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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)
KI
401
Kalmar Investments
Delaware
$5.99B +$333M +6% 11.2% 37.4% 165 13.94% 0.5
Kayne Anderson Rudnick Investment Management
402
Kayne Anderson Rudnick Investment Management
California
$5.97B +$633M +12% 9.26% 50.2% 296 10.81% 0.4
Numeric Investors
403
Numeric Investors
Massachusetts
$5.96B +$553M +10% 13.4% 71.8% 992 49.7% 0.3
Kohlberg Kravis Roberts & Co
404
Kohlberg Kravis Roberts & Co
New York
$5.95B +$651M +12% 17.8% 314% 130 71.54% 0.1
Sound Shore Management
405
Sound Shore Management
Connecticut
$5.94B +$566M +11% 11.1% 91.4% 62 14.52% 0.4
TD Securities (USA)
406
TD Securities (USA)
New York
$5.94B +$688M +13% 10.4% 42.3% 528 2.84% 0.5
SC
407
Sasco Capital
Connecticut
$5.94B +$474M +9% 9.41% 15.5% 53 0% 0.5
Alkeon Capital Management
408
Alkeon Capital Management
New York
$5.93B +$809M +16% 10.8% 222% 89 42.7% 0.3
Sentry Investments
409
Sentry Investments
Ontario, Canada
$5.93B +$759M +15% 6.07% 14% 142 23.24% 0.4
Trian Fund Management
410
Trian Fund Management
New York
$5.93B +$471M +9% 10.5% 106% 11 9.09% 0.5
Wilmington Trust
411
Wilmington Trust
Delaware
$5.92B +$199M +3% 8.52% – 723 12.03% 0.4
Keeley Asset Management
412
Keeley Asset Management
Illinois
$5.88B +$448M +8% 11.2% 32.2% 439 16.17% 0.4
Shell Asset Management
413
Shell Asset Management
Netherlands
$5.88B +$433M +8% 8.74% – 859 7.1% 0.5
Creative Planning
414
Creative Planning
Kansas
$5.86B +$813M +16% 5.55% 62.2% 3,726 17.63% 0.4
Relational Investors
415
Relational Investors
California
$5.85B -$130M -2% 13.8% – 21 28.57% 0.4
Lasalle Investment Management Securities
416
Lasalle Investment Management Securities
Maryland
$5.85B -$198M -3% 1.68% 26.3% 49 12.24% 0.4
PCM
417
Pennant Capital Management
New Jersey
$5.84B +$258M +5% 14% 35.2% 53 20.75% 0.4
Sprucegrove Investment Management
418
Sprucegrove Investment Management
Ontario, Canada
$5.82B +$315M +6% 7.4% 45.5% 57 8.77% 0.5
Baird
419
Baird
Wisconsin
$5.81B +$445M +8% 8.58% – 1,187 17.86% 0.4
Third Point
420
Third Point
New York
$5.8B +$1.71B +42% 14.7% 159% 55 50.91% 0.2
Platinum Investment Management
421
Platinum Investment Management
Australia
$5.78B +$296M +5% 11.7% 190% 90 12.22% 0.4
Commerce Bank
422
Commerce Bank
Missouri
$5.77B +$230M +4% 9.08% 91.6% 807 9.91% 0.5
Heartland Advisors
423
Heartland Advisors
Wisconsin
$5.76B +$267M +5% 11.8% 88.6% 282 20.21% 0.4
Tran Capital Management
424
Tran Capital Management
California
$5.75B +$796M +16% 10.4% 173% 114 11.4% 0.4
Altrinsic Global Advisors
425
Altrinsic Global Advisors
Connecticut
$5.75B -$111M -2% 6.66% 45% 96 14.58% 0.4