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) |
|
|---|---|---|---|---|---|---|---|---|---|
4951
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $158M | +$6.9M | +5% | 3.81% | 45.1% | 27 | 0% | 4.7 |
|
4952
Curi Wealth Management
Raleigh,
North Carolina
| $158M | +$19.5M | +14% | 5.29% | 16.2% | 537 | 83.43% | 0.2 |
|
|
GA
4953
GRS Advisors
Chicago,
Illinois
| $158M | -$62.3M | -28% | 9.83% | 54.3% | 34 | 52.94% | 0.7 |
|
4954
Cheyne Capital Management (UK)
London,
United Kingdom
| $158M | -$39.9M | -20% | 0.57% | 35.6% | 144 | 71.53% | 0.4 |
|
|
GWM
4955
Gray Wealth Management
Bangor,
Maine
| $158M | +$11.2M | +8% | 4.27% | 22.1% | 109 | 4.59% | 0.9 |
|
4956
Amtrust Financial Services
New York
| $158M | -$47.8M | -23% | 5.45% | 61.9% | 116 | 67.24% | 0.4 |
|
|
WMA
4957
Wealth Management Associates
Cherry Hill,
New Jersey
| $158M | +$5.26M | +3% | 5.96% | 111% | 194 | 12.89% | 1.3 |
|
4958
IronBridge Private Wealth
Austin,
Texas
| $157M | +$22.1M | +16% | 7.83% | 143% | 291 | 21.99% | 0.2 |
|
4959
Beddow Capital Management
Jackson,
Wyoming
| $157M | +$13.8M | +10% | 17.9% | 50.7% | 59 | 15.25% | 3.8 |
|
4960
Red Spruce Capital
Berwyn,
Pennsylvania
| $157M | +$13.3M | +9% | 8.49% | 98.4% | 93 | 7.53% | 1.1 |
|
4961
Grace Capital
Quincy,
Massachusetts
| $157M | -$1.09M | -0.7% | 6.84% | 127% | 268 | 28.36% | 1.8 |
|
4962
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $157M | -$5.84M | -4% | 6.6% | 94.5% | 114 | 21.93% | 1.2 |
|
4963
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $157M | +$22.5M | +17% | 8.5% | 91.4% | 153 | 32.03% | 0.2 |
|
4964
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $157M | -$102M | -39% | 2.44% | 56.9% | 175 | 58.29% | 1.6 |
|
4965
Garrison Asset Management
Fayetteville,
Arkansas
| $157M | +$11.8M | +8% | 6.69% | 52.1% | 104 | 10.58% | 5 |
|
4966
David J. Yvars Group
University Park,
Florida
| $157M | +$9.45M | +6% | 9.07% | 143% | 87 | 14.94% | 0.2 |
|
4967
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $157M | +$27M | +21% | 14.9% | 90.8% | 77 | 14.29% | 0.9 |
|
4968
JLP Asset Management
New York
| $157M | +$5.1M | +3% | 6.94% | 16.1% | 34 | 8.82% | 1.5 |
|
4969
Blue Square Asset Management
New York
| $157M | +$6.91M | +5% | 4.54% | 117% | 82 | 7.32% | 1.1 |
|
|
WPEP
4970
Walnut Private Equity Partners
Omaha,
Nebraska
| $157M | +$20.8M | +15% | 13.6% | 48% | 17 | 5.88% | 4.6 |
|
4971
Consolidated Planning Corp
Atlanta,
Georgia
| $157M | +$3.07M | +2% | 4.02% | 84.6% | 60 | 18.33% | 0.9 |
|
4972
Atlas Private Wealth Management
Albany,
New York
| $157M | +$16.2M | +12% | 3.39% | 19.8% | 440 | 20.91% | 1 |
|
4973
Delta Capital Management
Red Bank,
New Jersey
| $157M | +$13M | +9% | 9.6% | 129% | 85 | 16.47% | 4.4 |
|
4974
Fullen Financial Group
Columbus,
Ohio
| $156M | +$8.91M | +6% | 3.99% | 28.4% | 58 | 3.45% | 0.7 |
|
4975
Stewart Asset Management
New York
| $156M | -$8.4M | -5% | 2.32% | 42.5% | 28 | 10.71% | 1.2 |
|