We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Singapore Technologies Telemedia
2026
Singapore Technologies Telemedia
Singapore
$896M -$346M -28% 27.9% 173% 1 0% 4.5
Webster Bank
2027
Webster Bank
Connecticut
$895M -$18.5M -2% 0.59% 77.5% 560 8.75% 4.2
NYL Investors
2028
NYL Investors
New York
$895M +$41.2M +5% 0.73% 12.7% 36 5.56% 2.2
Minneapolis Portfolio Management Group
2029
Minneapolis Portfolio Management Group
Minnesota
$895M -$67.1M -7% 7.73% 140% 32 3.13% 3.2
Connectus Wealth
2030
Connectus Wealth
Ohio
$894M +$3.38M +0.4% 0.52% 37.8% 33 3.03% 0.5
Dubuque Bank & Trust
2031
Dubuque Bank & Trust
Iowa
$894M -$6.25M -0.7% 0.18% 24% 289 10.73% 3.4
Cardan Capital Partners
2032
Cardan Capital Partners
Colorado
$893M -$5.83M -0.6% 0.23% 64% 259 9.65% 1.9
Omega Fund Management
2033
Omega Fund Management
Massachusetts
$891M +$7.78M +0.9% 2.48% 106% 26 11.54% 2.1
BTC Capital Management
2034
BTC Capital Management
Iowa
$891M +$13.1M +1% 0.04% – 233 21.03% 3
Kopernik Global Investors
2035
Kopernik Global Investors
Florida
$891M -$63M -7% 0.02% 128% 26 23.08% 3.4
Grassi Investment Management
2036
Grassi Investment Management
California
$889M -$31.9M -3% 1.62% 170% 149 8.72% 4.1
Sand Grove Capital Management
2037
Sand Grove Capital Management
United Kingdom
$889M -$168M -16% 1.02% 410% 24 75% 0.2
Beese Fulmer Investment Management
2038
Beese Fulmer Investment Management
Ohio
$889M +$4.82M +0.5% 0.03% 124% 247 10.12% 4.2
Conservest Capital Advisors
2039
Conservest Capital Advisors
Pennsylvania
$887M +$1.7M +0.2% 0.78% 58.6% 86 11.63% 3.1
Robertson Stephens Wealth Management
2040
Robertson Stephens Wealth Management
California
$885M +$52.8M +6% 0.41% 109% 354 18.36% 1.2
BerganKDV Wealth Management
2041
BerganKDV Wealth Management
Minnesota
$882M +$39.6M +5% 1.05% 27.9% 1,122 13.55% 2.2
Fiduciary Group
2042
Fiduciary Group
Georgia
$881M +$17M +2% 0.17% 67.1% 244 4.51% 4.1
Orgel Wealth Management
2043
Orgel Wealth Management
Wisconsin
$880M +$82.8M +10% 1.54% 39.6% 62 8.06% 2.3
RPGK
2044
Retirement Planning Group (Kansas)
Kansas
$880M +$8.64M +1% 0.92% 54.7% 91 10.99% 3.3
MG
2045
Magnolia Group
Nebraska
$879M +$74.7M +9% 12% 9.52% 11 9.09% 2.1
Column Group
2046
Column Group
California
$879M +$173M +24% 11.4% 95.1% 8 50% 0.4
Edgemoor Investment Advisors
2047
Edgemoor Investment Advisors
Maryland
$878M -$193M -18% 0.12% 109% 148 12.16% 4.5
BRR OpCo
2048
BRR OpCo
Ohio
$878M -$30.6M -3% 0.49% 23.6% 233 10.3% 3.1
Brewin Dolphin Wealth Management
2049
Brewin Dolphin Wealth Management
Ireland
$877M +$53.8M +7% 0.65% 47.5% 345 6.96% 2.1
Resource Management
2050
Resource Management
Louisiana
$876M +$1.89M +0.2% 1.15% 82.7% 199 14.57% 2.3