We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|
2701
Lee Financial
Dallas,
Texas
| $559M | +$26.4M | +5% | 1.06% | 75% | 1,011 | 29.77% | 2.3 |
|
2702
Intrua Financial
Houston,
Texas
| $559M | -$13.4M | -2% | 0.84% | 77.4% | 413 | 17.68% | 1.1 |
|
2703
Kanen Wealth Management
Coconut Creek,
Florida
| $558M | +$269M | +93% | 4.91% | 328% | 26 | 23.08% | 0.7 |
|
2704
Dean Investment Associates
Beavercreek,
Ohio
| $558M | -$9.9M | -2% | 0.59% | 63.5% | 238 | 7.56% | 3.4 |
|
2705
Rodgers Brothers
Harmony,
Pennsylvania
| $557M | -$4.85M | -0.9% | 1.2% | 108% | 215 | 12.09% | 5.1 |
|
2706
Lake Street Private Wealth
Chicago,
Illinois
| $557M | -$13.1M | -2% | 2.68% | 105% | 361 | 20.22% | 1.3 |
|
2707
Dock Street Asset Management
Palm Beach,
Florida
| $557M | -$50.1M | -8% | 5.34% | 175% | 82 | 20.73% | 2.9 |
|
2708
First Ascent Asset Management
Denver,
Colorado
| $556M | +$31.4M | +6% | 5.59% | 4.15% | 41 | 19.51% | 1.3 |
|
2709
Bluescape Energy Partners
Dallas,
Texas
| $556M | -$72.4M | -12% | 2.1% | 57.9% | 3 | 0% | 2 |
|
2710
FORA Capital
Miami,
Florida
| $555M | +$297M | +115% | 0.78% | 162% | 671 | 82.71% | 0.1 |
|
2711
Tortoise Index Solutions
Overland Park,
Kansas
| $554M | +$100M | +22% | 18.4% | 52.2% | 111 | 2.7% | 3.4 |
|
2712
Avitas Wealth Management
Los Angeles,
California
| $554M | -$42.1M | -7% | 4.18% | 56.2% | 222 | 35.59% | 1.7 |
|
|
IAIM
2713
International Assets Investment Management
Orlando,
Florida
| $554M | -$18.9M | -3% | 3.09% | 101% | 601 | 32.45% | 1.2 |
|
2714
SKBA Capital Management
San Francisco,
California
| $554M | +$23M | +4% | 6.48% | 53.9% | 85 | 8.24% | 3.4 |
|
2715
SOL Capital Management
Rockville,
Maryland
| $554M | +$487K | +0.1% | 4.82% | 56.6% | 272 | 8.82% | 5.6 |
|
2716
Heck Capital Advisors
Rhinelander,
Wisconsin
| $553M | +$2.48M | +0.5% | 3.81% | 67% | 136 | 19.12% | 2.7 |
|
2717
Means Investment Company
Bangor,
Maine
| $552M | -$13.9M | -2% | 4.54% | 87.9% | 228 | 22.81% | 2.2 |
|
|
HCP
2718
Holt Capital Partners
Fort Worth,
Texas
| $552M | -$16.5M | -3% | 2.32% | 69.5% | 164 | 3.66% | 5.1 |
|
2719
HHR Asset Management
Berkeley Heights,
New Jersey
| $552M | -$286M | -34% | 17.7% | 76.3% | 36 | 27.78% | 2.4 |
|
2720
TrinityPoint Wealth
Milford,
Connecticut
| $552M | -$11.1M | -2% | 3.63% | 28.4% | 330 | 14.55% | 1.8 |
|
2721
Camden National Bank
Camden,
Maine
| $552M | -$17.4M | -3% | 3.12% | 48.8% | 157 | 11.46% | 3.3 |
|
2722
Proffitt & Goodson
Knoxville,
Tennessee
| $551M | -$18.1M | -3% | 5.07% | 48.5% | 288 | 15.97% | 2.8 |
|
2723
Vest Financial
Mclean,
Virginia
| $551M | +$90.6M | +20% | 1.52% | 68.4% | 66 | 4.55% | 1.2 |
|
|
T
2724
TCWP
Beachwood,
Ohio
| $550M | +$46M | +9% | 3.02% | – | 1,978 | 86.75% | 0 |
|
2725
Barometer Capital Management
Toronto,
Ontario, Canada
| $550M | -$45.7M | -8% | 23% | 339% | 176 | 67.05% | 0.6 |
|