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
K
2976
Kemper
Illinois
$470M -$131M -22% 44
CWM
2977
Cranbrook Wealth Management
Michigan
$469M +$28.4M +6% 441
BWM
2978
Brickley Wealth Management
California
$469M +$71.8M +18% 50
GA
2979
Gateway Advisory
New Jersey
$469M -$11.3M -2% 126
PA
2980
Procyon Advisors
Connecticut
$469M +$81.6M +21% 352
VHMC
2981
Value Holdings Management Company
New York
$469M +$25.8M +6% 63
SW
2982
SlateStone Wealth
Florida
$468M +$31.3M +7% 192
III
2983
Independent Investors Inc
New York
$468M +$65.9M +16% 77
SPH
2984
Steel Partners Holdings
New York
$468M +$90.6M +24% 3
HDIM
2985
Hanson & Doremus Investment Management
Vermont
$467M +$34.8M +8% 509
ANRF
2986
Adams Natural Resources Fund
Maryland
$467M +$35.4M +8% 56
UI
2987
Untitled Investments
New York
$467M -$31.4M -6% 31
CSPAM
2988
Cary Street Partners Asset Management
Virginia
$467M +$183M +65% 173
WC
2989
Wealthspring Capital
New York
$466M +$51.8M +13% 432
SWP
2990
Summit Wealth Partners
Florida
$466M +$43M +10% 167
C
2991
Certuity
Florida
$466M -$32.8M -7% 420
WP
2992
WMS Partners
Maryland
$466M -$216M -32% 306
SP
2993
Solel Partners
Massachusetts
$465M -$31.8M -6% 22
SG
2994
Stonnington Group
California
$464M +$16.7M +4% 291
HIM
2995
HughesLittle Investment Management
$464M +$37.5M +9% 16
OWA
2996
Octavia Wealth Advisors
Ohio
$463M +$72M +18% 197
CIM
2997
Cowen Investment Management
New York
$463M +$402M +663% 300
MAM
2998
MPM Asset Management
Massachusetts
$463M +$31.3M +7% 10
SC
2999
Soundwatch Capital
Connecticut
$462M +$94.8M +26% 36
FCMC
3000
Founders Capital Management (Connecticut)
Connecticut
$462M +$66.5M +17% 68