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
VHMC
3001
Value Holdings Management Company
New York
$469M +$25.8M +6% 63
SW
3002
SlateStone Wealth
Florida
$468M +$31.3M +7% 192
III
3003
Independent Investors Inc
New York
$468M +$65.9M +16% 77
SPH
3004
Steel Partners Holdings
New York
$468M +$90.6M +24% 3
HDIM
3005
Hanson & Doremus Investment Management
Vermont
$467M +$34.8M +8% 509
ANRF
3006
Adams Natural Resources Fund
Maryland
$467M +$35.4M +8% 56
UI
3007
Untitled Investments
New York
$467M -$31.4M -6% 31
CSPAM
3008
Cary Street Partners Asset Management
Virginia
$467M +$183M +65% 173
WC
3009
Wealthspring Capital
New York
$466M +$51.8M +13% 432
SWP
3010
Summit Wealth Partners
Florida
$466M +$43M +10% 167
C
3011
Certuity
Florida
$466M -$32.8M -7% 420
WP
3012
WMS Partners
Maryland
$466M -$216M -32% 306
SP
3013
Solel Partners
Massachusetts
$465M -$31.8M -6% 22
SG
3014
Stonnington Group
California
$464M +$16.7M +4% 291
OWA
3015
Octavia Wealth Advisors
Ohio
$463M +$72M +18% 197
CIM
3016
Cowen Investment Management
New York
$463M +$402M +663% 300
MAM
3017
MPM Asset Management
Massachusetts
$463M +$31.3M +7% 10
SC
3018
Soundwatch Capital
Connecticut
$462M +$94.8M +26% 36
FCMC
3019
Founders Capital Management (Connecticut)
Connecticut
$462M +$66.5M +17% 68
ARMC
3020
American Research & Management Company
Massachusetts
$462M +$29.2M +7% 411
MAP
3021
Madison Avenue Partners
New York
$462M +$10.6M +2% 18
PCM
3022
Prentice Capital Management
Connecticut
$462M +$66.2M +17% 28
FC
3023
Fulcrum Capital
Washington
$461M +$43.2M +10% 97
HI
3024
Hyundai Investments
South Korea
$460M 1
AIM
3025
Astor Investment Management
Illinois
$460M +$10.3M +2% 62