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) |
|
|---|---|---|---|---|---|---|---|---|---|
3701
McDonald Partners
Cleveland,
Ohio
| $373M | +$9.7M | +3% | 1.61% | 90.7% | 244 | 4.51% | 2.3 |
|
3702
Financial & Tax Architects
St Louis,
Missouri
| $373M | +$9.6M | +3% | 0.04% | 50.2% | 93 | 20.43% | 1.8 |
|
3703
Catalyst Funds Management
Sydney NSW,
Australia
| $373M | +$14.7M | +4% | 7.61% | – | 1,707 | 69.19% | 0.1 |
|
|
HM
3704
HCEP Management
Hong Kong
| $373M | -$159M | -30% | 4.33% | 182% | 18 | 61.11% | 0.8 |
|
3705
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $373M | +$15.2M | +4% | 2.98% | 74% | 152 | 6.58% | 3.3 |
|
3706
RR Advisors
Dallas,
Texas
| $373M | -$4.45M | -1% | 6.9% | 115% | 25 | 16% | 3.2 |
|
3707
Valicenti Advisory Services
Elmira,
New York
| $372M | +$13.5M | +4% | 5.3% | 134% | 88 | 21.59% | 5 |
|
3708
Waller Financial Planning Group
Columbus,
Ohio
| $372M | -$3.12M | -0.8% | 1.15% | 47.5% | 72 | 15.28% | 3.3 |
|
3709
Hamilton Wealth
Encino,
California
| $372M | +$51.7M | +16% | 6.71% | 108% | 126 | 40.48% | 1.4 |
|
|
RS
3710
Retirement Solution
Redmond,
Washington
| $372M | +$3.08M | +0.8% | 1.54% | 77.3% | 41 | 12.2% | 2 |
|
3711
REAP Financial Group
Austin,
Texas
| $372M | +$7.33M | +2% | 2.53% | – | 611 | 15.22% | 0.5 |
|
3712
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $372M | +$12.2M | +3% | 2.31% | 56.9% | 109 | 7.34% | 3.1 |
|
3713
Arjuna Capital
Durham,
North Carolina
| $372M | +$19M | +5% | 6.42% | 105% | 113 | 22.12% | 2.5 |
|
3714
Essex Savings Bank
Essex,
Connecticut
| $372M | +$27.5M | +8% | 2.9% | 95.2% | 281 | 12.1% | 3.4 |
|
|
LHC
3715
Lodge Hill Capital
New York
| $371M | -$46.1M | -11% | 9.93% | 17.9% | 27 | 37.04% | 0.9 |
|
|
H2CM
3716
H/2 Credit Manager
Stamford,
Connecticut
| $371M | -$18.8M | -5% | 5.12% | 97.4% | 15 | 0% | 2.4 |
|
3717
Nepsis Inc
Minneapolis,
Minnesota
| $371M | +$1.29M | +0.3% | 1.81% | 131% | 29 | 6.9% | 4.2 |
|
3718
Drive Wealth Management
Lehi,
Utah
| $371M | +$13.8M | +4% | 2.62% | 94.4% | 340 | 12.65% | 1.3 |
|
|
PTB
3719
Pioneer Trust Bank
Salem,
Oregon
| $371M | +$11M | +3% | 3.21% | 61.4% | 76 | 1.32% | 7.5 |
|
3720
Pathway Financial Advisors
South Burlington,
Vermont
| $370M | +$421K | +0.1% | 1.68% | 52.7% | 181 | 10.5% | 3.5 |
|
3721
Manhattan West Asset Management
Los Angeles,
California
| $370M | -$46.7M | -11% | 3.83% | 65.6% | 160 | 17.5% | 1.5 |
|
3722
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $370M | +$14.2M | +4% | 5.81% | 111% | 143 | 6.29% | 5 |
|
3723
GE Investment Management
Norwalk,
Connecticut
| $370M | -$684M | -65% | 7.76% | – | 5 | 0% | 0.4 |
|
3724
Sio Capital Management
New York
| $370M | +$33.7M | +10% | 9.83% | 564% | 64 | 45.31% | 0.7 |
|
3725
L.M. Kohn & Company
Cincinnati,
Ohio
| $369M | +$13.5M | +4% | 6.14% | 97.9% | 300 | 20% | 1.6 |
|