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