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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7101
Avant Capital
Lafayette,
Louisiana
| $129M | +$8.67M | +7% | 5.93% | – | 71 | 7.04% | 2.7 |
|
|
CAG
7102
Cypress Advisory Group
Scottsdale,
Arizona
| $129M | +$19.2M | +18% | 4.24% | – | 68 | 11.76% | 0.4 |
|
7103
CPR Investments
Rochester,
Michigan
| $129M | +$16.1M | +14% | 10.3% | 79.3% | 51 | 39.22% | 0.9 |
|
|
DFA
7104
Davies Financial Advisors
Murrieta,
California
| $129M | +$11.5M | +10% | 11.5% | – | 79 | 21.52% | 0.9 |
|
7105
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $129M | +$11.4M | +10% | 5.32% | 41.6% | 12 | 0% | 1.3 |
|
7106
DMC Group
Birmingham,
Alabama
| $129M | +$5.87M | +5% | 9.05% | 99.2% | 139 | 18.71% | 2.3 |
|
7107
Paladin Wealth
Arden Hills,
Minnesota
| $129M | +$17.3M | +16% | 9.51% | – | 115 | 20% | 0.6 |
|
7108
Broadwater Capital
Boston,
Massachusetts
| $129M | +$789K | +0.6% | 5.19% | – | 227 | 3.96% | 1.5 |
|
7109
Visa Foundation
San Francisco,
California
| $129M | -$4.27M | -3% | 11.9% | 58.1% | 1 | 0% | 3.5 |
|
7110
Marest Capital
Tarzana,
California
| $129M | +$8.15M | +7% | 12.3% | 84.5% | 30 | 56.67% | 1 |
|
7111
7G Capital Management
New York
| $129M | +$11.8M | +10% | 13% | 137% | 8 | 12.5% | 2.5 |
|
7112
Delos Wealth Advisors
Dallas,
Texas
| $128M | +$2.11M | +2% | 6.3% | 58% | 262 | 79.01% | 0.6 |
|
7113
Dahring Cusmano
Novi,
Michigan
| $128M | +$12.2M | +11% | 8.09% | – | 56 | 3.57% | 0.5 |
|
7114
Disciplined Investors
Waco,
Texas
| $128M | +$17.5M | +16% | 11% | – | 123 | 8.13% | 0.5 |
|
7115
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $128M | +$1.24M | +1% | 4.33% | – | 85 | 32.94% | 0.7 |
|
7116
U.S. Wealth Group
Woodbury,
New York
| $128M | +$2.07M | +2% | 10.2% | – | 42 | 7.14% | 0.5 |
|
7117
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $128M | +$15.8M | +14% | 12.6% | – | 101 | 20.79% | 1 |
|
7118
Strategent Financial
Harrisonburg,
Virginia
| $128M | +$17.7M | +16% | 7.9% | – | 35 | 5.71% | 0.5 |
|
|
TM
7119
TFJ Management
Somerville,
Massachusetts
| $128M | +$22.5M | +21% | 20.3% | – | 14 | 14.29% | 0.4 |
|
7120
Pacific Financial Group
Bellevue,
Washington
| $128M | +$4.2M | +3% | 9.24% | 61.1% | 64 | 18.75% | 6.5 |
|
7121
Hopwood Financial Services
Reston,
Virginia
| $128M | -$1.61M | -1% | 8.31% | – | 313 | 9.27% | 0.5 |
|
|
AAA
7122
American Alpha Advisors
New York
| $128M | +$8.58M | +7% | 10.2% | – | 105 | 36.19% | 0.4 |
|
7123
Aryeh Capital Management
Toronto,
Ontario, Canada
| $128M | -$12.3M | -9% | 1.19% | 87.7% | 15 | 33.33% | 1.4 |
|
7124
Tiptree Advisors
New York
| $128M | +$6.83M | +6% | 17.4% | – | 30 | 53.33% | 0.3 |
|
7125
Blodgett Wealth Advisors
Concord,
California
| $128M | +$10.3M | +9% | 16.9% | 150% | 64 | 9.38% | 2.6 |
|