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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
Avory & Company
Miami,
Florida
| $118M | -$13.5M | -10% | 2.73% | 74.9% | 38 | 31.58% | 1.6 |
|
|
WFA
5977
WMG Financial Advisors
Knoxville,
Tennessee
| $118M | -$18.1M | -13% | 3.34% | 73.8% | 127 | 25.2% | 1.4 |
|
5978
Regency Capital Management
Honolulu,
Hawaii
| $118M | +$2.7M | +2% | 1.06% | 92.1% | 51 | 25.49% | 1 |
|
5979
Teca Partners
Austin,
Texas
| $118M | +$20.1M | +21% | 0.16% | 66% | 19 | 31.58% | 0.9 |
|
5980
Birchview Capital
Burlington,
Vermont
| $118M | -$15.7M | -12% | 7.91% | 327% | 54 | 5.56% | 3.5 |
|
5981
Revisor Wealth Management
Akron,
Ohio
| $118M | +$6.25M | +6% | 3.31% | 72% | 180 | 26.67% | 0.4 |
|
5982
Littlejohn & Co
Greenwich,
Connecticut
| $118M | -$25.9M | -18% | 8.94% | 56.2% | 56 | 28.57% | 1.5 |
|
5983
Clayton Partners
Berkeley,
California
| $118M | +$1.93M | +2% | 0.78% | 109% | 42 | 26.19% | 1.3 |
|
5984
McAlister Sweet & Associates
Houston,
Texas
| $118M | +$1.4M | +1% | 1.87% | 83.6% | 40 | 30% | 1 |
|
5985
Yarger Wealth Strategies
Westerville,
Ohio
| $118M | +$6.3M | +6% | 1.4% | 55.1% | 64 | 14.06% | 1.2 |
|
5986
VeriStar Capital Management
New York
| $117M | -$2.38M | -2% | 3.42% | 41% | 12 | 16.67% | 1 |
|
5987
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $117M | +$16.2M | +16% | 2.41% | 52.2% | 63 | 3.17% | 5.1 |
|
5988
Defined Wealth Management
Beaverton,
Oregon
| $117M | -$1.28M | -1% | 3.53% | 78.1% | 100 | 3% | 2.1 |
|
5989
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $117M | -$2.62M | -2% | 1.5% | 117% | 214 | 15.42% | 1.1 |
|
5990
Mayar Capital
London,
United Kingdom
| $117M | -$6.69M | -5% | 5.44% | 14.7% | 14 | 14.29% | 1.9 |
|
5991
CMG Global Holdings
Plano,
Texas
| $117M | -$5.13M | -4% | 3.44% | 80.8% | 87 | 6.9% | 2.1 |
|
|
WCM
5992
W Capital Management
New York
| $117M | +$13.3M | +13% | 17.5% | – | 4 | 0% | 1.6 |
|
5993
Millennium Capital Advisors
Little Rock,
Arkansas
| $117M | -$4.4M | -4% | 3.51% | 134% | 110 | 6.36% | 1.4 |
|
5994
Paragon Capital Management (Utah)
Provo,
Utah
| $117M | -$1.32M | -1% | 0.8% | 72.3% | 82 | 35.37% | 1.1 |
|
|
PIP
5995
PB Investment Partners
Burlingame,
California
| $117M | +$229K | +0.2% | 7.72% | 81.1% | 10 | 10% | 1.5 |
|
5996
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $117M | -$4M | -3% | 3.52% | 0.74% | 7 | 0% | 4.1 |
|
5997
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $117M | +$35.9M | +44% | 2.84% | 58.2% | 83 | 22.89% | 0.7 |
|
5998
Von Berge Wealth Management Group
San Diego,
California
| $117M | -$3.67M | -3% | 3.59% | 60.5% | 62 | 8.06% | 1.6 |
|
5999
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $117M | -$3.79M | -3% | 3.54% | 84.1% | 59 | 8.47% | 1.5 |
|
6000
Atmos Advisory
Pittsburgh,
Pennsylvania
| $117M | -$1.48M | -1% | 3.89% | 31.9% | 20 | 0% | 1.7 |
|