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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 Avg Holding
Period (Yrs)
Eubel Brady & Suttman Asset Management
2576
Eubel Brady & Suttman Asset Management
Ohio
$758M -$8.25M -1% 0.85% 40.2% 95 13.68% 4.4
Parkside Financial Bank & Trust
2577
Parkside Financial Bank & Trust
Missouri
$757M +$39M +5% 1.79% 85.4% 2,221 9.37% 4.6
Monograph Wealth Advisors
2578
Monograph Wealth Advisors
California
$756M -$12.1M -2% 0.57% 68% 116 9.48% 1.9
Clearline Capital
2579
Clearline Capital
New York
$755M -$1.6B -68% 2.74% 57.4% 156 49.36% 1.2
North Peak Capital Management
2580
North Peak Capital Management
New York
$755M +$43.7M +6% 5.61% 301% 8 25% 1.7
ShawSpring Partners
2581
ShawSpring Partners
Massachusetts
$755M -$36.7M -5% 5.96% 3.53% 12 25% 2
Two Sigma Securities
2582
Two Sigma Securities
New York
$754M -$5.17B -87% 1.97% 109% 3,525 77.42% 0.6
River Wealth Advisors
2583
River Wealth Advisors
Pennsylvania
$754M +$4.22M +0.6% 0.87% 80.3% 222 13.51% 5.8
Heritage Financial Services
2584
Heritage Financial Services
Massachusetts
$753M +$894K +0.1% 1.98% 38.3% 125 18.4% 1.9
AlphaQuest
2585
AlphaQuest
New York
$753M -$371M -33% 0.55% – 2,090 30.91% 0.6
QCM
2586
Qsemble Capital Management
New York
$751M +$208M +38% 0.54% 39.9% 560 70% 0.2
Parkman Healthcare Partners
2587
Parkman Healthcare Partners
Connecticut
$751M -$32.5M -4% 3.02% 306% 104 25% 1.4
Mechanics Bank - Trust Department
2588
Mechanics Bank - Trust Department
California
$750M -$854K -0.1% 1.57% 76.8% 223 11.66% 5.8
De Burlo Group
2589
De Burlo Group
Massachusetts
$749M -$62.8M -8% 1.83% 147% 84 11.9% 3.5
Center for Financial Planning
2590
Center for Financial Planning
Michigan
$749M +$12.3M +2% 0.53% 64.4% 700 20.29% 3
Phocas Financial Corp
2591
Phocas Financial Corp
California
$749M – – 4.8% – 154 – 3.2
Patton Albertson Miller Group
2592
Patton Albertson Miller Group
Tennessee
$747M +$13.2M +2% 1.13% 117% 233 12.02% 4.9
McGowan Group Asset Management
2593
McGowan Group Asset Management
Texas
$747M -$12.1M -2% 0.12% 69.8% 136 18.38% 4
2Xideas
2594
2Xideas
Switzerland
$747M +$4.4M +0.6% 0.01% 40.6% 61 11.48% 2.5
ACK Asset Management
2595
ACK Asset Management
Connecticut
$746M -$62.8M -8% 2.29% 132% 25 40% 1.2
Hill Investment Group Partners
2596
Hill Investment Group Partners
Missouri
$746M +$27.3M +4% 2.94% 50.6% 87 27.59% 1.8
RIA
2597
RPG Investment Advisory
California
$746M +$45.6M +7% 7.61% 186% 87 9.2% 4.4
Affinity Asset Advisors
2598
Affinity Asset Advisors
New York
$746M +$13.3M +2% 1.03% 1,487% 107 40.19% 0.9
Patriot Financial Group Insurance Agency
2599
Patriot Financial Group Insurance Agency
Massachusetts
$746M +$1.33M +0.2% 4.25% 97.3% 543 19.15% 3.9
Insight Wealth Strategies
2600
Insight Wealth Strategies
California
$746M -$13.6M -2% 0.42% 83.5% 179 26.26% 2.7