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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6701
Atmos Advisory
Pittsburgh,
Pennsylvania
| $191M | +$15.2M | +9% | 7.56% | 31.9% | 20 | 0% | 4.5 |
|
|
NWM
6702
Navigoe Wealth Management
Redondo Beach,
California
| $191M | +$21.9M | +13% | 9.73% | – | 1,235 | 82.43% | 0.2 |
|
6703
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $191M | +$23.2M | +14% | 13.1% | – | 50 | 20% | 1.1 |
|
6704
Pillar Financial Advisors
Louisville,
Kentucky
| $191M | +$20.1M | +12% | 10.4% | – | 116 | 10.34% | 1.3 |
|
6705
Andrews Lucia Wealth Management
Danville,
California
| $191M | +$23.8M | +14% | 12% | 64% | 39 | 10.26% | 2.8 |
|
6706
Propel Bio Management
Los Angeles,
California
| $191M | +$32.4M | +20% | 40.6% | – | 41 | 36.59% | 0.8 |
|
6707
Capital Financial Group
Greenwood Village,
Colorado
| $191M | +$9.03M | +5% | 7.08% | – | 113 | 15.93% | 0.5 |
|
6708
Magnolia Wealth Management
Dothan,
Alabama
| $191M | +$19.4M | +11% | 11.7% | 48.7% | 212 | 91.98% | 2.4 |
|
6709
Martin Capital Advisors
San Antonio,
Texas
| $191M | +$32.4M | +20% | 28.5% | 140% | 78 | 7.69% | 3.4 |
|
6710
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $191M | -$1.87M | -1% | 7.44% | – | 137 | 13.87% | 1.3 |
|
6711
Gridiron Partners
Wexford,
Pennsylvania
| $191M | +$26.8M | +16% | 3.43% | 15.5% | 51 | 7.84% | 2.2 |
|
6712
GK Wealth Management
Reno,
Nevada
| $190M | +$75.5M | +66% | 33.3% | – | 269 | 94.05% | 0.1 |
|
|
RS
6713
R Squared
Central,
Hong Kong
| $190M | +$8.35M | +5% | 15.5% | – | 725 | 64% | 0.3 |
|
|
EL
6714
ES4 LLC
Newport Beach,
California
| $190M | +$35.5M | +23% | 12.3% | – | 33 | 6.06% | 0.5 |
|
6715
Beto Financial Group
Boise,
Idaho
| $190M | +$19.5M | +11% | 19.1% | – | 165 | 14.55% | 0.4 |
|
6716
Alpha Financial Partners
Lexington,
Kentucky
| $190M | +$21.4M | +13% | 12.9% | 61.8% | 126 | 24.6% | 1.2 |
|
6717
Core Capital Management & Research
Houston,
Texas
| $190M | – | – | 1.06% | – | 215 | – | 0 |
|
6718
Chesapeake Capital Corp
Tampa,
Florida
| $190M | +$51.6M | +37% | 28.4% | – | 177 | 16.38% | 0.9 |
|
6719
IKE Capital
New York
| $190M | +$13.1M | +7% | 22.4% | – | 103 | 20.39% | 0.4 |
|
6720
Niatross Investments
Hong Kong,
| $190M | -$8.49M | -4% | 19.4% | – | 1 | 0% | 0.5 |
|
6721
Lykos Global Management
Stamford,
Connecticut
| $190M | +$159M | +525% | 6.15% | – | 7 | 100% | 0 |
|
6722
King Street Capital Management
New York
| $190M | -$138M | -42% | 24.6% | 140% | 13 | 69.23% | 0.5 |
|
6723
Dahring Cusmano
Novi,
Michigan
| $190M | +$27M | +17% | 11.3% | – | 63 | 9.52% | 1.1 |
|
6724
Hara Capital
Bellevue,
Washington
| $190M | -$10.8M | -5% | 0.28% | 65.4% | 319 | 7.52% | 1.7 |
|
6725
Acasta Partners UK
London,
| $189M | -$73.5M | -28% | 2.04% | – | 22 | 36.36% | 0.3 |
|