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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7076
Richmond Brothers
Jackson,
Michigan
| $150M | -$6.99M | -4% | 1.58% | 77.2% | 36 | 0% | 2 |
|
7077
Charter Research & Investment Group
Southport,
Connecticut
| $150M | +$443K | +0.3% | 2.49% | 82.3% | 88 | 6.82% | 7.4 |
|
7078
Redwood Park Advisors
Redwood City,
California
| $150M | +$3.08M | +2% | 0.16% | – | 344 | 11.34% | 1.1 |
|
7079
Gordian Advisors
Tucson,
Arizona
| $150M | -$833K | -0.6% | 1.87% | 55.4% | 56 | 8.93% | 1.5 |
|
7080
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| $150M | +$6.97M | +5% | 0.17% | – | 143 | 22.38% | 0.8 |
|
|
FFG
7081
Floyd Financial Group
Springfield,
Missouri
| $150M | +$2.2M | +1% | 1.31% | – | 71 | 7.04% | 0.9 |
|
|
PAYA
7082
Phil A. Younker & Associates
Fairbanks,
Alaska
| $150M | +$6.55M | +5% | 0.13% | – | 39 | 15.38% | 0.9 |
|
7083
Thompson Davis & Co
Richmond,
Virginia
| $150M | -$17.1M | -10% | 0.32% | 179% | 186 | 39.78% | 2.4 |
|
7084
CPR Investments
Rochester,
Michigan
| $150M | +$896K | +0.6% | 1.64% | 84% | 70 | 60% | 0.9 |
|
7085
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| $150M | -$2.25M | -1% | 2.05% | – | 124 | 11.29% | 0.2 |
|
7086
Lakeside Advisors
Seattle,
Washington
| $150M | -$6.53M | -4% | 2.34% | 83.7% | 66 | 7.58% | 3.5 |
|
7087
Genesis Wealth Advisors
Braintree,
Massachusetts
| $150M | +$3.85M | +3% | 0.69% | – | 64 | 3.13% | 6.3 |
|
7088
Evansbrook
Bolingbrook,
Illinois
| $150M | +$272K | +0.2% | 1.2% | – | 125 | 16% | 0.2 |
|
7089
VERITY Wealth Advisors
Sausalito,
United States
| $150M | -$11.4M | -7% | 1.88% | 59.9% | 85 | 8.24% | 4.5 |
|
7090
Thryve Wealth Management
Irving,
Texas
| $150M | -$52.4M | -26% | 2.92% | – | 95 | 55.79% | 0.2 |
|
7091
Accelerate Investment Advisors
Aliso Viejo,
California
| $150M | +$1.29M | +0.9% | 0.46% | – | 142 | 21.83% | 1 |
|
7092
J.E. Simmons & Co
Dallas,
Texas
| $150M | -$4.75M | -3% | 2.72% | – | 72 | 13.89% | 0.2 |
|
7093
Wright Wealth
Atlanta,
Georgia
| $149M | -$3.92M | -3% | 1.86% | – | 64 | 25% | 0.2 |
|
7094
L1 Global Manager
Melbourne,
| $149M | -$3.38M | -2% | 0.22% | – | 149 | 58.39% | 0.1 |
|
7095
Zeit Capital
Greenwood Village,
Colorado
| $149M | +$1.26M | +0.9% | 0.24% | 56.5% | 52 | 48.08% | 2.4 |
|
7096
HC Advisors
Sandy Springs,
Georgia
| $149M | +$4.87M | +3% | 0.65% | 63.5% | 62 | 6.45% | 3.6 |
|
7097
Community Bank of Raymore
Raymore,
Missouri
| $149M | +$2.3M | +2% | 3.8% | 91.9% | 75 | 2.67% | 6.1 |
|
7098
Gibson Wealth Advisors
Tyler,
Texas
| $149M | +$3.33M | +2% | 0.63% | – | 37 | 8.11% | 3.2 |
|
7099
Sagace Wealth Management
St. Petersburg,
Florida
| $149M | +$1.75M | +1% | 0.11% | – | 76 | 19.74% | 1.2 |
|
7100
Alpha Wealth Funds
Park City,
Utah
| $149M | -$12.6M | -8% | 0.5% | – | 62 | 51.61% | 0.7 |
|