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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2376
Heritage Trust
Oklahoma City,
Oklahoma
| $825M | -$24.5M | -3% | 0.26% | – | 310 | 6.45% | 4.6 |
|
2377
Keeley-Teton Advisors
Chicago,
Illinois
| $825M | -$36.8M | -4% | 3.92% | 28.6% | 380 | 7.11% | 3.7 |
|
2378
Vista Capital Partners
Portland,
Oregon
| $824M | -$35.9M | -4% | 3.28% | 61.2% | 120 | 10% | 4.8 |
|
2379
Waddell & Associates
Memphis,
Tennessee
| $824M | -$157M | -16% | 2.41% | 194% | 164 | 9.15% | 2.5 |
|
2380
Octavia Wealth Advisors
Cincinnati,
Ohio
| $824M | -$583K | -0.1% | 2.11% | 67.9% | 239 | 10.88% | 2.6 |
|
2381
TRUE Private Wealth Advisors
Salem,
Oregon
| $823M | -$592K | -0.1% | 0.47% | 89.2% | 245 | 13.88% | 4.3 |
|
2382
Jackson Wealth Management
Lake Mary,
Florida
| $823M | -$58.7M | -7% | 3.67% | 72.1% | 203 | 35.96% | 1.1 |
|
2383
DDD Partners
Bellevue,
Washington
| $823M | +$9.33M | +1% | 0.97% | 85.9% | 108 | 14.81% | 2.7 |
|
2384
Philip James Wealth Mangement
Milton,
Georgia
| $822M | +$48.5M | +6% | 7.79% | 76% | 191 | 22.51% | 0.7 |
|
2385
Financial Synergies Wealth Advisors
Houston,
Texas
| $822M | +$15.6M | +2% | 1.35% | 79% | 85 | 18.82% | 3.3 |
|
2386
BFSG LLC
Irvine,
California
| $822M | -$33.5M | -4% | 1.18% | 90.7% | 721 | 13.31% | 1.8 |
|
2387
Rodgers & Associates
Lancaster,
Pennsylvania
| $820M | -$19M | -2% | 3.63% | 56.3% | 102 | 8.82% | 3.3 |
|
2388
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $819M | +$15.7M | +2% | 1.32% | 64.6% | 186 | 38.17% | 1.3 |
|
|
BFS
2389
Bard Financial Services
Branford,
Connecticut
| $818M | -$16.1M | -2% | 0.65% | 90.1% | 219 | 9.13% | 3.4 |
|
2390
Griffin Asset Management
New York
| $817M | -$34.2M | -4% | 0.88% | 88.9% | 219 | 12.33% | 5.9 |
|
2391
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $816M | -$95.5M | -10% | 4.47% | 108% | 187 | 14.44% | 2.2 |
|
2392
Southeast Asset Advisors
Thomasville,
Georgia
| $816M | +$397K | +0% | 0.14% | 91.5% | 192 | 17.19% | 4.1 |
|
2393
CCM Investment Advisers
Columbia,
South Carolina
| $815M | -$89.5M | -10% | 3.27% | 170% | 77 | 11.69% | 5.2 |
|
2394
L. Roy Papp & Associates
Phoenix,
Arizona
| $815M | -$41.4M | -5% | 2.11% | 80.1% | 179 | 3.35% | 7.1 |
|
2395
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $815M | +$10.3M | +1% | 0.72% | 47.7% | 192 | 6.25% | 4.5 |
|
2396
McIlrath & Eck
Arlington,
Washington
| $814M | +$29.9M | +4% | 1.54% | 44% | 1,017 | 13.27% | 4 |
|
2397
Manchester Capital Management
Manchester,
Vermont
| $814M | -$47.1M | -5% | 4.77% | 86.7% | 1,211 | 8.26% | 3.9 |
|
2398
Barton Investment Management
West Conshohocken,
Pennsylvania
| $814M | -$129M | -14% | 4.32% | 124% | 49 | 8.16% | 7.6 |
|
2399
RW Investment Management
Eagle,
Idaho
| $814M | -$6.98M | -0.9% | 0.57% | – | 104 | 8.65% | 1.9 |
|
2400
Parthenon LLC
Louisville,
Kentucky
| $813M | -$13.6M | -2% | 0.51% | 93.3% | 124 | 2.42% | 8.2 |
|