Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3601 |
BM
3601
Brandywine Managers
Hockessin,
Delaware
| $3.21M | +$370K | +13% | 3 |
|
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| 3602 |
BTCR
3602
Bankers Trust Cedar Rapids
Cedar Rapids,
Iowa
| $2.48M | -$2.23M | -47% | 8 |
|
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| 3603 |
NDSI
3603
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $2.04M | -$127M | -98% | 150 |
|
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| 3604 |
UB
3604
UMB Bank
Kansas City,
Missouri
| $1.82M | +$90.5K | +5% | 314 |
|
|||
| 3605 |
DII
3605
Domini Impact Investments
New York
| $1.37M | – | – | 8 |
|
|||
| 3606 |
LS
3606
Loukas Stephen
| $1.36M | -$177K | -12% | 1 |
|
|||
| 3607 |
NYCB
3607
New York Community Bank
Westbury,
New York
| $1.06M | +$18K | +2% | 1 |
|
|||
| 3608 |
FPCG
3608
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $715K | +$66.9K | +10% | 108 |
|
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| 3609 |
QDA
3609
Q Domestic Advisors
Fort Worth,
Texas
| $487K | – | – | 1 |
|
|||
| 3610 |
OFG
3610
OTA Financial Group
Purchase,
New York
| $160K | -$19K | -11% | 162 |
|
|||
| 3611 |
OAM
3611
Oppenheimer Asset Management
New York
| $79K | $0 | 0% | 2 |
|
|||
| 3612 |
DM
3612
DST Managers
Grand Cayman,
Cayman Islands
| $18K | +$1K | +6% | 1 |
|