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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5951
Level Wealth Management
Greensboro,
North Carolina
| $213M | +$17.9M | +9% | 1.61% | – | 67 | 10.45% | 1 |
|
|
WA
5952
Wealthstar Advisors
Plano,
Texas
| $213M | -$13.9M | -6% | 1.08% | – | 144 | 36.11% | 1.2 |
|
|
MFG
5953
MTM Financial Group
Bethlehem,
Pennsylvania
| $213M | +$3.58M | +2% | 0.8% | 36.5% | 92 | 8.7% | 2.3 |
|
5954
Motive Wealth Advisors
Birmingham,
Michigan
| $213M | -$21.8M | -9% | 1.84% | 73.4% | 98 | 12.24% | 2.5 |
|
5955
HMV Wealth Advisors
Shreveport,
Louisiana
| $213M | +$13M | +6% | 2.42% | – | 85 | 10.59% | 1.1 |
|
|
SCM
5956
Sage Capital Management
Stockton,
New Jersey
| $213M | -$3.57M | -2% | 1.24% | 94.3% | 172 | 11.63% | 1.8 |
|
5957
H&H Retirement Design & Management
Las Vegas,
Nevada
| $213M | +$16.3M | +8% | 1.2% | 38.4% | 106 | 30.19% | 1.9 |
|
5958
Pinnacle Family Advisors
Springfield,
Missouri
| $213M | -$14.4M | -6% | 0.4% | 85.8% | 161 | 28.57% | 2.4 |
|
5959
Carl P. Sherr & Co
Worcester,
Massachusetts
| $213M | -$11.2M | -5% | 2.14% | 78.6% | 128 | 3.91% | 3.8 |
|
5960
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $213M | +$16M | +8% | 1.48% | – | 103 | 8.74% | 1.5 |
|
|
C
5961
Croban
Fremont,
Ohio
| $213M | +$5.09M | +2% | 2.31% | – | 84 | 15.48% | 1.8 |
|
5962
Cooper/Haims Advisors
Victor,
New York
| $212M | -$7.54M | -3% | 1.41% | 58.8% | 112 | 18.75% | 3.8 |
|
5963
Grand Wealth Management
Grand Rapids,
Michigan
| $212M | -$8.03M | -4% | 0.39% | 54.1% | 98 | 25.51% | 2.3 |
|
|
AFC
5964
AFT Forsyth & Company
West Palm Beach,
Florida
| $212M | -$19.3M | -8% | 5.17% | 135% | 130 | 6.92% | 7.5 |
|
5965
Atomic Invest
New York
| $212M | +$34.6M | +19% | 5.36% | – | 363 | 17.08% | 0.2 |
|
5966
Vestment Financial
Chanhassen,
Minnesota
| $212M | +$19.5M | +10% | 1.12% | – | 47 | 17.02% | 1.1 |
|
5967
CVS Health
Woonsocket,
Rhode Island
| $212M | +$76.9M | +57% | 1.35% | 50% | 35 | 80% | 0.3 |
|
|
SM
5968
Salzhauer Michael
| $212M | -$32.1M | -13% | 3.55% | 98% | 99 | 29.29% | 4.8 |
|
5969
Spreng Capital Management
Bucyrus,
Ohio
| $212M | -$42.7M | -17% | 2.47% | 72.5% | 77 | 16.88% | 4.9 |
|
5970
STAR Financial Bank
Fort Wayne,
Indiana
| $212M | +$16.2M | +8% | 0.5% | 53.4% | 119 | 22.69% | 2 |
|
|
FCFC
5971
First Citizens Financial Corp
Mason City,
Iowa
| $212M | +$9.39M | +5% | 0.81% | 72.9% | 136 | 7.35% | 3.6 |
|
|
AIA
5972
Arcadia Investment Advisors
Eagle,
Idaho
| $212M | -$3.14M | -1% | 1.35% | 56.4% | 83 | 3.61% | 5.5 |
|
5973
Applied Capital LLC
Hollywood,
Florida
| $212M | +$43M | +25% | 2.17% | 78.3% | 95 | 7.37% | 2.3 |
|
5974
Kieckhefer Group
Mequon,
Wisconsin
| $212M | +$1.52M | +0.7% | 0.24% | – | 61 | 16.39% | 0.9 |
|
5975
HRC Wealth Management
Moscow,
Idaho
| $212M | +$2.87M | +1% | 4.14% | 82.2% | 60 | 8.33% | 1.6 |
|