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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WAM
6001
Werlinich Asset Management
Stamford,
Connecticut
| $201M | +$18.1M | +10% | 12% | 232% | 63 | 7.94% | 3.3 |
|
6002
Avid Wealth Partners
San Antonio,
Texas
| $201M | +$26.4M | +15% | 10.2% | 93.7% | 56 | 8.93% | 1 |
|
6003
Capital Wealth Alliance
Scottsdale,
Arizona
| $201M | +$15.2M | +8% | 11.4% | 124% | 86 | 25.58% | 2.5 |
|
6004
Twin Securities
New York
| $201M | +$25M | +14% | 26.3% | 506% | 22 | 72.73% | 0.3 |
|
6005
Baugh & Associates
Atlanta,
Georgia
| $201M | +$9.25M | +5% | 10.3% | 98.8% | 43 | 6.98% | 5.6 |
|
|
BWM
6006
Bullock Wealth Management
Bloomington,
Indiana
| $201M | +$12.3M | +7% | 7.65% | 101% | 663 | 17.35% | 2.7 |
|
6007
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $201M | +$13M | +7% | 9.65% | 152% | 94 | 9.57% | 4.5 |
|
6008
Private Wealth Group
Tampa,
Florida
| $201M | +$13M | +7% | 5.78% | 52.9% | 68 | 8.82% | 3 |
|
6009
Eagle Wealth Strategies
West Deptford,
New Jersey
| $201M | +$22.2M | +12% | 6.89% | 85% | 111 | 8.11% | 1.3 |
|
|
FCM
6010
Floyd Capital Management
Texarkana,
Texas
| $201M | +$61.2M | +44% | 7.82% | – | 1 | 0% | 0.8 |
|
6011
Byrne Financial Freedom
Franklin,
Massachusetts
| $201M | +$880K | +0.4% | 11.3% | – | 110 | 20% | 0.6 |
|
6012
Cornercap Investment Counsel
Atlanta,
Georgia
| $201M | +$8.84M | +5% | 6.43% | 55.4% | 157 | 8.28% | 2.9 |
|
6013
Financial Freedom LLC
Cincinnati,
Ohio
| $201M | +$15.2M | +8% | 7.58% | 72% | 367 | 6.54% | 2.4 |
|
6014
Finer Wealth Management
Salem,
Massachusetts
| $201M | +$13.6M | +7% | 9.37% | 175% | 89 | 6.74% | 2.7 |
|
6015
Econ Financial Services
Harrisburg,
Pennsylvania
| $201M | +$6.4M | +3% | 2.71% | 16.9% | 108 | 52.78% | 0.8 |
|
6016
Monashee Investment Management
Boston,
Massachusetts
| $201M | -$75.4M | -27% | 37.8% | 520% | 107 | 89.72% | 0.2 |
|
6017
American Financial & Tax Strategies
New York
| $200M | +$6.83M | +4% | 5.48% | 46.9% | 94 | 4.26% | 1.7 |
|
6018
Harrington Investments
Napa,
California
| $200M | +$11.3M | +6% | 9.01% | 109% | 85 | 2.35% | 6 |
|
6019
Little Harbor Advisors
Marblehead,
Massachusetts
| $200M | +$31.6M | +19% | 6.62% | 59% | 8 | 12.5% | 1.8 |
|
6020
Innealta Capital
Austin,
Texas
| $200M | +$10.5M | +6% | 7.21% | 69.8% | 125 | 31.2% | 1.7 |
|
6021
Freemont Management
Vaud,
Switzerland
| $200M | -$467M | -70% | 21.9% | 102% | 114 | 23.68% | 1.7 |
|
6022
Bank of Jackson Hole Trust
Jackson,
Wyoming
| $200M | +$23.6M | +13% | 8.51% | – | 471 | 9.77% | 0.7 |
|
6023
Chris Bulman
Roseville,
California
| $200M | +$24.3M | +14% | 7% | – | 152 | 27.63% | 0.8 |
|
|
DRD
6024
Dennis R. Delaney
| $200M | +$4.92M | +3% | 6.72% | 84.3% | 50 | 4% | 6.1 |
|
|
LPCM
6025
Lynwood Price Capital Management
Austin,
Texas
| $200M | -$1.53M | -0.8% | 0.1% | – | 16 | 18.75% | 0.6 |
|