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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
TCPWM
3651
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $335M | -$1.76M | -0.5% | 1.89% | 16.4% | 112 | 6.25% | 2.8 |
|
3652
BCWM LLC
Overland Park,
Kansas
| $335M | -$4.43M | -1% | 2.68% | – | 62 | 8.06% | 3.8 |
|
3653
Ratio Wealth Group
Denver,
Colorado
| $335M | +$2.83M | +0.9% | 4.38% | – | 63 | 19.05% | 1 |
|
3654
Nepsis Inc
Minneapolis,
Minnesota
| $335M | -$9.7M | -3% | 0.17% | 131% | 34 | 26.47% | 2.6 |
|
3655
Intellectus Partners
San Francisco,
California
| $335M | -$57.3M | -15% | 5.33% | 157% | 289 | 24.91% | 2.5 |
|
3656
SeaBridge Investment Advisors
Summit,
New Jersey
| $335M | +$22.6M | +7% | 3.69% | 139% | 149 | 14.77% | 4.4 |
|
3657
Insight Advisors
Newtown,
Pennsylvania
| $334M | -$5.41M | -2% | 3.93% | 74% | 355 | 22.82% | 1 |
|
3658
Burt Wealth Advisors
North Bethesda,
Maryland
| $333M | +$27.2M | +9% | 2.12% | 57.3% | 105 | 18.1% | 4.8 |
|
3659
JFG Wealth Management
Denver,
Colorado
| $333M | +$66.1M | +25% | 3.96% | 65.2% | 62 | 62.9% | 1 |
|
3660
Advisor Resource Council
Dallas,
Texas
| $333M | -$952M | -74% | 3.42% | 74.7% | 586 | 65.53% | 0.6 |
|
3661
Helikon Investments
London,
United Kingdom
| $333M | +$18.1M | +6% | 21.7% | 282% | 6 | 33.33% | 0.6 |
|
3662
CRA Financial Services
Northfield,
New Jersey
| $332M | -$3.94M | -1% | 3.63% | 91.9% | 220 | 12.27% | 2.1 |
|
|
MJP
3663
Michael J. Puzo
| $332M | -$21.8M | -6% | 2.98% | 90.3% | 85 | 11.76% | 5.6 |
|
3664
All-Stars Investment
Hong Kong
| $332M | -$96.5M | -23% | 20.4% | 41.7% | 4 | 25% | 0.3 |
|
3665
Laffer Tengler Investments
Nashville,
Tennessee
| $332M | -$14.3M | -4% | 1.66% | 96.5% | 431 | 13.46% | 1.2 |
|
|
FNBOMD
3666
First National Bank of Mount Dora
Mount Dora,
Florida
| $332M | -$7.26M | -2% | 0.93% | 96.2% | 134 | 8.96% | 4.1 |
|
3667
Kathryn A. Hall
| $332M | -$102M | -23% | 16% | 95.2% | 53 | 5.66% | 2.3 |
|
3668
Bar Harbor Trust Services
Ellsworth,
Maine
| $331M | -$42.1M | -11% | 0.82% | 86.4% | 145 | 15.86% | 2.8 |
|
3669
Odey Asset Management Group
London,
United Kingdom
| $331M | -$6.56M | -2% | 9.29% | 259% | 76 | 65.79% | 1.6 |
|
3670
Cobalt Capital Management
Short Hills,
New Jersey
| $331M | -$44M | -12% | 11.4% | 235% | 57 | 59.65% | 0.5 |
|
3671
JAT Capital Management
Greenwich,
Connecticut
| $331M | -$4.74M | -1% | 19.5% | 734% | 53 | 71.7% | 0.1 |
|
3672
Hedeker Wealth
Lincolnshire,
Illinois
| $330M | -$14.2M | -4% | 3.99% | 161% | 99 | 32.32% | 2.5 |
|
3673
Timber Creek Capital Management
Boston,
Massachusetts
| $330M | -$5.84M | -2% | 0.71% | 139% | 133 | 12.78% | 4.7 |
|
|
FVCM
3674
F&V Capital Management
Boca Raton,
Florida
| $330M | +$31.9M | +11% | 9.34% | 123% | 68 | 17.65% | 4 |
|
3675
Sage Rhino Capital
Menlo Park,
California
| $330M | -$27.3M | -8% | 5.34% | 93.9% | 236 | 11.02% | 2 |
|