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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
SWMG
4301
Signature Wealth Management Group
Atlanta,
Georgia
| $206M | -$16.4M | -7% | 7.23% | – | 96 | 20.83% | 2.3 |
|
4302
Mathes Company
New York
| $206M | -$52.2M | -20% | 16.6% | 121% | 135 | 11.85% | 4.9 |
|
4303
Cisco Systems
San Jose,
California
| $206M | -$55.1M | -21% | 19.4% | 210% | 5 | 20% | 0.3 |
|
4304
Shaker Financial Services
Arlington,
Virginia
| $206M | -$59.9M | -23% | 16.2% | 12.9% | 165 | 30.91% | 1.6 |
|
|
EE
4305
EWG Elevate
Roseville,
California
| $206M | -$49.3M | -19% | 12% | 76% | 107 | 40.19% | 1.3 |
|
4306
Harbert Fund Advisors
Birmingham,
Alabama
| $206M | -$33M | -14% | 22.2% | 70.8% | 59 | 44.07% | 0.8 |
|
4307
Peloton Wealth Strategists
Indianapolis,
Indiana
| $205M | -$34.3M | -14% | 11.8% | 51.3% | 87 | 6.9% | 2.8 |
|
4308
Affinity Investment Advisors
Newport Beach,
California
| $205M | -$39.1M | -16% | 12.9% | 189% | 215 | 20.93% | 2.2 |
|
|
IP
4309
Investment Partners
New Philadelphia,
Ohio
| $205M | -$31.8M | -13% | 13.6% | 74.1% | 167 | 8.98% | 4 |
|
4310
Websterrogers Financial Advisors
Florence,
South Carolina
| $205M | +$9.15M | +5% | 10.4% | 42.9% | 67 | 19.4% | 1 |
|
4311
MBM Wealth Consultants
Chesterfield,
Missouri
| $205M | -$36.2M | -15% | 9.69% | 57.1% | 323 | 15.17% | 2.3 |
|
4312
SR One Capital Management
Wayne,
Pennsylvania
| $204M | +$8.99M | +5% | 6.56% | 656% | 4 | 25% | 0.3 |
|
4313
Three Bridge Wealth Advisors
Los Altos,
California
| $204M | -$153M | -43% | 26.7% | 169% | 91 | 13.19% | 0.2 |
|
|
TAA
4314
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $204M | -$87M | -30% | 17.1% | 312% | 46 | 39.13% | 1 |
|
4315
Hillman Company
Pittsburgh,
Pennsylvania
| $204M | -$63.8M | -24% | 24.9% | 134% | 17 | 29.41% | 1.1 |
|
4316
AWM Capital
Phoenix,
Arizona
| $204M | +$41.5M | +26% | 12.9% | 51.1% | 66 | 24.24% | 0.6 |
|
4317
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $204M | -$45.6M | -18% | 13.1% | 47.8% | 143 | 14.69% | 3.2 |
|
|
KRC
4318
Kehrs Ridge Capital
Holmdel,
New Jersey
| $204M | +$94.2M | +86% | 1.74% | – | 41 | 82.93% | 0.2 |
|
4319
Blue Owl Capital Holdings
New York
| $204M | -$23.6M | -10% | 26.1% | 145% | 37 | 16.22% | 0.4 |
|
4320
Landmark Financial Advisors
Bowling Green,
Kentucky
| $203M | -$4.77M | -2% | 11.7% | 11.8% | 85 | 7.06% | 4.1 |
|
|
PA
4321
PSI Advisors
Tampa,
Florida
| $203M | -$39.5M | -16% | 15% | 58.2% | 884 | 25% | 0.8 |
|
4322
Global Trust Asset Management
West Palm Beach,
Florida
| $203M | -$37.4M | -16% | 12.7% | 178% | 483 | 19.46% | 2.7 |
|
4323
Wills Financial Group
Richmond,
Virginia
| $203M | -$34.8M | -15% | 12.2% | 57.5% | 71 | 14.08% | 4.3 |
|
4324
Front Row Advisors
Tiburon,
California
| $203M | -$44.8M | -18% | 15.8% | 142% | 969 | 6.81% | 3.4 |
|
4325
Juncture Wealth Strategies
Scottsdale,
Arizona
| $203M | -$7.52M | -4% | 2.45% | 76.5% | 122 | 20.49% | 3 |
|