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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
LA
5901
Lane & Associates
Moorestown,
New Jersey
| $159M | +$21.4M | +16% | 7.78% | – | 115 | 13.04% | 1 |
|
5902
Luminvest Wealth Management
Scottsdale,
Arizona
| $159M | +$6.33M | +4% | 4.95% | 47.7% | 23 | 8.7% | 0.2 |
|
5903
Squire Investment Management Company
Orem,
Utah
| $159M | +$35.9M | +29% | 6.05% | 62.4% | 54 | 9.26% | 0.2 |
|
5904
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $159M | +$7.32M | +5% | 7.15% | 74.4% | 140 | 12.86% | 2.2 |
|
5905
Eagle Bay Advisors
New York
| $159M | +$424K | +0.3% | 6.31% | 85% | 1,038 | 25.14% | 1.5 |
|
5906
Aviso Wealth Management
Bellevue,
Washington
| $159M | +$20.6M | +15% | 14.1% | 153% | 161 | 16.77% | 0.2 |
|
5907
Acorn Creek Capital
Fort Collins,
Colorado
| $159M | -$65.6M | -29% | 7.72% | 66.6% | 83 | 20.48% | 0.2 |
|
5908
Penobscot Wealth Management
Portland,
Maine
| $158M | +$10.1M | +7% | 6.54% | 56.7% | 83 | 24.1% | 1.6 |
|
5909
Roubaix Capital
Denver,
Colorado
| $158M | +$15.4M | +11% | 12% | 174% | 63 | 55.56% | 0.6 |
|
5910
SeaTown Holdings
Singapore
| $158M | -$978M | -86% | 13.3% | 220% | 46 | 69.57% | 2.1 |
|
5911
Fortune Financial Advisors
Overland Park,
Kansas
| $158M | +$14.7M | +10% | 8.33% | 76.8% | 140 | 16.43% | 0.6 |
|
5912
Yorktown Energy Partners XI
New York
| $158M | +$9.7M | +7% | 6.5% | 105% | 4 | 0% | 3 |
|
5913
Hassell Wealth Management
Houma,
Louisiana
| $158M | +$8.74M | +6% | 6.32% | 49.7% | 24 | 25% | 0.9 |
|
5914
Cresta Advisors
Laredo,
Texas
| $158M | +$7.7M | +5% | 7.86% | 66.8% | 53 | 20.75% | 1.1 |
|
5915
New Republic Capital
Charlotte,
North Carolina
| $158M | +$17M | +12% | 9.44% | 91.4% | 242 | 15.7% | 1 |
|
5916
Teca Partners
Austin,
Texas
| $157M | +$16.8M | +12% | 18.5% | 66% | 17 | 29.41% | 1.3 |
|
5917
Covestor
London,
United Kingdom
| $157M | +$11.2M | +8% | 9.17% | 134% | 2,927 | 7.96% | 1.8 |
|
|
RMSCM
5918
R.M. Sincerbeaux Capital Management
New York
| $157M | +$16.1M | +11% | 9.74% | 76.4% | 41 | 2.44% | 8.5 |
|
|
LFWA
5919
LBJ Family Wealth Advisors
Austin,
Texas
| $157M | +$12.8M | +9% | 7.02% | 64.9% | 23 | 0% | 7.2 |
|
|
VCM
5920
Viewpoint Capital Management
Seattle,
Washington
| $157M | +$14.3M | +10% | 13.5% | 127% | 134 | 2.24% | 1.9 |
|
5921
Vantage Consulting Group
Virginia Beach,
Virginia
| $157M | +$8.45M | +6% | 12.7% | 261% | 225 | 13.33% | 2.3 |
|
5922
Standard General
New York
| $157M | +$682K | +0.4% | 1.35% | 259% | 3 | 0% | 5.6 |
|
5923
Independent Order of Foresters
Toronto,
Ontario, Canada
| $157M | +$1.03M | +0.7% | 8.76% | 75.1% | 18 | 16.67% | 2.9 |
|
|
WPEP
5924
Walnut Private Equity Partners
Omaha,
Nebraska
| $157M | +$12.3M | +9% | 7.68% | 48% | 16 | 0% | 6.5 |
|
5925
Summerhill Capital Management
Toronto,
Ontario, Canada
| $157M | – | – | 11.5% | – | 23 | – | 0 |
|