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
RWM
1951
RKL Wealth Management
Pennsylvania
$792M +$43.8M +6% 135
LCS
1952
Levin Capital Strategies
New York
$792M +$52.2M +7% 285
HP
1953
Harvey Partners
New York
$791M +$20.2M +3% 41
MIA
1954
MMBG Investment Advisors
Florida
$789M +$33.8M +4% 168
GCM
1955
Gladstone Capital Management
United Kingdom
$787M +$13.2M +2% 19
SIA
1956
Soltis Investment Advisors
Utah
$786M +$26.4M +3% 278
II
1957
Inspire Investing
Idaho
$786M +$8.74M +1% 806
WMC
1958
Westwood Management Corporation
Illinois
$786M +$43.5M +6% 72
GG
1959
Greenwood Gearhart
Arkansas
$786M +$79.8M +11% 102
CCM
1960
CoreView Capital Management
Hong Kong
$785M +$135M +21% 17
WC
1961
Woodstock Corp
Massachusetts
$784M +$31.7M +4% 173
WI
1962
Wintrust Investments
Illinois
$784M +$18.3M +2% 417
NSGL
1963
No Street GP LP
California
$783M +$24.3M +3% 30
VV
1964
Verity & Verity
South Carolina
$783M +$17M +2% 129
JAFL
1965
Jay A. Fishman Ltd
Michigan
$783M +$72.2M +10% 96
GLA
1966
Good Life Advisors
Pennsylvania
$783M +$59.1M +8% 414
UBV
1967
United Bank (Virginia)
Virginia
$783M +$69.2M +10% 168
RI
1968
Redwood Investments
Massachusetts
$783M +$35.9M +5% 129
MGWM
1969
Marks Group Wealth Management
Minnesota
$783M +$50.2M +7% 298
SCM
1970
Sarissa Capital Management
Connecticut
$782M -$58.3M -7% 11
IB
1971
Intrust Bank
Kansas
$781M +$59.9M +8% 402
WWA
1972
WCG Wealth Advisors
Nevada
$780M +$51.5M +7% 169
NPCM
1973
North Peak Capital Management
New York
$780M +$102M +15% 5
PCP
1974
P2 Capital Partners
New York
$780M +$23.7M +3% 16
DBT
1975
Dubuque Bank & Trust
Iowa
$780M +$15.2M +2% 235