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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
PWM
5351
Prosperity Wealth Management
San Ramon,
California
| $155M | +$28.2M | +22% | 19.3% | 175% | 195 | 52.31% | 0.3 |
|
|
MAS
5352
Madden Advisory Services
Jacksonville,
Florida
| $155M | +$12M | +8% | 5.76% | 52.3% | 82 | 2.44% | 5.2 |
|
|
KAM
5353
Kinney Asset Management
Chicago,
Illinois
| $154M | +$15.6M | +11% | 7.69% | 10.1% | 5 | 0% | 2.2 |
|
5354
John W. Brooker & Co
Oakland,
California
| $154M | +$3.46M | +2% | 3.37% | 43.4% | 66 | 4.55% | 2.8 |
|
5355
Wisconsin Capital Management
Madison,
Wisconsin
| $154M | +$7.71M | +5% | 12.6% | 153% | 48 | 8.33% | 4.1 |
|
5356
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $154M | +$4.22M | +3% | 5.15% | 65.5% | 406 | 13.79% | 3.8 |
|
5357
Custos Family Office
Austin,
Texas
| $154M | +$12.4M | +9% | 5.03% | 57.4% | 50 | 34% | 0.8 |
|
5358
Summit Place Financial Advisors
Summit,
New Jersey
| $154M | +$13.5M | +10% | 7.73% | 111% | 95 | 8.42% | 2.1 |
|
5359
Cairn Investment Group
Vancouver,
Washington
| $154M | +$10.7M | +7% | 5.49% | 61.3% | 66 | 4.55% | 2.6 |
|
|
SM
5360
Scoggin Management
New York
| $154M | -$15.9M | -9% | 4.64% | 889% | 66 | 62.12% | 0.7 |
|
5361
AFS Financial Group
Bethesda,
Maryland
| $154M | +$4.4M | +3% | 7.01% | – | 96 | 6.25% | 0.5 |
|
5362
Forte Asset Management
Bedford,
New York
| $154M | +$2.92M | +2% | 2.75% | 57.7% | 60 | 5% | 0.8 |
|
5363
Purus Wealth Management
Newport Beach,
California
| $154M | +$27.6M | +22% | 12.9% | 174% | 125 | 16% | 1.7 |
|
5364
Fluent Financial
Dallas,
Texas
| $154M | +$7.64M | +5% | 4.07% | 46.9% | 83 | 31.33% | 1.3 |
|
5365
Athyrium Capital Management
New York
| $154M | -$125M | -45% | 0.46% | 25.1% | 8 | 12.5% | 1.4 |
|
5366
Cordant Inc
Portland,
Oregon
| $154M | -$3.18K | -0% | 2.17% | 47% | 74 | 4.05% | 2.4 |
|
5367
Warner Financial
Bethesda,
Maryland
| $154M | +$9.7M | +7% | 5.72% | 62.1% | 94 | 2.13% | 1.3 |
|
5368
Westhampton Capital
Winston-Salem,
North Carolina
| $154M | -$1.75M | -1% | 7.19% | 95.6% | 122 | 14.75% | 3 |
|
5369
Blue Barn Wealth
Orem,
Utah
| $154M | -$7.46M | -5% | 2.35% | 46.4% | 127 | 8.66% | 1.4 |
|
|
DFS
5370
Dixon Fnancial Services
Lafayette,
California
| $154M | +$6.57M | +4% | 4.94% | 76.6% | 26 | 15.38% | 1.4 |
|
5371
ARQ Wealth Advisors
Scottsdale,
Arizona
| $154M | +$17.9M | +13% | 4.74% | 53.3% | 59 | 16.95% | 2.1 |
|
5372
Profit Investment Management
North Bethesda,
Maryland
| $154M | +$2.48M | +2% | 5.2% | 101% | 76 | 2.63% | 6.5 |
|
5373
TKG Advisors
Valparaiso,
Indiana
| $154M | -$6.63M | -4% | 6.17% | 104% | 121 | 46.28% | 0.6 |
|
5374
CGC Financial Services
Lake Oswego,
Oregon
| $154M | – | – | 1.8% | 46% | 359 | – | 0 |
|
5375
AllSquare Wealth Management
Albany,
New York
| $154M | -$709K | -0.5% | 3.74% | 62.4% | 574 | 4.36% | 4.4 |
|