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) |
|
|---|---|---|---|---|---|---|---|---|---|
7826
DWR Wealth Management
San Jose,
California
| $134M | +$18.7M | +16% | 12% | – | 56 | 8.93% | 0.4 |
|
7827
Cannae Holdings
Las Vegas,
Nevada
| $134M | +$109M | +444% | 4.46% | 88.6% | 3 | 66.67% | 2.4 |
|
7828
Nightview Capital
Austin,
Texas
| $134M | +$2.98M | +2% | 10.6% | 170% | 17 | 29.41% | 1.6 |
|
7829
Northeast Planning Associates NH
Bedford,
New Hampshire
| $133M | -$15.4M | -10% | 0.19% | – | 69 | 26.09% | 0.9 |
|
7830
Carter Financial
La Jolla,
California
| $133M | +$18.4M | +16% | 13.2% | – | 33 | 15.15% | 0.4 |
|
7831
Capstone Wealth Management
Billings,
Montana
| $133M | +$15.3M | +13% | 11.8% | – | 48 | 20.83% | 0.4 |
|
7832
Harbor Asset Planning
Belmont,
Massachusetts
| $133M | +$14.3M | +12% | 15.2% | – | 428 | 4.91% | 0.9 |
|
7833
Aldebaran Capital
Carmel,
Indiana
| $133M | +$2.28M | +2% | 7.57% | 80.4% | 43 | 9.3% | 2.4 |
|
7834
Winter & Associates
St. Paul,
Minnesota
| $133M | +$18.9M | +17% | 14.3% | – | 99 | 29.29% | 0.4 |
|
|
AA
7835
Alpha Advisors
Richmond,
Virginia
| $133M | +$6.36M | +5% | 6.99% | – | 51 | 7.84% | 1.2 |
|
7836
Perkins Capital Management
Wayzata,
Minnesota
| $133M | +$26.3M | +25% | 53.7% | 389% | 90 | 16.67% | 5.6 |
|
7837
Bain Capital Venture Investors
Boston,
Massachusetts
| $133M | -$42.1M | -24% | 6.63% | 34.2% | 4 | 25% | 0.4 |
|
7838
Sherman Wealth Management
Gaithersburg,
Maryland
| $133M | +$16.4M | +14% | 15.6% | – | 87 | 11.49% | 0.4 |
|
7839
R.H. Investment Group
Scottsdale,
Arizona
| $133M | +$3.1M | +2% | 7.19% | – | 48 | 8.33% | 1 |
|
7840
Severin Investments
St. Louis,
Missouri
| $133M | +$16.2M | +14% | 24.1% | – | 203 | 30.05% | 1 |
|
7841
Frisco Financial Planning
Frisco,
Texas
| $133M | +$11.5M | +9% | 9.04% | – | 29 | 0% | 1.1 |
|
7842
Centrica Wealth Management
Miami,
Florida
| $133M | – | – | 18.4% | – | 7 | – | 0 |
|
7843
New Covenant Trust Company
Jeffersonville,
Indiana
| $133M | +$20.6M | +18% | 18.2% | – | 108 | 12.04% | 1.6 |
|
7844
H&F Corporate Investors VIII
San Francisco,
California
| $133M | +$69.1M | +109% | 109% | 33.8% | 1 | 0% | 5.5 |
|
7845
Daventry Group
New York
| $133M | +$44.7M | +51% | 42.6% | 26.2% | 13 | 53.85% | 0.3 |
|
7846
Veradace Capital Management
Dallas,
Texas
| $132M | +$20M | +18% | 36.2% | – | 31 | 29.03% | 0.4 |
|
7847
Dynamic Financial Group
Cedar Falls,
Iowa
| $132M | +$10.1M | +8% | 5.43% | – | 79 | 16.46% | 1.2 |
|
7848
New Dimensions Wealth Management
Allen,
Texas
| $132M | +$14.9M | +13% | 8.76% | – | 21 | 4.76% | 1.2 |
|
7849
North Capital
Salt Lake City,
Utah
| $132M | +$14.3M | +12% | 11.6% | – | 106 | 16.04% | 1 |
|
|
MSK
7850
Melissa S. Kampmann
| $132M | +$7.75M | +6% | 10.5% | 82.1% | 45 | 6.67% | 2.2 |
|