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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
6801
Penbrook Management
New York
| $132M | -$14.3M | -10% | 5.7% | 107% | 115 | 11.3% | 5.7 |
|
6802
Salus Financial Advisors
Colorado Springs,
Colorado
| $132M | +$4.5M | +4% | 0.68% | – | 36 | 13.89% | 0.2 |
|
|
MG
6803
McHugh Group
Bratenahl,
Ohio
| $132M | -$1.77M | -1% | 2.73% | – | 71 | 11.27% | 0.2 |
|
6804
McAlister Sweet & Associates
Houston,
Texas
| $132M | -$8.47M | -6% | 4.2% | 83.6% | 33 | 48.48% | 1.3 |
|
6805
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $132M | -$1.13M | -0.8% | 1.96% | 72.3% | 93 | 12.9% | 2.1 |
|
6806
Next Level Wealth Planning
Meridian,
Idaho
| $132M | +$4.91M | +4% | 2.87% | – | 53 | 26.42% | 0.2 |
|
6807
Providence Wealth Advisors
Frankfort,
Illinois
| $132M | -$91.3K | -0.1% | 0.57% | 121% | 88 | 15.91% | 4.6 |
|
6808
Arlington Capital Management
Arlington Heights,
Illinois
| $132M | -$12.7M | -9% | 1% | 146% | 98 | 30.61% | 1.1 |
|
6809
Hurley Capital
New York
| $132M | +$7.53M | +6% | 0.52% | – | 538 | 31.04% | 0.2 |
|
6810
Silvia McColl Wealth Management
San Diego,
California
| $132M | -$1.55M | -1% | 0.72% | 82.7% | 113 | 9.73% | 1.9 |
|
6811
Landing Point Financial Group
Avon,
Ohio
| $132M | +$845K | +0.6% | 3.38% | – | 75 | 16% | 0.2 |
|
6812
Alterna Wealth Management
Houston,
Texas
| $132M | +$13.3M | +11% | 1.26% | 52.9% | 121 | 24.79% | 2.2 |
|
6813
Promus Capital
Chicago,
Illinois
| $132M | +$1.37M | +1% | 0.01% | – | 315 | 5.71% | 0.2 |
|
6814
Diamant Asset Management
Ridgefield,
Connecticut
| $132M | -$24.6M | -16% | 0.92% | 66.9% | 74 | 2.7% | 5.6 |
|
6815
Bradyco Inc
Cambridge,
Massachusetts
| $132M | -$30.2M | -19% | 0.34% | – | 52 | 5.77% | 0.3 |
|
6816
Banco de Sabadell
Miami,
Florida
| $132M | +$4.08M | +3% | 0.94% | 75.1% | 59 | 6.78% | 5.7 |
|
6817
DecisionMap Wealth Management
Great Falls,
Virginia
| $131M | +$5.29M | +4% | 1.46% | – | 122 | 12.3% | 0.2 |
|
6818
OxenFree Capital
Satellite Beach,
Florida
| $131M | -$1.69M | -1% | 2.78% | 56.4% | 43 | 4.65% | 1.1 |
|
6819
ACAS LLC
Rancho Santa Fe,
California
| $131M | -$3.65M | -3% | 1.54% | – | 89 | 7.87% | 2.8 |
|
6820
Alpha Zero
Boca Raton,
Florida
| $131M | -$3.24M | -2% | 2.55% | – | 74 | 21.62% | 0.2 |
|
6821
Richardson Financial Services
Medway,
Massachusetts
| $131M | -$10.9M | -8% | 0.37% | 77.4% | 652 | 14.72% | 1 |
|
6822
Redwood Financial Network
Solon,
Ohio
| $131M | -$2.91M | -2% | 3.42% | 82.2% | 169 | 11.83% | 2 |
|
6823
Define Financial
San Diego,
California
| $131M | -$1.21M | -0.9% | 0.32% | – | 35 | 8.57% | 0.2 |
|
6824
Base Wealth Management
Lakewood Ranch,
Florida
| $131M | – | – | 0.48% | – | 52 | – | 0 |
|
6825
Argus Investors Counsel
New York
| $131M | -$18.5M | -12% | 2.91% | 132% | 120 | 7.5% | 5.1 |
|