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) |
|
|---|---|---|---|---|---|---|---|---|---|
5426
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $172M | +$9.36M | +6% | 11% | 107% | 178 | 8.43% | 1.4 |
|
5427
Seneca Financial Advisors
Rochester,
New York
| $172M | +$26.3M | +18% | 9.25% | 50.9% | 58 | 15.52% | 1.9 |
|
5428
First City Capital Management
Savannah,
Georgia
| $172M | +$13M | +8% | 9.22% | 86.4% | 173 | 10.98% | 5.8 |
|
5429
Joseph Group Capital Management
Columbus,
Ohio
| $172M | +$33.4M | +24% | 10% | 64.3% | 87 | 16.09% | 1.5 |
|
5430
Strategic Financial Partners
Bend,
Oregon
| $172M | +$7.43M | +5% | 10.8% | 54.8% | 76 | 15.79% | 3 |
|
5431
Point72 Italy
Milan,
Italy
| $172M | – | – | 22.7% | – | 18 | – | 0 |
|
5432
O'Neil Global Advisors
Los Angeles,
California
| $172M | +$61.6M | +56% | 21% | 1,833% | 77 | 66.23% | 0.3 |
|
5433
Bluestem Financial Advisors
Champaign,
Illinois
| $172M | +$8.03M | +5% | 9.18% | 42.2% | 26 | 3.85% | 3.3 |
|
5434
WD Rutherford
Portland,
Oregon
| $172M | +$26M | +18% | 17.1% | 189% | 73 | 5.48% | 2.4 |
|
5435
Van Leeuwen & Company
Princeton,
New Jersey
| $172M | +$11.2M | +7% | 12.4% | 75.4% | 95 | 27.37% | 2 |
|
5436
Treynor Bancshares
Treynor,
Iowa
| $172M | +$14M | +9% | 7.31% | 3.35% | 80 | 6.25% | 1.7 |
|
|
FIM
5437
FWL Investment Management
Dallas,
Texas
| $172M | +$22.7M | +15% | 10.2% | 165% | 257 | 32.3% | 0.5 |
|
|
WHAM
5438
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $172M | -$59M | -26% | 10.4% | 98.1% | 44 | 43.18% | 0.9 |
|
5439
Peninsula Asset Management
Bradenton,
Florida
| $172M | +$13.1M | +8% | 9.9% | 44.1% | 41 | 0% | 8 |
|
5440
MVM Partners
Boston,
Massachusetts
| $172M | +$12.3M | +8% | 4.03% | 77.3% | 3 | 0% | 1 |
|
5441
Sitrin Capital Management
Century City,
California
| $172M | +$11.4M | +7% | 11.8% | 139% | 43 | 16.28% | 3.3 |
|
|
CC
5442
Codex Capital
New York
| $171M | +$16.5M | +11% | 13.9% | 84.4% | 37 | 0% | 2.6 |
|
|
PL
5443
Polianta Ltd
St Helier,
Jersey
| $171M | -$31.3M | -15% | 10.2% | 31.6% | 96 | 51.04% | 0.5 |
|
5444
StrongBox Wealth
Lee's Summit,
Missouri
| $171M | +$14.3M | +9% | 8.94% | 63.9% | 84 | 11.9% | 2.6 |
|
5445
Velan Capital Investment Management
Alpharetta,
Georgia
| $171M | +$47.3M | +38% | 26.3% | 2,395% | 35 | 60% | 0.8 |
|
|
VU
5446
Valence8 US
Cambridge,
Massachusetts
| $171M | +$13.2M | +8% | 9.81% | 76.6% | 15 | 53.33% | 0.7 |
|
|
KFO
5447
Kopp Family Office
Bloomington,
Minnesota
| $171M | +$13.2M | +8% | 13.4% | 47.9% | 21 | 0% | 2.4 |
|
|
XC
5448
XY Capital
Central,
Hong Kong
| $171M | -$3.11M | -2% | 4.65% | 52.8% | 145 | 60% | 0.3 |
|
5449
Crown Oak Advisors
Piedmont,
California
| $171M | – | – | 15.4% | 53.3% | 21 | – | 0 |
|
5450
AAF Wealth Management
Westborough,
Massachusetts
| $171M | +$15.3M | +10% | 10.3% | 75.1% | 53 | 22.64% | 1.5 |
|