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) |
|
|---|---|---|---|---|---|---|---|---|---|
4751
Concorde Asset Management
Ann Arbor,
Michigan
| $173M | -$6.57M | -4% | 6.21% | – | 239 | 48.95% | 1 |
|
4752
Fortis Capital Management
Bellevue,
Washington
| $173M | +$42.3M | +32% | 0.98% | 82% | 134 | 58.96% | 0.4 |
|
4753
Adalta Capital Management
New York
| $173M | +$14.9M | +9% | 8% | 80.4% | 101 | 26.73% | 1.7 |
|
4754
Sturgeon Ventures
London,
United Kingdom
| $173M | +$12.6M | +8% | 3.4% | 85.9% | 46 | 10.87% | 1.4 |
|
4755
Perkins Capital Management
Wayzata,
Minnesota
| $173M | +$20M | +13% | 20.9% | 389% | 114 | 19.3% | 3 |
|
4756
Humankind Investments
New York
| $173M | +$74.8M | +76% | 5.28% | 62.5% | 75 | 78.67% | 0.1 |
|
|
FFG
4757
Fortem Financial Group
Palm Desert,
California
| $173M | +$5.76M | +3% | 12% | 183% | 473 | 66.6% | 1.2 |
|
4758
Rede Wealth
Charlottesville,
Virginia
| $173M | +$25.7M | +17% | 7.06% | 84.4% | 102 | 11.76% | 0.2 |
|
4759
First City Capital Management
Savannah,
Georgia
| $173M | +$16.3M | +10% | 7.63% | 86.4% | 173 | 10.98% | 4.1 |
|
|
CPFP
4760
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $173M | +$14.8M | +9% | 2.58% | – | 197 | 8.12% | 0.2 |
|
4761
DHJJ Financial Advisors
Naperville,
Illinois
| $173M | +$13.5M | +8% | 6.01% | 62.5% | 109 | 7.34% | 0.2 |
|
4762
Reliant Wealth Planning
Louisville,
Kentucky
| $173M | +$4.82M | +3% | 4.46% | 39.4% | 6 | 16.67% | 1 |
|
4763
Investors Asset Management of Georgia
Atlanta,
Georgia
| $172M | +$24.3M | +16% | 11.5% | 118% | 159 | 13.84% | 4.3 |
|
|
KMWM
4764
Keudell/Morrison Wealth Management
Salem,
Oregon
| $172M | +$14.8M | +9% | 7.95% | – | 174 | 13.79% | 1.4 |
|
|
CC
4765
Claybrook Capital
Wellesley,
Massachusetts
| $172M | +$20.4M | +13% | 5.92% | 7.15% | 113 | 21.24% | 1.3 |
|
4766
G&S Capital
Denver,
Colorado
| $172M | +$4.6M | +3% | 7.97% | 85.6% | 120 | 31.67% | 1.2 |
|
4767
DCM Advisors
New York
| $172M | +$149K | +0.1% | 15.6% | 99.3% | 303 | 46.53% | 0.2 |
|
|
DL
4768
DOHJ LLC
Seattle,
Washington
| $172M | +$2.54M | +2% | 3.69% | 51.5% | 101 | 24.75% | 0.8 |
|
4769
Selway Asset Management
| $172M | +$7.63M | +5% | 10.6% | 36.5% | 78 | 15.38% | 3.9 |
|
4770
Medicxi Ventures Management
St. Helier,
Jersey
| $172M | -$365K | -0.2% | 3.96% | 369% | 5 | 0% | 1 |
|
4771
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $172M | +$21.6M | +14% | 7.59% | 66.8% | 144 | 5.56% | 2.6 |
|
4772
C-J Advisory
San Jose,
California
| $172M | +$11.2M | +7% | 4.04% | 39.2% | 35 | 17.14% | 3.4 |
|
4773
Boothe Investment Group
Dover,
Delaware
| $172M | +$26.7M | +18% | 9.04% | 75.6% | 39 | 35.9% | 1.1 |
|
4774
Canvas Wealth Advisors
Shawnee,
Kansas
| $172M | – | – | 3.3% | 133% | 113 | – | 0 |
|
4775
American Trust Investment Advisors
Lebanon,
New Hampshire
| $171M | +$9.9M | +6% | 10.4% | 91% | 85 | 15.29% | 2.4 |
|