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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7376
Asset Planning Inc
Cypress,
California
| $154M | +$13.8M | +10% | 14.7% | – | 341 | 14.37% | 1.2 |
|
7377
Outbound Financial Inc
Boulder,
Colorado
| $154M | +$21M | +16% | 8.2% | – | 46 | 8.7% | 0.9 |
|
7378
Blalock Williams
Alexander City,
Alabama
| $154M | +$24.9M | +19% | 20.1% | – | 165 | 19.39% | 1 |
|
7379
Entrust Financial
Wayne,
Pennsylvania
| $154M | +$11.2M | +8% | 13.1% | – | 464 | 10.99% | 0.4 |
|
|
MWM
7380
M3 Wealth Management
Cincinnati,
Ohio
| $154M | +$24.2M | +19% | 14.1% | – | 36 | 5.56% | 0.5 |
|
7381
Oasis Advisors
Forest City,
Iowa
| $154M | -$355M | -70% | 13.2% | – | 240 | 90% | 0.2 |
|
7382
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $154M | +$8.67M | +6% | 14% | 70.2% | 21 | 38.1% | 2.4 |
|
7383
Lionshead Wealth Management
New York
| $154M | +$18.3M | +13% | 16.3% | – | 121 | 18.18% | 1.1 |
|
7384
Mustico Financial Group
Elmira,
New York
| $154M | +$10.8M | +8% | 10.8% | – | 51 | 13.73% | 0.7 |
|
7385
LRT Capital Management
Austin,
Texas
| $154M | +$46.8M | +44% | 28.3% | 76.2% | 118 | 69.49% | 0.8 |
|
|
MAM
7386
Maytree Asset Management
Hong Kong
| $154M | +$12.5M | +9% | 150% | 441% | 49 | 69.39% | 0.2 |
|
7387
Macco Financial Group
Green Bay,
Wisconsin
| $154M | +$21.9M | +17% | 13.6% | – | 23 | 13.04% | 0.4 |
|
|
HC
7388
Hoese & Co
Glencoe,
Minnesota
| $154M | +$19.2M | +14% | 10.4% | 51% | 188 | 30.85% | 2.4 |
|
7389
Bluegrass Capital Partners
Palm Beach,
Florida
| $154M | +$15.1M | +11% | 13.3% | 60.1% | 11 | 9.09% | 3.4 |
|
7390
Safir Wealth Advisors
Greenland,
New Hampshire
| $154M | +$15.6M | +11% | 10.7% | 52.1% | 20 | 20% | 3.7 |
|
7391
SageOak Financial
Tulsa,
Oklahoma
| $154M | +$11.4M | +8% | 7.75% | – | 38 | 10.53% | 1.2 |
|
7392
AllStreet Capital Advisors
Los Angeles,
California
| $154M | +$18.5M | +14% | 10.5% | – | 68 | 7.35% | 0.5 |
|
|
AC
7393
Anson Capital
Tyrone,
Georgia
| $154M | +$7.54M | +5% | 6.55% | 50.5% | 97 | 11.34% | 2.3 |
|
|
GFG
7394
Genesis Financial Group
Paramus,
New Jersey
| $154M | -$4.61M | -3% | 28.8% | – | 130 | 43.85% | 0.3 |
|
|
OP
7395
Orvieto Partners
Boston,
Massachusetts
| $154M | +$36.8M | +31% | 13.4% | – | 54 | 33.33% | 0.9 |
|
7396
Illumine Investment Management
Poulsbo,
Washington
| $154M | +$23.5M | +18% | 30.7% | – | 102 | 90.2% | 0 |
|
7397
bLong Financial
Memphis,
Tennessee
| $154M | +$21.3M | +16% | 30.9% | – | 82 | 9.76% | 1.2 |
|
7398
Stillwater Private Wealth
Glen Mills,
Pennsylvania
| $153M | +$35.3M | +30% | 9% | – | 93 | 26.88% | 0.2 |
|
7399
Mount Vernon Associates
Baltimore,
Maryland
| $153M | +$11.9M | +8% | 26% | 136% | 65 | 12.31% | 7.4 |
|
7400
Persium Advisors
Atlanta,
Georgia
| $153M | +$26.3M | +21% | 17.4% | – | 72 | 20.83% | 1.1 |
|