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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6276
Lantern Wealth Advisors
Melville,
New York
| $218M | +$23.4M | +12% | 12.6% | – | 194 | 15.46% | 1.5 |
|
6277
Tiger Pacific Capital
New York
| $218M | -$191M | -47% | 5.39% | 84.5% | 12 | 25% | 2.2 |
|
6278
Saxony Capital Management
St. Louis,
Missouri
| $218M | +$45.9M | +27% | 13.7% | 90% | 205 | 30.73% | 1.2 |
|
6279
OxenFree Capital
Satellite Beach,
Florida
| $218M | +$11.9M | +6% | 13.2% | 56.4% | 60 | 13.33% | 1.7 |
|
6280
Main Line Retirement Advisors
Whitefish,
Montana
| $218M | +$17.8M | +9% | 8.97% | 47.6% | 50 | 6% | 2 |
|
6281
FSA Advisors
Troy,
Michigan
| $218M | +$66.4M | +44% | 12.5% | – | 280 | 38.21% | 0.8 |
|
6282
RiverGlades Family Offices
Naples,
Florida
| $218M | +$47.9M | +28% | 13.8% | – | 114 | 28.95% | 3.8 |
|
6283
Galilei Investment Office
London,
United Kingdom
| $218M | +$24.9M | +13% | 11.5% | – | 28 | 10.71% | 1.2 |
|
6284
Juniper Capital Advisors
Houston,
Texas
| $218M | -$114M | -34% | 12.8% | – | 2 | 0% | 1.5 |
|
6285
Financial Freedom LLC
Cincinnati,
Ohio
| $218M | +$17.1M | +9% | 19.4% | 76.9% | 425 | 74.82% | 3.1 |
|
6286
Cooper Investors
Melbourne, Victoria,
Australia
| $218M | -$27.5M | -11% | 5.25% | 57.5% | 50 | 38% | 1.5 |
|
|
SEP
6287
Signature Equity Partners
Columbus,
Ohio
| $218M | +$31.5M | +17% | 17.8% | – | 1,727 | 19.28% | 0.4 |
|
6288
Define Financial
San Diego,
California
| $218M | +$33.5M | +18% | 10% | – | 49 | 20.41% | 1.1 |
|
6289
Carson Advisory
Athens,
Georgia
| $218M | +$24.8M | +13% | 11.6% | 70.9% | 208 | 11.54% | 2.7 |
|
6290
XXI Wealth LLC
Chicago,
Illinois
| $218M | +$41.2M | +23% | 34.9% | – | 237 | 16.46% | 0.4 |
|
6291
Legacy Capital Wealth Management
The Woodlands,
Texas
| $218M | +$43.8M | +25% | 23.8% | – | 84 | 27.38% | 0.8 |
|
6292
Turas Capital Management
Boston,
Massachusetts
| $218M | -$174M | -44% | 6.1% | – | 86 | 88.37% | 0.1 |
|
6293
RPD Fund Management
New York
| $218M | -$88.3M | -29% | 18.5% | – | 6 | 33.33% | 0.8 |
|
6294
Wolff Wiese Magana
Carslbad,
California
| $217M | +$36.2M | +20% | 32.5% | 149% | 1,058 | 10.02% | 2.9 |
|
6295
Pearl Planning
Dexter,
Michigan
| $217M | +$30.3M | +16% | 11.6% | – | 58 | 10.34% | 0.4 |
|
6296
Hager Investment Management Services
New London,
New Hampshire
| $217M | +$35.4M | +19% | 31.3% | – | 372 | 16.67% | 1.1 |
|
6297
NEXTBio Capital Management
Menlo Park,
California
| $217M | +$2.03M | +0.9% | 26.2% | – | 27 | 29.63% | 0.4 |
|
6298
Carolina Wealth Management
Greenville,
North Carolina
| $217M | – | – | 12.1% | – | 114 | – | 0 |
|
6299
Corrado Advisors
Ramsey,
New Jersey
| $217M | +$25.6M | +13% | 15.1% | 73.1% | 127 | 14.96% | 2.7 |
|
6300
English Capital Management
Bloomfield Hills,
Michigan
| $217M | +$46.4M | +27% | 23.9% | – | 39 | 15.38% | 1.8 |
|