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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)
Cheviot Value Management
2351
Cheviot Value Management
California
$996M -$22.5M -2% 3.48% 77.8% 429 4.2% 1.8
Strategies Wealth Advisors
2352
Strategies Wealth Advisors
Michigan
$995M -$2.77M -0.3% 0.89% 64.6% 205 14.63% 1.9
Relyea Zuckerberg Hanson
2353
Relyea Zuckerberg Hanson
Connecticut
$995M +$4.59M +0.5% 1.52% 95.9% 284 10.56% 3.3
Stadion Money Management
2354
Stadion Money Management
Georgia
$994M -$239M -19% 1.09% 55.3% 29 24.14% 2.6
Vista Capital Partners
2355
Vista Capital Partners
Oregon
$994M -$19M -2% 2.45% 61.2% 163 11.04% 4.1
Arrow Financial
2356
Arrow Financial
New York
$994M -$9.07M -0.9% 0.72% 71.1% 160 2.5% 8.8
Knollwood Investment Advisory
2357
Knollwood Investment Advisory
Maryland
$992M -$73.2M -7% 2.32% 160% 321 6.23% 2.1
Cooper Financial Group
2358
Cooper Financial Group
California
$989M +$49.7M +5% 1.65% 87.2% 453 22.3% 2.7
Militia Capital Management
2359
Militia Capital Management
Texas
$989M – – 1.21% – 273 – 0
Azzad Asset Management
2360
Azzad Asset Management
Virginia
$989M -$30.5M -3% 0.65% 118% 357 14.85% 2.5
Lightspeed Management Company
2361
Lightspeed Management Company
California
$988M -$408M -29% 25.9% – 8 12.5% 0.7
Rock Creek Group
2362
Rock Creek Group
District of Columbia
$988M +$96M +11% 0.38% 37.2% 59 16.95% 1.8
Polymer Capital Management
2363
Polymer Capital Management
New York
$988M +$34.8M +4% 9.86% – 1,056 53.69% 0.4
Wealth Management Nebraska
2364
Wealth Management Nebraska
Nebraska
$987M +$113M +13% 1.66% – 104 16.35% 0.9
Forge Financial Services
2365
Forge Financial Services
Oklahoma
$987M +$753M +322% 4.1% – 32 21.88% 0.8
Planning Center Inc
2366
Planning Center Inc
Illinois
$987M +$7.8M +0.8% 0.76% 38.9% 80 7.5% 2.7
Politan Capital Management
2367
Politan Capital Management
New York
$985M +$144M +17% 25.4% 75.4% 3 0% 3.5
Rodgers & Associates
2368
Rodgers & Associates
Pennsylvania
$982M -$5.38M -0.5% 0.59% 56.3% 111 12.61% 3.9
Medicxi Ventures Management
2369
Medicxi Ventures Management
Jersey
$982M +$147M +18% 44.4% 369% 5 20% 4.6
Evolution Wealth Advisors
2370
Evolution Wealth Advisors
Florida
$981M -$10.7M -1% 3.83% 96% 186 16.13% 2.8
Henry H. Armstrong Associates
2371
Henry H. Armstrong Associates
Pennsylvania
$981M -$95.3M -9% 6.69% 70% 62 1.61% 7.9
Blueprint Investment Partners
2372
Blueprint Investment Partners
North Carolina
$980M +$45.4M +5% 0.52% 91.9% 150 30% 1.3
Rational Advisors
2373
Rational Advisors
New York
$980M +$3.43M +0.4% 0.21% 39.2% 205 22.93% 1.6
Silverarc Capital Management
2374
Silverarc Capital Management
Massachusetts
$980M +$260M +36% 26.7% 2,765% 93 48.39% 1
Mosaic Family Wealth Partners
2375
Mosaic Family Wealth Partners
Missouri
$977M +$64.9M +7% 0.16% 67.5% 295 20.68% 2