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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
RPGK
2226
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $472M | +$31.4M | +7% | 1.2% | 54.7% | 71 | 12.68% | 3.6 |
|
2227
Suncoast Equity Management
Tampa,
Florida
| $472M | -$16.4M | -3% | 1.95% | 82.9% | 39 | 0% | 2.7 |
|
|
AIC
2228
AWM Investment Company
New York
| $471M | -$51.7M | -10% | 2.35% | 778% | 101 | 21.78% | 2.2 |
|
2229
Ropes Wealth Advisors
Boston,
Massachusetts
| $471M | -$2.61M | -0.6% | 2.96% | 71% | 606 | 15.51% | 2.7 |
|
2230
LVM Capital Management
Portage,
Michigan
| $471M | +$32M | +7% | 3.82% | 121% | 117 | 6.84% | 4.1 |
|
2231
Barber Financial Group
Lenexa,
Kansas
| $470M | +$42.5M | +10% | 1.71% | 39% | 156 | 17.31% | 1.6 |
|
2232
Circle Wealth Management
Summit,
New Jersey
| $470M | +$8.45M | +2% | 0.8% | 71.8% | 177 | 16.38% | 1.2 |
|
2233
Weatherly Asset Management
Del Mar,
California
| $469M | -$32.5M | -6% | 0.02% | 116% | 189 | 7.41% | 4.4 |
|
2234
Incline Global Management
New York
| $468M | -$17.2M | -4% | 4.4% | 40.1% | 29 | 51.72% | 0.7 |
|
2235
Parthenon LLC
Louisville,
Kentucky
| $468M | +$1.26M | +0.3% | 1.85% | 93.3% | 107 | 1.87% | 5 |
|
2236
TrustCore Financial Services
Brentwood,
Tennessee
| $467M | +$19.6M | +4% | 0.13% | 28.3% | 1,017 | 15.93% | 0.9 |
|
2237
First Heartland Consultants
Lake St. Louis,
Missouri
| $466M | +$49.7M | +12% | 1.66% | 59.2% | 303 | 12.21% | 2.7 |
|
2238
Covenant Multifamily Offices
San Antonio,
Texas
| $465M | +$9.27M | +2% | 2.95% | 38.3% | 158 | 21.52% | 0.7 |
|
2239
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $465M | +$36.5M | +9% | 0.38% | 58% | 253 | 13.44% | 2.4 |
|
|
CBT
2240
Central Bank & Trust
Lexington,
Kentucky
| $465M | +$21.1M | +5% | 2.59% | 118% | 302 | 17.55% | 3.8 |
|
2241
Maple Capital Management
Montpelier,
Vermont
| $465M | +$19.5M | +4% | 3.4% | 100% | 129 | 10.08% | 3.8 |
|
2242
Cardano Risk Management
Rotterdam,
Netherlands
| $464M | +$43.9M | +10% | 9.36% | 200% | 4 | 0% | 0.8 |
|
2243
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $464M | -$26.3M | -5% | 1.74% | 58.7% | 30 | 3.33% | 3.9 |
|
2244
Symphony Asset Management
San Francisco,
California
| $464M | -$14.9M | -3% | 3.57% | 21.6% | 218 | 41.28% | 1.1 |
|
2245
Cornerstone Advisory
Hunt Valley,
Maryland
| $464M | +$2.19M | +0.5% | 0.34% | 53.5% | 164 | 7.32% | 2.5 |
|
2246
Angeles Investment Advisors
Santa Monica,
California
| $463M | +$55.9M | +14% | 1.07% | 78.3% | 91 | 40.66% | 0.4 |
|
2247
Roundview Capital
Princeton,
New Jersey
| $463M | +$19.3M | +4% | 1.62% | 77.7% | 224 | 2.68% | 3.5 |
|
|
NC
2248
Nokomis Capital
Dallas,
Texas
| $463M | -$46.8M | -9% | 2.46% | 145% | 49 | 32.65% | 2 |
|
2249
Heritage Trust
Oklahoma City,
Oklahoma
| $463M | +$12.9M | +3% | 1.42% | – | 195 | 11.79% | 2 |
|
2250
Adelphi Capital
London,
United Kingdom
| $463M | +$36.2M | +8% | 3.88% | – | 4 | 50% | 1.8 |
|