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) |
|
|---|---|---|---|---|---|---|---|---|---|
4401
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $369M | -$20.6M | -5% | 3.24% | 60.3% | 43 | 6.98% | 2.3 |
|
4402
Stone Summit Wealth
Miami,
Florida
| $369M | +$16.1M | +5% | 3.33% | 67% | 148 | 8.11% | 3.2 |
|
4403
Pensionfund Sabic
Sittard,
Netherlands
| $369M | +$2.13M | +0.6% | 0.99% | 63.6% | 222 | 8.56% | 5.2 |
|
4404
Wakefield Asset Management
Englewood,
Colorado
| $369M | +$2.24M | +0.6% | 5.71% | 147% | 239 | 35.15% | 1.3 |
|
4405
Charles-Lim Capital
Central,
Hong Kong
| $369M | -$23.4M | -6% | 7.42% | 4.44% | 8 | 25% | 3.4 |
|
4406
AIP LLC
New York
| $369M | -$213M | -37% | 3.7% | 54.9% | 3 | 33.33% | 1.7 |
|
4407
CWS Financial Advisors
Kalamazoo,
Michigan
| $368M | +$8.06M | +2% | 0.21% | 55.7% | 154 | 11.69% | 3.4 |
|
|
PA
4408
Paragon Advisors
College Station,
Texas
| $368M | -$18.9M | -5% | 1.65% | 138% | 84 | 11.9% | 2.3 |
|
4409
Freedom Day Solutions
Houston,
Texas
| $368M | -$471K | -0.1% | 0.95% | 86.6% | 99 | 9.09% | 3.9 |
|
4410
Virtus Investment Advisers
Hartford,
Connecticut
| $368M | +$18.7M | +5% | 6.98% | 172% | 553 | 37.07% | 0.6 |
|
|
FFA
4411
Florida Financial Advisors
Tampa,
Florida
| $368M | +$44.3M | +14% | 5.04% | – | 304 | 22.7% | 1 |
|
4412
Cape Ann Asset Management
London,
United Kingdom
| $368M | +$70.8M | +24% | 27.7% | 199% | 11 | 9.09% | 2.5 |
|
|
MJP
4413
Michael J. Puzo
| $367M | +$731K | +0.2% | 5.54% | 90.3% | 72 | 2.78% | 7.2 |
|
4414
Elite Wealth Management
Kirkland,
Washington
| $367M | -$19.1M | -5% | 2.3% | 182% | 60 | 30% | 2.7 |
|
4415
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $367M | +$18.8M | +5% | 1.84% | 54.5% | 309 | 19.42% | 2.2 |
|
4416
Pacifica Capital Investments
Leander,
Texas
| $367M | -$1.02M | -0.3% | 6.38% | 69.8% | 15 | 6.67% | 7.2 |
|
4417
Running Point Capital Advisors
El Segundo,
California
| $367M | -$6.36M | -2% | 1.43% | 52.1% | 196 | 5.1% | 2.8 |
|
4418
EnRich Financial Partners
Madison,
Wisconsin
| $367M | +$15.4M | +4% | 2.56% | 50.7% | 65 | 6.15% | 1.7 |
|
4419
Promethos Capital
Boston,
Massachusetts
| $367M | -$5.72M | -2% | 3.63% | – | 47 | 19.15% | 1.3 |
|
4420
Proathlete Wealth Management
Boca Raton,
Florida
| $367M | +$19.3M | +6% | 1.42% | 73.9% | 325 | 31.38% | 0.7 |
|
4421
Advanced Asset Management Advisors
Dublin,
Ohio
| $366M | -$7.75M | -2% | 4.36% | 93.6% | 89 | 13.48% | 5.3 |
|
4422
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| $366M | – | – | 5.08% | – | 14 | – | 0 |
|
4423
Elevatus Welath Management
Victor,
New York
| $366M | +$19.3M | +6% | 4.45% | 270% | 165 | 27.88% | 1.1 |
|
4424
Accel Wealth Management
Waverly,
Iowa
| $366M | +$21.9M | +6% | 2.47% | 82.4% | 296 | 11.15% | 2.7 |
|
4425
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $365M | +$21.7M | +6% | 2.89% | 90.8% | 118 | 12.71% | 3 |
|