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) |
|
|---|---|---|---|---|---|---|---|---|---|
3376
Janiczek Wealth Management
Denver,
Colorado
| $307M | -$29.4M | -9% | 5.11% | 16.4% | 1,087 | 10.4% | 1.8 |
|
3377
Monarch Capital Management
Fort Wayne,
Indiana
| $307M | -$28.7M | -9% | 4.52% | 77% | 121 | 6.61% | 6.6 |
|
3378
Tucker Asset Management
Littleton,
Colorado
| $307M | -$2.99M | -1% | 0.79% | 64.2% | 938 | 39.23% | 0.7 |
|
|
HWM
3379
HFR Wealth Management
Niskayuna,
New York
| $307M | -$24.6M | -7% | 2.64% | 47.5% | 60 | 11.67% | 1.2 |
|
3380
First PREMIER Bank
Sioux Falls,
South Dakota
| $306M | -$28.5M | -9% | 6.21% | 63% | 434 | 11.98% | 3.4 |
|
3381
Monarch Alternative Capital
New York
| $306M | -$43.4M | -12% | 9.38% | 497% | 9 | 11.11% | 1.1 |
|
3382
Kadensa Capital
Central,
Hong Kong
| $306M | +$42.6M | +16% | 3.03% | 191% | 28 | 39.29% | 0.3 |
|
3383
Harbourvest Partners
Boston,
Massachusetts
| $306M | +$1.16M | +0.4% | 7.3% | 8.96% | 69 | 13.04% | 1.3 |
|
|
SF
3384
Symphony Financial
Houston,
Texas
| $306M | -$32.3M | -10% | 4.6% | 95.7% | 204 | 19.61% | 1.4 |
|
3385
Parker Investment Management
Menlo Park,
California
| $306M | -$127M | -29% | 5.22% | 208% | 30 | 23.33% | 3.1 |
|
3386
Univest Financial
Souderton,
Pennsylvania
| $306M | -$895K | -0.3% | 6.34% | 82.6% | 109 | 16.51% | 4.4 |
|
3387
One Wealth Advisors
San Francisco,
California
| $306M | -$67.9M | -18% | 4.65% | 66% | 221 | 34.84% | 1.3 |
|
3388
Welch Capital Partners
Harrison,
New York
| $305M | -$20M | -6% | 4.71% | 79.2% | 35 | 11.43% | 2.7 |
|
|
NIC
3389
Northwest Investment Counselors
Lake Oswego,
Oregon
| $305M | -$20.8M | -6% | 6.31% | 32.4% | 589 | 18.34% | 2.4 |
|
3390
High Falls Advisors
Rochester,
New York
| $305M | -$16.7M | -5% | 5.81% | 56.9% | 119 | 17.65% | 2.6 |
|
3391
Monograph Wealth Advisors
Manhattan Beach,
California
| $305M | -$39.6M | -11% | 6.27% | 68% | 84 | 25% | 0.7 |
|
3392
Independent Solutions Wealth Management
Williamsville,
New York
| $305M | -$15.9M | -5% | 4.4% | 112% | 227 | 13.22% | 1.9 |
|
3393
Perennial Advisors
New York
| $305M | -$16.4M | -5% | 4.9% | – | 90 | 4.44% | 4 |
|
3394
Northwest Quadrant Wealth Management
Bend,
Oregon
| $305M | -$17.8M | -6% | 5.17% | 45.6% | 59 | 8.47% | 4.4 |
|
3395
True North Advisors
Dallas,
Texas
| $305M | -$16.2M | -5% | 2.6% | 82.9% | 205 | 14.15% | 1.9 |
|
3396
Brickley Wealth Management
San Mateo,
California
| $305M | -$18.5M | -6% | 5.44% | 62.6% | 45 | 20% | 2.9 |
|
3397
Finepoint Capital
Boston,
Massachusetts
| $304M | +$14.8M | +5% | 16.5% | 27.4% | 64 | 15.63% | 0.7 |
|
3398
Axar Capital Management
New York
| $304M | -$559K | -0.2% | 0.29% | 680% | 2 | 50% | 5.3 |
|
3399
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $304M | -$24.8M | -8% | 9.55% | 52.1% | 180 | 48.33% | 1.9 |
|
3400
Essex LLC
Deer Park,
Illinois
| $304M | -$19M | -6% | 3.39% | 91.4% | 156 | 8.33% | 1 |
|