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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6651
Ibex Investors
Denver,
Colorado
| $194M | +$42.1M | +28% | 21% | 16.6% | 17 | 29.41% | 1.1 |
|
6652
Pioneer Family Office
North Miami Beach,
Florida
| $194M | +$38.4M | +25% | 23.3% | – | 140 | 32.86% | 0.4 |
|
6653
TMT General Partner
Hong Kong
| $194M | -$56M | -22% | 21.8% | – | 3 | 0% | 1.3 |
|
6654
Schulz Wealth
Mansfield,
Texas
| $194M | – | – | 8.96% | – | 70 | – | 1.8 |
|
6655
Capital & Planning LLC
Jonesboro,
Georgia
| $194M | +$28.8M | +17% | 15.1% | – | 174 | 75.29% | 0.5 |
|
6656
Orleans Capital Management
Mandeville,
Louisiana
| $194M | +$45.8M | +31% | 21.4% | 94.6% | 128 | 21.88% | 2.9 |
|
6657
Harbour Investment Management
Edmonds,
Washington
| $194M | +$9.48M | +5% | 8.32% | 58.8% | 109 | 8.26% | 6.3 |
|
6658
Echo45 Advisors
Walnut Creek,
California
| $194M | +$15.8M | +9% | 10.3% | 53.6% | 83 | 14.46% | 2.3 |
|
6659
Ballew Advisors
Jackson,
Mississippi
| $194M | +$16.2M | +9% | 9.98% | 68% | 135 | 17.04% | 3.6 |
|
|
WF
6660
Williams Financial
North Bennington,
Vermont
| $194M | +$21.7M | +13% | 6.87% | 33.1% | 31 | 22.58% | 0.7 |
|
6661
McClarren Financial Advisors
State College,
Pennsylvania
| $193M | +$24.6M | +15% | 12.6% | 63% | 88 | 13.64% | 1.7 |
|
|
ALS
6662
Andrew L. Share
| $193M | -$20.9M | -10% | 7.89% | 14.8% | 19 | 15.79% | 2 |
|
6663
Code Waechter
Tampa,
Florida
| $193M | +$25M | +15% | 12.9% | – | 131 | 12.98% | 1.2 |
|
6664
ROI Financial Advisors
Beaverton,
Oregon
| $193M | +$26M | +16% | 25.5% | 165% | 71 | 8.45% | 1.8 |
|
6665
Channing Global Advisors
Miami,
Florida
| $193M | +$22.2M | +13% | 21.3% | 131% | 50 | 24% | 2.6 |
|
|
BCM
6666
Berbice Capital Management
Melville,
New York
| $193M | +$40.3M | +26% | 32.4% | – | 173 | 57.8% | 1 |
|
6667
Brown Shipley & Co
London,
United Kingdom
| $193M | +$26.6M | +16% | 18% | 125% | 85 | 20% | 2.4 |
|
6668
Hurley Capital
New York
| $193M | +$6.44M | +3% | 9.5% | – | 786 | 28.37% | 0.9 |
|
6669
LeClair Wealth Partners
Dublin,
Ohio
| $193M | -$96.4M | -33% | 14.2% | – | 222 | 94.14% | 0.1 |
|
6670
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| $193M | +$23.1M | +14% | 10.6% | – | 136 | 13.24% | 0.2 |
|
6671
Jericho Financial
Westerville,
Ohio
| $193M | +$34.4M | +22% | 33% | – | 42 | 7.14% | 1.4 |
|
6672
Carter Financial Group
Barrington,
Illinois
| $193M | +$31.2M | +19% | 19.9% | – | 146 | 21.92% | 1.6 |
|
|
QAM
6673
QSM Asset Management
London,
United Kingdom
| $193M | -$11.3M | -6% | 16% | – | 26 | 11.54% | 1 |
|
|
LF
6674
Lighthouse Financial
Largo,
Florida
| $193M | +$27M | +16% | 21.4% | – | 81 | 9.88% | 1.2 |
|
6675
M3 Advisory Group
Needham Heights,
Massachusetts
| $193M | +$30.6M | +19% | 20.8% | – | 167 | 17.37% | 1.7 |
|