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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
UFA
7526
Uptown Financial Advisors
Dallas,
Texas
| $98M | +$5.25M | +6% | 1.77% | – | 71 | 9.86% | 0.2 |
|
|
PCMN
7527
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $97.8M | -$9.16M | -9% | 2.82% | – | 60 | 13.33% | 2.3 |
|
7528
Affinity Wealth
Canton,
Ohio
| $97.8M | -$398K | -0.4% | 5.37% | – | 53 | 30.19% | 0.2 |
|
|
MPEM
7529
Marathon Partners Equity Management
New York
| $97.7M | -$17.4M | -15% | 1.61% | – | 29 | 44.83% | 1.4 |
|
7530
Crescent Sterling
Metairie,
Louisiana
| $97.5M | +$49.6K | +0.1% | 1.32% | 68.6% | 81 | 14.81% | 1.9 |
|
7531
AG Asset Advisory
Los Angeles,
California
| $97.5M | -$2.76M | -3% | 2.43% | – | 23 | 4.35% | 0.3 |
|
7532
Pitti Group Wealth Management
Victor,
New York
| $97.5M | -$1.19M | -1% | 1.58% | 65.3% | 79 | 15.19% | 2.2 |
|
7533
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| $97.5M | -$11.7M | -11% | 14.8% | – | 12 | 33.33% | 0.2 |
|
7534
StepStone Group
La Jolla,
California
| $97.4M | -$17M | -15% | 8.38% | 107% | 19 | 42.11% | 1.9 |
|
7535
Talisman Wealth Advisors
Mountainside,
New Jersey
| $97.4M | +$3.1M | +3% | 1.22% | 70.8% | 110 | 13.64% | 1.7 |
|
|
YF
7536
Yu Fan
| $97.3M | +$44.1M | +83% | 4.25% | 42.7% | 9 | 22.22% | 0.7 |
|
7537
LWM Advisors
El Dorado Hills,
California
| $97.3M | -$2.36M | -2% | 2.05% | – | 28 | 21.43% | 0.2 |
|
7538
Shepherd Wealth Management
Cincinnati,
Ohio
| $97.3M | -$4.44M | -4% | 4.53% | – | 52 | 48.08% | 0.2 |
|
7539
Lattice Capital Management
Kirkland,
Washington
| $97.3M | -$24.1M | -20% | 11.8% | 242% | 29 | 24.14% | 1.7 |
|
7540
Velan Capital Investment Management
Alpharetta,
Georgia
| $97.2M | -$18.7M | -16% | 5.48% | 2,395% | 55 | 32.73% | 0.5 |
|
7541
Panoramic Capital Partners
Lake Oswego,
Oregon
| $97M | -$16.8M | -15% | 4.93% | – | 69 | 39.13% | 0.2 |
|
7542
Flight Deck Capital
San Francisco,
California
| $96.9M | +$6.96M | +8% | 5.58% | 379% | 16 | 37.5% | 0.8 |
|
7543
Scratch Capital
Boise,
Idaho
| $96.9M | +$15M | +18% | 1.11% | – | 36 | 16.67% | 0.2 |
|
7544
Bingham Private Wealth
San Francisco,
California
| $96.7M | +$2.76M | +3% | 0.31% | – | 155 | 10.32% | 0.2 |
|
7545
Accel Leaders 4 Associates
Palo Alto,
California
| $96.7M | -$30.2M | -24% | 23.8% | – | 1 | 0% | 0.3 |
|
7546
Safe Harbor Fiduciary
Pensacola,
Florida
| $96.7M | -$1.43M | -1% | 3.4% | – | 233 | 17.17% | 0.4 |
|
|
WA
7547
Wilmar Advisors
Juno Beach,
Florida
| $96.6M | -$11.5M | -11% | 7.38% | – | 16 | 0% | 0.3 |
|
7548
Rolek Wealth Management
Berwyn,
Pennsylvania
| $96.6M | -$31M | -24% | 7.26% | – | 14 | 21.43% | 0.2 |
|
7549
QSV Equity Investors
Naperville,
Illinois
| $96.6M | -$7.4M | -7% | 5.03% | – | 95 | 18.95% | 1 |
|
7550
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $96.5M | -$2.12M | -2% | 0.66% | – | 129 | 37.98% | 0.2 |
|