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