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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7051
Lifetime Wealth Management
Rockwall,
Texas
| $171M | -$4.5M | -3% | 0.25% | – | 94 | 12.77% | 0.5 |
|
|
PP
7052
Pingora Partners
Wilson,
Wyoming
| $171M | +$2.57M | +2% | 6.63% | – | 191 | 7.33% | 2.2 |
|
7053
Del-Sette Capital Management
Schenectady,
New York
| $171M | +$4.12M | +2% | 11.6% | 112% | 51 | 15.69% | 2.2 |
|
7054
Fidato Wealth
Middleburg Heights,
Ohio
| $171M | +$17.1M | +11% | 12.6% | 61.1% | 16 | 18.75% | 2.6 |
|
|
CPC
7055
CFC Planning Company
Cicero,
Indiana
| $171M | +$30.9M | +22% | 24.5% | – | 88 | 37.5% | 0.9 |
|
7056
Guided Capital Wealth Management
Houston,
Texas
| $171M | +$19.4M | +13% | 10.3% | – | 37 | 13.51% | 1.1 |
|
7057
Alexis Investment Partners
Montgomery,
Texas
| $171M | +$25.8M | +18% | 13.8% | – | 42 | 26.19% | 1.1 |
|
7058
Longview Financial Advisors
Huntsville,
Alabama
| $171M | +$7.33M | +4% | 5.15% | 47.4% | 162 | 73.46% | 2.1 |
|
7059
Ridgeline Wealth
Mesa,
Arizona
| $171M | +$31.3M | +22% | 13.7% | – | 61 | 16.39% | 1.1 |
|
7060
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $171M | +$10.8M | +7% | 7.66% | – | 107 | 72.9% | 0.3 |
|
7061
Strategic Value Partners
Greenwich,
Connecticut
| $171M | +$37.9M | +28% | 28.5% | – | 1 | 0% | 0.5 |
|
7062
Invariant Investment Management
Camp Hill,
Pennsylvania
| $171M | +$8.13M | +5% | 6.08% | – | 72 | 8.33% | 0.5 |
|
7063
Cathy Pareto & Associates
Coral Gables,
Florida
| $171M | +$21.6M | +14% | 12% | – | 107 | 14.95% | 1.2 |
|
7064
Wilson & Boucher Capital Management
Moraga,
California
| $170M | +$19.7M | +13% | 17% | 69.8% | 122 | 8.2% | 3.5 |
|
7065
Banco de Sabadell
Miami,
Florida
| $170M | +$19.6M | +13% | 12.3% | 75.1% | 62 | 1.61% | 5.6 |
|
7066
Pfizer
New York
| $170M | -$68.4M | -29% | 6.77% | – | 18 | 5.56% | 1.4 |
|
7067
NDWM LLC
La Jolla,
California
| $170M | +$16M | +10% | 9.88% | – | 42 | 16.67% | 1.6 |
|
7068
WPG Advisers
Baltimore,
Maryland
| $170M | +$34.4M | +25% | 19.8% | – | 1,588 | 9.51% | 1.2 |
|
7069
Evolution Wealth Management
Fort Myers,
Florida
| $170M | +$33.3M | +24% | 13.5% | – | 981 | 17.84% | 0.7 |
|
7070
Harbourvest Partners
Boston,
Massachusetts
| $170M | +$69.1M | +69% | 47.4% | 8.96% | 6 | 16.67% | 1.9 |
|
7071
Gordian Advisors
Tucson,
Arizona
| $170M | +$19.9M | +13% | 11.4% | 55.4% | 67 | 20.9% | 1.4 |
|
7072
OEP Capital Advisors
New York
| $170M | -$24.1M | -12% | 12.4% | 23.2% | 1 | 0% | 5.5 |
|
7073
Chatterton & Associates
Anaheim,
California
| $170M | +$27.2M | +19% | 13.2% | – | 110 | 20% | 0.4 |
|
7074
Aspetuck Financial Management
Westport,
Connecticut
| $170M | +$23.9M | +16% | 19.4% | – | 81 | 9.88% | 1.3 |
|
7075
Jackson Wealth Management
Lake Mary,
Florida
| $170M | -$802M | -83% | 12.3% | 72.1% | 152 | 46.05% | 2.5 |
|