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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)
Sloy Dahl & Holst
3126
Sloy Dahl & Holst
Washington
$470M -$236K -0.1% 24.8% 132% 91 1.1% 1
Kemper
3127
Kemper
Illinois
$470M -$131M -22% 4.72% 28.6% 43 4.65% 3.1
Cranbrook Wealth Management
3128
Cranbrook Wealth Management
Michigan
$469M +$28.4M +6% 4.55% 54.3% 441 17.91% 4.1
Brickley Wealth Management
3129
Brickley Wealth Management
California
$469M +$71.8M +18% 5.97% 75.9% 50 10% 2.3
WMS Partners
3130
WMS Partners
Maryland
$469M -$213M -31% 10.8% 10.8% 309 37.54% 3.6
Gateway Advisory
3131
Gateway Advisory
New Jersey
$469M -$11.3M -2% 5.2% 26% 126 25.4% 1.9
Procyon Advisors
3132
Procyon Advisors
Connecticut
$469M +$76.6M +20% 8.39% 92.3% 357 20.17% 1.3
VHMC
3133
Value Holdings Management Company
New York
$469M +$25.8M +6% 6.83% 125% 63 26.98% 3.8
SlateStone Wealth
3134
SlateStone Wealth
Florida
$468M +$31.3M +7% 9.16% 79.1% 192 18.23% 1.8
III
3135
Independent Investors Inc
New York
$468M +$65.9M +16% 18.2% 94.5% 77 5.19% 6
Steel Partners Holdings
3136
Steel Partners Holdings
New York
$468M +$90.6M +24% 27.5% – 3 0% 6.9
Invenomic Capital Management
3137
Invenomic Capital Management
Massachusetts
$468M +$160M +52% 4.09% 6.61% 170 46.47% 0.6
Private Wealth Advisors (California)
3138
Private Wealth Advisors (California)
California
$467M +$49.3M +12% 4.79% 63.6% 123 26.83% 1.5
Hanson & Doremus Investment Management
3139
Hanson & Doremus Investment Management
Vermont
$467M +$34.8M +8% 6.62% 86.3% 509 7.47% 4.7
Soundwatch Capital
3140
Soundwatch Capital
Connecticut
$467M -$516M -52% 11.2% 79.6% 39 20.51% 0.5
Adams Natural Resources Fund
3141
Adams Natural Resources Fund
Maryland
$467M +$35.4M +8% 9.95% 50.6% 56 5.36% 4.7
Untitled Investments
3142
Untitled Investments
New York
$467M -$31.4M -6% 10.6% 79.6% 31 54.84% 0.6
Cary Street Partners Asset Management
3143
Cary Street Partners Asset Management
Virginia
$467M +$183M +65% 7.49% 25.3% 173 24.28% 0.7
Wealthspring Capital
3144
Wealthspring Capital
New York
$466M +$51.8M +13% 0.53% 22.6% 432 36.57% 0.5
Summit Wealth Partners
3145
Summit Wealth Partners
Florida
$466M +$43M +10% 6.36% 44.9% 167 13.77% 1.5
Certuity
3146
Certuity
Florida
$466M -$35M -7% 8.88% 197% 428 37.62% 1.1
SP
3147
Solel Partners
Massachusetts
$465M -$31.8M -6% 2.63% 25.9% 22 18.18% 0.8
Stonnington Group
3148
Stonnington Group
California
$464M +$16.7M +4% 14% – 291 28.87% 0.6
Cowen Investment Management
3149
Cowen Investment Management
New York
$464M +$42.6M +10% 2.89% 1.87% 301 45.18% 0.4
HughesLittle Investment Management
3150
HughesLittle Investment Management
$464M +$37.5M +9% 11.1% 106% 16 0% 5.2