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) |
|
|---|---|---|---|---|---|---|---|---|---|
4501
Beacon Financial Advisory
Cleveland,
Ohio
| $268M | +$62.2M | +30% | 2.1% | 76.8% | 298 | 21.48% | 2 |
|
4502
Nicollet Investment Management
Minneapolis,
Minnesota
| $268M | -$3.17M | -1% | 5.38% | 104% | 70 | 5.71% | 4.2 |
|
4503
Clean Yield Group
Norwich,
Vermont
| $268M | +$10.7M | +4% | 3.42% | 65% | 404 | 14.6% | 4.2 |
|
4504
LCNB Corp
Lebanon,
Ohio
| $268M | -$8.72M | -3% | 1.92% | 75.2% | 183 | 7.1% | 4.7 |
|
4505
Sector Gamma AS
Oslo,
Norway
| $268M | -$87.1M | -25% | 4.67% | 35.3% | 30 | 13.33% | 2.9 |
|
4506
Bulldog Investors
Saddle Brook,
New Jersey
| $268M | -$35M | -12% | 1.87% | 22.5% | 182 | 33.52% | 1.3 |
|
|
VM
4507
VPR Management
Houston,
Texas
| $268M | -$92.8M | -26% | 1.13% | 54.5% | 54 | 5.56% | 3.5 |
|
4508
Monterey Private Wealth
Monterey,
California
| $267M | +$18.4M | +7% | 2.96% | 29.8% | 124 | 14.52% | 2.7 |
|
|
FAP
4509
Financial Advisory Partners
Winter Park,
Florida
| $267M | +$8.63M | +3% | 1.15% | 52.9% | 70 | 10% | 1.8 |
|
|
MWM
4510
MGB Wealth Management
Addison,
Texas
| $267M | +$21.2M | +9% | 5.59% | – | 281 | 7.47% | 0.5 |
|
4511
Elevatus Welath Management
Victor,
New York
| $267M | +$13.8M | +5% | 5.12% | 270% | 125 | 39.2% | 0.5 |
|
|
ATI
4512
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $267M | +$11.1M | +4% | 0.92% | 62.2% | 109 | 6.42% | 0.5 |
|
4513
IronBridge Private Wealth
Austin,
Texas
| $267M | +$26M | +11% | 10.1% | 122% | 47 | 8.51% | 1.3 |
|
4514
Once Capital Management
New York
| $267M | +$53.3M | +25% | 30% | 570% | 26 | 15.38% | 1.9 |
|
4515
Field & Main Bank
Henderson,
Kentucky
| $267M | +$9.6M | +4% | 4.28% | 107% | 255 | 6.27% | 6 |
|
4516
Weybosset Research & Management
Province,
Rhode Island
| $267M | -$20.7M | -7% | 2.89% | 74.8% | 53 | 26.42% | 4.1 |
|
|
CWM
4517
Cordatus Wealth Management
Newtown,
Pennsylvania
| $267M | +$129M | +93% | 4.22% | 108% | 125 | 55.2% | 0.5 |
|
4518
Evexia Wealth
Stevens Point,
Wisconsin
| $266M | +$23.5M | +10% | 1.3% | 92.5% | 65 | 16.92% | 0.9 |
|
4519
Catalina Capital Group
Torrance,
California
| $266M | +$25.8M | +11% | 5.4% | – | 356 | 25.28% | 0.3 |
|
4520
ArchPoint Investors
Coral Gables,
Florida
| $266M | +$26.7M | +11% | 2.78% | 111% | 75 | 16% | 3.3 |
|
4521
TTP Investments
San Jose,
California
| $266M | +$37.6M | +16% | 9.65% | 197% | 34 | 14.71% | 1.7 |
|
4522
Arch Venture Management
Chicago,
Illinois
| $266M | +$186M | +231% | 11.9% | 228% | 10 | 30% | 1.2 |
|
4523
Permit Capital
West Conshohocken,
Pennsylvania
| $266M | +$109M | +70% | 4.04% | 121% | 30 | 13.33% | 5 |
|
4524
Great Oak Capital Partners
South Easton,
Massachusetts
| $266M | +$40.5M | +18% | 0.69% | – | 33 | 12.12% | 0.4 |
|
4525
Empirical Asset Management
Wellesley,
Massachusetts
| $266M | +$58.4M | +28% | 3.41% | 94.5% | 399 | 43.86% | 0.7 |
|