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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)
Rodgers & Associates
2551
Rodgers & Associates
Pennsylvania
$664M +$49.1M +8% 6.73% 56.3% 94 4.26% 0.9
Creative Financial Designs
2552
Creative Financial Designs
Indiana
$664M +$59.1M +10% 4.97% 58.8% 1,514 26.55% 1.9
LS Investment Advisors
2553
LS Investment Advisors
Michigan
$663M -$114M -15% 13% 98.7% 168 12.5% 7.5
Evolution Wealth Advisors
2554
Evolution Wealth Advisors
Florida
$662M +$196M +42% 2.5% 96% 680 82.06% 1.5
NEWAS
2555
N.E.W. Advisory Services
Wisconsin
$662M +$48.4M +8% 5.35% 51.1% 140 10.71% 1.4
Biglari Capital Corp
2556
Biglari Capital Corp
Texas
$660M -$66.8M -9% 9.62% 72.7% 14 35.71% 3.8
Signet Financial Management
2557
Signet Financial Management
New Jersey
$660M +$81.1M +14% 8.78% 65.2% 1,490 83.15% 0.3
Morningstar Investment Management
2558
Morningstar Investment Management
Illinois
$660M +$60.2M +10% 3.22% 48.2% 47 10.64% 1.2
Raub Brock Capital Management
2559
Raub Brock Capital Management
California
$658M $0 0% 13.6% 54.7% 66 0% 2.2
Hendershot Investments
2560
Hendershot Investments
Virginia
$658M +$128M +24% 10.9% 61.9% 152 34.21% 2.9
Stillwater Capital Advisors
2561
Stillwater Capital Advisors
Pennsylvania
$657M +$50.3M +8% 11.9% 121% 77 11.69% 4.2
Lindbrook Capital
2562
Lindbrook Capital
California
$657M +$275M +72% 7.36% 35.8% 2,266 20.87% 1.8
HAM
2563
Hillcrest Asset Management
Texas
$656M -$42.7M -6% 7.9% 97.2% 65 18.46% 2
Wallington Asset Management
2564
Wallington Asset Management
Indiana
$656M +$54.7M +9% 8% 120% 83 13.25% 4.1
CKW Financial Group
2565
CKW Financial Group
Hawaii
$656M +$7.75M +1% 6.93% 70.3% 246 10.98% 4
RGT Wealth Advisors
2566
RGT Wealth Advisors
Texas
$655M +$149M +29% 5.32% 9.35% 349 84.53% 0.3
RCM
2567
Ratan Capital Management
Florida
$655M -$119M -15% 4.22% 616% 168 61.31% 1
Adams Street Partners
2568
Adams Street Partners
Illinois
$655M -$124M -16% 19.5% 399% 36 55.56% 1.2
Prysm Capital
2569
Prysm Capital
New Jersey
$655M – – 2.94% 46.6% 1 – 0
DGM
2570
Darwin Global Management
Jersey
$655M +$111M +20% 27.1% 2,582% 17 52.94% 0.3
Caledonia Investments plc (UK)
2571
Caledonia Investments plc (UK)
United Kingdom
$654M +$81.6M +14% 7.69% 61.9% 12 8.33% 4.6
IQ EQ Fund Management
2572
IQ EQ Fund Management
Ireland
$652M -$3.06M -0.5% 5.24% 109% 270 23.7% 2.6
Tradewinds Capital Management
2573
Tradewinds Capital Management
Washington
$652M +$63.5M +11% 7.05% 96.9% 846 10.99% 4
Enterprise Financial Services Corp (EFSC)
2574
Enterprise Financial Services Corp (EFSC)
Missouri
$652M -$121M -16% 7% 112% 492 40.85% 4.4
Wealthquest
2575
Wealthquest
Ohio
$652M +$59.1M +10% 6.88% 52.1% 147 11.56% 2.9