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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6751
Innealta Capital
Austin,
Texas
| $187M | +$26.4M | +16% | 12.2% | 63.7% | 102 | 37.25% | 2.1 |
|
6752
Farrow Financial
Randolph,
Vermont
| $187M | +$11.2M | +6% | 10.3% | – | 56 | 7.14% | 2 |
|
6753
C.V. Starr & Co
New York
| $187M | -$4.47M | -2% | 1.12% | – | 5 | 0% | 1.8 |
|
6754
Paragon Financial Partners
Woodland Hills,
California
| $187M | +$10.7M | +6% | 13.9% | 90.6% | 80 | 3.75% | 3.6 |
|
6755
Meadowbrook Advisors Group
Bedminster,
New Jersey
| $187M | +$18.9M | +11% | 16.4% | – | 180 | 30.56% | 0.4 |
|
6756
JCP Investment Management
Houston,
Texas
| $187M | +$36.8M | +24% | 23.1% | 94.7% | 32 | 43.75% | 0.9 |
|
6757
McAlister Sweet & Associates
Houston,
Texas
| $187M | +$26.5M | +17% | 15.2% | 83.6% | 44 | 34.09% | 1.5 |
|
6758
Wall Street Financial Group
Carlinville,
Illinois
| $187M | +$18.2M | +11% | 33.2% | – | 670 | 82.69% | 1 |
|
6759
Obsido Oy
Tampere,
| $187M | +$21.7M | +13% | 11.2% | – | 20 | 0% | 1.5 |
|
6760
Warburg Pincus
New York
| $187M | -$156M | -46% | 8.26% | 3.59% | 4 | 100% | 0 |
|
6761
Hudson Canyon Capital Management
New York
| $187M | +$23.6M | +14% | 35.3% | 160% | 55 | 14.55% | 3.3 |
|
|
LLI
6762
LTS Liquid Investments
Nassau,
| $187M | +$80.1M | +75% | 7.45% | – | 9 | 33.33% | 0.3 |
|
6763
Ponta Wealth Partners
Winter Park,
Florida
| $187M | +$62.5M | +50% | 23.1% | – | 204 | 34.8% | 0.3 |
|
6764
Opinicus Capital
Tampa,
Florida
| $187M | +$45M | +32% | 23.8% | 129% | 111 | 17.12% | 1.8 |
|
6765
Robinson Value Management
San Antonio,
Texas
| $187M | +$7.05M | +4% | 9.1% | 79.3% | 77 | 7.79% | 3.5 |
|
6766
Solas Capital Management
Darien,
Connecticut
| $187M | +$12.7M | +7% | 19.6% | 62.5% | 23 | 13.04% | 1.9 |
|
6767
Fee-Only Financial Planning
Okatie,
South Carolina
| $187M | +$20.9M | +13% | 14.3% | 72.6% | 48 | 16.67% | 2.8 |
|
6768
Erickson Financial Group
Allentown,
Pennsylvania
| $187M | +$27M | +17% | 16% | 63.3% | 25 | 0% | 3.8 |
|
6769
SummerHaven Investment Management
Stamford,
Connecticut
| $187M | +$23.7M | +15% | 24.1% | 150% | 195 | 2.56% | 1.7 |
|
6770
Financial Designs
Claremont,
California
| $187M | +$6.92M | +4% | 9.09% | 49% | 42 | 7.14% | 1.1 |
|
6771
Bay Capital Advisors
Virginia Beach,
Virginia
| $187M | +$24.3M | +15% | 14.7% | – | 110 | 4.55% | 1.3 |
|
6772
Vantus Wealth
Lancaster,
Pennsylvania
| $187M | – | – | 18.1% | – | 236 | – | 0.4 |
|
6773
Widmann Financial Services
Bowie,
Maryland
| $186M | +$18.3M | +11% | 12.6% | 75.2% | 128 | 9.38% | 3 |
|
6774
Adirondack Capital Advisors
Syracuse,
New York
| $186M | +$30.8M | +20% | 12.1% | – | 45 | 2.22% | 0.5 |
|
6775
Financial Planning Hawaii
Honolulu,
Hawaii
| $186M | +$16.9M | +10% | 11.4% | – | 137 | 12.41% | 0.4 |
|