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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
34.66%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
BSWA
6426
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $95.3M | -$2.76M | -3% | 7.03% | – | 106 | 74.53% | 0.1 |
|
6427
Synergy Financial Group
San Ramon,
California
| $95.2M | -$16.2M | -15% | 15.7% | 133% | 106 | 9.43% | 0.2 |
|
|
BAM
6428
Bosun Asset Management
Chicago,
Illinois
| $95.2M | -$14.9M | -14% | 4.96% | 278% | 80 | 13.75% | 0.2 |
|
6429
Endowment Wealth Management
Appleton,
Wisconsin
| $95.1M | -$3.79M | -4% | 7.04% | 66.3% | 134 | 17.16% | 0.2 |
|
6430
Magnolia Wealth Management
Dothan,
Alabama
| $95.1M | -$2.64M | -3% | 3.84% | 48.7% | 15 | 40% | 0.2 |
|
6431
Precept Management
Dallas,
Texas
| $94.9M | -$159M | -63% | 7.83% | 110% | 82 | 76.83% | 0.5 |
|
6432
Kids Capital Management
Los Angeles,
California
| $94.9M | -$22.3M | -19% | 13.9% | – | 12 | 16.67% | 0.2 |
|
6433
Cook Wealth
Raleigh,
North Carolina
| $94.8M | -$2.71M | -3% | 4.19% | 7.36% | 44 | 15.91% | 0.2 |
|
|
DLDF
6434
Dan L. Duncan Foundation
Houston,
Texas
| $94.7M | -$3.19M | -3% | 5.63% | 11.8% | 4 | 0% | 0.9 |
|
|
AAM
6435
Artha Asset Management
Hoboken,
New Jersey
| $94.5M | +$12.6M | +15% | 8.86% | – | 37 | 67.57% | 0.1 |
|
6436
ACT Capital Management
Wayne,
Pennsylvania
| $94.5M | -$43.8M | -32% | 12.6% | – | 99 | 20.2% | 0.6 |
|
6437
5th Street Advisors
Southport,
Connecticut
| $94.5M | -$11M | -10% | 2.91% | 47.5% | 20 | 40% | 0.2 |
|
6438
Intrinsic Value Partners
Phoenix,
Arizona
| $94.4M | +$585K | +0.6% | 1.14% | 126% | 49 | 6.12% | 0.2 |
|
6439
McAlister Sweet & Associates
Houston,
Texas
| $94.1M | -$20.5M | -18% | 2.21% | 83.6% | 41 | 34.15% | 0.2 |
|
6440
Redmont Wealth Advisors
Chicago,
Illinois
| $93.9M | +$472K | +0.5% | 3.11% | 46.1% | 131 | 25.95% | 0.2 |
|
6441
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| $93.9M | -$6.74M | -7% | 1.97% | – | 107 | 12.15% | 0.2 |
|
6442
Claris Advisors
St. Louis,
Missouri
| $93.8M | -$706K | -0.7% | 3.37% | 65.7% | 52 | 11.54% | 0.2 |
|
|
APS
6443
American Planning Services
Sun City Center,
Florida
| $93.6M | -$19.4M | -17% | 4% | 23.8% | 29 | 17.24% | 0.2 |
|
6444
Pin Oak Investment Advisors
Houston,
Texas
| $93.6M | -$5.25M | -5% | 8.89% | 62.7% | 451 | 12.2% | 2.6 |
|
6445
Enhancing Capital
Harrisburg,
Pennsylvania
| $93.6M | +$1.48M | +2% | 0.31% | – | 77 | 5.19% | 0.2 |
|
6446
Sender Company & Partners
New York
| $93.5M | -$102M | -52% | 12.7% | 69.8% | 125 | 84% | 0.1 |
|
6447
USA Financial Formulas
Ada,
Michigan
| $93.5M | -$23.1M | -20% | 12.8% | 104% | 526 | 46.58% | 1.1 |
|
6448
Convergence Financial
Columbia,
Missouri
| $93.2M | -$2.98M | -3% | 4.95% | 62.3% | 26 | 26.92% | 0.2 |
|
|
CMANY
6449
Capital Management Associates (New York)
New York
| $93.2M | -$9M | -9% | 0.61% | 205% | 96 | 45.83% | 1.9 |
|
6450
Lynwood Capital Management
Toronto,
Ontario, Canada
| $93.2M | -$11.3M | -11% | 5.14% | – | 211 | 81.04% | 0.1 |
|