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