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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6301
Endowment Wealth Management
Appleton,
Wisconsin
| $100M | +$8.64M | +10% | 7.32% | 70.7% | 144 | 17.36% | 0.9 |
|
6302
Tru Independence Asset Management 2
Portland,
Oregon
| $99.5M | – | – | 17.4% | – | 73 | – | 1 |
|
6303
New Millennium Group
Sandy,
Utah
| $99.5M | +$5.8M | +6% | 10.5% | 176% | 481 | 10.19% | 0.7 |
|
6304
Guardian Financial Partners
Orange,
California
| $99.5M | +$5.22M | +6% | 5.12% | 53.9% | 41 | 4.88% | 0.9 |
|
6305
Fortune 45 LLC
Gonzales,
Louisiana
| $99.3M | +$8.43M | +9% | 5.95% | 85.2% | 43 | 25.58% | 0.9 |
|
|
RCWM
6306
Royal Capital Wealth Management
Carmel,
Indiana
| $99.3M | +$5.24M | +6% | 4.55% | 83.8% | 101 | 8.91% | 1.1 |
|
6307
Magnolia Wealth Management
Dothan,
Alabama
| $99.3M | +$7.06M | +8% | 5.19% | 48.7% | 11 | 9.09% | 0.9 |
|
6308
Widmann Financial Services
Bowie,
Maryland
| $99.2M | +$3.69M | +4% | 4.52% | 75.2% | 83 | 6.02% | 1.2 |
|
6309
F/M Investments
Washington,
District of Columbia
| $99.2M | +$16.6M | +20% | 23.3% | 101% | 73 | 42.47% | 0.5 |
|
6310
Blue Investment Partners
Alamo,
California
| $99.2M | +$18.7M | +23% | 15% | – | 32 | 25% | 0.2 |
|
6311
Bain Capital Public Equity
Boston,
Massachusetts
| $99.1M | -$27.6M | -22% | 12% | 169% | 40 | 57.5% | 0.1 |
|
6312
DMC Group
Birmingham,
Alabama
| $99M | +$10.4M | +12% | 7.47% | 116% | 124 | 10.48% | 1 |
|
6313
Lesa Sroufe & Co
Seattle,
Washington
| $98.9M | +$8.73M | +10% | 6.7% | – | 73 | 9.59% | 4.2 |
|
6314
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $98.9M | -$84.2M | -46% | 4% | 62.1% | 78 | 23.08% | 1.4 |
|
6315
Prosperity Financial Group
San Ramon,
California
| $98.8M | +$6.13M | +7% | 7.73% | 121% | 113 | 31.86% | 0.2 |
|
6316
Authentikos Wealth Advisory
Morgan Hill,
California
| $98.8M | – | – | 2.66% | 43.5% | 59 | – | 0 |
|
6317
Acrisure Capital Management
Austin,
Texas
| $98.8M | +$8.46M | +9% | 1.77% | – | 405 | 75.31% | 0.1 |
|
|
CWA
6318
Clearview Wealth Advisors
Salem,
Oregon
| $98.7M | -$30.7M | -24% | 3.75% | 45.2% | 719 | 20.45% | 1.6 |
|
6319
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $98.7M | +$3.03M | +3% | 7.41% | 92.3% | 105 | 2.86% | 1.2 |
|
6320
Steinberg Asset Management
New York
| $98.6M | +$6.34M | +7% | 5.15% | 108% | 34 | 14.71% | 3.6 |
|
6321
Vawter Financial
Columbus,
Ohio
| $98.6M | +$12.8M | +15% | 4.37% | 48% | 57 | 17.54% | 0.2 |
|
6322
Western Standard LLC
Los Angeles,
California
| $98.6M | -$15M | -13% | 11.3% | 83.7% | 40 | 67.5% | 1 |
|
6323
Arthedge Capital Management
Jericho,
New York
| $98.5M | +$20M | +26% | 26.9% | 80.7% | 13 | 0% | 1.8 |
|
6324
Tevis Investment Management
Plano,
Texas
| $98.4M | +$4.53M | +5% | 3.53% | 58.7% | 94 | 21.28% | 1 |
|
6325
Redwood Financial Network
Solon,
Ohio
| $98.3M | +$10.2M | +12% | 7.87% | 82.2% | 154 | 12.99% | 0.8 |
|