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) |
|
|---|---|---|---|---|---|---|---|---|---|
5676
Catawba River Capital
Lake Wylie,
South Carolina
| $172M | +$29.4M | +21% | 10.7% | 89.5% | 21 | 23.81% | 2.3 |
|
5677
Davidson Trust Company
Seattle,
Washington
| $172M | +$16.6M | +11% | 7.54% | 77% | 146 | 10.27% | 2.9 |
|
5678
Anabranch Capital Management
Stamford,
Connecticut
| $172M | +$14.3M | +9% | 16% | 139% | 7 | 0% | 2.8 |
|
5679
Lavaca Capital
Houston,
Texas
| $171M | -$4.91M | -3% | 9% | 46.5% | 99 | 26.26% | 2.6 |
|
5680
Quad-Cities Investment Group
Davenport,
Iowa
| $171M | +$9.5M | +6% | 5.96% | 67.3% | 185 | 9.19% | 3.3 |
|
|
DCM
5681
Dudley Capital Management
Middleburg,
Virginia
| $171M | +$14.5M | +9% | 11.9% | 129% | 123 | 11.38% | 1.1 |
|
5682
Chronos Wealth Management
Clearwater,
Florida
| $171M | +$13.8M | +9% | 9.96% | 92.3% | 41 | 12.2% | 3.2 |
|
5683
Walnut Level Capital
Denver,
Colorado
| $171M | +$35.4M | +26% | 2.45% | – | 40 | 30% | 0.2 |
|
|
KA
5684
Kailix Advisors
Fort Lauderdale,
Florida
| $171M | -$7.27M | -4% | 1.02% | 16.3% | 7 | 14.29% | 1 |
|
5685
Mendota Financial Group
Madison,
Wisconsin
| $171M | +$42.8M | +33% | 7.68% | 50.1% | 394 | 22.59% | 0.8 |
|
5686
Wayfinding Financial
Lynnwood,
Washington
| $171M | +$24M | +16% | 10.1% | 68.3% | 138 | 27.54% | 1.2 |
|
5687
Legacy Bridge
West Des Moines,
Iowa
| $171M | +$16.6M | +11% | 19% | 236% | 327 | 13.76% | 3.6 |
|
5688
Element Wealth
Ridgeland,
Mississippi
| $171M | +$11.2M | +7% | 6.61% | 59.6% | 275 | 7.64% | 2.4 |
|
5689
Tower View Wealth Management
Shorewood,
Wisconsin
| $171M | +$9.6M | +6% | 13.6% | 135% | 203 | 15.76% | 2.9 |
|
|
SA
5690
Sunesis Advisors
Overland Park,
Kansas
| $171M | +$6.77M | +4% | 6.16% | – | 75 | 41.33% | 2.5 |
|
5691
TAGStone Capital
Charlotte,
North Carolina
| $171M | +$17.8M | +12% | 7.91% | 58.3% | 85 | 5.88% | 1.7 |
|
5692
Summit Place Financial Advisors
Summit,
New Jersey
| $171M | +$17.8M | +12% | 13% | 111% | 93 | 8.6% | 2.6 |
|
5693
AllSquare Wealth Management
Albany,
New York
| $171M | +$7.69M | +5% | 7.13% | 62.4% | 551 | 5.44% | 5 |
|
5694
Values First Advisors
Gray,
Tennessee
| $171M | +$4.89M | +3% | 5.04% | 87.6% | 179 | 15.08% | 2.5 |
|
5695
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $171M | +$9.28M | +6% | 4.47% | 45.1% | 34 | 8.82% | 5.8 |
|
5696
Rye Brook Capital
Greenwich,
Connecticut
| $171M | -$25.2M | -13% | 7.77% | 77.2% | 32 | 18.75% | 1.5 |
|
5697
Vision One Management Partners
Miami,
Florida
| $171M | +$2.49M | +1% | 1.54% | – | 9 | 33.33% | 0.2 |
|
5698
MYeCFO
La Jolla,
California
| $170M | +$11.8M | +7% | 4.85% | 58.5% | 57 | 12.28% | 1 |
|
5699
Avaii Wealth Management
Appleton,
Wisconsin
| $170M | +$17M | +11% | 8.39% | 100% | 155 | 20% | 1.3 |
|
5700
Promethos Capital
Boston,
Massachusetts
| $170M | +$32.4M | +23% | 10% | – | 73 | 9.59% | 0.2 |
|