 25 | 8% | 2.1 |
|
5852
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $163M | +$707K | +0.4% | 0.64% | 41.2% | 51 | 3.92% | 2.1 |
|
5853
Trivant Custom Portfolio Group
San Diego,
California
| $163M | +$5.65M | +4% | 4.91% | 86.1% | 199 | 14.07% | 1 |
|
5854
Financial Guidance Group
Palm Harbor,
Florida
| $163M | +$8.74M | +6% | 0.44% | 58.7% | 69 | 17.39% | 1.4 |
|
5855
Riverstone Advisors
New Braunfels,
Texas
| $163M | -$5M | -3% | 4.37% | 104% | 52 | 15.38% | 2.8 |
|
5856
Argus Investors Counsel
New York
| $163M | -$178K | -0.1% | 5.62% | 132% | 119 | 19.33% | 4.9 |
|
5857
River Street Advisors
Aurora,
Illinois
| $163M | +$14.6M | +10% | 3.58% | 93.5% | 144 | 13.89% | 1.1 |
|
5858
Nvest Financial
Portsmouth,
New Hampshire
| $163M | +$12.5M | +8% | 4.34% | 92.8% | 95 | 22.11% | 1.3 |
|
5859
Southern Capital Advisors
Jackson,
Tennessee
| $163M | -$2.09M | -1% | 1.5% | 58.2% | 81 | 19.75% | 1.5 |
|
|
IFS
5860
Intelligent Financial Strategies
Excelsior,
Minnesota
| $162M | +$1.27M | +0.8% | 0.11% | 63.5% | 86 | 5.81% | 2.1 |
|
|
FP
5861
Factorial Partners
Mt. Kisco,
New York
| $162M | -$13.5M | -8% | 5.53% | 88.7% | 89 | 21.35% | 3 |
|
5862
Family CFO
Los Altos,
California
| $162M | +$1.03M | +0.6% | 0.87% | 84% | 64 | 0% | 2.1 |
|
5863
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $162M | -$3.7M | -2% | 2.43% | 100% | 165 | 8.48% | 7.2 |
|
5864
Dogwood Wealth Management
Lenexa,
Kansas
| $162M | +$14.5M | +10% | 1.77% | – | 661 | 17.4% | 0.5 |
|
5865
Alcosta Capital Management
San Ramon,
California
| $162M | +$13.3M | +9% | 10.8% | 175% | 28 | 0% | 2.2 |
|
5866
Concorde Asset Management
Ann Arbor,
Michigan
| $162M | +$16.1M | +11% | 4.95% | – | 177 | 32.2% | 1.7 |
|
5867
Whitefort Capital Management
New York
| $162M | -$1.94M | -1% | 12.5% | 243% | 24 | 25% | 1.3 |
|
5868
Independent Order of Foresters
Toronto,
Ontario, Canada
| $162M | +$4.9M | +3% | 2.75% | 66.3% | 16 | 6.25% | 3.1 |
|
5869
Emprise Bank
Wichita,
Kansas
| $162M | +$13.5M | +9% | 3.96% | – | 112 | 12.5% | 0.2 |
|
5870
Peterson Wealth Management
Sparks,
Nevada
| $162M | +$23.5M | +17% | 5.23% | 78% | 57 | 15.79% | 2 |
|
5871
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $162M | +$7.96M | +5% | 1.7% | 53.7% | 69 | 21.74% | 1.9 |
|
5872
H&H Retirement Design & Management
Las Vegas,
Nevada
| $162M | +$10.5M | +7% | 0.94% | 38.4% | 87 | 3.45% | 1.4 |
|
5873
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $162M | +$9.26M | +6% | 1.01% | 48.4% | 39 | 10.26% | 0.5 |
|
5874
Dover Advisors
Richmond,
Virginia
| $162M | +$15.8M | +11% | 2.94% | 65% | 129 | 14.73% | 1 |
|
5875
Berkeley Inc
Boise,
Idaho
| $162M | -$3.48M | -2% | 3.36% | 49.4% | 72 | 19.44% | 2.7 |
|