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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6201
Cadence Wealth Management
Westborough,
Massachusetts
| $223M | -$16.4M | -7% | 6.5% | 56.4% | 65 | 13.85% | 2.5 |
|
|
RFG
6202
RFP Financial Group
Atlanta,
Georgia
| $223M | +$39.3M | +21% | 12% | 53.2% | 76 | 34.21% | 2.2 |
|
6203
KilterHowling LLC
Boulder,
Colorado
| $223M | +$24.9M | +13% | 11.2% | 51.3% | 53 | 13.21% | 3.2 |
|
|
JCM
6204
JS Capital Management
New York
| $223M | +$114M | +105% | 105% | 52.4% | 1 | 0% | 7 |
|
6205
Cohen Investment Advisors
Bedford,
New Hampshire
| $223M | +$12.7M | +6% | 8.72% | 90.6% | 84 | 9.52% | 4.8 |
|
6206
Vestment Financial
Chanhassen,
Minnesota
| $223M | +$10.8M | +5% | 9.54% | – | 42 | 2.38% | 1.3 |
|
6207
Guinness Atkinson Asset Management
Pasadena,
California
| $223M | +$22.9M | +11% | 28.7% | 132% | 126 | 17.46% | 6.1 |
|
6208
Brooks Moore & Associates
Chattanooga,
Tennessee
| $223M | +$23.5M | +12% | 7.97% | 63.7% | 120 | 13.33% | 4.4 |
|
|
MWM
6209
MTC Wealth Management
Tampa,
Florida
| $223M | +$12.4M | +6% | 7.77% | 30.5% | 14 | 7.14% | 3.8 |
|
6210
Attessa Capital
Tucson,
Arizona
| $223M | +$39.1M | +21% | 12.8% | – | 53 | 37.74% | 0.8 |
|
|
ACMH
6211
Andar Capital Management (HK)
Hong Kong
| $223M | +$106M | +91% | 128% | 983% | 20 | 70% | 0.3 |
|
|
CH
6212
Cromwell Holdings
Jackson,
Wyoming
| $223M | +$45M | +25% | 26.1% | – | 1,120 | 8.57% | 1.4 |
|
6213
Socorro Asset Management
Dallas,
Texas
| $223M | +$1.71M | +0.8% | 7.29% | 43.8% | 34 | 8.82% | 3.1 |
|
6214
Downshift Financial
Boulder,
Colorado
| $223M | +$29.6M | +15% | 12.6% | – | 670 | 88.81% | 0.1 |
|
6215
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $223M | +$14.2M | +7% | 7.53% | 45.1% | 41 | 9.76% | 6.8 |
|
6216
Symphony Financial Services
Akron,
Ohio
| $223M | +$27.8M | +14% | 13.2% | – | 110 | 14.55% | 1.4 |
|
6217
Tudor Financial
Dayton,
Ohio
| $222M | +$26.9M | +14% | 13.4% | – | 156 | 13.46% | 1.3 |
|
6218
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $222M | +$23.7M | +12% | 10.2% | 72.3% | 106 | 14.15% | 2.5 |
|
6219
Ategra Capital Management
Vienna,
Virginia
| $222M | +$21.1M | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
6220
Mirabaud Asset Management (France)
Paris,
France
| $222M | +$26.5M | +14% | 0% | – | 28 | 0% | 0.1 |
|
6221
Whalen Wealth Management
Las Vegas,
Nevada
| $222M | +$35.6M | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
6222
BankPlus Wealth Management
Jackson,
Mississippi
| $222M | +$28.7M | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
6223
Mendel Capital Management
Little Rock,
Arkansas
| $222M | +$23.3M | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
6224
Coign Capital Advisors
Draper,
Utah
| $222M | +$31.9M | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|
|
CE
6225
Cornerstone Enterprises
Appleton,
Wisconsin
| $222M | +$21.1M | +10% | 18.2% | 85.7% | 43 | 20.93% | 1.3 |
|