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
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3526
Wall Capital Group
Phoenix,
Arizona
| $233M | +$8.27M | +4% | 8.72% | – | 20 | 25% | 2.9 |
|
3527
Meridian Wealth Advisors
Austin,
Texas
| $233M | +$16.3M | +8% | 8.33% | 79.9% | 177 | 15.25% | 1.2 |
|
|
SGH
3528
Sivik Global Healthcare
Greenwich,
Connecticut
| $232M | -$69.4M | -23% | 13.3% | 83.8% | 63 | 58.73% | 1.1 |
|
|
LFG
3529
LifePlan Financial Group
Dayton,
Ohio
| $232M | +$12.9M | +6% | 5.57% | 20.2% | 612 | 6.37% | 2.7 |
|
3530
Concentric Wealth Management
Lafayette,
California
| $232M | +$19.2M | +9% | 8.56% | 33.4% | 120 | 5% | 2.6 |
|
|
WA
3531
WealthTrust Axiom
Wayne,
Pennsylvania
| $232M | +$4.96M | +2% | 6.12% | 125% | 219 | 10.96% | 4.6 |
|
3532
Smart Money Group
Eastland,
Texas
| $232M | +$63M | +37% | 5.67% | 58.9% | 96 | 22.92% | 1.1 |
|
3533
JT Stratford LLC
Gainesville,
Georgia
| $232M | +$37.7M | +19% | 7.97% | 103% | 177 | 28.81% | 1.6 |
|
3534
Glade Brook Capital Partners
Greenwich,
Connecticut
| $232M | +$31.5M | +16% | 16.3% | – | 2 | 0% | 1.4 |
|
3535
VisionPoint Advisory Group
Dallas,
Texas
| $232M | -$15.2M | -6% | 5.59% | 79.3% | 132 | 24.24% | 0.8 |
|
3536
Peak Financial Management
Wellesley,
Massachusetts
| $232M | +$18.7M | +9% | 6.49% | 58.2% | 61 | 13.11% | 2.6 |
|
3537
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $231M | +$22.2M | +11% | 6.14% | 40.2% | 75 | 22.67% | 2.9 |
|
3538
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $231M | -$3.02M | -1% | 7.56% | 75.1% | 681 | 34.8% | 1.4 |
|
|
APSP
3539
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $231M | -$567K | -0.2% | 6.6% | 62.1% | 84 | 9.52% | 4 |
|
3540
Oakcliff Capital Partners
New York
| $231M | +$42.8M | +23% | 24.9% | 133% | 11 | 9.09% | 2.3 |
|
3541
Rice Partnership
Honolulu,
Hawaii
| $230M | +$35.5M | +18% | 14.1% | 135% | 100 | 23% | 1.7 |
|
3542
NKCFO LLC
Geneva,
Illinois
| $230M | +$82.4M | +56% | 3.75% | 237% | 129 | 62.02% | 0.4 |
|
3543
Crossvault Capital Management
San Antonio,
Texas
| $230M | +$14.6M | +7% | 10.8% | 56.4% | 73 | 6.85% | 3.7 |
|
3544
Holloway Wealth Management
Gainesville,
Florida
| $230M | +$14.4M | +7% | 5.29% | 50.7% | 244 | 0% | 1.7 |
|
3545
BT Wealth Management
Atlanta,
Georgia
| $230M | +$32.8M | +17% | 9.08% | 34.8% | 64 | 21.88% | 1.1 |
|
3546
Frisch Financial Group
Melville,
New York
| $230M | +$18.1M | +9% | 6.83% | 66.6% | 108 | 12.96% | 1.3 |
|
3547
Day & Ennis
Macon,
Georgia
| $230M | +$27.3M | +13% | 5.94% | 15.2% | 103 | 12.62% | 2.5 |
|
3548
Ninepoint Partners
Toronto,
Ontario, Canada
| $230M | -$19.7M | -8% | 9.5% | 82.6% | 76 | 43.42% | 0.8 |
|
3549
Harrell Investment Partners
Austin,
Texas
| $229M | +$33M | +17% | 8.84% | 121% | 87 | 19.54% | 0.6 |
|
3550
Wilsey Asset Management
San Diego,
California
| $229M | -$12M | -5% | 9.38% | 66.9% | 24 | 29.17% | 2.8 |
|