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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6176
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $111M | -$2.74M | -2% | 4.25% | 84.1% | 57 | 8.77% | 0.2 |
|
6177
Penobscot Wealth Management
Portland,
Maine
| $111M | -$6.25M | -5% | 5.33% | 56.7% | 68 | 23.53% | 0.6 |
|
6178
Erickson Financial Group
Allentown,
Pennsylvania
| $111M | -$4.9M | -4% | 7.87% | 63.3% | 26 | 3.85% | 0.2 |
|
6179
Rise Advisors
Rochester,
New York
| $111M | +$6.09M | +6% | 5.27% | 62.8% | 687 | 7.71% | 0.2 |
|
6180
Protective Life
Birmingham,
Alabama
| $111M | -$3.07M | -3% | 7.15% | 38.4% | 15 | 13.33% | 2.7 |
|
6181
Archvest Wealth Advisors
Concord,
California
| $111M | -$4.56M | -4% | 4.47% | 47.8% | 45 | 13.33% | 0.2 |
|
6182
CEDRUS
Littleton,
Colorado
| $111M | +$7.23M | +7% | 5.66% | 19.8% | 166 | 18.67% | 0.2 |
|
6183
Tenret Company
Tampa,
Florida
| $111M | -$687K | -0.6% | 5.52% | – | 33 | 21.21% | 0.6 |
|
6184
Mork Capital Management
Healdsburg,
California
| $111M | -$36.7M | -25% | 1.04% | 61.9% | 116 | 20.69% | 2.4 |
|
|
HFAS
6185
Hummer Financial Advisory Services
Chicago,
Illinois
| $111M | -$7.74M | -7% | 5.6% | 71.8% | 107 | 6.54% | 1.9 |
|
6186
Buttonwood Financial Advisors
Baltimore,
Maryland
| $111M | +$8.58M | +8% | 2.95% | 73.4% | 70 | 30% | 0.2 |
|
|
NICM
6187
Neo Ivy Capital Management
New York
| $111M | +$41.2M | +59% | 2.72% | – | 617 | 55.43% | 0.3 |
|
6188
Maripau Wealth Management
Fort Wayne,
Indiana
| $111M | +$5.17M | +5% | 4.09% | 55.6% | 94 | 21.28% | 0.2 |
|
6189
Tevis Investment Management
Plano,
Texas
| $111M | -$4.16M | -4% | 0.57% | 58.7% | 523 | 12.62% | 0.2 |
|
6190
Alethea Capital Management
Mercer Island,
Washington
| $111M | -$7.29M | -6% | 1.09% | 275% | 104 | 54.81% | 2.7 |
|
6191
American Asset Management
Boca Raton,
Florida
| $111M | -$3.01M | -3% | 2.91% | 42.5% | 9 | 11.11% | 4.7 |
|
6192
Boyu Capital Investment Management Company
Hong Kong
| $110M | -$6.3M | -5% | 2.25% | – | 4 | 0% | 1.3 |
|
6193
Wilson & Boucher Capital Management
Moraga,
California
| $110M | -$630K | -0.6% | 3.45% | 69.8% | 112 | 8.04% | 0.2 |
|
6194
Wealthspan Partners
Davenport,
Iowa
| $110M | -$2.86M | -3% | 1.65% | 65% | 71 | 8.45% | 0.2 |
|
6195
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $110M | -$4.92M | -4% | 5.1% | 64.9% | 69 | 66.67% | 0.1 |
|
6196
Portland Hill Asset Management
London,
United Kingdom
| $110M | -$21.4M | -16% | 11.6% | 30.2% | 44 | 6.82% | 2.5 |
|
|
DGM
6197
Darwin Global Management
St. Helier,
Jersey
| $110M | -$544M | -83% | 13.9% | 2,582% | 13 | 92.31% | 0.3 |
|
6198
Arctis Global
San Juan,
Puerto Rico
| $110M | -$157M | -59% | 14.9% | 69.5% | 16 | 68.75% | 0.6 |
|
6199
EMFO LLC
Weston,
Florida
| $110M | -$3.15M | -3% | 1% | 25.8% | 356 | 10.11% | 0.7 |
|
6200
Insight Inv LLC
El Segundo,
California
| $110M | +$1.3M | +1% | 0.12% | 136% | 107 | 9.35% | 0.2 |
|