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) |
|
|---|---|---|---|---|---|---|---|---|---|
3126
Liberty Wealth Management
Oakland,
California
| $402M | -$2.98M | -0.7% | 4.45% | 64.2% | 198 | 15.66% | 2.2 |
|
3127
Annandale Capital
Dallas,
Texas
| $401M | +$55.4M | +16% | 0.51% | 57.2% | 153 | 21.57% | 1.5 |
|
3128
Pier 88 Investment Partners
San Francisco,
California
| $401M | -$2.34M | -0.6% | 0.87% | 36.1% | 103 | 13.59% | 1.9 |
|
3129
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $401M | -$103M | -20% | 3.02% | 24.6% | 1,143 | 18.46% | 2.3 |
|
3130
Greystone Financial Group
Bloomfield Hills,
Michigan
| $401M | -$30.7M | -7% | 2.9% | 79.3% | 124 | 30.65% | 0.9 |
|
|
PWS
3131
Private Wealth Strategies
New Albany,
Ohio
| $401M | -$15.3M | -4% | 2.8% | 18.8% | 81 | 17.28% | 2.6 |
|
3132
Pinnbrook Capital Management
New York
| $401M | +$119M | +42% | 7.97% | 913% | 66 | 71.21% | 0.2 |
|
3133
McNamara Financial Services
Marshfield,
Massachusetts
| $401M | -$15.8M | -4% | 3.75% | 42.6% | 67 | 8.96% | 4.4 |
|
3134
Meridian Wealth Advisors
Austin,
Texas
| $400M | -$13.2M | -3% | 1.99% | 79.9% | 190 | 10% | 3.4 |
|
3135
Red Door Wealth Management
Memphis,
Tennessee
| $400M | -$51M | -11% | 2.6% | 100% | 236 | 31.36% | 2.2 |
|
3136
Claro Advisors
Boston,
Massachusetts
| $400M | -$2.49M | -0.6% | 3.73% | 85.5% | 400 | 14.25% | 2.2 |
|
3137
Wellington Shields & Co
New York
| $400M | -$25.4M | -6% | 6.1% | 109% | 305 | 9.51% | 2.9 |
|
3138
Night Owl Capital Management
Greenwich,
Connecticut
| $399M | +$12.6M | +3% | 3.23% | 162% | 25 | 4% | 3.9 |
|
3139
Ratio Wealth Group
Denver,
Colorado
| $399M | -$5.09M | -1% | 3.3% | – | 72 | 9.72% | 1.9 |
|
3140
RIT Capital Partners
London,
United Kingdom
| $399M | +$41.3M | +12% | 3.72% | 71.4% | 14 | 21.43% | 0.6 |
|
3141
Gagnon Securities
New York
| $399M | -$81.9M | -17% | 9.94% | 129% | 104 | 13.46% | 3.8 |
|
|
TP
3142
Thunderbird Partners
London,
United Kingdom
| $399M | +$74M | +23% | 10.9% | 38% | 12 | 16.67% | 1.8 |
|
3143
Vantage Wealth
Pasadena,
California
| $399M | +$9.7M | +2% | 3.35% | 56.1% | 40 | 12.5% | 4.3 |
|
3144
Bellecapital
Zurich,
Switzerland
| $399M | -$14.6M | -4% | 1.9% | 152% | 166 | 8.43% | 3.3 |
|
3145
Crane Advisory
Fullerton,
California
| $399M | +$50.4M | +14% | 2.19% | 38.2% | 33 | 21.21% | 0.8 |
|
3146
West Financial Advisors
Des Moines,
Iowa
| $399M | -$7.78M | -2% | 3.84% | 49.1% | 212 | 13.68% | 1.5 |
|
3147
SJS Investment Consulting
Sylvania,
Ohio
| $398M | +$128K | +0% | 2.93% | 69.4% | 1,668 | 6.77% | 1.4 |
|
|
CT
3148
Chicago Trust
Grayslake,
Illinois
| $398M | -$18.9M | -5% | 2.21% | 96.7% | 316 | 15.51% | 4.3 |
|
3149
Kesler Norman & Wride
Ogden,
Utah
| $398M | -$14.5M | -4% | 3.89% | 76% | 165 | 7.88% | 2.3 |
|
3150
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $398M | -$28.2M | -7% | 3.57% | 24.5% | 32 | 12.5% | 5.3 |
|