We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
RC
2551
Reik & Co
New York
| $373M | +$6.99M | +2% | 3.1% | 38.6% | 48 | 8.33% | 4.9 |
|
| 2552 |
2552
Heck Capital Advisors
Rhinelander,
Wisconsin
| $373M | +$38.5M | +12% | 2.2% | 67% | 101 | 6.93% | 1.9 |
|
| 2553 |
2553
Fifth Third Securities
Cincinnati,
Ohio
| $372M | +$284M | +321% | 3.05% | 62.7% | 159 | 66.67% | 0.6 |
|
| 2554 |
2554
Exchange Capital Management
Ann Arbor,
Michigan
| $372M | +$15.5M | +4% | 4.21% | 57.8% | 138 | 7.25% | 3 |
|
| 2555 |
2555
Atlantic Investment Management
New York
| $371M | -$19.9M | -5% | 0.25% | 28.8% | 23 | 43.48% | 1 |
|
| 2556 |
2556
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $371M | +$15M | +4% | 3.95% | 63.2% | 156 | 6.41% | 3.4 |
|
| 2557 |
2557
Beach Point Capital Management
Santa Monica,
California
| $371M | -$32.8M | -8% | 5.39% | 84.1% | 36 | 33.33% | 1 |
|
| 2558 |
2558
Cornerstone Wealth Group
Huntersville,
North Carolina
| $371M | -$27.2M | -7% | 3.16% | 96% | 185 | 35.68% | 0.2 |
|
| 2559 |
SC
2559
Selz Capital
New York
| $370M | -$153M | -29% | 5.36% | 10.2% | 72 | 47.22% | 1.7 |
|
| 2560 |
TM
2560
Thiel Macro
Los Angeles,
California
| $369M | +$90.5M | +32% | 2.98% | – | 16 | 68.75% | 0.6 |
|
| 2561 |
WCA
2561
Windsor Creek Advisors
Bethel,
Vermont
| $369M | -$3.86M | -1% | 0.53% | 48.3% | 187 | 39.57% | 0.3 |
|
| 2562 |
2562
Meritech Capital Associates IV
Palo Alto,
California
| $369M | +$33.9M | +10% | 26.8% | – | 3 | 33.33% | 0.8 |
|
| 2563 |
2563
City Holding Co
Charleston,
West Virginia
| $369M | +$14M | +4% | 2.58% | 89.2% | 523 | 8.8% | 3.9 |
|
| 2564 |
2564
Halbert Hargrove Global Advisors
Long Beach,
California
| $368M | +$340M | +1,198% | 2.42% | 68.2% | 80 | 48.75% | 1.7 |
|
| 2565 |
2565
PFG Advisors
Phoenix,
Arizona
| $368M | +$39.9M | +12% | 3.83% | 82.7% | 324 | 14.51% | 0.8 |
|
| 2566 |
2566
SOL Capital Management
Rockville,
Maryland
| $368M | +$8.77M | +2% | 5.04% | 56.6% | 246 | 4.07% | 4.3 |
|
| 2567 |
2567
Tetrad Corporation
Omaha,
Nebraska
| $368M | +$17.7M | +5% | 5.62% | 45.6% | 6 | 0% | 4.1 |
|
| 2568 |
2568
Crestview Partners III
New York
| $367M | -$291M | -44% | 27% | 51.2% | 4 | 0% | 1 |
|
| 2569 |
2569
BDO Wealth Advisors
Jacksonville,
Florida
| $367M | +$23M | +7% | 2.82% | 38.3% | 736 | 29.89% | 1.2 |
|
| 2570 |
2570
Arcadia Investment Management
Kalamazoo,
Michigan
| $367M | +$20.9M | +6% | 5.16% | 83.5% | 326 | 16.87% | 2.9 |
|
| 2571 |
2571
12th Street Asset Management Company
Nashville,
Tennessee
| $366M | -$11M | -3% | 4.23% | 106% | 26 | 3.85% | 1.6 |
|
| 2572 |
2572
German American Bancorp
Jasper,
Indiana
| $366M | +$27.8M | +8% | 3.86% | 92.3% | 83 | 15.66% | 0.8 |
|
| 2573 |
2573
Point72 Hong Kong
Hong Kong
| $365M | +$111M | +44% | 1.65% | 396% | 1,580 | 65.95% | 0.2 |
|
| 2574 |
2574
Empirical Finance
Havertown,
Pennsylvania
| $365M | -$28.1M | -7% | 0.43% | 124% | 168 | 13.1% | 1 |
|
| 2575 |
2575
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $365M | +$722K | +0.2% | 2.91% | 55.7% | 125 | 5.6% | 4.9 |
|