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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7176
Kennon-Green & Company
New Albany,
Ohio
| $125M | +$2.48M | +2% | 4.31% | 58.4% | 42 | 2.38% | 2.4 |
|
7177
SageOak Financial
Tulsa,
Oklahoma
| $125M | +$12.2M | +11% | 6.24% | – | 35 | 17.14% | 0.4 |
|
7178
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $125M | +$4.24M | +4% | 6.82% | – | 133 | 9.02% | 0.5 |
|
7179
Alterna Wealth Management
Houston,
Texas
| $125M | -$6.93M | -5% | 6.95% | 48% | 126 | 30.16% | 2.3 |
|
|
AAM
7180
Ackerman Asset Management
Rockville,
Maryland
| $125M | +$14.3M | +13% | 10.7% | – | 24 | 0% | 0.3 |
|
7181
Multicoin Capital Management
Austin,
Texas
| $125M | +$29M | +30% | 30.2% | – | 2 | 0% | 1 |
|
7182
Forefront Wealth Management
Malvern,
Pennsylvania
| $125M | +$16.7M | +15% | 11.6% | – | 63 | 25.4% | 1.5 |
|
7183
Schrum Private Wealth Management
St. Augustine,
Florida
| $125M | +$11M | +10% | 9.97% | 60.9% | 129 | 6.98% | 2.5 |
|
7184
Apex Wealth Management
Bedford,
New Hampshire
| $125M | +$13.5M | +12% | 8.46% | – | 63 | 34.92% | 0.4 |
|
7185
Flywheel Private Wealth
Los Altos,
California
| $125M | +$14.9M | +14% | 10.5% | – | 88 | 10.23% | 0.5 |
|
7186
Prossimo Advisors
San Luis Obispo,
California
| $125M | -$8.44M | -6% | 10.2% | 78.4% | 144 | 18.75% | 1.3 |
|
7187
SCP Investment
Orinda,
California
| $125M | +$7.29M | +6% | 15.7% | 32.8% | 58 | 46.55% | 1.6 |
|
|
HAM
7188
Hedges Asset Management
Reno,
Nevada
| $124M | -$27.8M | -18% | 9.03% | – | 112 | 13.39% | 2.7 |
|
7189
M.E. Allison & Co
San Antonio,
Texas
| $124M | +$23.3M | +23% | 10.6% | – | 175 | 14.29% | 0.4 |
|
7190
WinCap Financial
Boston,
Massachusetts
| $124M | +$19M | +18% | 10.7% | – | 91 | 23.08% | 0.4 |
|
7191
Cooksen Wealth
The Woodlands,
Texas
| $124M | +$25.9M | +26% | 9.27% | 70.7% | 106 | 26.42% | 0.8 |
|
|
HM
7192
HCEP Management
Hong Kong
| $124M | -$48.2M | -28% | 13.2% | 182% | 13 | 30.77% | 0.5 |
|
7193
XXEC Inc
Tulsa,
Oklahoma
| $124M | +$8.99M | +8% | 7.85% | 19.3% | 21 | 9.52% | 2.7 |
|
7194
Jacksonville Wealth Management
Jacksonville,
Florida
| $124M | +$22.8M | +22% | 17% | – | 68 | 16.18% | 0.4 |
|
7195
Andrew Hill Investment Advisors
Naples,
Florida
| $124M | +$21M | +20% | 19.5% | 269% | 60 | 41.67% | 1.1 |
|
7196
Fortune Financial Advisors
Overland Park,
Kansas
| $124M | +$8.31M | +7% | 6.75% | 76.8% | 100 | 10% | 1.7 |
|
7197
Pacific Asset Management
Gig Harbor,
Washington
| $124M | +$12.7M | +11% | 8.74% | – | 59 | 16.95% | 0.4 |
|
7198
Cannon Advisors
Charlotte,
North Carolina
| $124M | +$15.6M | +14% | 13.7% | – | 73 | 23.29% | 0.6 |
|
7199
Comprehensive Wealth Management
Lynnwood,
Washington
| $124M | -$19.6M | -14% | 5.12% | 36.9% | 46 | 43.48% | 1.3 |
|
|
B
7200
BennBridge
Edinburgh,
United Kingdom
| $124M | +$1.13M | +0.9% | 12.3% | – | 6 | 0% | 0.5 |
|