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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)
AMI Investment Management
3451
AMI Investment Management
Indiana
$129M +$1.93M +2% 2.05% 47.9% 48 20.83% 1.8
O'Brien Wealth Partners
3452
O'Brien Wealth Partners
Massachusetts
$129M +$26.4M +26% 2.09% 56.7% 32 18.75% 0.2
Horan Capital Advisors
3453
Horan Capital Advisors
Ohio
$129M +$8.91M +7% 2.01% 26.6% 66 27.27% 1.5
American Assets Capital Advisers
3454
American Assets Capital Advisers
California
$129M -$15.3M -11% 3.93% 73.5% 39 38.46% 0.8
Lattice Strategies
3455
Lattice Strategies
Pennsylvania
$129M +$1.83M +1% 4.31% 19.9% 75 14.67% 2.1
Rinet Company
3456
Rinet Company
Massachusetts
$129M -$17.1M -12% 1.38% 33.1% 21 0% 0.7
GCP
3457
Garelick Capital Partners
Massachusetts
$128M +$14.8M +13% 3.57% 195% 34 52.94% 0.2
RFG Advisory
3458
RFG Advisory
Alabama
$128M -$7.87M -6% 3.33% 52.3% 98 53.06% 0.3
Beech Hill Advisors
3459
Beech Hill Advisors
New York
$128M -$30.3M -19% 2.09% 105% 91 34.07% 1.6
KAM
3460
Kavi Asset Management
New York
$128M +$6.51M +5% 4.53% 144% 46 65.22% 0.1
ACM
3461
Altalis Capital Management
New York
$128M -$2.93M -2% 0.49% 3.82% 17 29.41% 1.2
Heritage Wealth Advisors
3462
Heritage Wealth Advisors
Virginia
$128M +$8.91M +8% 1.27% 65% 83 6.02% 1.6
HCSF Management
3463
HCSF Management
California
$128M +$19.8M +18% 8.23% 58.8% 9 0% 0.9
Boyar Asset Management
3464
Boyar Asset Management
New York
$127M +$1.66M +1% 0.97% 75.5% 65 3.08% 2.2
Long Road Investment Counsel
3465
Long Road Investment Counsel
Michigan
$127M +$5.67M +5% 4.43% 53.8% 72 4.17% 1.1
Lipe & Dalton
3466
Lipe & Dalton
New York
$127M +$3.7M +3% 0.56% 101% 76 10.53% 1.6
Palisades Hudson Asset Management
3467
Palisades Hudson Asset Management
Florida
$127M +$8.6M +7% 1.57% 66.8% 101 8.91% 1.9
FVCM
3468
F&V Capital Management
Florida
$127M -$10.2M -7% 4.99% 123% 64 18.75% 1.9
PC
3469
Palo Capital
California
$127M +$16.5M +15% 3.61% 34.6% 200 56.5% 0.5
Citizens & Northern Corp
3470
Citizens & Northern Corp
Pennsylvania
$127M +$4.07M +3% 0.56% 73.3% 112 8.04% 2
Pointe Capital Management
3471
Pointe Capital Management
Michigan
$127M -$11.4M -8% 2.02% 62.6% 148 8.11% 0.9
McClain Value Management
3472
McClain Value Management
Connecticut
$127M -$153M -55% 3.11% 2.83% 39 28.21% 1.5
SM
3473
Sciencast Management
New Jersey
$127M +$29.7M +31% 1.43% 72.5% 311 81.03% 0.1
Litman Gregory Wealth Management
3474
Litman Gregory Wealth Management
California
$127M -$12.3M -9% 1.19% 55.5% 37 35.14% 0.7
Seven Bridges Advisors
3475
Seven Bridges Advisors
New York
$126M +$26.6M +27% 3.38% – 162 25.31% 0.2