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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6676
Jericho Financial
Westerville,
Ohio
| $193M | +$34.4M | +22% | 33% | – | 42 | 7.14% | 1.4 |
|
6677
Carter Financial Group
Barrington,
Illinois
| $193M | +$31.2M | +19% | 19.9% | – | 146 | 21.92% | 1.6 |
|
|
QAM
6678
QSM Asset Management
London,
United Kingdom
| $193M | -$11.3M | -6% | 16% | – | 26 | 11.54% | 1 |
|
|
LF
6679
Lighthouse Financial
Largo,
Florida
| $193M | +$27M | +16% | 21.4% | – | 81 | 9.88% | 1.2 |
|
6680
M3 Advisory Group
Needham Heights,
Massachusetts
| $193M | +$30.6M | +19% | 20.8% | – | 167 | 17.37% | 1.7 |
|
6681
Manuka Financial
Richmond,
Virginia
| $193M | +$30.7M | +19% | 12.4% | – | 59 | 11.86% | 1.3 |
|
6682
Occam Crest Management
Darien,
Connecticut
| $193M | +$27.9M | +17% | 45.8% | – | 44 | 54.55% | 0.4 |
|
6683
Wernau Asset Management
Gloucester,
Massachusetts
| $193M | +$49.1M | +34% | 11.4% | – | 53 | 9.43% | 1.4 |
|
6684
Mustard Seed Financial
Magnolia,
Arkansas
| $192M | +$25.6M | +15% | 8.51% | 59.2% | 101 | 12.87% | 1.9 |
|
6685
Emergent Wealth Advisors
Williamsville,
New York
| $192M | +$23.2M | +14% | 16.1% | 74.2% | 133 | 14.29% | 1.6 |
|
6686
Anderson Financial Strategies
Dayton,
Ohio
| $192M | +$10.5M | +6% | 10.3% | – | 41 | 34.15% | 0.9 |
|
6687
Richmond Brothers
Jackson,
Michigan
| $192M | +$42.1M | +28% | 16% | 77.2% | 97 | 63.92% | 0.8 |
|
6688
Klein Pavlis & Peasley Financial
Irvine,
California
| $192M | +$11.2M | +6% | 9.43% | 97.4% | 96 | 10.42% | 1.3 |
|
6689
Henson-Edgewater Management
Avon,
Ohio
| $192M | +$34.8M | +22% | 30.5% | – | 70 | 11.43% | 0.5 |
|
6690
Cyr Financial
Hennepin,
Illinois
| $192M | +$22.1M | +13% | 7.62% | – | 63 | 9.52% | 1.3 |
|
6691
Seros Financial
Tempe,
Arizona
| $192M | +$34.9M | +22% | 19.4% | – | 69 | 20.29% | 1 |
|
6692
Atlantic Investment Management
New York
| $192M | +$20.3M | +12% | 4.87% | 28.8% | 14 | 28.57% | 0.8 |
|
6693
Chico Wealth RIA
Chico,
California
| $192M | +$28.2M | +17% | 17.3% | 74.7% | 49 | 24.49% | 1.8 |
|
6694
BayBridge Capital Group
Pleasanton,
California
| $192M | +$30.5M | +19% | 12.7% | 78.5% | 106 | 19.81% | 1.6 |
|
|
GCM
6695
Granby Capital Management
Miami Beach,
Florida
| $192M | +$17.2M | +10% | 9.8% | 50% | 15 | 13.33% | 2.9 |
|
6696
White Wing Wealth Management
The Wodlands,
Texas
| $192M | +$25.1M | +15% | 15.2% | – | 44 | 25% | 1.6 |
|
6697
Presper Financial Architects
Akron,
Ohio
| $192M | +$23.4M | +14% | 17.5% | – | 58 | 18.97% | 0.8 |
|
6698
Strategic Financial Planning
Plano,
Texas
| $192M | +$20.7M | +12% | 12.4% | 47.5% | 69 | 82.61% | 1 |
|
|
HPM
6699
H. Partners Management
New York
| $191M | +$37.7M | +25% | 19.1% | 13.5% | 2 | 0% | 1.3 |
|
6700
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $191M | -$30.7M | -14% | 12.4% | 63.5% | 101 | 26.73% | 1.1 |
|