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









2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
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 |
NDSI
3601
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $2.04M | -$127M | -98% | 150 |
|
|||
3602 |
UB
3602
UMB Bank
Kansas City,
Missouri
| $1.82M | +$90.5K | +5% | 314 |
|
|||
3603 |
DII
3603
Domini Impact Investments
New York
| $1.37M | – | – | 8 |
|
|||
3604 |
LS
3604
Loukas Stephen
| $1.36M | -$177K | -12% | 1 |
|
|||
3605 |
NYCB
3605
New York Community Bank
Westbury,
New York
| $1.06M | +$18K | +2% | 1 |
|
|||
3606 |
FPCG
3606
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $715K | +$66.9K | +10% | 108 |
|
|||
3607 |
QDA
3607
Q Domestic Advisors
Fort Worth,
Texas
| $487K | – | – | 1 |
|
|||
3608 |
OFG
3608
OTA Financial Group
Purchase,
New York
| $160K | -$19K | -11% | 162 |
|
|||
3609 |
OAM
3609
Oppenheimer Asset Management
New York
| $79K | $0 | 0% | 2 |
|
|||
3610 |
DM
3610
DST Managers
Grand Cayman,
Cayman Islands
| $18K | +$1K | +6% | 1 |
|