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) |
|
|---|---|---|---|---|---|---|---|---|---|
1901
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.61B | +$141M | +10% | 14.5% | 73% | 461 | 13.02% | 4 |
|
1902
RMR Wealth Builders
Montclair,
New Jersey
| $1.61B | +$340M | +27% | 19.4% | 91.7% | 326 | 18.1% | 2.9 |
|
1903
BTG Pactual Asset Management US
New York
| $1.61B | +$454M | +39% | 11.7% | – | 558 | 58.24% | 0.4 |
|
1904
Trust Asset Management
Houston,
Texas
| $1.61B | +$209M | +15% | 19.8% | 91.1% | 234 | 5.98% | 4.6 |
|
1905
Quintet Private Bank (Europe)
Luxembourg
| $1.6B | +$112M | +7% | 15.6% | 111% | 204 | 12.75% | 2.8 |
|
1906
DDD Partners
Bellevue,
Washington
| $1.6B | +$153M | +11% | 16.7% | 62.1% | 175 | 28.57% | 2.2 |
|
1907
Moss Adams Wealth Advisors
Seattle,
Washington
| $1.6B | +$233M | +17% | 18% | 79.6% | 323 | 21.36% | 1.6 |
|
1908
Investure LLC
Charlottesville,
Virginia
| $1.6B | -$439M | -22% | 14.2% | 55.4% | 17 | 0% | 5.4 |
|
1909
IMA Advisory Services
Denver,
Colorado
| $1.6B | +$575M | +56% | 18.5% | 74.5% | 1,465 | 34.61% | 0.8 |
|
1910
Alpine Associates Management
Palm Beach,
Florida
| $1.6B | -$98.7M | -6% | 14.3% | 366% | 99 | 62.63% | 0.3 |
|
1911
Beaird Harris Wealth Management
Dallas,
Texas
| $1.6B | +$125M | +9% | 8.03% | 41.3% | 757 | 16.12% | 2.3 |
|
1912
Vestor Capital
Chicago,
Illinois
| $1.6B | +$213M | +15% | 23% | 188% | 317 | 25.87% | 4.1 |
|
1913
Devon Energy
Houston,
Texas
| $1.59B | +$1.12B | +235% | 3.5% | – | 2 | 50% | 0.1 |
|
1914
Asset Dedication LLC
San Francisco,
California
| $1.59B | +$161M | +11% | 13.5% | 67.8% | 1,292 | 17.57% | 3.4 |
|
1915
NEA Management Company
Timonium,
Maryland
| $1.59B | -$171M | -10% | 26.7% | 823% | 27 | 7.41% | 4.6 |
|
1916
Cryder Capital Partners
London,
United Kingdom
| $1.59B | +$55.7M | +4% | 0.96% | 55.7% | 10 | 0% | 7.8 |
|
|
ACM
1917
AIGH Capital Management
Baltimore,
Maryland
| $1.59B | +$853M | +116% | 211% | 3,007% | 61 | 55.74% | 0.7 |
|
1918
SVB Wealth
Boston,
Massachusetts
| $1.59B | +$68.3M | +5% | 14.6% | 170% | 402 | 9.2% | 1.2 |
|
1919
GSA Capital Partners
London,
United Kingdom
| $1.59B | -$22.5M | -1% | 22.8% | 94.7% | 2,269 | 52.09% | 0.6 |
|
1920
Wealthquest
Cincinnati,
Ohio
| $1.59B | +$174M | +12% | 11% | 52.1% | 183 | 21.31% | 1.7 |
|
1921
PPSC Investment Service
Tokyo,
Japan
| $1.58B | +$317M | +25% | 30.1% | 193% | 8 | 0% | 2.5 |
|
1922
Falcon Wealth Planning
Ontario,
California
| $1.58B | +$116M | +8% | 8.82% | 52.7% | 266 | 18.05% | 2.3 |
|
|
LLL
1923
Lynrock Lake LP
Rye Brook,
New York
| $1.58B | +$122M | +8% | 8.35% | 21.2% | 29 | 13.79% | 2.6 |
|
1924
Blue Chip Partners
Farmington Hills,
Michigan
| $1.58B | +$194M | +14% | 17.3% | 81.2% | 192 | 15.63% | 5 |
|
1925
Rockwood Wealth Management
New Hope,
Pennsylvania
| $1.58B | +$185M | +13% | 9.81% | 52.6% | 134 | 14.18% | 2.4 |
|