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) |
|
|---|---|---|---|---|---|---|---|---|---|
5226
Cypress Financial Planning
Haddon Heights,
New Jersey
| $150M | +$8.82M | +6% | 6.51% | 41.2% | 57 | 19.3% | 0.4 |
|
5227
JLP Asset Management
New York
| $150M | +$9.41M | +7% | 3.04% | 16.1% | 25 | 32% | 2.1 |
|
5228
Ibex Investors
Denver,
Colorado
| $149M | -$45M | -23% | 12.5% | 16.6% | 65 | 78.46% | 0.4 |
|
5229
Regimen Wealth
Atlanta,
Georgia
| $149M | – | – | 6.23% | 34.4% | 61 | – | 0 |
|
5230
Lindenwold Advisors
Reading,
Pennsylvania
| $149M | +$14.2M | +10% | 9.17% | 75% | 121 | 17.36% | 0.8 |
|
5231
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $149M | +$9.27M | +7% | 7.61% | 46.3% | 29 | 37.93% | 1.2 |
|
5232
Beaton Management Company
Haverhill,
Massachusetts
| $149M | +$16.8M | +13% | 13.9% | 95.9% | 128 | 5.47% | 4.2 |
|
5233
Beta Wealth Group
San Diego,
California
| $149M | +$10.2M | +7% | 5.8% | 45.4% | 104 | 19.23% | 1.2 |
|
5234
Blue Water Life Science Advisors
Larkspur,
California
| $149M | -$98.9M | -40% | 0.91% | 503% | 11 | 45.45% | 0.8 |
|
5235
Financial Freedom LLC
Cincinnati,
Ohio
| $149M | – | – | 6.43% | 72% | 408 | – | 0 |
|
5236
GoodHaven Capital Management
Millburn,
New Jersey
| $149M | +$10.5M | +8% | 9.91% | 80.7% | 29 | 6.9% | 4 |
|
5237
Cordant Inc
Portland,
Oregon
| $148M | +$11.5M | +8% | 6.43% | 47% | 78 | 15.38% | 1.8 |
|
5238
Sequent Asset Management
Houston,
Texas
| $148M | +$15.2M | +11% | 9.41% | 51.3% | 76 | 19.74% | 3 |
|
5239
Concorde Financial
Dallas,
Texas
| $148M | +$318 | +0% | 13.9% | 81.3% | 58 | 0% | 0.6 |
|
5240
Islet Management
New York
| $148M | -$231M | -61% | 5.19% | 75.3% | 101 | 72.28% | 0.6 |
|
|
GA
5241
Gagnon Advisors
New York
| $148M | -$6.27M | -4% | 13.5% | 129% | 32 | 9.38% | 4.4 |
|
5242
Lagoda Investment Management
New York
| $148M | +$7.5M | +5% | 21.4% | 250% | 41 | 9.76% | 4.6 |
|
5243
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $148M | +$18.8M | +15% | 6.21% | 64.7% | 67 | 46.27% | 0.5 |
|
5244
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $148M | +$37.6M | +34% | 8.13% | 107% | 162 | 33.95% | 0.6 |
|
5245
Alta Wealth Advisors
Woburn,
Massachusetts
| $148M | +$8.27M | +6% | 6.56% | 120% | 151 | 16.56% | 1.5 |
|
5246
Westhampton Capital
Winston-Salem,
North Carolina
| $148M | +$15.3M | +11% | 11.7% | 105% | 118 | 11.02% | 2.7 |
|
|
YC
5247
Yunqi Capital
Hong Kong
| $148M | +$56.7M | +62% | 44.1% | 71.4% | 7 | 57.14% | 0.4 |
|
|
DA
5248
DCF Advisers
Greenwich,
Connecticut
| $148M | -$6.81M | -4% | 8.21% | 372% | 85 | 34.12% | 1.5 |
|
5249
Eudaimonia Advisors
Winchester,
Tennessee
| $148M | +$2.82M | +2% | 9.48% | – | 159 | 10.06% | 0.8 |
|
|
MG
5250
Meditor Group
Hamilton,
Bermuda
| $148M | -$2.43M | -2% | 0.75% | 41.1% | 4 | 0% | 7 |
|