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) |
|
|---|---|---|---|---|---|---|---|---|---|
4001
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $344M | +$30.3M | +10% | 6.68% | 56.7% | 327 | 8.56% | 2.5 |
|
4002
Clarity Wealth Advisors
San Jose,
California
| $344M | +$34.9M | +11% | 5.86% | 94.1% | 95 | 9.47% | 2.8 |
|
|
IAA
4003
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $344M | +$43.3M | +14% | 12.5% | 49.3% | 80 | 27.5% | 2.7 |
|
|
BC
4004
Bruce & Co
Chicago,
Illinois
| $344M | +$39.6M | +13% | 14.4% | 94.5% | 41 | 2.44% | 5.8 |
|
4005
Covenant Partners
Nashville,
Tennessee
| $344M | +$14.6M | +4% | 6.85% | 70.3% | 196 | 18.88% | 3.1 |
|
4006
The Wealth Group
Eden Prairie,
Minnesota
| $344M | +$12.5M | +4% | 5.66% | 71.9% | 67 | 11.94% | 0.7 |
|
4007
Berkeley Inc
Boise,
Idaho
| $343M | +$182M | +112% | 7.48% | 49.4% | 67 | 8.96% | 2.7 |
|
4008
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $343M | -$12.8M | -4% | 5.51% | – | 1,356 | 18.95% | 1.3 |
|
4009
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $343M | +$186M | +118% | 12.6% | – | 56 | 46.43% | 1.6 |
|
4010
Court Place Advisors
Ellicott City,
Maryland
| $343M | +$24.2M | +8% | 8.96% | 92% | 169 | 8.28% | 6.8 |
|
4011
JSF Financial
Los Angeles,
California
| $343M | +$16.5M | +5% | 5.86% | 91% | 124 | 17.74% | 2.5 |
|
|
XS
4012
XR Securities
Chicago,
Illinois
| $343M | -$205M | -37% | 12.1% | 17% | 247 | 31.17% | 2.4 |
|
4013
Guidance Point Advisors
Wellesley,
Massachusetts
| $342M | +$22.2M | +7% | 5.61% | 71.8% | 88 | 10.23% | 3.4 |
|
4014
VeraBank
Henderson,
Texas
| $342M | +$19.9M | +6% | 6.7% | 60.6% | 146 | 1.37% | 4.1 |
|
4015
Xcel Wealth Management
Holly Hill,
Florida
| $342M | +$22.5M | +7% | 8.07% | 98.8% | 131 | 9.92% | 3.4 |
|
4016
tru Independence
Portland,
Oregon
| $342M | +$10.4M | +3% | 5.12% | 67.4% | 112 | 8.93% | 2.6 |
|
4017
Verum Partners
Charlotte,
North Carolina
| $341M | +$31.8M | +10% | 5.96% | 57.7% | 164 | 7.93% | 1.2 |
|
4018
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $341M | +$22.6M | +7% | 5.26% | 47.2% | 78 | 8.97% | 2.1 |
|
|
PA
4019
PSI Advisors
Tampa,
Florida
| $341M | +$25.4M | +8% | 5% | 58.2% | 914 | 6.78% | 2.2 |
|
4020
Astoria Strategic Wealth
Conroe,
Texas
| $341M | +$18.1M | +6% | 5.53% | 42.1% | 35 | 17.14% | 3.2 |
|
|
MKC
4021
M. Kraus & Co
Shelburne,
Vermont
| $341M | +$15.1M | +5% | 6.92% | 65.9% | 82 | 4.88% | 5.7 |
|
4022
Carr Financial Group
Worcester,
Massachusetts
| $341M | +$26.8M | +9% | 5.56% | 66.1% | 202 | 10.89% | 1.3 |
|
4023
MilWealth Group
Milwaukee,
Wisconsin
| $341M | +$24M | +8% | 5.65% | 36.8% | 68 | 2.94% | 4 |
|
4024
Peak Financial Management
Wellesley,
Massachusetts
| $341M | +$21.1M | +7% | 6.32% | 58.2% | 100 | 8% | 3.7 |
|
4025
Vickerman Investment Advisors
Spokane,
Washington
| $340M | +$28.7M | +9% | 4.3% | 47.3% | 65 | 1.54% | 2.5 |
|