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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
4301
Vista Investment Partners
Oklahoma City,
Oklahoma
| $383M | +$24.3M | +7% | 2.16% | 112% | 178 | 20.22% | 1.4 |
|
4302
SimplyRich
Carlsbad,
California
| $382M | +$11.8M | +3% | 6.12% | 105% | 210 | 10% | 4 |
|
4303
Bain Capital Credit
Boston,
Massachusetts
| $382M | +$65.2M | +21% | 1.01% | 14.4% | 6 | 0% | 2.7 |
|
4304
Prosperity Planning
Kansas City,
Missouri
| $382M | +$11.6M | +3% | 1.43% | 43.5% | 109 | 0.92% | 3 |
|
4305
BankPlus Trust Department
Jackson,
Mississippi
| $382M | +$8.74M | +2% | 2.59% | – | 474 | 8.02% | 0.9 |
|
4306
Stevens Capital Partners
Omaha,
Nebraska
| $382M | +$47.1M | +14% | 1.82% | 76.3% | 105 | 13.33% | 1.6 |
|
|
CIM
4307
CIM Investment Management
Pittsburgh,
Pennsylvania
| $382M | +$13.4M | +4% | 5.28% | 123% | 254 | 4.72% | 5 |
|
4308
Kercheville Advisors
San Antonio,
Texas
| $382M | +$50.7M | +15% | 5.17% | 261% | 133 | 32.33% | 2.2 |
|
4309
Ruedi Wealth Management
Champaign,
Illinois
| $382M | +$24.4M | +7% | 1.89% | 44.9% | 58 | 8.62% | 2.5 |
|
4310
Next Level Private
Harrison,
New York
| $382M | +$36.6M | +11% | 3.59% | 95.9% | 170 | 13.53% | 2.1 |
|
4311
Mindset Wealth Management
Indianapolis,
Indiana
| $381M | +$14.5M | +4% | 4.36% | – | 195 | 15.38% | 0.9 |
|
4312
Terril Brothers
St. Louis,
Missouri
| $381M | +$51.3M | +16% | 8.17% | 112% | 83 | 19.28% | 3.6 |
|
|
LFGO
4313
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $381M | +$16.7M | +5% | 2.33% | 64.2% | 98 | 10.2% | 2 |
|
4314
Roman Butler Fullerton & Co
St Louis,
Missouri
| $381M | +$8.64M | +2% | 3.44% | 134% | 284 | 17.25% | 3.3 |
|
|
SCM
4315
Soros Capital Management
New York
| $381M | -$23.4M | -6% | 8.92% | 732% | 73 | 39.73% | 1.1 |
|
4316
Northern Right Capital Management
Darien,
Connecticut
| $381M | +$57.7M | +18% | 11.4% | 187% | 30 | 30% | 1.9 |
|
4317
Joseph Group Capital Management
Columbus,
Ohio
| $381M | +$26.1M | +7% | 2.88% | 64.3% | 280 | 67.14% | 0.8 |
|
4318
WorthPointe
La Jolla,
California
| $381M | +$114M | +43% | 2.37% | 59.7% | 140 | 30% | 1.4 |
|
4319
Parus Finance (UK)
London,
United Kingdom
| $380M | -$316K | -0.1% | 2.73% | 199% | 34 | 11.76% | 3.7 |
|
4320
Droms Strauss Advisors
St. Louis,
Missouri
| $380M | +$35.2M | +10% | 1.8% | 74.5% | 80 | 13.75% | 3.5 |
|
4321
DSC Meridian Capital
New York
| $380M | -$113M | -23% | 1.16% | – | 18 | 38.89% | 0.5 |
|
|
BWM
4322
Brown Wealth Management
Naperville,
Illinois
| $380M | +$24M | +7% | 1.85% | 51.2% | 117 | 21.37% | 1.4 |
|
4323
ValueWorks
New York
| $380M | +$36.3M | +11% | 6.81% | 190% | 38 | 18.42% | 5.2 |
|
|
CCM
4324
Contrarian Capital Management
Greenwich,
Connecticut
| $380M | -$16.6M | -4% | 5.86% | 29.4% | 39 | 46.15% | 2.6 |
|
4325
55 North Private Wealth
Winter Park,
Florida
| $380M | – | – | 2.05% | – | 195 | – | 0 |
|