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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
Edge Financial Advisors
Wheaton,
Illinois
| $190M | +$31.4M | +20% | 9.02% | – | 130 | 26.92% | 0.7 |
|
5977
Triavera Capital
Larkspur,
California
| $190M | +$15.4M | +9% | 19.4% | – | 21 | 19.05% | 0.5 |
|
5978
Wealth Advisors Northwest
Portland,
Oregon
| $190M | +$31.9M | +20% | 8.74% | – | 62 | 12.9% | 0.4 |
|
|
CWM
5979
CCG Wealth Management
San Diego,
California
| $190M | +$22.6M | +14% | 12.4% | 82.6% | 81 | 8.64% | 3.2 |
|
5980
Midwest Capital Advisors
Grand Rapids,
Michigan
| $190M | +$26.8M | +16% | 9.45% | – | 196 | 11.22% | 0.5 |
|
5981
Spring Capital Management
Amarillo,
Texas
| $190M | +$6.46M | +4% | 6.4% | 73.6% | 53 | 9.43% | 1.8 |
|
5982
Aurora Investment Counsel
Atlanta,
Georgia
| $190M | +$9.28M | +5% | 5.47% | 31.7% | 127 | 29.13% | 1.3 |
|
|
NAMNJ
5983
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $190M | +$29.7M | +19% | 12.8% | – | 98 | 12.24% | 1.2 |
|
5984
Innealta Capital
Austin,
Texas
| $190M | +$5.04M | +3% | 10.1% | 63.7% | 140 | 42.86% | 1.7 |
|
5985
Ridgecrest Wealth Partners
Mill Valley,
California
| $189M | -$1.49M | -0.8% | 7.36% | 103% | 117 | 9.4% | 3 |
|
5986
Udine Wealth Management
Boca Raton,
Florida
| $189M | +$39.9M | +27% | 15.7% | 141% | 38 | 34.21% | 1.3 |
|
5987
Peninsula Asset Management
Bradenton,
Florida
| $189M | +$9.31M | +5% | 5.19% | 44.1% | 45 | 2.22% | 8.2 |
|
5988
AGP Franklin
Franklin,
Tennessee
| $189M | +$26.9M | +17% | 22.4% | – | 89 | 19.1% | 0.4 |
|
5989
Harrington Investments
Napa,
California
| $189M | +$13.1M | +7% | 11.2% | 109% | 83 | 1.2% | 5.9 |
|
5990
Krensavage Asset Management
New York
| $189M | +$8.05M | +4% | 9.39% | 124% | 16 | 18.75% | 2.7 |
|
5991
Cincinnati Casualty Company
Fairfield,
Ohio
| $189M | +$14.3M | +8% | 9.73% | 56% | 24 | 0% | 9.3 |
|
|
BWM
5992
Bullock Wealth Management
Bloomington,
Indiana
| $189M | +$9.9M | +6% | 9.68% | 101% | 620 | 11.61% | 1.7 |
|
5993
Dalton Investments
Las Vegas,
Nevada
| $189M | +$2.38M | +1% | 11.3% | 95.1% | 22 | 9.09% | 3.9 |
|
5994
Traveka Wealth
Los Altos,
California
| $189M | +$10.4M | +6% | 10.2% | 78.1% | 157 | 17.2% | 1.2 |
|
|
CI
5995
Carroll Investors
Mt Pleasant,
South Carolina
| $189M | +$38.5M | +26% | 31.3% | 241% | 34 | 23.53% | 1.7 |
|
5996
PACK Private Wealth
Wayzata,
Minnesota
| $189M | +$20.6M | +12% | 7.37% | 52.8% | 48 | 14.58% | 2.4 |
|
5997
Nalanda India Fund
Moka,
Mauritius
| $189M | +$5.22M | +3% | 2.85% | 15.3% | 1 | 0% | 6.5 |
|
5998
Horizon Financial Services
Winston Salem,
North Carolina
| $189M | +$9.17M | +5% | 5.87% | 39.5% | 324 | 11.42% | 1.1 |
|
5999
Orleans Capital Management
Mandeville,
Louisiana
| $188M | +$18.5M | +11% | 8.77% | 94.6% | 112 | 18.75% | 2.9 |
|
6000
New Mountain Capital
New York
| $188M | -$38.5M | -17% | 17% | 64.8% | 1 | 0% | 2.8 |
|