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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)
SC
401
Sasco Capital
Connecticut
$6.14B +$207M +3% 7.38% 15.5% 55 7.27% 0.7
GTP
402
Global Thematic Partners
New York
$6.14B -$307M -5% 1.52% 47.4% 76 18.42% 0.6
Independent Franchise Partners
403
Independent Franchise Partners
United Kingdom
$6.13B -$167M -3% 0.47% 46.2% 21 4.76% 0.8
Trian Fund Management
404
Trian Fund Management
New York
$6.1B +$166M +3% 0.6% 106% 12 8.33% 0.6
Brown Capital Management
405
Brown Capital Management
Maryland
$6.07B -$38.7M -0.6% 1.06% 79.2% 142 4.23% 0.7
Shell Asset Management
406
Shell Asset Management
Netherlands
$6.02B +$142M +2% 2.04% – 887 12.4% 0.7
Duff & Phelps Investment Management
407
Duff & Phelps Investment Management
Illinois
$6.01B +$281M +5% 7.12% 48.1% 218 3.67% 0.7
Jacobs Levy Equity Management
408
Jacobs Levy Equity Management
New Jersey
$5.97B -$688M -10% 3.14% 129% 1,150 42.87% 0.5
Levin Capital Strategies
409
Levin Capital Strategies
New York
$5.97B -$248M -4% 1.38% 88.6% 386 32.9% 0.5
Kohlberg Kravis Roberts & Co
410
Kohlberg Kravis Roberts & Co
New York
$5.96B +$17.9M +0.3% 7.27% 314% 176 51.14% 0.2
Group One Trading
411
Group One Trading
Illinois
$5.95B -$680M -10% 6.97% 442% 6,151 31.8% 0.5
KI
412
Kalmar Investments
Delaware
$5.93B -$58.8M -1% 0.01% 37.4% 160 7.5% 0.7
Alkeon Capital Management
413
Alkeon Capital Management
New York
$5.93B -$5.76M -0.1% 0.16% 222% 81 25.93% 0.5
Numeric Investors
414
Numeric Investors
Massachusetts
$5.88B -$76.8M -1% 5.01% 71.8% 1,015 50.25% 0.4
Eton Park Capital Management
415
Eton Park Capital Management
New York
$5.88B +$516M +10% 5.35% 105% 70 58.57% 0.3
PCM
416
Pennant Capital Management
New Jersey
$5.88B +$39.5M +0.7% 5.43% 35.2% 50 14% 0.6
Commerce Bank
417
Commerce Bank
Missouri
$5.87B +$101M +2% 1.62% 91.6% 805 7.33% 0.7
Altrinsic Global Advisors
418
Altrinsic Global Advisors
Connecticut
$5.82B +$71.8M +1% 2.64% 45% 97 13.4% 0.6
Wilmington Trust
419
Wilmington Trust
Delaware
$5.81B -$103M -2% 1.19% – 739 11.1% 0.7
Champlain Investment Partners
420
Champlain Investment Partners
Vermont
$5.81B +$140M +2% 0.43% 48.5% 147 17.01% 0.6
Sound Shore Management
421
Sound Shore Management
Connecticut
$5.81B -$132M -2% 3.8% 91.4% 59 8.47% 0.7
Keeley Asset Management
422
Keeley Asset Management
Illinois
$5.81B -$73.1M -1% 1.38% 32.2% 445 15.73% 0.6
Tran Capital Management
423
Tran Capital Management
California
$5.74B -$9.6M -0.2% 0.3% 173% 114 12.28% 0.6
Sprucegrove Investment Management
424
Sprucegrove Investment Management
Ontario, Canada
$5.72B -$102M -2% 3.34% 45.5% 55 5.45% 0.7
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$5.72B -$252M -4% 2.21% 50.2% 303 8.58% 0.7