Latest Superinvestor Updates
Stay current with the latest portfolio changes and investment decisions from top money managers.
Richard M. Dolson@Nisa Investment Advisors, Llc
3006 holdings
$25.786B
Assets growth rate 52.63%- Recent Buy
- MTDR
- KTB
- BC
- ALLY
- ZION
- +1364
- Recent Sell
- NOC
- BALL
- ADBE
- KNF
- WM
- +1043
Tammi Ellis@Mutual Advisors, Llc
1067 holdings
$3.455B
Assets growth rate 1%- Recent Buy
- KYN
- ISTB
- DHY
- ADNT
- DAN
- +503
- Recent Sell
- FL
- RWO
- OMI
- JCI
- PAUG
- +565
Jennifer Milam@Mustard Seed Financial, Llc
81 holdings
$123.073M
Assets growth rate 2.17%- Recent Buy
- DFAS
- SPYV
- ORCL
- XOM
- DFUV
- +33
- Recent Sell
- DFEM
- VV
- VBR
- DFIC
- SPYG
- +20
Steven C. Merrell@Monterey Private Wealth, Inc.
141 holdings
$303.295M
Assets growth rate 3.33%- Recent Buy
- QQQE
- IWR
- FVD
- NVDA
- VEU
- +84
- Recent Sell
- TSLA
- SQ
- XOM
- DIA
- SPGI
- +35
Simeon Arneaud@Mitsubishi Ufj Asset Management (uk) Ltd.
111 holdings
$226.374M
Assets growth rate 16.78%- Recent Buy
- EXLS
- OTIS
- AAPL
- VIOO
- TOK
- +56
- Recent Sell
- SAFT
- AZO
- LANC
- XOM
- USRT
- +45
Raymond Eddings@Missouri Trust & Investment Co
436 holdings
$284.908M
Assets growth rate -0.57%- Recent Buy
- ABBV
- KO
- COST
- ABT
- BRK.B
- +168
- Recent Sell
- VOX
- VO
- SFNC
- XLK
- EEM
- +73
Hudault@Mirabaud & Cie Sa
58 holdings
$311.618M
Assets growth rate -9.75%- Recent Buy
- WBD
- CAT
- MRNA
- IEI
- NVDA
- +11
- Recent Sell
- JPM
- UNH
- EEM
- GOOG
- DIS
- +32
Jason MacGregor@Minichmacgregor Wealth Management, Llc
119 holdings
$481.598M
Assets growth rate 3.24%- Recent Buy
- VGT
- SHV
- MAR
- VRSK
- ITB
- +82
- Recent Sell
- FIW
- LMT
- PNQI
- XLG
- IYJ
- +32
Charles Marks@Marks Wealth, Llc
16 holdings
$207.747M
Assets growth rate -10.84%- Recent Buy
- QQQ
- JEPQ
- OXLC
- XLC
- XLK
- +2
- Recent Sell
- OIH
- GLD
- TLH
- VIS
- JEPI
- +10
Nicholas E. Terezis@Marathon Strategic Advisors, Llc
36 holdings
$92.435M
Assets growth rate -2.32%- Recent Buy
- CHI
- VNQ
- SPMD
- DES
- VTIP
- +11
- Recent Sell
- STPZ
- VO
- VWO
- IWM
- VEA
- +13