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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6001
Ulland Investment Advisors
Minneapolis,
Minnesota
| $97.7M | -$35.7M | -27% | 17.3% | 161% | 281 | 14.23% | 0.4 |
|
6002
Signature Wealth Management Partners
Montvale,
New Jersey
| $97.6M | -$19.7M | -17% | 13.9% | 97.9% | 116 | 10.34% | 1.3 |
|
6003
Palantir Technologies
Aventura,
Florida
| $97.6M | -$148M | -60% | 49.3% | – | 20 | 5% | 0.4 |
|
6004
Defined Wealth Management
Beaverton,
Oregon
| $97.6M | -$16.2M | -14% | 13.3% | 78.1% | 95 | 8.42% | 1.4 |
|
6005
Unconventional Investor
Portsmouth,
New Hampshire
| $97.5M | -$11.3M | -10% | 15.5% | 62.7% | 35 | 11.43% | 0.5 |
|
6006
TI-Trust
Quincy,
Illinois
| $97.5M | -$12.6M | -11% | 9.53% | 88.8% | 113 | 9.73% | 2.1 |
|
6007
Caprin Asset Management
Henrico,
Virginia
| $97.4M | -$19.3M | -17% | 2.34% | 7.87% | 17 | 0% | 4.9 |
|
6008
Retirement Guys Formula
Maumee,
Ohio
| $97.4M | -$51.9M | -35% | 11% | 70.2% | 139 | 14.39% | 0.4 |
|
6009
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $97.4M | -$8.42M | -8% | 14.5% | 55.7% | 42 | 11.9% | 0.5 |
|
6010
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $97.3M | -$35.8M | -27% | 8.5% | 94% | 41 | 4.88% | 1.2 |
|
6011
Paragon Financial Partners
Woodland Hills,
California
| $97.3M | -$17.4M | -15% | 13.8% | 90.6% | 85 | 7.06% | 0.5 |
|
6012
Cook Wealth
Raleigh,
North Carolina
| $97.3M | +$2.55M | +3% | 13.6% | 7.36% | 49 | 18.37% | 0.4 |
|
6013
Blue Door Asset Management
Stamford,
Connecticut
| $97.2M | -$75.8M | -44% | 24.1% | 127% | 33 | 60.61% | 0.3 |
|
6014
ION Acquisition Corp
Herzliya,
Israel
| $97.1M | -$51.8M | -35% | 18% | – | 5 | 0% | 0.5 |
|
6015
Capitol Family Office
Beaverton,
Oregon
| $97.1M | -$27.1M | -22% | 10.1% | 72% | 23 | 26.09% | 0.4 |
|
6016
Investments & Financial Planning LLC
Lexington,
Kentucky
| $97.1M | -$17.3M | -15% | 15.4% | 63.6% | 36 | 13.89% | 0.4 |
|
6017
Valley Brook Capital Group
Venetia,
Pennsylvania
| $97M | -$18.9M | -16% | 10.9% | 106% | 118 | 12.71% | 1.5 |
|
6018
Euclidean Technologies Management
Seattle,
Washington
| $96.8M | -$11.4M | -11% | 7.25% | 124% | 87 | 20.69% | 1.4 |
|
6019
Convergence Financial
Columbia,
Missouri
| $96.8M | +$3.59M | +4% | 16% | 62.3% | 25 | 28% | 0.4 |
|
6020
Newport Capital Group
Red Bank,
New Jersey
| $96.8M | -$36.6M | -27% | 10.9% | – | 60 | 26.67% | 1.4 |
|
6021
Wealthspan Partners
Davenport,
Iowa
| $96.8M | -$13.5M | -12% | 15.2% | 65% | 71 | 14.08% | 0.5 |
|
6022
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $96.8M | -$60.6M | -39% | 15.7% | 117% | 51 | 62.75% | 0.9 |
|
6023
BCR Wealth Strategies
Vestavia,
Alabama
| $96.8M | -$7.78M | -7% | 12.9% | 42.2% | 125 | 15.2% | 0.5 |
|
6024
Hiddenite Capital Partners
New York
| $96.7M | -$13.1M | -12% | 8.29% | 523% | 65 | 69.23% | 0.2 |
|
6025
Widmann Financial Services
Bowie,
Maryland
| $96.6M | -$16.2M | -14% | 10.4% | 75.2% | 91 | 15.38% | 0.5 |
|