We are live on ! Find out more

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
CFD
2551
Creative Financial Designs
Indiana
$664M +$59.1M +10% 4.97% 56.2% 1,514 26.62%
LIA
2552
LS Investment Advisors
Michigan
$663M -$114M -15% 13% 85.7% 168 12.5%
EWA
2553
Evolution Wealth Advisors
Florida
$662M +$196M +42% 2.5% 84.5% 680 82.06%
NEWAS
2554
N.E.W. Advisory Services
Wisconsin
$662M +$48.4M +8% 5.35% 51.1% 140 10.71%
BCC
2555
Biglari Capital Corp
Texas
$660M -$66.8M -9% 9.62% 72.7% 14 35.71%
SFM
2556
Signet Financial Management
New Jersey
$660M +$81.1M +14% 8.78% 65.2% 1,490 83.15%
MIM
2557
Morningstar Investment Management
Illinois
$660M +$60.2M +10% 3.22% 48.2% 47 10.64%
RBCM
2558
Raub Brock Capital Management
California
$658M $0 0% 13.6% 56.3% 66 0%
HI
2559
Hendershot Investments
Virginia
$658M +$128M +24% 10.9% 50.5% 152 34.21%
SCA
2560
Stillwater Capital Advisors
Pennsylvania
$657M +$50.3M +8% 11.9% 121% 77 11.69%
LC
2561
Lindbrook Capital
California
$657M +$275M +72% 7.36% 35.8% 2,266 20.87%
HAM
2562
Hillcrest Asset Management
Texas
$656M -$42.7M -6% 7.9% 97.2% 65 18.46%
WAM
2563
Wallington Asset Management
Indiana
$656M +$54.7M +9% 8% 108% 83 13.25%
CFG
2564
CKW Financial Group
Hawaii
$656M +$7.75M +1% 6.93% 62.4% 246 10.98%
RWA
2565
RGT Wealth Advisors
Texas
$655M +$149M +29% 5.32% 9.35% 349 84.53%
RCM
2566
Ratan Capital Management
Florida
$655M -$119M -15% 4.22% 616% 168 61.31%
ASP
2567
Adams Street Partners
Illinois
$655M -$124M -16% 19.5% 399% 36 55.56%
PC
2568
Prysm Capital
New Jersey
$655M 2.94% 46.6% 1
DGM
2569
Darwin Global Management
Jersey
$655M +$111M +20% 27.1% 2,582% 17 52.94%
CIPU
2570
Caledonia Investments plc (UK)
United Kingdom
$654M +$81.6M +14% 7.69% 48.7% 12 8.33%
IEFM
2571
IQ EQ Fund Management
Ireland
$652M -$3.06M -0.5% 5.24% 109% 270 23.7%
TCM
2572
Tradewinds Capital Management
Washington
$652M +$63.5M +11% 7.05% 85.2% 846 10.99%
EFSCE
2573
Enterprise Financial Services Corp (EFSC)
Missouri
$652M -$121M -16% 7% 100% 492 40.85%
W
2574
Wealthquest
Ohio
$652M +$59.1M +10% 6.88% 52.1% 147 11.56%
TCM
2575
Tufton Capital Management
Maryland
$651M +$60.5M +10% 11.2% 86.5% 133 6.77%