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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6101
Tenret Company
Tampa,
Florida
| $193M | +$9.9M | +5% | 5.18% | – | 36 | 2.78% | 3.2 |
|
6102
Beacon Financial Planning
Hyannis,
Massachusetts
| $193M | +$14M | +8% | 7.87% | 71.1% | 54 | 9.26% | 1.8 |
|
6103
Griffith & Werner
Canton,
Georgia
| $193M | – | – | 7.54% | – | 71 | – | 0.7 |
|
|
PCA
6104
Prospect Capital Advisors
Sausalito,
California
| $193M | +$27M | +16% | 20% | 202% | 29 | 13.79% | 3.5 |
|
6105
Kerrisdale Advisers
Miami,
Florida
| $193M | +$1.14M | +0.6% | 14.5% | 78.8% | 76 | 14.47% | 1.8 |
|
6106
Soviero Asset Management
New York
| $193M | +$27.4M | +17% | 30.5% | 676% | 83 | 57.83% | 0.3 |
|
6107
RHS Financial
San Francisco,
California
| $193M | +$16.7M | +10% | 7.53% | 65.6% | 142 | 14.08% | 2.3 |
|
6108
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $192M | +$5.83M | +3% | 6.65% | 51.7% | 357 | 80.67% | 3.5 |
|
6109
Rye Brook Capital
Greenwich,
Connecticut
| $192M | +$96.4M | +101% | 14.8% | 77.2% | 31 | 22.58% | 1 |
|
6110
FACT Capital
New York
| $192M | -$18.1M | -9% | 11.3% | 227% | 20 | 25% | 1.2 |
|
6111
Mill Road Capital Management
Greenwich,
Connecticut
| $192M | +$35.9M | +23% | 27.1% | 85.1% | 26 | 11.54% | 3.1 |
|
6112
Optimize Financial
Laguna Hills,
California
| $192M | +$28.6M | +17% | 9.79% | – | 458 | 79.04% | 0.2 |
|
6113
Brighton Securities
Rochester,
New York
| $192M | +$9M | +5% | 5.71% | – | 65 | 15.38% | 0.6 |
|
6114
Peak Planning Group
Centennial,
Colorado
| $192M | +$35.7M | +23% | 9.43% | 105% | 99 | 14.14% | 2.2 |
|
|
AIM
6115
Athena Investment Management
Orinda,
California
| $192M | +$13.1M | +7% | 8.28% | 80.6% | 159 | 5.03% | 2.9 |
|
6116
True Vision MN
Woodbury,
Minnesota
| $192M | +$11.1M | +6% | 6.53% | – | 117 | 19.66% | 1.1 |
|
6117
Richmond Hill Investments
New York
| $192M | -$2.7M | -1% | 0.23% | 55.2% | 3 | 0% | 6.8 |
|
6118
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $192M | +$13.9M | +8% | 7.96% | 58.3% | 53 | 7.55% | 3 |
|
6119
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $192M | +$22.1M | +13% | 5.74% | – | 91 | 13.19% | 1.3 |
|
6120
Landing Point Financial Group
Avon,
Ohio
| $192M | +$33.2M | +21% | 8.15% | – | 90 | 27.78% | 0.5 |
|
6121
ELCO Management
New York
| $192M | +$904K | +0.5% | 5.12% | 98.3% | 171 | 12.87% | 3.9 |
|
6122
NBZ Investment Advisors
Knoxville,
Tennessee
| $192M | +$16M | +9% | 7.61% | – | 72 | 22.22% | 0.6 |
|
6123
Tejara Capital
London,
United Kingdom
| $192M | -$24M | -11% | 9.09% | 17.3% | 77 | 48.05% | 1.4 |
|
6124
Planning Directions
Glen Mills,
Pennsylvania
| $192M | +$13.9M | +8% | 5.13% | 46.3% | 93 | 8.6% | 3.3 |
|
6125
Corecam Pte Ltd
Singapore,
| $191M | +$12.7M | +7% | 15.9% | 93.6% | 57 | 54.39% | 0.7 |
|