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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)
Woodstock Corp
2051
Woodstock Corp
Massachusetts
$784M +$31.7M +4% 8.42% 115% 173 5.2% 6.7
Wintrust Investments
2052
Wintrust Investments
Illinois
$784M +$18.3M +2% 4.22% 27.5% 417 31.65% 1.8
No Street GP LP
2053
No Street GP LP
California
$783M +$24.3M +3% 11.3% 246% 30 26.67% 1.1
Verity & Verity
2054
Verity & Verity
South Carolina
$783M +$17M +2% 0.14% 90.4% 129 17.05% 4.6
Jay A. Fishman Ltd
2055
Jay A. Fishman Ltd
Michigan
$783M +$72.2M +10% 12.9% 119% 96 3.13% 5.7
Good Life Advisors
2056
Good Life Advisors
Pennsylvania
$783M +$59.1M +8% 6.79% 60% 414 17.15% 2.9
United Bank (Virginia)
2057
United Bank (Virginia)
Virginia
$783M +$69.2M +10% 2.54% 76.1% 168 9.52% 3.9
Redwood Investments
2058
Redwood Investments
Massachusetts
$783M +$35.9M +5% 12.2% 74.1% 129 20.16% 2.4
Marks Group Wealth Management
2059
Marks Group Wealth Management
Minnesota
$783M +$50.2M +7% 7.02% 62.8% 298 15.1% 2.1
Sarissa Capital Management
2060
Sarissa Capital Management
Connecticut
$782M -$58.3M -7% 3.13% 80% 11 0% 3.6
Intrust Bank
2061
Intrust Bank
Kansas
$781M +$59.9M +8% 7.35% 102% 402 9.45% 4.9
WCG Wealth Advisors
2062
WCG Wealth Advisors
Nevada
$780M +$51.5M +7% 5.95% 69.6% 169 18.34% 0.6
North Peak Capital Management
2063
North Peak Capital Management
New York
$780M +$102M +15% 18.1% 301% 5 20% 1.5
P2 Capital Partners
2064
P2 Capital Partners
New York
$780M +$23.7M +3% 7.5% 7.96% 16 12.5% 2.6
Dubuque Bank & Trust
2065
Dubuque Bank & Trust
Iowa
$780M +$15.2M +2% 3.22% 24% 235 10.64% 4.7
Fusion Family Wealth
2066
Fusion Family Wealth
New York
$778M +$47.6M +7% 5.89% 62.2% 39 5.13% 3.8
Voss Capital
2067
Voss Capital
Texas
$778M +$264M +51% 9.96% 78.4% 56 42.86% 1.1
Foster Dykema Cabot & Co
2068
Foster Dykema Cabot & Co
Massachusetts
$777M +$63.3M +9% 5.96% 34% 249 69.48% 1.8
Discerene Group
2069
Discerene Group
Connecticut
$775M -$34.3M -4% 4.32% 48.6% 15 13.33% 1.9
KCM
2070
Kynam Capital Management
New Jersey
$775M +$123M +19% 7.48% 320% 39 30.77% 0.8
Quantum Capital Management (New Jersey)
2071
Quantum Capital Management (New Jersey)
New Jersey
$774M +$16.6M +2% 15.7% 22.7% 27 7.41% 5.9
Kintegral Advisory
2072
Kintegral Advisory
New York
$774M +$17.8M +2% 12.2% 143% 266 7.14% 3
Callahan Advisors
2073
Callahan Advisors
Texas
$774M +$43.4M +6% 7.27% 87.7% 142 9.15% 5.8
Jag Capital Management
2074
Jag Capital Management
Missouri
$774M +$84M +12% 15% 230% 196 22.45% 3.1
Marble Harbor Investment Counsel
2075
Marble Harbor Investment Counsel
Massachusetts
$772M +$30M +4% 4.59% 66.7% 193 6.74% 5.8