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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2401
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| $946M | +$547M | +137% | 9.32% | – | 647 | 88.1% | 0 |
|
2402
Meteora Capital
Boca Raton,
Florida
| $945M | +$406M | +75% | 5.77% | 56.9% | 370 | 66.76% | 0.3 |
|
2403
Polymer Capital Management
New York
| $945M | +$98.2M | +12% | 13.4% | – | 985 | 63.65% | 0.2 |
|
2404
Gladius Capital Management
Chicago,
Illinois
| $944M | +$671M | +245% | 11.8% | 78% | 114 | 47.37% | 1.6 |
|
2405
Coppell Advisory Solutions
Coppell,
Texas
| $944M | +$101M | +12% | 6.42% | – | 418 | 16.75% | 1.7 |
|
2406
Sloy Dahl & Holst
Vancouver,
Washington
| $944M | +$224M | +31% | 31.4% | 132% | 121 | 12.4% | 2.6 |
|
2407
Heritage Trust
Oklahoma City,
Oklahoma
| $944M | +$77.6M | +9% | 9.14% | – | 309 | 7.44% | 4.8 |
|
2408
Kora Management
Brooklyn,
New York
| $942M | +$128M | +16% | 22.9% | 307% | 7 | 14.29% | 2.4 |
|
2409
Red Door Wealth Management
Memphis,
Tennessee
| $942M | +$104M | +12% | 8.62% | 100% | 306 | 14.71% | 2.5 |
|
|
AP
2410
Archon Partners
Princeton Junction,
New Jersey
| $941M | +$74.3M | +9% | 7.58% | 99.5% | 41 | 19.51% | 5.9 |
|
2411
Proem Advisors
Dallas,
Texas
| $941M | +$181M | +24% | 89.9% | – | 55 | 52.73% | 0.5 |
|
2412
Cheviot Value Management
Beverly Hills,
California
| $940M | +$68M | +8% | 11.3% | 77.8% | 454 | 7.27% | 1.3 |
|
2413
Focused Wealth Management
Newburgh,
New York
| $939M | +$114M | +14% | 7.8% | 73.9% | 243 | 31.28% | 5.8 |
|
2414
SCHF (GPE)
Wilson,
Wyoming
| $938M | +$96.3M | +11% | 7.64% | – | 10 | 60% | 0.2 |
|
2415
Harvey Investment Company
Louisville,
Kentucky
| $937M | +$27.2M | +3% | 7.94% | 56.4% | 104 | 4.81% | 8.3 |
|
2416
FJ Capital Management
Mclean,
Virginia
| $937M | -$6.38M | -0.7% | 6.59% | 97.9% | 194 | 60.82% | 1 |
|
2417
Center for Financial Planning
Southfied,
Michigan
| $936M | +$63.7M | +7% | 6.51% | 64.4% | 702 | 13.82% | 3.6 |
|
2418
SYM Financial Corp
Winona Lake,
Indiana
| $935M | +$41.3M | +5% | 6.13% | 64.3% | 474 | 25.32% | 1.7 |
|
2419
Coastline Trust
Providence,
Rhode Island
| $932M | +$58.7M | +7% | 8.4% | 106% | 407 | 7.13% | 4.9 |
|
2420
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $930M | +$92.1M | +11% | 9.38% | 82.9% | 162 | 30.25% | 2.9 |
|
2421
Rossmore Private Capital
Glastonbury,
Connecticut
| $928M | +$71.5M | +8% | 7.87% | 87.1% | 331 | 23.26% | 3.8 |
|
2422
Inscription Capital
Houston,
Texas
| $928M | +$234M | +34% | 8.07% | – | 668 | 32.78% | 1.4 |
|
2423
Toth Financial Advisory
Leesburg,
Virginia
| $928M | +$70.4M | +8% | 7.67% | 90.4% | 849 | 22.85% | 3.9 |
|
2424
Tairen Capital
Hong Kong
| $925M | -$53.1M | -5% | 19.8% | 462% | 101 | 67.33% | 0.3 |
|
2425
Middleton & Co
Boston,
Massachusetts
| $925M | +$35M | +4% | 6.7% | 81.8% | 169 | 6.51% | 6.5 |
|