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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 10%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
WC
2051
Woodstock Corp
Boston,
Massachusetts
| $784M | +$31.7M | +4% | 8.42% | 96.1% | 173 | 5.2% |
|
| 2052 |
WI
2052
Wintrust Investments
Chicago,
Illinois
| $784M | +$18.3M | +2% | 4.22% | 27.5% | 417 | 31.65% |
|
| 2053 |
NSGL
2053
No Street GP LP
San Francisco,
California
| $783M | +$24.3M | +3% | 11.3% | 246% | 30 | 26.67% |
|
| 2054 |
VV
2054
Verity & Verity
Beaufort,
South Carolina
| $783M | +$17M | +2% | 0.14% | 76.4% | 129 | 17.05% |
|
| 2055 |
JAFL
2055
Jay A. Fishman Ltd
Troy,
Michigan
| $783M | +$72.2M | +10% | 12.9% | 105% | 96 | 3.13% |
|
| 2056 |
GLA
2056
Good Life Advisors
Reading,
Pennsylvania
| $783M | +$59.1M | +8% | 6.79% | 60% | 414 | 17.15% |
|
| 2057 |
UBV
2057
United Bank (Virginia)
Vienna,
Virginia
| $783M | +$69.2M | +10% | 2.54% | 76.1% | 168 | 9.52% |
|
| 2058 |
RI
2058
Redwood Investments
Boston,
Massachusetts
| $783M | +$35.9M | +5% | 12.2% | 74.1% | 129 | 20.16% |
|
| 2059 |
MGWM
2059
Marks Group Wealth Management
Minnetonka,
Minnesota
| $783M | +$50.2M | +7% | 7.02% | 62.8% | 298 | 15.1% |
|
| 2060 |
SCM
2060
Sarissa Capital Management
Greenwich,
Connecticut
| $782M | -$58.3M | -7% | 3.13% | 80% | 11 | 0% |
|
| 2061 |
IB
2061
Intrust Bank
Wichita,
Kansas
| $781M | +$59.9M | +8% | 7.35% | 102% | 402 | 9.45% |
|
| 2062 |
WWA
2062
WCG Wealth Advisors
Las Vegas,
Nevada
| $780M | +$51.5M | +7% | 5.95% | 69.6% | 169 | 18.34% |
|
| 2063 |
NPCM
2063
North Peak Capital Management
New York
| $780M | +$102M | +15% | 18.1% | 301% | 5 | 20% |
|
| 2064 |
PCP
2064
P2 Capital Partners
New York
| $780M | +$23.7M | +3% | 7.5% | 7.96% | 16 | 12.5% |
|
| 2065 |
DBT
2065
Dubuque Bank & Trust
Dubuque,
Iowa
| $780M | +$15.2M | +2% | 3.22% | 24% | 235 | 10.64% |
|
| 2066 |
FFW
2066
Fusion Family Wealth
Woodbury,
New York
| $778M | +$47.6M | +7% | 5.89% | 58.2% | 39 | 5.13% |
|
| 2067 |
VC
2067
Voss Capital
Houston,
Texas
| $778M | +$264M | +51% | 9.96% | 78.4% | 56 | 42.86% |
|
| 2068 |
FDCC
2068
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $777M | +$63.3M | +9% | 5.96% | 34% | 249 | 69.48% |
|
| 2069 |
DG
2069
Discerene Group
Stamford,
Connecticut
| $775M | -$34.3M | -4% | 4.32% | 48.6% | 15 | 13.33% |
|
| 2070 |
KCM
2070
Kynam Capital Management
Princeton,
New Jersey
| $775M | +$123M | +19% | 7.48% | 320% | 39 | 30.77% |
|
| 2071 |
QCMNJ
2071
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $774M | +$16.6M | +2% | 15.7% | 22.7% | 27 | 7.41% |
|
| 2072 |
KA
2072
Kintegral Advisory
New York
| $774M | +$17.8M | +2% | 12.2% | 124% | 266 | 7.14% |
|
| 2073 |
CA
2073
Callahan Advisors
Houston,
Texas
| $774M | +$43.4M | +6% | 7.27% | 87.7% | 142 | 9.15% |
|
| 2074 |
JCM
2074
Jag Capital Management
St Louis,
Missouri
| $774M | +$84M | +12% | 15% | 230% | 196 | 22.45% |
|
| 2075 |
MHIC
2075
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $772M | +$30M | +4% | 4.59% | 66.7% | 193 | 6.74% |
|