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) |
|
|---|---|---|---|---|---|---|---|---|---|
4226
Soundmark Wealth Management
Kirkland,
Washington
| $243M | +$60.8M | +33% | 5.68% | 17.2% | 74 | 21.62% | 0.4 |
|
|
HPC
4227
Hobart Private Capital
Charlotte,
North Carolina
| $243M | -$1.83M | -0.7% | 5.37% | 60% | 139 | 10.07% | 1.8 |
|
4228
Platform Technology Partners
New York
| $243M | – | – | 9.08% | – | 262 | – | 0.9 |
|
4229
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $243M | +$18.2M | +8% | 6.42% | 62.2% | 87 | 8.05% | 2.4 |
|
4230
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $243M | +$79.8M | +49% | 4.32% | 31% | 782 | 83.5% | 0.1 |
|
4231
Peloton Wealth Strategists
Indianapolis,
Indiana
| $242M | +$29.4M | +14% | 6.81% | 51.3% | 87 | 6.9% | 2.7 |
|
|
SCF
4232
Sante Capital Fund
Austin,
Texas
| $242M | – | – | 19.6% | – | 110 | – | 0 |
|
4233
Chase Investment Counsel
Charlottesville,
Virginia
| $242M | +$23.7M | +11% | 13.7% | 350% | 118 | 27.12% | 1.5 |
|
4234
Lumature Wealth Partners
Alpharetta,
Georgia
| $242M | +$51.6M | +27% | 11.8% | – | 388 | 10.31% | 0.3 |
|
4235
NovaPoint Capital
Atlanta,
Georgia
| $242M | +$28.1M | +13% | 5.7% | 94% | 122 | 9.84% | 1.1 |
|
|
KFO
4236
Kopp Family Office
Bloomington,
Minnesota
| $242M | +$16.6M | +7% | 0.95% | 47.9% | 13 | 7.69% | 0.9 |
|
4237
SCF Partners
Houston,
Texas
| $242M | +$39.2M | +19% | 19.5% | 2.1% | 4 | 0% | 4.4 |
|
|
HCM
4238
Hudson Capital Management
Ramsey,
New Jersey
| $241M | +$7.89M | +3% | 4% | 66.8% | 68 | 11.76% | 2.3 |
|
4239
Boltwood Capital Management
Walnut Creek,
California
| $241M | +$15.6M | +7% | 5.29% | 63% | 151 | 2.65% | 4.5 |
|
4240
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $241M | +$20.2M | +9% | 5.89% | 17.7% | 382 | 12.3% | 1.9 |
|
4241
Cadent Capital Advisors
Tulsa,
Oklahoma
| $240M | +$15.2M | +7% | 7.46% | 106% | 150 | 18% | 0.4 |
|
4242
Voss Capital
Houston,
Texas
| $240M | +$459K | +0.2% | 16.7% | 78.4% | 52 | 42.31% | 0.6 |
|
|
FC
4243
Full18 Capital
Westport,
Connecticut
| $240M | +$34.9M | +17% | 8.24% | – | 153 | 73.86% | 0.2 |
|
4244
Athyrium Capital Management
New York
| $240M | +$42.1M | +21% | 15.5% | 25.1% | 4 | 25% | 0.3 |
|
|
WA
4245
WP Advisors
San Francisco,
California
| $240M | +$8.39M | +4% | 7.62% | 113% | 106 | 13.21% | 1.7 |
|
4246
Oak Family Advisors
Chicago,
Illinois
| $240M | +$9.22M | +4% | 6.11% | 81.9% | 102 | 16.67% | 0.4 |
|
4247
First United Bank & Trust
Oakland,
Maryland
| $239M | +$4.97M | +2% | 6.56% | 78% | 167 | 8.38% | 3.7 |
|
4248
Denver PWM
Denver,
Colorado
| $239M | +$67.5M | +39% | 4.85% | 48.6% | 105 | 40% | 1.6 |
|
|
HA
4249
HYA Advisors
Springfield,
Missouri
| $239M | +$27.1M | +13% | 6.75% | – | 149 | 8.05% | 1.1 |
|
4250
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $239M | +$8.74M | +4% | 5.65% | 104% | 300 | 5.67% | 5.5 |
|