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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
BWM
5901
Bullock Wealth Management
Bloomington,
Indiana
| $179M | +$7.47M | +4% | 1.46% | 101% | 634 | 14.2% | 2.6 |
|
|
AIA
5902
Arcadia Investment Advisors
Eagle,
Idaho
| $179M | -$4.69M | -3% | 2.37% | 56.4% | 80 | 0% | 4.9 |
|
5903
Causey Wealth LLC
Greenwood Village,
Colorado
| $179M | +$7.24M | +4% | 1.42% | – | 72 | 16.67% | 0.2 |
|
|
CA
5904
Continental Advisors
Park City,
Utah
| $179M | -$38.5M | -18% | 1.46% | 73.6% | 42 | 4.76% | 6.4 |
|
5905
Lipe & Dalton
Syracuse,
New York
| $179M | -$9.8M | -5% | 1.4% | 101% | 97 | 11.34% | 6.3 |
|
5906
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $179M | +$1.7M | +1% | 1.39% | 66.8% | 137 | 5.84% | 6 |
|
5907
Guerra Advisors
Miami,
Florida
| $179M | -$1.68M | -0.9% | 3.65% | – | 68 | 20.59% | 0.2 |
|
5908
GEM Asset Management
Plymouth,
Michigan
| $179M | -$777K | -0.4% | 2.47% | 62.9% | 100 | 14% | 1.7 |
|
5909
Vawter Financial
Columbus,
Ohio
| $178M | +$12M | +7% | 1.19% | 48% | 107 | 13.08% | 1.6 |
|
5910
Traveka Wealth
Los Altos,
California
| $178M | -$2.95M | -2% | 0.72% | 78.1% | 157 | 15.92% | 0.9 |
|
5911
IRON Financial
Northbrook,
Illinois
| $178M | +$387K | +0.2% | 1.03% | 60.6% | 135 | 39.26% | 3.1 |
|
5912
University of Massachusetts Foundation
Newton,
Massachusetts
| $178M | -$7.6M | -4% | 1.24% | 53.6% | 4 | 0% | 4.9 |
|
5913
RHS Financial
San Francisco,
California
| $178M | -$15M | -8% | 1.45% | 65.6% | 148 | 23.65% | 2.2 |
|
5914
Optivise Advisory Services
Franklin,
Tennessee
| $178M | -$7.36M | -4% | 1.79% | – | 211 | 24.17% | 0.6 |
|
5915
Johnson & White Wealth Management
York,
Pennsylvania
| $178M | +$12.9M | +8% | 0.93% | 85.1% | 102 | 7.84% | 1 |
|
5916
Birchbrook
Bangor,
Maine
| $178M | +$2.06M | +1% | 0.9% | 49.1% | 305 | 17.05% | 1.1 |
|
5917
Aletheian Wealth Advisors
Bellevue,
Washington
| $178M | +$8.76M | +5% | 0.69% | – | 97 | 22.68% | 2 |
|
5918
Transcendent Capital Group
Edmond,
Oklahoma
| $178M | -$15.5M | -8% | 3.03% | 82.3% | 448 | 81.7% | 1.1 |
|
5919
Napatree Capital
Westerly,
Rhode Island
| $178M | +$7.5M | +4% | 0.78% | – | 202 | 13.86% | 0.8 |
|
5920
Solas Capital Management
Darien,
Connecticut
| $178M | +$27.2M | +18% | 4.06% | 62.5% | 22 | 18.18% | 1.9 |
|
5921
Wealth Quarterback
Toms River,
New Jersey
| $178M | -$35.3M | -17% | 1.04% | 109% | 135 | 20% | 2.7 |
|
|
KCM
5922
Kempner Capital Management
Galveston,
Texas
| $178M | -$4.5M | -2% | 0.18% | 60.9% | 52 | 11.54% | 4.2 |
|
5923
Napa Wealth Management
Napa,
California
| $178M | -$53.6M | -23% | 0.74% | – | 222 | 51.8% | 0.5 |
|
5924
Yoder Wealth Management
Walnut Creek,
California
| $178M | -$3.36M | -2% | 3.25% | 69.3% | 112 | 5.36% | 1.6 |
|
5925
Resolute Capital Asset Partners
Denver,
Colorado
| $178M | -$8.23M | -4% | 4.46% | 657% | 56 | 69.64% | 0.5 |
|