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) |
|
|---|---|---|---|---|---|---|---|---|---|
4351
Waterway Wealth Management
The Woodlands,
Texas
| $331M | +$90.6M | +38% | 8.64% | 52.2% | 104 | 50.96% | 0.7 |
|
4352
LongView Wealth Management
Atlanta,
Georgia
| $330M | -$3.11M | -0.9% | 6.47% | 60.8% | 223 | 13.45% | 1.2 |
|
|
HPM
4353
H. Partners Management
New York
| $330M | -$155M | -32% | 10% | 13.5% | 2 | 0% | 2.9 |
|
4354
Investment Advisory Group
Hanover,
Massachusetts
| $330M | +$31.3M | +10% | 7.83% | 61.6% | 180 | 10% | 2.4 |
|
4355
Skaana Management
Brooklyn,
New York
| $330M | +$56.3M | +21% | 49.1% | 269% | 189 | 31.22% | 0.9 |
|
4356
TriaGen Wealth Management
Calabasas,
California
| $330M | +$46.6M | +16% | 8.98% | 132% | 196 | 28.06% | 2.3 |
|
4357
Rovin Capital
Mesa,
Arizona
| $330M | +$19.4M | +6% | 7.6% | 63.8% | 192 | 10.42% | 1.9 |
|
4358
Cavalier Investments
Alpharetta,
Georgia
| $330M | +$35.7M | +12% | 28.3% | 171% | 87 | 32.18% | 1.7 |
|
4359
Lion Street Advisors
Austin,
Texas
| $330M | +$14.9M | +5% | 4.47% | 38% | 291 | 14.43% | 2.1 |
|
4360
Westbourne Investment Advisors
Annapolis,
Maryland
| $330M | +$48.1M | +17% | 12.4% | 107% | 108 | 24.07% | 3.7 |
|
|
TLP
4361
Tri Locum Partners
New York
| $330M | +$135M | +69% | 1.29% | 357% | 31 | 54.84% | 0.8 |
|
4362
DG Capital Management
New York
| $329M | +$46M | +16% | 6.57% | 76.7% | 30 | 46.67% | 1.1 |
|
4363
Eldred Rock Partners
San Antonio,
Texas
| $329M | +$1.5M | +0.5% | 9.03% | 109% | 31 | 12.9% | 1.3 |
|
|
LWMM
4364
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $329M | +$22.9M | +7% | 13.8% | 89.1% | 103 | 18.45% | 3.2 |
|
4365
S&T Bank
Indiana,
Pennsylvania
| $329M | +$22.9M | +7% | 6.57% | 193% | 488 | 21.72% | 1.5 |
|
4366
SRH Advisors
Salina,
Kansas
| $329M | +$4.89M | +2% | 4.36% | 55.7% | 275 | 4.73% | 7.1 |
|
4367
Makaira Partners
La Jolla,
California
| $329M | +$30.5M | +10% | 11.4% | 22% | 14 | 14.29% | 3.2 |
|
4368
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $329M | +$34.5M | +12% | 8.42% | 54.5% | 338 | 9.76% | 1.8 |
|
4369
Umpqua Bank
Lake Oswego,
Oregon
| $328M | +$39.1M | +14% | 11.2% | – | 169 | 11.24% | 1 |
|
4370
Diadema Partners
Morristown,
New Jersey
| $328M | -$55.1M | -14% | 0.81% | – | 136 | 55.15% | 0.2 |
|
4371
Northcape Wealth Management
Williamsville,
New York
| $328M | +$18.1M | +6% | 6.38% | 66% | 140 | 6.43% | 2.4 |
|
|
QCI
4372
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $328M | +$17.9M | +6% | 11.4% | 107% | 19 | 26.32% | 2.8 |
|
4373
HT Partners
Centerbrook,
Connecticut
| $327M | +$35.8M | +12% | 9.39% | 71.1% | 52 | 9.62% | 5.9 |
|
4374
FDx Advisors
Chicago,
Illinois
| $327M | +$19.7M | +6% | 9.4% | 66.2% | 194 | 18.56% | 6.2 |
|
|
FIM
4375
FWL Investment Management
Dallas,
Texas
| $327M | +$57.6M | +21% | 20.7% | 165% | 352 | 25.57% | 1.2 |
|