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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6551
Orser Capital Management
Southlake,
Texas
| $202M | +$48.6M | +32% | 18.5% | 128% | 69 | 39.13% | 3.1 |
|
|
HIA
6552
Harvest Investment Advisors
Tallahassee,
Florida
| $202M | +$21.8M | +12% | 14.7% | 78.3% | 60 | 6.67% | 2.7 |
|
6553
Align Financial
Hermantown,
Minnesota
| $202M | +$25.6M | +15% | 13.7% | – | 376 | 5.05% | 0.5 |
|
6554
Scratch Capital
Boise,
Idaho
| $201M | +$26.9M | +15% | 11.5% | – | 46 | 6.52% | 1.2 |
|
6555
Sandler Capital Management
New York
| $201M | +$8.31M | +4% | 30.2% | 325% | 176 | 60.23% | 0.6 |
|
6556
Nierenberg Investment Management Company
Camas,
Washington
| $201M | -$41.7K | -0% | 1.59% | 135% | 49 | 34.69% | 1.8 |
|
6557
Williamson Legacy Group
Carmel,
Indiana
| $201M | +$68M | +51% | 79.2% | – | 106 | 52.83% | 0.6 |
|
6558
LAM Group
Lake Oswego,
Oregon
| $201M | +$19.4M | +11% | 9.8% | 61.8% | 138 | 2.17% | 1.8 |
|
6559
Beacon Financial Strategies
Raleigh,
North Carolina
| $201M | +$25M | +14% | 11.3% | 54.2% | 213 | 18.78% | 1.1 |
|
6560
Two West Capital Advisors
Overland Park,
Kansas
| $201M | +$12.4M | +7% | 9.85% | – | 110 | 20.91% | 1.3 |
|
6561
CoreFirst Bank & Trust
Topeka,
Kansas
| $201M | +$12.5M | +7% | 10.3% | 61.4% | 292 | 5.14% | 2.5 |
|
6562
Element Squared
Minneapolis,
Minnesota
| $201M | +$23.7M | +13% | 15.5% | – | 60 | 48.33% | 0.4 |
|
6563
Dutch Asset Corp
Selkirk,
New York
| $201M | +$52.2M | +35% | 37.8% | – | 119 | 23.53% | 0.4 |
|
6564
Marest Capital
Tarzana,
California
| $201M | +$28M | +16% | 12% | 84.5% | 37 | 40.54% | 1.1 |
|
6565
Principia Wealth Advisory
Dallas,
Texas
| $201M | +$24.3M | +14% | 9.83% | – | 1,099 | 7.83% | 1.2 |
|
6566
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $201M | +$14M | +7% | 4.25% | 49.4% | 58 | 10.34% | 3.2 |
|
6567
Wealth Forward LLC
Fargo,
North Dakota
| $201M | +$23.6M | +13% | 10.3% | 48.8% | 51 | 19.61% | 1.7 |
|
6568
Greater Midwest Financial Group
St. Paul,
Minnesota
| $201M | +$14.5M | +8% | 42.7% | 157% | 70 | 14.29% | 1.6 |
|
6569
Counterweight Ventures
Wilmington,
North Carolina
| $201M | +$22.4M | +13% | 19% | – | 81 | 1.23% | 2 |
|
6570
J. H. Whitney Equity Partners VI
New Canaan,
Connecticut
| $201M | -$126M | -39% | 0.34% | – | 1 | 0% | 0.5 |
|
6571
Capasso Planning Partners
Charleston,
South Carolina
| $201M | +$15.2M | +8% | 10.7% | 51.6% | 86 | 15.12% | 2.4 |
|
6572
Michael S. Ryan Inc
Latham,
New York
| $200M | +$28.6M | +17% | 15.6% | 63.3% | 61 | 16.39% | 1.8 |
|
6573
Fortress Financial Group
Rochester,
Minnesota
| $200M | +$65.1M | +48% | 14.7% | – | 93 | 21.51% | 1.1 |
|
6574
Scholtz & Company
Stamford,
Connecticut
| $200M | +$4.83M | +2% | 15.8% | 89.2% | 60 | 38.33% | 2.2 |
|
6575
McDonough Capital Management
Orlando,
Florida
| $200M | +$17.2M | +9% | 12.1% | 98.1% | 56 | 17.86% | 3.1 |
|