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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)
SCI
1601
S&CO Inc
Massachusetts
$1.3B +$86.5M +7% 6.82% 68.8% 197 9.14% 6.3
Dorsey & Whitney Trust
1602
Dorsey & Whitney Trust
South Dakota
$1.3B +$156M +14% 12.2% 86% 643 15.09% 4.1
North Star Investment Management
1603
North Star Investment Management
Illinois
$1.3B +$116M +10% 12% 89.9% 1,302 10.45% 4.5
Kiltearn Partners
1604
Kiltearn Partners
United Kingdom
$1.3B +$33.3M +3% 9.88% 41% 39 17.95% 2.8
Adventist Health System Sunbelt Healthcare Corp
1605
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.3B -$483M -27% 7.16% 29.1% 22 13.64% 2.8
Avala Global
1606
Avala Global
New York
$1.3B +$266M +26% 22.7% 552% 27 40.74% 0.4
SPX Gestao de Recursos
1607
SPX Gestao de Recursos
Brazil
$1.29B -$607M -32% 12.6% 98.1% 128 65.63% 0.5
Cantor Fitzgerald Investment Advisors
1608
Cantor Fitzgerald Investment Advisors
New York
$1.29B – – 9.74% 73.4% 150 – 3.1
FDx Advisors
1609
FDx Advisors
Illinois
$1.29B +$88.3M +7% 10.9% 66.2% 722 21.47% 3.9
Sheaff Brock Investment Advisors
1610
Sheaff Brock Investment Advisors
Indiana
$1.29B +$188M +17% 12.1% 61.9% 505 13.47% 4.6
Norris Perne & French
1611
Norris Perne & French
Michigan
$1.29B +$148M +13% 13.2% 91.1% 138 8.7% 4.9
Lowe Brockenbrough & Co
1612
Lowe Brockenbrough & Co
Virginia
$1.29B +$3.47M +0.3% 9.73% 78.8% 270 8.52% 6.6
3EDGE Asset Management
1613
3EDGE Asset Management
Florida
$1.29B -$19M -1% 5.36% 44.1% 59 44.07% 0.8
Meeder Asset Management
1614
Meeder Asset Management
Ohio
$1.28B +$16.7M +1% 12.4% 156% 607 41.02% 2.3
Moody National Bank Trust Division
1615
Moody National Bank Trust Division
Texas
$1.28B -$265M -17% 11.4% 115% 655 34.2% 4.3
Valley Wealth Managers
1616
Valley Wealth Managers
New Jersey
$1.28B +$82.6M +7% 10.2% 118% 381 11.81% 3.1
DFPG Investments
1617
DFPG Investments
Utah
$1.28B +$206M +19% 10.8% 38.2% 642 13.71% 1.3
Mivtachim The Workers Social Insurance Fund
1618
Mivtachim The Workers Social Insurance Fund
Israel
$1.28B +$112M +10% 12.6% 165% 46 41.3% 2
Sigma Planning Corp
1619
Sigma Planning Corp
Michigan
$1.28B -$1.39B -52% 10.3% 97.5% 1,229 33.85% 4.8
NBT Bank
1620
NBT Bank
New York
$1.28B +$235M +23% 9.69% 77% 608 49.34% 2.8
Baldwin Wealth Partners
1621
Baldwin Wealth Partners
Massachusetts
$1.27B +$111M +10% 11.9% 94.5% 785 11.46% 4.4
General Catalyst Group Management
1622
General Catalyst Group Management
Massachusetts
$1.27B +$219M +21% 28.1% 161% 11 9.09% 2.1
SHIM
1623
Spruce House Investment Management
New York
$1.27B +$147M +13% 16.6% 863% 6 0% 5.6
BIP Wealth
1624
BIP Wealth
Georgia
$1.27B +$183M +17% 7.51% 51.8% 208 14.9% 0.6
Advance Capital Management
1625
Advance Capital Management
Michigan
$1.27B +$185M +17% 8.43% 54.4% 136 11.76% 1.3