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