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) |
|
|---|---|---|---|---|---|---|---|---|---|
5651
Blue Square Asset Management
New York
| $136M | -$4.83M | -3% | 2.19% | 104% | 86 | 25.58% | 0.9 |
|
5652
Security National Bank of So Dak
Sioux City,
Iowa
| $136M | -$4.33M | -3% | 2.86% | 67.7% | 98 | 3.06% | 5.7 |
|
5653
Verity Asset Management
Durham,
North Carolina
| $136M | +$908K | +0.7% | 2.06% | 79.7% | 197 | 27.92% | 2.6 |
|
|
OCP
5654
OCO Capital Partners
New York
| $136M | -$9.9M | -7% | 12.7% | 679% | 3 | 0% | 2.6 |
|
5655
Twin Lakes Capital Management
Redwood Shores,
California
| $136M | -$5.22M | -4% | 0.03% | 131% | 263 | 8.37% | 1.5 |
|
5656
Prentiss Smith & Co
Brattleboro,
Vermont
| $136M | +$2.37M | +2% | 2.42% | 67.4% | 67 | 13.43% | 5.6 |
|
5657
Roubaix Capital
Denver,
Colorado
| $136M | -$558K | -0.4% | 1.63% | 174% | 58 | 58.62% | 0.5 |
|
5658
Dentgroup
Baton Rouge,
Louisiana
| $136M | -$2.68M | -2% | 2.9% | 53.6% | 114 | 11.4% | 1.3 |
|
5659
Patron Partners
Houston,
Texas
| $136M | -$5.88M | -4% | 2.89% | 90.2% | 179 | 13.41% | 2.1 |
|
5660
Family Asset Management
Charleston,
South Carolina
| $136M | -$12.5M | -8% | 3.43% | – | 195 | 11.28% | 0.6 |
|
5661
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $135M | +$2.95M | +2% | 1.88% | 62.6% | 151 | 5.96% | 4.6 |
|
5662
Long Walk Management
Greenwich,
Connecticut
| $135M | +$61.8K | +0% | 1.49% | 302% | 10 | 30% | 1 |
|
5663
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $135M | +$1.36M | +1% | 2.91% | 55% | 51 | 15.69% | 1.5 |
|
5664
Summit Investment Advisory Services
Roseville,
Minnesota
| $135M | -$16.3M | -11% | 3.38% | 68.3% | 58 | 8.62% | 0.7 |
|
|
IFS
5665
Intelligent Financial Strategies
Excelsior,
Minnesota
| $135M | -$2.19M | -2% | 1.19% | 63.5% | 90 | 1.11% | 1.6 |
|
5666
HF Advisory Group
Annapolis,
Maryland
| $135M | +$8.28M | +7% | 3.02% | 73.2% | 150 | 11.33% | 0.6 |
|
5667
Davidson Trust Company
Seattle,
Washington
| $135M | -$3.45M | -2% | 3.4% | 77% | 128 | 4.69% | 2.8 |
|
|
EL
5668
EQ LLC
Bellevue,
Washington
| $135M | +$13.2M | +11% | 3.63% | 72.9% | 51 | 13.73% | 1.9 |
|
5669
Palouse Capital Management
Spokane,
Washington
| $135M | -$8.37M | -6% | 3.73% | 67.8% | 76 | 10.53% | 3.4 |
|
|
KAM
5670
Kinney Asset Management
Chicago,
Illinois
| $135M | -$19.8M | -13% | 8.77% | 10.1% | 5 | 0% | 2.5 |
|
5671
Vaughan & Co Securities
Ridgewood,
New Jersey
| $135M | -$6.05M | -4% | 3.98% | 70.7% | 54 | 3.7% | 2.7 |
|
5672
Orleans Capital Management
Mandeville,
Louisiana
| $135M | -$6.34M | -4% | 2.7% | 94.6% | 82 | 8.54% | 2.9 |
|
5673
GoalFusion Wealth Management
Austin,
Texas
| $135M | -$1.23M | -0.9% | 2.8% | 47.6% | 29 | 13.79% | 1.1 |
|
5674
CV Advisors
Aventura,
Florida
| $135M | -$1.69M | -1% | 2.35% | 112% | 23 | 4.35% | 1.4 |
|
5675
Meredith Wealth Planning
Maryville,
Illinois
| $135M | +$11.6M | +9% | 1.47% | 66.5% | 43 | 11.63% | 0.6 |
|