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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7701
HBE Wealth Management
Lincoln,
Nebraska
| $139M | +$24.5M | +21% | 10.6% | – | 61 | 16.39% | 0.4 |
|
7702
Brickwood Asset Management
London,
United Kingdom
| $139M | +$5.93M | +4% | 9.37% | – | 12 | 33.33% | 0.6 |
|
7703
Petiole USA
New York
| $139M | -$3.86M | -3% | 16.8% | 105% | 32 | 3.13% | 3.4 |
|
7704
Synergy Financial Group
San Ramon,
California
| $139M | +$5.88M | +4% | 21.4% | 133% | 133 | 18.05% | 2.5 |
|
7705
Liberty Atlantic Advisors
Allen,
Texas
| $139M | +$22M | +19% | 7.01% | – | 86 | 15.12% | 0.4 |
|
7706
SeedSafe Financial
Austin,
Texas
| $139M | +$17.4M | +14% | 8.98% | – | 40 | 17.5% | 0.4 |
|
7707
BG Investment Services
Hagatna,
Guam
| $139M | +$18.4M | +15% | 12.2% | – | 53 | 11.32% | 1.7 |
|
7708
Karani Asset Management
New York
| $139M | +$16.6M | +14% | 29.6% | – | 63 | 23.81% | 1.7 |
|
7709
New Mountain Capital
New York
| $139M | +$28.8M | +26% | 26.3% | 64.8% | 1 | 0% | 3.8 |
|
7710
Purewater Capital
Fort Worth,
Texas
| $139M | +$34.1M | +33% | 31.7% | – | 75 | 34.67% | 0.2 |
|
7711
GS Investments
Minneapolis,
Minnesota
| $138M | -$36.2M | -21% | 19.2% | 94.1% | 139 | 7.91% | 4.3 |
|
7712
Sandro Wealth Management
Fairfield,
New Jersey
| $138M | +$13.5M | +11% | 17.4% | – | 108 | 12.96% | 0.4 |
|
7713
First Financial Group
Raleigh,
North Carolina
| $138M | +$15.9M | +13% | 9.48% | – | 85 | 10.59% | 1.2 |
|
7714
E-Wealth Partners
Minnetonka,
Minnesota
| $138M | +$14.5M | +12% | 13.8% | – | 62 | 14.52% | 0.4 |
|
7715
Hillman Capital Management
Bethesda,
Maryland
| $138M | -$5.85M | -4% | 4.93% | 20.2% | 58 | 10.34% | 3.4 |
|
7716
Prosperity Advisers
Fort Washington,
Pennsylvania
| $138M | +$17.8M | +15% | 13.5% | – | 45 | 15.56% | 0.4 |
|
|
WA
7717
Wilmar Advisors
Juno Beach,
Florida
| $138M | +$22.4M | +19% | 29.9% | – | 28 | 21.43% | 1.2 |
|
7718
ArborFi Advisors
Ann Arbor,
Michigan
| $138M | +$15.4M | +13% | 11.7% | – | 48 | 12.5% | 1.2 |
|
|
ACM
7719
Appalachian Capital Management
St Clairsville,
Ohio
| $138M | +$12.9M | +10% | 11.5% | – | 45 | 4.44% | 0.5 |
|
7720
Broadwater Capital
Boston,
Massachusetts
| $138M | +$4.04M | +3% | 14.6% | – | 218 | 7.8% | 2.4 |
|
7721
Cassilly Financial Group
Severna Park,
Maryland
| $138M | +$22.6M | +20% | 10% | – | 79 | 24.05% | 0.4 |
|
7722
Orca Investment Management
Roseburg,
Oregon
| $138M | +$20.2M | +17% | 25.2% | 139% | 61 | 8.2% | 7.9 |
|
7723
Approach Retirement Advisors
Vestavia,
Alabama
| $138M | +$17.5M | +15% | 9.42% | – | 86 | 12.79% | 0.5 |
|
7724
Windsor Advisory Group
Columbus,
Ohio
| $138M | +$18M | +15% | 9.26% | 48.2% | 112 | 40.18% | 1.4 |
|
7725
Littlejohn Financial Services
Roseburg,
Oregon
| $138M | +$4.5M | +3% | 10.2% | – | 86 | 46.51% | 0.8 |
|