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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5976
Southern Capital Advisors
Jackson,
Tennessee
| $239M | +$25.9M | +12% | 12.9% | 66.8% | 91 | 14.29% | 2.9 |
|
5977
Brown Financial Advisory
Fairhope,
Alabama
| $239M | +$37.8M | +19% | 16.2% | 66.3% | 53 | 15.09% | 2.8 |
|
5978
Cerity Partners Retirement Plan Advisors
New York
| $239M | +$43.7M | +22% | 12.1% | – | 49 | 67.35% | 0.1 |
|
5979
Visionary Horizons
Knoxville,
Tennessee
| $239M | +$36.3M | +18% | 12.1% | 69.2% | 152 | 20.39% | 1.3 |
|
|
FCFC
5980
First Citizens Financial Corp
Mason City,
Iowa
| $239M | +$27.4M | +13% | 15.5% | 72.9% | 142 | 7.04% | 3.7 |
|
5981
Aull & Monroe Investment Management
Mobile,
Alabama
| $239M | +$23.9M | +11% | 20% | 98.3% | 130 | 6.92% | 9 |
|
5982
R.W. Roge & Company
Bohemia,
New York
| $239M | +$29.2M | +14% | 13.6% | 68.1% | 71 | 9.86% | 3.1 |
|
5983
CNA Financial
Chicago,
Illinois
| $239M | +$3.84M | +2% | 5.95% | 48.6% | 24 | 62.5% | 0.8 |
|
5984
Bright Financial Advisors
Portage,
Michigan
| $239M | +$20.6M | +9% | 8.89% | – | 76 | 17.11% | 1.6 |
|
5985
Kapstone Financial Advisors
Lebanon,
Ohio
| $239M | +$34.7M | +17% | 14.8% | 131% | 181 | 18.23% | 1.8 |
|
|
CF
5986
CDC Financial
Chicago,
Illinois
| $239M | +$81.6M | +52% | 16.3% | – | 64 | 40.63% | 0.3 |
|
5987
Carl P. Sherr & Co
Worcester,
Massachusetts
| $239M | +$25.8M | +12% | 11.3% | 68.8% | 139 | 14.39% | 3.6 |
|
5988
Victrix Investment Advisors
Stuart,
Florida
| $239M | -$36.8M | -13% | 24% | – | 113 | 38.94% | 1.2 |
|
5989
Clarity Capital Advisors
Lakewood Ranch,
Florida
| $239M | +$23.9M | +11% | 10.6% | 57.9% | 96 | 2.08% | 2.1 |
|
5990
Norway Savings Bank
Portland,
Maine
| $239M | +$27.6M | +13% | 26.6% | 117% | 109 | 10.09% | 6.3 |
|
5991
City National Bank of Florida
Miami,
Florida
| $238M | +$70.8M | +42% | 18.2% | – | 163 | 30.06% | 0.9 |
|
5992
Collaborative Wealth Management
Lake Mary,
Florida
| $238M | +$20.6M | +9% | 8.16% | 41.6% | 180 | 15.56% | 3.2 |
|
5993
Pinnacle Family Advisors
Springfield,
Missouri
| $238M | +$25.5M | +12% | 15.2% | 85.8% | 170 | 29.41% | 2.3 |
|
5994
Ring Mountain Capital
Tiburon,
California
| $238M | +$55.5M | +30% | 39.5% | – | 110 | 16.36% | 1.2 |
|
5995
SMA Capital
New York
| $238M | +$6.45M | +3% | 14.6% | – | 184 | 82.61% | 0.1 |
|
5996
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $238M | +$38.1M | +19% | 29% | 128% | 121 | 11.57% | 3.6 |
|
5997
Soviero Asset Management
New York
| $238M | +$37.5M | +19% | 37.8% | 676% | 82 | 52.44% | 0.4 |
|
|
GRWP
5998
Green Ridge Wealth Planning
Montville,
New Jersey
| $238M | +$47.7M | +25% | 23.3% | – | 98 | 16.33% | 0.4 |
|
5999
Horizon Advisory Services
West Henrietta,
New York
| $238M | +$42.2M | +22% | 7.12% | – | 52 | 11.54% | 1.2 |
|
|
BCFD
6000
Boit C.F. David
| $238M | +$12.3M | +5% | 11.8% | 84.2% | 118 | 28.81% | 4.2 |
|