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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)
1ST Source Bank
1501
1ST Source Bank
Indiana
$1.81B +$116M +7% 8.42% 80.8% 274 6.93% 7.6
Midland Wealth Advisors
1502
Midland Wealth Advisors
Illinois
$1.81B +$111M +7% 6.38% – 188 13.83% 1.3
Rivernorth Capital Management
1503
Rivernorth Capital Management
Florida
$1.81B -$76.5M -4% 0.21% 9.04% 418 28.47% 1.5
Sageworth Trust
1504
Sageworth Trust
Pennsylvania
$1.81B +$197M +12% 10.2% 64.5% 109 21.1% 4.1
Cerity Partners OCIO
1505
Cerity Partners OCIO
New York
$1.8B +$36.5M +2% 5.69% – 26 7.69% 3.6
Generate Investment Management
1506
Generate Investment Management
New Zealand
$1.8B +$377M +26% 18% 153% 103 37.86% 0.7
McKinley Carter Wealth Services
1507
McKinley Carter Wealth Services
West Virginia
$1.8B +$174M +11% 8.99% 63.2% 319 9.09% 4.9
Pine Valley Investments
1508
Pine Valley Investments
New Jersey
$1.8B +$149M +9% 9.21% 93.9% 611 9.66% 1.5
CenterBook Partners
1509
CenterBook Partners
Connecticut
$1.8B +$230M +15% 12.4% 62.4% 628 47.29% 0.8
Heartland Advisors
1510
Heartland Advisors
Wisconsin
$1.79B +$51.9M +3% 6.37% 88.6% 230 19.57% 2.8
Checchi Capital Advisers
1511
Checchi Capital Advisers
California
$1.79B -$109M -6% 9.23% 68% 604 7.95% 6.1
First Beijing Investment Ltd
1512
First Beijing Investment Ltd
Hong Kong
$1.79B +$330M +23% 0.01% 81.8% 10 30% 0.9
Nationwide Fund Advisors
1513
Nationwide Fund Advisors
Ohio
$1.79B +$614M +52% 6.15% 28.3% 10 30% 2.6
Cadian Capital Management
1514
Cadian Capital Management
New York
$1.79B -$552M -24% 3.39% 19.5% 34 41.18% 1
Progeny 3 Inc
1515
Progeny 3 Inc
Washington
$1.78B +$329M +23% 16.1% 96.8% 30 0% 2.5
Index Fund Advisors
1516
Index Fund Advisors
California
$1.78B +$164M +10% 7.15% 58.2% 148 38.51% 1.5
Chas P. Smith & Associates (CPS)
1517
Chas P. Smith & Associates (CPS)
Florida
$1.78B +$60.3M +4% 3.76% 64.4% 171 7.6% 5.3
Lowe Brockenbrough & Co
1518
Lowe Brockenbrough & Co
Virginia
$1.78B +$259M +17% 10.6% 78.8% 320 19.38% 6.4
Graypoint LLC
1519
Graypoint LLC
New York
$1.78B +$172M +11% 11.1% 72.8% 550 12.36% 2.8
Cryder Capital Partners
1520
Cryder Capital Partners
United Kingdom
$1.78B +$440M +33% 10.2% 55.7% 11 18.18% 7
Contrarius Group Holdings
1521
Contrarius Group Holdings
Bermuda
$1.77B +$307M +21% 22.1% – 67 41.79% 0.3
Silicon Valley Community Foundation
1522
Silicon Valley Community Foundation
California
$1.77B +$30.4M +2% 10.3% 309% 4 0% 3.6
Angeles Investment Advisors
1523
Angeles Investment Advisors
California
$1.77B -$88.8M -5% 10.2% 78.3% 36 30.56% 2.5
PDT Partners
1524
PDT Partners
New York
$1.77B +$360M +26% 22.1% 211% 874 39.59% 0.9
Stairway Partners
1525
Stairway Partners
Illinois
$1.76B +$141M +9% 7.72% 48.1% 18 0% 7