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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
26.9%
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
TrueWealth Financial Partners
Bellevue,
Washington
| $143M | +$10.9M | +8% | 5.26% | 36.4% | 18 | 11.11% | 1.7 |
|
6202
KilterHowling LLC
Boulder,
Colorado
| $142M | +$8.98M | +7% | 6.43% | 51.3% | 46 | 0% | 1.8 |
|
6203
Hein Park Capital Management
New York
| $142M | -$264M | -65% | 17.3% | 122% | 6 | 33.33% | 1.3 |
|
6204
Lantern Wealth Advisors
Melville,
New York
| $142M | +$14.8M | +12% | 7.33% | – | 130 | 13.08% | 0.2 |
|
|
HCM
6205
Helios Capital Management
Singapore
| $142M | +$16M | +13% | 16.3% | 124% | 49 | 0% | 1.5 |
|
6206
Prentiss Smith & Co
Brattleboro,
Vermont
| $142M | +$8M | +6% | 8.38% | 67.4% | 73 | 15.07% | 5.5 |
|
6207
Kingdom Financial Group
Peoria,
Arizona
| $142M | +$27.5M | +24% | 4.45% | 49.9% | 92 | 52.17% | 0.5 |
|
6208
Apricus Wealth
Beaufort,
South Carolina
| $142M | +$10.9M | +8% | 7.4% | 80.6% | 95 | 11.58% | 1.6 |
|
6209
Carson Advisory
Athens,
Georgia
| $142M | +$13.6M | +11% | 8.41% | 70.9% | 176 | 10.8% | 1.5 |
|
6210
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $142M | +$18.5M | +15% | 12.8% | 234% | 169 | 20.12% | 2.7 |
|
6211
FSC Wealth Advisors
Fishkill,
New York
| $142M | +$5.52M | +4% | 6.18% | 66.4% | 312 | 26.6% | 1.3 |
|
6212
Aufman Associates
Sewickley,
Pennsylvania
| $142M | +$9.5M | +7% | 7.32% | 141% | 46 | 6.52% | 3 |
|
6213
FFG Retirement Advisors
Centennial,
Colorado
| $142M | +$12.5M | +10% | 4.71% | 43.4% | 48 | 16.67% | 0.8 |
|
6214
True Vision MN
Woodbury,
Minnesota
| $142M | +$17.5M | +14% | 5.68% | – | 107 | 34.58% | 0.2 |
|
6215
Refined Wealth Management
Salt Lake City,
Utah
| $142M | +$13.7M | +11% | 11.5% | 99.4% | 29 | 10.34% | 1.9 |
|
6216
Gould Capital
Tacoma,
Washington
| $142M | +$5.2M | +4% | 4.67% | 60.1% | 204 | 9.31% | 2 |
|
6217
Massachusetts Wealth Management
North Andover,
Massachusetts
| $142M | +$18M | +15% | 10.4% | 110% | 91 | 3.3% | 1.1 |
|
6218
Richardson Financial Services
Medway,
Massachusetts
| $142M | +$27.7M | +24% | 6.98% | 77.4% | 646 | 45.05% | 0.1 |
|
6219
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $142M | +$9.37M | +7% | 9.35% | 61% | 91 | 1.1% | 6.1 |
|
6220
Palo Alto Wealth Advisors
Palo Alto,
California
| $142M | +$9.6M | +7% | 7.66% | 108% | 43 | 13.95% | 1 |
|
6221
Sterling Investment Management
Tucson,
Arizona
| $142M | +$5.49M | +4% | 6.37% | 45.3% | 65 | 6.15% | 4.6 |
|
6222
Tenret Company
Tampa,
Florida
| $142M | +$15.1M | +12% | 5.1% | – | 30 | 3.33% | 2.3 |
|
6223
Capital Square
Chattanooga,
Tennessee
| $142M | +$53.2M | +60% | 5.75% | 62.5% | 161 | 34.16% | 1.8 |
|
6224
Long Island Wealth Management
Melville,
New York
| $142M | +$1.4M | +1% | 7.33% | 58.2% | 433 | 83.14% | 0.3 |
|
|
LI
6225
LHM Inc
Sandy,
Utah
| $142M | +$21M | +17% | 9.12% | – | 15 | 46.67% | 0.1 |
|