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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5951
Basepoint Wealth
Cedar Rapids,
Iowa
| $93.7M | -$2.07M | -2% | 4.72% | 113% | 85 | 4.71% | 0.6 |
|
5952
McAlister Sweet & Associates
Houston,
Texas
| $93.6M | -$5.05M | -5% | 4.41% | 83.6% | 38 | 44.74% | 0.6 |
|
5953
Cynosure Group
Salt Lake City,
Utah
| $93.4M | -$8.45M | -8% | 3.98% | 56.8% | 47 | 48.94% | 2 |
|
5954
MY Wealth Management
Germantown,
Maryland
| $93.2M | +$649K | +0.7% | 4.79% | 41.2% | 27 | 7.41% | 0.7 |
|
5955
Vazirani Asset Management
New York
| $93.2M | +$16M | +21% | 17.1% | 436% | 56 | 82.14% | 0.1 |
|
|
ASA
5956
Armstrong Shaw Associates
New Canaan,
Connecticut
| $93.2M | -$6.04M | -6% | 5.02% | 51.2% | 42 | 2.38% | 5.8 |
|
5957
Presidio Capital Management
San Diego,
California
| $93.2M | +$20K | +0% | 4.43% | 56.1% | 29 | 13.79% | 0.6 |
|
|
AM
5958
Anqa Management
Sag Harbor,
New York
| $93.1M | +$398K | +0.4% | 3.69% | 171% | 29 | 17.24% | 0.9 |
|
5959
Wealthstream Advisors
New York
| $93.1M | -$5.88M | -6% | 5.35% | 88.2% | 74 | 17.57% | 0.6 |
|
5960
Capital CS Group
Irvine,
California
| $93.1M | -$3.07M | -3% | 6.51% | 22.5% | 78 | 65.38% | 0.6 |
|
5961
Anabranch Capital Management
Stamford,
Connecticut
| $93.1M | -$3.11M | -3% | 1.3% | 139% | 8 | 12.5% | 1.3 |
|
5962
Hofer & Associates
Thousand Oaks,
California
| $93M | -$3.07M | -3% | 3.87% | 61.7% | 49 | 4.08% | 0.7 |
|
5963
Ascension Capital Advisors
Houston,
Texas
| $93M | -$8.45M | -8% | 4.17% | 59.3% | 28 | 3.57% | 2.3 |
|
5964
Benchmark Investment Advisors
Chicago,
Illinois
| $92.8M | -$3.09M | -3% | 4.6% | – | 99 | 13.13% | 0.6 |
|
5965
CMG Global Holdings
Plano,
Texas
| $92.8M | -$3.84M | -4% | 5.34% | 80.8% | 80 | 7.5% | 1.4 |
|
5966
Maripau Wealth Management
Fort Wayne,
Indiana
| $92.7M | +$204K | +0.2% | 5.53% | 55.6% | 91 | 29.67% | 0.5 |
|
5967
TI-Trust
Quincy,
Illinois
| $92.6M | -$4.83M | -5% | 5.84% | 88.8% | 108 | 6.48% | 2.4 |
|
5968
Yost Capital Management
Houston,
Texas
| $92.6M | +$7.01M | +8% | 12.6% | 125% | 17 | 41.18% | 0.9 |
|
|
GG
5969
Golden Green
Seneca,
South Carolina
| $92.6M | -$2.92M | -3% | 0.44% | 92.4% | 80 | 30% | 0.8 |
|
5970
PFS Partners
Mine Hill,
New Jersey
| $92.5M | -$10.3M | -10% | 5.12% | 65.2% | 375 | 6.13% | 0.7 |
|
5971
Copperleaf Capital
Raleigh,
North Carolina
| $92.4M | -$6.36M | -6% | 6.07% | 102% | 76 | 27.63% | 1.6 |
|
5972
EnCap Energy Capital Fund IX
Houston,
Texas
| $92.4M | -$21.4M | -19% | 1.09% | 69.2% | 2 | 0% | 3.3 |
|
5973
Courant Investment Management
Franklin,
Tennessee
| $92.4M | -$12.3M | -12% | 6.19% | 35.2% | 13 | 15.38% | 3.6 |
|
5974
Oppenheimer & Close
New York
| $92.4M | +$4.74M | +5% | 6.05% | 149% | 63 | 9.52% | 3.8 |
|
5975
Cladis Investment Advisory
Billings,
Montana
| $92.4M | -$7.76M | -8% | 4.99% | 131% | 141 | 18.44% | 0.7 |
|