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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6251
Yardley Wealth Management
Yardley,
Pennsylvania
| $220M | +$25M | +13% | 9.73% | – | 37 | 2.7% | 1.6 |
|
6252
H&H Retirement Design & Management
Las Vegas,
Nevada
| $220M | +$7.25M | +3% | 8.47% | 38.4% | 121 | 27.27% | 2 |
|
6253
Lake Hills Wealth Management
Austin,
Texas
| $220M | +$41.2M | +23% | 15.8% | 83.7% | 86 | 55.81% | 0.9 |
|
6254
W Advisors LLC
Germantown,
Tennessee
| $220M | +$24.9M | +13% | 14.7% | 88.7% | 157 | 12.74% | 2.8 |
|
6255
Infusive Asset Management
New York
| $220M | +$13.2M | +6% | 4.29% | 33.8% | 38 | 36.84% | 1.8 |
|
6256
Solano Wealth Investment Advisors
Fairfield,
California
| $220M | +$19.1M | +10% | 12.9% | – | 35 | 2.86% | 1.4 |
|
6257
Exit Wealth Advisors
Atlanta,
Georgia
| $220M | +$25.1M | +13% | 14.8% | – | 181 | 44.75% | 0.4 |
|
|
BWG
6258
Boomfish Wealth Group
Alpharetta,
Georgia
| $220M | +$32.2M | +17% | 17.9% | 86% | 96 | 10.42% | 1.8 |
|
6259
Orion Resource Partners
New York
| $219M | +$577K | +0.3% | 5.72% | – | 32 | 62.5% | 0.5 |
|
6260
Primoris Wealth Advisors
North Palm Beach,
Florida
| $219M | +$76.5M | +54% | 44.5% | 206% | 135 | 36.3% | 1.9 |
|
6261
William Marsh Rice University
Houston,
Texas
| $219M | -$1.42M | -0.6% | 6.8% | 1.81% | 2 | 0% | 5.5 |
|
6262
Canerector Inc
Toronto,
Ontario, Canada
| $219M | +$8.12M | +4% | 19.2% | – | 9 | 0% | 1.5 |
|
6263
Horizon Family Wealth
Chicago,
Illinois
| $219M | +$29.8M | +16% | 13.1% | 68.6% | 94 | 7.45% | 2.3 |
|
6264
Bull Street Advisors
Savannah,
Georgia
| $219M | +$17.1M | +8% | 5.36% | 48.5% | 96 | 3.13% | 5.8 |
|
6265
Values First Advisors
Gray,
Tennessee
| $219M | +$27M | +14% | 17% | 87.6% | 200 | 16.5% | 3 |
|
6266
Pacific Point Advisors
Rancho Santa Fe,
California
| $219M | +$29.4M | +16% | 35.7% | – | 143 | 16.78% | 1.1 |
|
6267
Comprehensive Wealth Management
Lynnwood,
Washington
| $219M | +$21.1M | +11% | 9.64% | 40.6% | 44 | 13.64% | 1.9 |
|
6268
RiverPark Advisors
New York
| $219M | -$57.3M | -21% | 11.3% | 87.5% | 166 | 26.51% | 2.4 |
|
|
SCM
6269
Sunbeam Capital Management
Atlanta,
Georgia
| $219M | +$44.1M | +25% | 16.6% | – | 129 | 17.05% | 1.1 |
|
|
HCM
6270
Horrell Capital Management
Little Rock,
Arkansas
| $219M | -$681K | -0.3% | 7.29% | 55.6% | 203 | 7.88% | 7.2 |
|
|
SIAIK
6271
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| $219M | +$21.8M | +11% | 14.2% | – | 106 | 12.26% | 0.5 |
|
6272
7G Capital Management
New York
| $219M | +$50.4M | +30% | 17.6% | 137% | 12 | 25% | 2.2 |
|
6273
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $218M | +$43.7M | +25% | 15.2% | – | 162 | 35.19% | 0.6 |
|
6274
Perry Creek Capital
New York
| $218M | +$58M | +36% | 23.3% | 51.2% | 14 | 35.71% | 2.3 |
|
6275
MPWM Advisory Solutions
Alpharetta,
Georgia
| $218M | +$29.6M | +16% | 14.9% | – | 609 | 11.49% | 1.2 |
|