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