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)
Delta Air Lines
2026
Delta Air Lines
Georgia
$994M -$157M -14% 13% 5.3% 5 0% 2.1
SCM
2027
SIR Capital Management
New York
$993M +$15.7M +2% 8.66% 71.1% 85 43.53% 0.9
WAM
2028
WT Asset Management
Hong Kong
$993M +$197M +25% 24% 2,732% 38 55.26% 0.4
Perella Weinberg Partners Capital Management
2029
Perella Weinberg Partners Capital Management
New York
$993M -$230M -19% 3.19% 1.52% 32 28.13% 2.9
Oak Ridge Investments
2030
Oak Ridge Investments
Illinois
$991M +$122M +14% 16.3% 223% 155 12.26% 4
Crake Asset Management
2031
Crake Asset Management
United Kingdom
$991M -$58.1M -6% 14.9% 52.7% 19 26.32% 1.3
Central Securities
2032
Central Securities
New York
$990M +$69.5M +8% 12.3% 90.2% 28 3.57% 7.3
Wellesley Asset Management
2033
Wellesley Asset Management
New Hampshire
$990M -$12.1M -1% 0% 0% 55 0% 1
Artemis Wealth Advisors
2034
Artemis Wealth Advisors
New York
$990M +$468M +90% 10.8% 174% 37 43.24% 1.9
WDA
2035
Wendell David Associates
New Hampshire
$990M +$61.3M +7% 8.68% 58.7% 166 4.22% 7.4
Longbow Finance
2036
Longbow Finance
Switzerland
$989M +$3.91M +0.4% 13.1% 162% 96 46.88% 0.6
DT Investment Partners
2037
DT Investment Partners
Pennsylvania
$989M +$63.9M +7% 7.38% 64.3% 480 4.58% 2.1
Tradition Wealth Management
2038
Tradition Wealth Management
Minnesota
$988M +$32.1M +3% 7.19% 69.6% 1,308 73.39% 2.5
Taurus Asset Management
2039
Taurus Asset Management
New York
$987M +$61.4M +7% 9.13% 26.9% 89 1.12% 7.3
Marcum Wealth
2040
Marcum Wealth
Ohio
$986M +$46.5M +5% 7.68% 20% 420 13.57% 2.3
Strategy Capital
2041
Strategy Capital
California
$985M +$65.2M +7% 15.6% 316% 10 10% 2.9
Nicolet Advisory Services
2042
Nicolet Advisory Services
Wisconsin
$985M +$54.7M +6% 7.65% 62.7% 358 14.8% 2.4
Lyell Wealth Management
2043
Lyell Wealth Management
California
$984M +$104M +12% 13.3% 144% 205 8.78% 3.7
Meeder Advisory Services
2044
Meeder Advisory Services
Ohio
$983M +$110M +13% 9.29% 91.4% 460 10.87% 1
FJ Capital Management
2045
FJ Capital Management
Virginia
$983M -$13.3M -1% 4.97% 97.9% 129 44.96% 2.2
Tower Bridge Advisors
2046
Tower Bridge Advisors
Pennsylvania
$983M -$180M -15% 9.49% 78.9% 232 15.95% 6
Transamerica Financial Advisors
2047
Transamerica Financial Advisors
Florida
$982M +$258M +36% 8.36% 77.1% 702 24.79% 2
Nitorum Capital
2048
Nitorum Capital
New York
$982M +$47.4M +5% 11.9% 87.1% 30 13.33% 3.3
Amica Mutual Insurance
2049
Amica Mutual Insurance
Rhode Island
$981M +$55.5M +6% 10.1% 80.4% 130 5.38% 3.9
Conservest Capital Advisors
2050
Conservest Capital Advisors
Pennsylvania
$980M +$39.8M +4% 7.45% 58.6% 114 6.14% 1.1