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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6326
Spectrum Investment Advisors
Mequon,
Wisconsin
| $135M | +$9.31M | +7% | 7.17% | – | 36 | 13.89% | 0.2 |
|
6327
Penney Financial
Houston,
Texas
| $135M | +$14.5M | +12% | 7.81% | 54.8% | 34 | 11.76% | 0.2 |
|
6328
M28 Capital Management
Stamford,
Connecticut
| $135M | +$14.6M | +12% | 7.24% | 200% | 11 | 9.09% | 1.8 |
|
6329
Blue Creek Capital Management
Hong Kong
| $135M | -$3.79M | -3% | 2.16% | – | 6 | 0% | 1.1 |
|
6330
Washburn Capital Management
Vero Beach,
Florida
| $135M | +$2.25M | +2% | 12.3% | 123% | 44 | 15.91% | 3.1 |
|
6331
Maso Capital Partners
Hong Kong
| $135M | +$19.5M | +17% | 9.21% | 8.67% | 40 | 42.5% | 1.3 |
|
6332
Wrenne Financial Planning
Lexington,
Kentucky
| $135M | +$17.8M | +15% | 4.28% | 54.3% | 30 | 16.67% | 0.2 |
|
6333
AFG Fiduciary Services
Hingham,
Massachusetts
| $135M | +$12.2M | +10% | 7.16% | 72.4% | 93 | 23.66% | 1.4 |
|
|
MI
6334
Mango Investments
Denver,
Colorado
| $135M | -$23.9M | -15% | 5.17% | – | 24 | 4.17% | 0.3 |
|
6335
17 Capital Partners
Pheonix,
Arizona
| $135M | +$26.3M | +24% | 13.4% | – | 130 | 33.08% | 1.5 |
|
6336
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $135M | +$18.1M | +15% | 10.6% | 70.9% | 125 | 14.4% | 1.6 |
|
|
MM
6337
MWG Management
Road Town, Tortola,
British Virgin Islands
| $135M | +$16.2M | +14% | 15.3% | 59.2% | 3 | 0% | 2.4 |
|
6338
Applied Fundamental Research
Cambridge,
Massachusetts
| $135M | -$3.53M | -3% | 7% | 44.6% | 11 | 0% | 2.7 |
|
6339
Whalen Wealth Management
Las Vegas,
Nevada
| $135M | +$24M | +22% | 8.58% | 90.2% | 162 | 67.28% | 0.1 |
|
6340
Monument Group Wealth Advisors
Concord,
Massachusetts
| $135M | +$17.7M | +15% | 7.45% | 68.6% | 49 | 16.33% | 0.2 |
|
|
SC
6341
Settian Capital
New York
| $135M | +$9.6M | +8% | 9.86% | 69% | 37 | 29.73% | 1.2 |
|
6342
InTrack Investment Management
South Burlington,
Vermont
| $135M | +$1.55M | +1% | 9.18% | 99.2% | 141 | 12.77% | 1.7 |
|
6343
Slocum, Gordon & Co
Newport,
Rhode Island
| $135M | +$20.8M | +18% | 9.42% | 65.3% | 137 | 7.3% | 1 |
|
6344
Dunhill Financial
London,
United Kingdom
| $135M | +$24.4M | +22% | 8.72% | 58.6% | 767 | 8.74% | 0.3 |
|
6345
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $135M | +$12.8M | +11% | 4.73% | 64.3% | 113 | 17.7% | 1.9 |
|
6346
Gordian Capital (Singapore)
Singapore
| $135M | +$23.7M | +21% | 24.2% | 321% | 149 | 19.46% | 1.6 |
|
6347
Chesapeake Capital Corp
Tampa,
Florida
| $134M | -$2.79M | -2% | 11.8% | – | 179 | 30.73% | 0.2 |
|
6348
Caldwell Investment Management
Toronto,
Ontario, Canada
| $134M | +$4.26M | +3% | 13.2% | 162% | 38 | 28.95% | 1 |
|
6349
Islay Capital Management
Lubbock,
Texas
| $134M | +$4.86M | +4% | 8.75% | 72% | 232 | 20.26% | 3 |
|
6350
Banco de Sabadell
Miami,
Florida
| $134M | +$2.46M | +2% | 9.59% | 75.1% | 83 | 28.92% | 5 |
|