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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7226
Aragon Global Management
Miami,
Florida
| $143M | -$186M | -57% | 5.05% | – | 36 | 61.11% | 0.8 |
|
7227
Stolz & Associates
Tacoma,
Washington
| $143M | +$13.7M | +11% | 0.88% | – | 34 | 17.65% | 0.2 |
|
7228
Encore Global Management
Houston,
Texas
| $143M | – | – | 2.85% | – | 70 | – | 0 |
|
7229
Hemming & Wealth Management
Traverse City,
Michigan
| $143M | -$2.88M | -2% | 3.5% | – | 16 | 12.5% | 0.2 |
|
7230
OneAscent Family Office
Birmingham,
Alabama
| $143M | -$4.36M | -3% | 2.66% | – | 208 | 25.96% | 0.8 |
|
7231
Mustico Financial Group
Elmira,
New York
| $143M | +$13.5M | +10% | 1.17% | – | 49 | 16.33% | 0.6 |
|
7232
Menard Financial Group
Houston,
Texas
| $143M | -$2.53M | -2% | 3.41% | 141% | 87 | 13.79% | 2.5 |
|
7233
Petiole USA
New York
| $143M | -$11.3M | -7% | 1.46% | 105% | 34 | 8.82% | 3.2 |
|
7234
Entrust Financial
Wayne,
Pennsylvania
| $143M | +$8.37M | +6% | 1.93% | – | 451 | 10.86% | 0.2 |
|
7235
Cooper Capital Advisors
Encinitas,
California
| $143M | -$15.9M | -10% | 1.9% | – | 46 | 32.61% | 0.9 |
|
7236
Ipsen Advisor Group
Little Rock,
Arkansas
| $143M | +$2.18M | +2% | 1.59% | – | 105 | 3.81% | 2.4 |
|
7237
GreatBanc Trust
Lisle,
Illinois
| $143M | +$992K | +0.7% | 1.51% | – | 78 | 21.79% | 0.5 |
|
7238
Nvest Wealth Strategies
Powell,
Ohio
| $143M | +$6.58M | +5% | 2.94% | – | 414 | 52.42% | 0.1 |
|
7239
11.2 Capital Management
Las Vegas,
Nevada
| $143M | -$29.2M | -17% | 17% | – | 1 | 0% | 0.3 |
|
|
SC
7240
Settian Capital
New York
| $143M | -$7.17M | -5% | 2.77% | 69% | 31 | 35.48% | 2 |
|
7241
Primoris Wealth Advisors
North Palm Beach,
Florida
| $143M | -$24.4M | -15% | 0.45% | 206% | 124 | 33.06% | 2.3 |
|
7242
Strong Retirement Solutions
Silverdale,
Washington
| $143M | -$5.67M | -4% | 4.96% | – | 93 | 17.2% | 0.2 |
|
7243
Chatterton & Associates
Anaheim,
California
| $143M | +$25.9M | +22% | 0.12% | – | 102 | 22.55% | 0.2 |
|
7244
Bauman Advisory Group
Las Vegas,
Nevada
| $143M | +$18.6M | +15% | 0.28% | – | 70 | 37.14% | 0.2 |
|
7245
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $143M | +$1.85M | +1% | 0.93% | – | 98 | 8.16% | 1.8 |
|
7246
Arbor Wealth Advisors
Troy,
Michigan
| $143M | +$2.22M | +2% | 2.04% | 58.7% | 58 | 6.9% | 1.8 |
|
7247
Argosy-Lionbridge Management
New York
| $143M | -$15.7M | -10% | 8.91% | – | 18 | 44.44% | 0.6 |
|
7248
Navigate Wealth Management
Birmingham,
Alabama
| $142M | – | – | 0.36% | – | 72 | – | 0 |
|
|
PC
7249
Panoramic Capital
Larkspur,
California
| $142M | -$43.9M | -24% | 20.7% | – | 54 | 57.41% | 0.5 |
|
7250
SageOak Financial
Tulsa,
Oklahoma
| $142M | +$4.16M | +3% | 0.35% | – | 36 | 11.11% | 1.1 |
|