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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) |
|
|---|---|---|---|---|---|---|---|---|---|
1826
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.08B | +$59.6M | +6% | 8.32% | 75.7% | 1,030 | 13.11% | 2.9 |
|
1827
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.08B | +$121M | +13% | 10.5% | 93% | 385 | 16.62% | 0.8 |
|
1828
Adell Harriman & Carpenter
Houston,
Texas
| $1.08B | +$117M | +12% | 13.8% | 176% | 167 | 7.19% | 5.7 |
|
1829
Nations Financial Group
Cedar Rapids,
Iowa
| $1.08B | +$86.9M | +9% | 9.57% | 105% | 653 | 11.33% | 2.7 |
|
1830
SFMG Wealth Advisors
Plano,
Texas
| $1.08B | +$106M | +11% | 10.3% | 76.1% | 285 | 15.44% | 3.4 |
|
1831
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.08B | +$103M | +11% | 11.1% | 78.9% | 285 | 7.37% | 4.5 |
|
1832
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.08B | +$124M | +13% | 10.1% | 74.5% | 404 | 19.06% | 2 |
|
1833
Y-Intercept (HK)
Hong Kong
| $1.07B | +$51.2M | +5% | 13.2% | 41.6% | 1,747 | 75.62% | 0.2 |
|
1834
Oberweis Asset Management
Lisle,
Illinois
| $1.07B | +$132M | +14% | 15.4% | 485% | 238 | 37.39% | 1.4 |
|
1835
Logos Global Management
San Francisco,
California
| $1.07B | +$322M | +43% | 54.9% | 1,585% | 77 | 58.44% | 0.8 |
|
1836
Greenland Capital Management
New York
| $1.07B | +$43.4M | +4% | 14.6% | 210% | 586 | 72.53% | 0.2 |
|
1837
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.07B | +$82.3M | +8% | 9.79% | 60.7% | 187 | 12.3% | 2.2 |
|
1838
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.07B | +$124M | +13% | 9.13% | 75.3% | 249 | 11.24% | 5.3 |
|
1839
Mesirow Institutional Investment Management
Chicago,
Illinois
| $1.07B | +$82.7M | +8% | 13.2% | – | 138 | 32.61% | 0.8 |
|
1840
Ikarian Capital
Dallas,
Texas
| $1.07B | +$237M | +28% | 34.9% | 5,184% | 191 | 55.5% | 0.6 |
|
1841
DigitalBridge Group
Boca Raton,
Florida
| $1.07B | +$204M | +24% | 18.1% | 161% | 80 | 26.25% | 1 |
|
1842
Lutz Financial Services
Omaha,
Nebraska
| $1.07B | +$148M | +16% | 9.4% | 35.3% | 85 | 5.88% | 3.5 |
|
1843
L1 Capital
Melbourne VIC 3000,
Australia
| $1.07B | -$109M | -9% | 8.54% | 127% | 14 | 28.57% | 1.2 |
|
1844
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.07B | +$91.7M | +9% | 13% | 162% | 229 | 6.99% | 4.8 |
|
1845
Siemens
Munich,
Germany
| $1.06B | +$51.8M | +5% | 5.29% | 16.8% | 2 | 0% | 1.6 |
|
1846
Executive Wealth Management
Brighton,
Michigan
| $1.06B | +$96.8M | +10% | 9.8% | 18.4% | 225 | 16% | 2.6 |
|
1847
Callan Capital
La Jolla,
California
| $1.06B | +$126M | +13% | 10.2% | 20.1% | 252 | 26.19% | 2.4 |
|
1848
Provident Investment Management
Novi,
Michigan
| $1.06B | +$151M | +17% | 15% | 90.8% | 80 | 12.5% | 3.8 |
|
1849
Hollencrest Capital Management
Newport Beach,
California
| $1.06B | +$174M | +20% | 11.2% | 85.6% | 1,144 | 15.73% | 2.1 |
|
1850
NEOS Investment Management
Westport,
Connecticut
| $1.06B | +$274M | +35% | 14.1% | 163% | 515 | 31.84% | 0.2 |
|