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) |
|
|---|---|---|---|---|---|---|---|---|---|
5401
Joseph Group Capital Management
Columbus,
Ohio
| $193M | -$6.98M | -3% | 0.41% | 58.4% | 85 | 15.29% | 2 |
|
|
I2I
5402
Insight 2811 Inc
Chicago,
Illinois
| $193M | -$2.14M | -1% | 0.05% | 30.8% | 90 | 11.11% | 4.2 |
|
5403
Bay Rivers Group
Williamsburg,
Virginia
| $192M | +$10.2M | +6% | 7.15% | 166% | 86 | 13.95% | 2.6 |
|
5404
Birch Capital Management
Dallas,
Texas
| $192M | -$103K | -0.1% | 1.76% | 48.4% | 92 | 9.78% | 3.6 |
|
5405
OneAscent Wealth Management
Birmingham,
Alabama
| $192M | -$68.3M | -26% | 1.17% | 50.6% | 185 | 55.14% | 1.2 |
|
5406
5th Street Advisors
Southport,
Connecticut
| $192M | +$15.5M | +9% | 0.47% | 47.5% | 31 | 0% | 1.2 |
|
5407
Mountaineer Partners Management
New York
| $192M | -$24.4M | -11% | 0.39% | 158% | 16 | 0% | 1.4 |
|
5408
ACT Advisors
Asheville,
North Carolina
| $192M | +$9.6M | +5% | 3.2% | 75.4% | 55 | 29.09% | 1.3 |
|
|
SV
5409
Stilwell Value
New York
| $192M | -$1.02M | -0.5% | 4.23% | 87.9% | 36 | 8.33% | 4.7 |
|
5410
Norris Financial Group
Greenville,
South Carolina
| $192M | +$9.7M | +5% | 5.12% | 142% | 86 | 23.26% | 1.4 |
|
5411
HMS Capital Management
Nashville,
Tennessee
| $192M | +$11.4M | +6% | 4.61% | 140% | 113 | 9.73% | 2.5 |
|
|
BCFD
5412
Boit C.F. David
| $192M | +$8.94M | +5% | 0.75% | 75.4% | 130 | 10.77% | 2.1 |
|
5413
Kinloch Capital
Glen Allen,
Virginia
| $192M | -$2.69M | -1% | 1.15% | 63.4% | 80 | 10% | 2.3 |
|
|
VU
5414
Valence8 US
Cambridge,
Massachusetts
| $192M | +$120K | +0.1% | 1.88% | 69.9% | 9 | 0% | 1.2 |
|
5415
Cherry Creek Investment Advisors
Englewood,
Colorado
| $192M | +$6.99M | +4% | 5.86% | 151% | 113 | 14.16% | 2 |
|
5416
Grunden Financial Advisory
Denton,
Texas
| $192M | +$3.5M | +2% | 0% | – | 26 | 7.69% | 0.5 |
|
5417
Gables Capital Management
Miami,
Florida
| $191M | +$9.9M | +5% | 7.44% | 151% | 414 | 9.66% | 4 |
|
5418
Trust Company of Kansas
Wichita,
Kansas
| $191M | +$7.88M | +4% | 2.66% | 87% | 55 | 16.36% | 2.9 |
|
5419
Ranch Capital Advisors
Sarasota,
Florida
| $191M | +$6.11M | +3% | 3.97% | 92.6% | 162 | 10.49% | 3 |
|
5420
Rings Capital Management
Chicago,
Illinois
| $191M | +$8.33M | +5% | 6.52% | 40.9% | 7 | 0% | 2.1 |
|
|
AAM
5421
Ascension Asset Management
New York
| $191M | +$5.57M | +3% | 7.35% | – | 89 | 6.74% | 2.9 |
|
5422
PCA Investment Advisory Services
Cincinnati,
Ohio
| $191M | +$13M | +7% | 2.54% | 71.4% | 147 | 13.61% | 1 |
|
5423
Meredith Wealth Planning
Maryville,
Illinois
| $191M | +$11.6M | +6% | 0.25% | 66.5% | 45 | 11.11% | 1.1 |
|
5424
Triad Wealth Partners
Lawrence,
Kansas
| $191M | +$60.5M | +46% | 1.15% | – | 1,003 | 93.62% | 0 |
|
5425
CV Advisors
Aventura,
Florida
| $191M | +$13.4M | +8% | 8.78% | 112% | 22 | 9.09% | 1.9 |
|