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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)
Varma Mutual Pension Insurance Co
376
Varma Mutual Pension Insurance Co
Finland
$13.2B +$536M +4% 1.38% 97.2% 353 19.83% 1.6
Westwood Holdings Group
377
Westwood Holdings Group
Texas
$13B -$10.7B -45% 2.14% 66.4% 513 14.81% 3.2
Savant Capital
378
Savant Capital
Illinois
$12.7B +$674M +6% 1.78% 61.2% 1,528 16.56% 2.8
Tidal Investments
379
Tidal Investments
Wisconsin
$12.7B +$3.24B +34% 3.09% 208% 2,059 21.81% 1.8
EdgePoint Investment Group
380
EdgePoint Investment Group
Ontario, Canada
$12.7B -$21.8M -0.2% 2.8% 57.9% 40 7.5% 3.3
Pershing Square Capital Management
381
Pershing Square Capital Management
New York
$12.7B -$255M -2% 0.94% 50.8% 12 16.67% 4
TD Waterhouse Canada
382
TD Waterhouse Canada
Ontario, Canada
$12.4B +$80.4M +0.7% 0.44% 112% 2,095 14.56% 2
SC US (TTGP)
383
SC US (TTGP)
California
$12.4B -$1.3B -10% 4.43% 65.2% 17 5.88% 3.5
Loews Corp
384
Loews Corp
New York
$12.4B -$271M -2% 0.99% 27.1% 25 44% 3.8
Guggenheim Capital
385
Guggenheim Capital
Illinois
$12.3B -$1.95B -14% 2.79% 131% 1,965 20.1% 6.9
D.A. Davidson & Co
386
D.A. Davidson & Co
Montana
$12.3B +$179M +1% 0.62% 70.7% 1,490 12.28% 5.3
Zurich Insurance Group
387
Zurich Insurance Group
Switzerland
$12.3B +$471M +4% 8.44% 258% 269 34.57% 1.9
Durable Capital Partners
388
Durable Capital Partners
Maryland
$12.3B -$1.41B -10% 12.2% 128% 55 29.09% 1.7
EP Wealth Advisors
389
EP Wealth Advisors
California
$12.3B +$619M +5% 1.35% – 1,344 20.31% 1.9
Amalgamated Bank
390
Amalgamated Bank
New York
$12.2B +$42.9M +0.4% 4.36% 147% 3,019 1.66% 5.2
Driehaus Capital Management
391
Driehaus Capital Management
Illinois
$12.1B +$469M +4% 14.7% 939% 466 37.77% 1
Linden Advisors
392
Linden Advisors
New York
$12.1B +$181M +2% 0.25% 3.64% 305 27.54% 1.4
ARK Investment Management
393
ARK Investment Management
Florida
$12B +$1.07B +10% 29.4% 251% 194 9.28% 4.2
TCW Group
394
TCW Group
California
$11.9B +$471M +4% 5.93% 162% 383 16.45% 3.8
LMR Partners
395
LMR Partners
United Kingdom
$11.9B -$665M -5% 23.3% 229% 1,790 64.02% 0.4
United Capital Financial Advisors
396
United Capital Financial Advisors
Texas
$11.8B -$296M -2% 0.11% 64.4% 1,122 11.14% 5.6
O'Shaughnessy Asset Management
397
O'Shaughnessy Asset Management
Connecticut
$11.8B +$560M +5% 4.05% 131% 2,313 13.79% 2.6
AE Wealth Management
398
AE Wealth Management
Kansas
$11.8B +$764M +7% 1.14% 72.5% 2,182 46.2% 2.3
GW&K Investment Management
399
GW&K Investment Management
Massachusetts
$11.8B +$76M +0.7% 3.15% 110% 986 3.96% 2.8
Employees Retirement System of Texas
400
Employees Retirement System of Texas
Texas
$11.7B +$158M +1% 3.61% 110% 364 22.53% 3.2