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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6626
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $162M | +$11.9M | +8% | 6.84% | – | 41 | 7.32% | 0.7 |
|
6627
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $162M | +$26.5M | +20% | 6.09% | – | 59 | 18.64% | 0.3 |
|
|
BCM
6628
Berbice Capital Management
Melville,
New York
| $162M | +$19.6M | +14% | 13.4% | – | 208 | 23.56% | 0.5 |
|
6629
Invera Wealth Advisors
Bend,
Oregon
| $162M | +$8.9M | +6% | 7.65% | 102% | 88 | 5.68% | 1 |
|
|
MCM
6630
Monimus Capital Management
Woodbridge,
New Jersey
| $162M | +$24.6M | +18% | 10.7% | – | 69 | 36.23% | 0.4 |
|
6631
Kintayl Capital
New York
| $162M | -$19M | -10% | 10.3% | – | 53 | 54.72% | 0.3 |
|
6632
Columbia River Financial Group
Vancouver,
Washington
| $162M | +$7.62M | +5% | 4.8% | – | 53 | 0% | 0.7 |
|
6633
Applied Capital LLC
Hollywood,
Florida
| $162M | +$24.4M | +18% | 7.02% | 78.3% | 88 | 7.95% | 2.2 |
|
6634
Salus Financial Advisors
Colorado Springs,
Colorado
| $162M | +$13.3M | +9% | 7.08% | – | 33 | 3.03% | 0.7 |
|
6635
Teton Advisors
Rye,
New York
| $162M | -$2.21M | -1% | 11% | 139% | 172 | 9.88% | 9.2 |
|
6636
Grant Private Wealth Management
Pleasanton,
California
| $162M | -$14.3M | -8% | 11.4% | – | 174 | 78.74% | 0.2 |
|
6637
Traction Financial Partners
Encampment,
Wyoming
| $162M | +$14.5M | +10% | 6.37% | – | 82 | 25.61% | 1.3 |
|
6638
Sectoral Asset Management
Montreal,
Quebec, Canada
| $162M | +$10.6M | +7% | 41.9% | 168% | 98 | 20.41% | 2.8 |
|
6639
Thompson Davis & Co
Richmond,
Virginia
| $162M | +$15.3M | +10% | 12.1% | 188% | 180 | 40.56% | 2.2 |
|
6640
Kure Advisory
Plymouth,
Minnesota
| $162M | +$11.1M | +7% | 5.85% | – | 49 | 12.24% | 1.5 |
|
6641
Immersion
Aventura,
Florida
| $162M | -$35.4M | -18% | 12.9% | – | 11 | 45.45% | 0.6 |
|
|
GA
6642
Gagnon Advisors
New York
| $162M | +$13.1M | +9% | 10.6% | 129% | 26 | 15.38% | 5.5 |
|
6643
Capital & Planning LLC
Jonesboro,
Georgia
| $162M | +$14.7M | +10% | 7.48% | – | 40 | 12.5% | 0.6 |
|
|
AI
6644
Axecap Investments
Mason,
Ohio
| $162M | +$8.33M | +5% | 8.16% | – | 91 | 29.67% | 0.6 |
|
6645
Grand Alliance Asset Management
Central,
Hong Kong
| $162M | +$73.2M | +83% | 53.7% | – | 11 | 54.55% | 0.7 |
|
6646
Papamarkou Wellner Asset Management
New York
| $162M | +$10.6M | +7% | 9.14% | – | 87 | 16.09% | 0.6 |
|
6647
Explore Capital Management
Wilmington,
Delaware
| $162M | +$20.3M | +14% | 4.21% | – | 19 | 31.58% | 0.2 |
|
6648
Magnolia Wealth Management
Dothan,
Alabama
| $162M | +$8.27M | +5% | 6.06% | 48.7% | 14 | 14.29% | 2.2 |
|
6649
Gould Capital
Tacoma,
Washington
| $162M | +$11.9M | +8% | 7.16% | 60.1% | 222 | 8.11% | 2.8 |
|
6650
Wilkins Miller Wealth Management
Mobile,
Alabama
| $161M | +$14.5M | +10% | 5.78% | – | 92 | 3.26% | 0.6 |
|