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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5876
New Insight Wealth Advisors
San Ramon,
California
| $160M | +$11.7M | +8% | 5.59% | – | 85 | 9.41% | 0.2 |
|
5877
CoreFirst Bank & Trust
Topeka,
Kansas
| $160M | +$9.5M | +6% | 7.71% | 61.4% | 371 | 4.58% | 2.6 |
|
|
LA
5878
Latitude Advisors
Vero Beach,
Florida
| $160M | +$17.5M | +12% | 8.36% | 79.6% | 197 | 18.78% | 1.8 |
|
5879
ViaWealth
Leawood,
Kansas
| $160M | +$14.5M | +10% | 10.9% | 77.2% | 158 | 7.59% | 1.1 |
|
5880
Vivid Wealth Management
West Des Moines,
Iowa
| $160M | +$12.8M | +9% | 9.62% | 107% | 71 | 2.82% | 0.2 |
|
5881
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $160M | +$9.44M | +6% | 6.21% | 2.24% | 253 | 15.81% | 1.9 |
|
5882
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $160M | -$74.9M | -32% | 22.7% | 116% | 3 | 0% | 1.9 |
|
5883
Owen LaRue
Elizabethtown,
Kentucky
| $160M | +$54.7M | +52% | 11.4% | 126% | 95 | 28.42% | 0.8 |
|
|
JKSF
5884
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $160M | -$15.4M | -9% | 0.58% | 30.8% | 3 | 0% | 2 |
|
5885
Greater Midwest Financial Group
St. Paul,
Minnesota
| $160M | +$12.7M | +9% | 11.1% | 157% | 55 | 12.73% | 0.2 |
|
5886
SummerHaven Investment Management
Stamford,
Connecticut
| $160M | +$3.91M | +3% | 4.98% | 150% | 196 | 0.51% | 1.5 |
|
|
BM
5887
Bislett Management
Palo Alto,
California
| $160M | +$3.34M | +2% | 4.01% | 19.8% | 16 | 0% | 5.6 |
|
5888
Peak Planning Group
Centennial,
Colorado
| $160M | +$20.6M | +15% | 11% | 105% | 78 | 12.82% | 2.5 |
|
5889
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $160M | +$8.25M | +5% | 7.03% | 72.7% | 89 | 11.24% | 5.7 |
|
5890
Power Wealth Management
Alpharetta,
Georgia
| $159M | +$15.5M | +11% | 5.67% | 41.8% | 107 | 20.56% | 0.2 |
|
5891
MGO Private Wealth
Irvine,
California
| $159M | +$13.9M | +10% | 6.02% | 51.5% | 84 | 16.67% | 1.1 |
|
5892
General Partner Inc
Pittsburgh,
Pennsylvania
| $159M | +$40.2M | +34% | 8.49% | 83.1% | 174 | 30.46% | 0.8 |
|
5893
PACK Private Wealth
Wayzata,
Minnesota
| $159M | +$10.7M | +7% | 5.3% | 52.8% | 40 | 7.5% | 1.8 |
|
5894
FinDec Wealth Services
Stockton,
California
| $159M | +$9.45M | +6% | 7.42% | 52.7% | 45 | 8.89% | 1.1 |
|
5895
KPCB DGF II Associates
Menlo Park,
California
| $159M | +$49.9M | +46% | 53.4% | 2.08% | 2 | 0% | 0.5 |
|
5896
Shelton Wealth Management
Fort Worth,
Texas
| $159M | +$18.2M | +13% | 8.52% | 89.4% | 119 | 16.81% | 1.1 |
|
5897
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $159M | +$19.5M | +14% | 5.67% | 51.7% | 418 | 19.62% | 1.5 |
|
5898
SCP Investment
Orinda,
California
| $159M | +$26.8M | +20% | 6.38% | 32.8% | 57 | 24.56% | 1.1 |
|
5899
PFG Private Wealth Management
Lutz,
Florida
| $159M | +$10.3M | +7% | 5.85% | 52.6% | 242 | 10.33% | 2.2 |
|
5900
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $159M | +$27.5M | +21% | 8.32% | – | 101 | 8.91% | 0.2 |
|