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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
CWM
3126
Cranbrook Wealth Management
Michigan
$469M +$28.4M +6% 4.55% 48.8% 441 17.91%
BWM
3127
Brickley Wealth Management
California
$469M +$71.8M +18% 5.97% 62.6% 50 10%
WP
3128
WMS Partners
Maryland
$469M -$213M -31% 10.8% 10.8% 309 37.54%
GA
3129
Gateway Advisory
New Jersey
$469M -$11.3M -2% 5.2% 26% 126 25.4%
PA
3130
Procyon Advisors
Connecticut
$469M +$76.6M +20% 8.39% 84.2% 357 20.17%
VHMC
3131
Value Holdings Management Company
New York
$469M +$25.8M +6% 6.83% 125% 63 26.98%
SW
3132
SlateStone Wealth
Florida
$468M +$31.3M +7% 9.16% 79.1% 192 18.23%
III
3133
Independent Investors Inc
New York
$468M +$65.9M +16% 18.2% 61.6% 77 5.19%
SPH
3134
Steel Partners Holdings
New York
$468M +$90.6M +24% 27.5% 3 0%
ICM
3135
Invenomic Capital Management
Massachusetts
$468M +$160M +52% 4.09% 6.61% 170 46.47%
PWAC
3136
Private Wealth Advisors (California)
California
$467M +$49.3M +12% 4.79% 63.6% 123 26.83%
HDIM
3137
Hanson & Doremus Investment Management
Vermont
$467M +$34.8M +8% 6.62% 80.8% 509 7.47%
SC
3138
Soundwatch Capital
Connecticut
$467M -$516M -52% 11.2% 68.6% 39 20.51%
ANRF
3139
Adams Natural Resources Fund
Maryland
$467M +$35.4M +8% 9.95% 43% 56 5.36%
UI
3140
Untitled Investments
New York
$467M -$31.4M -6% 10.6% 79.6% 31 54.84%
CSPAM
3141
Cary Street Partners Asset Management
Virginia
$467M +$183M +65% 7.49% 25.3% 173 24.28%
WC
3142
Wealthspring Capital
New York
$466M +$51.8M +13% 0.53% 24.1% 432 36.57%
SWP
3143
Summit Wealth Partners
Florida
$466M +$43M +10% 6.36% 44.9% 167 13.77%
C
3144
Certuity
Florida
$466M -$35M -7% 8.88% 190% 428 37.62%
SP
3145
Solel Partners
Massachusetts
$465M -$31.8M -6% 2.63% 25.9% 22 18.18%
SG
3146
Stonnington Group
California
$464M +$16.7M +4% 14% 291 28.87%
CIM
3147
Cowen Investment Management
New York
$464M +$42.6M +10% 2.89% 1.87% 301 45.18%
HIM
3148
HughesLittle Investment Management
$464M +$37.5M +9% 11.1% 106% 16 0%
OWA
3149
Octavia Wealth Advisors
Ohio
$463M +$72M +18% 7.05% 67.9% 197 10.66%
JRCM
3150
Jones Road Capital Management
New York
$463M +$160M +53% 4.45% 88.5% 82 31.71%