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