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) |
|
|---|---|---|---|---|---|---|---|---|---|
5351
Aventura Private Wealth
Aventura,
Florida
| $231M | +$40.2M | +21% | 13.5% | – | 850 | 15.88% | 0.4 |
|
5352
Boyd Wealth Management
Sacramento,
California
| $231M | +$30.3M | +15% | 8.05% | 56.8% | 53 | 18.87% | 2.4 |
|
5353
Red Spruce Capital
Berwyn,
Pennsylvania
| $231M | +$18.1M | +8% | 12.6% | 98.4% | 93 | 5.38% | 3.8 |
|
5354
SK Wealth Management
Providence,
Rhode Island
| $231M | +$44.4M | +24% | 7.28% | – | 82 | 14.63% | 0.6 |
|
5355
Firethorn Wealth Partners
Augusta,
Georgia
| $231M | +$21.1M | +10% | 9.53% | 75.1% | 191 | 18.32% | 2.2 |
|
5356
Kirkwood Financial Services
San Antonio,
Texas
| $231M | +$32.6M | +16% | 11.5% | – | 34 | 32.35% | 0.2 |
|
5357
Ranch Capital Advisors
Sarasota,
Florida
| $231M | +$19.7M | +9% | 9.27% | 92.6% | 145 | 6.21% | 3.7 |
|
5358
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $231M | +$12.4M | +6% | 12% | 98.6% | 147 | 10.88% | 5 |
|
5359
ORIX Corp
Tokyo,
Japan
| $231M | +$18.8M | +9% | 18.4% | 11.7% | 1 | 0% | 7.5 |
|
5360
Muzinich & Co
New York
| $230M | +$54.3M | +31% | 2.34% | 13.5% | 71 | 38.03% | 4.8 |
|
5361
Wills Financial Group
Richmond,
Virginia
| $230M | +$4.85M | +2% | 4.26% | 57.5% | 71 | 15.49% | 5.1 |
|
5362
Sherbrooke Park Advisers
White Plains,
New York
| $230M | +$15.6M | +7% | 6.29% | 9.59% | 827 | 70.98% | 0.3 |
|
5363
Balanced Wealth Group
Westlake,
Ohio
| $230M | +$23.4M | +11% | 7.49% | – | 70 | 7.14% | 1.3 |
|
|
OIA
5364
Optimum Investment Advisors
Chicago,
Illinois
| $230M | +$17.9M | +8% | 13.1% | 125% | 650 | 7.23% | 6.3 |
|
5365
Swan Capital
Pensacola,
Florida
| $230M | +$13.7M | +6% | 6.32% | 47.9% | 516 | 33.33% | 0.7 |
|
5366
Seldon Capital
San Francisco,
California
| $230M | +$71.3M | +45% | 23.4% | 604% | 71 | 23.94% | 2 |
|
5367
EVR Research
Richmond,
Virginia
| $230M | -$123M | -35% | 18% | 165% | 44 | 52.27% | 0.7 |
|
5368
Spectrum Asset Management (California)
Newport Beach,
California
| $230M | +$5.05M | +2% | 8.03% | 68.3% | 107 | 28.04% | 3.4 |
|
5369
MBE Wealth Management
Tomah,
Wisconsin
| $230M | +$21M | +10% | 8.15% | 66.5% | 136 | 11.76% | 2.1 |
|
5370
Summit Investment Advisory Services
Roseville,
Minnesota
| $230M | +$26M | +13% | 9.83% | 68.3% | 71 | 4.23% | 0.9 |
|
5371
Trellis Wealth Advisors
San Luis Obispo,
California
| $230M | +$23.7M | +11% | 9.41% | 62.2% | 37 | 5.41% | 1.7 |
|
5372
Greenbush Financial Group
Albany,
New York
| $230M | +$28.5M | +14% | 9.49% | – | 33 | 3.03% | 0.5 |
|
5373
Lumbard & Kellner
Hollis,
New Hampshire
| $229M | +$2.62M | +1% | 14.9% | 137% | 97 | 24.74% | 3 |
|
|
SAM
5374
Stenahm Asset Management
Guernsey
| $229M | -$16.3M | -7% | 10.4% | – | 33 | 42.42% | 1.5 |
|
5375
Collaborative Wealth Management
Lake Mary,
Florida
| $229M | +$15.4M | +7% | 5.19% | 41.6% | 188 | 11.17% | 3.1 |
|