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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)
Independent Franchise Partners
401
Independent Franchise Partners
United Kingdom
$11.3B +$477M +4% 15.4% 46.2% 28 25% 4.1
Clal Insurance
402
Clal Insurance
Israel
$11.3B +$1.74B +18% 5.22% 202% 137 18.25% 2.9
Greenleaf Trust
403
Greenleaf Trust
Michigan
$11.2B +$697M +7% 6.24% 37.2% 859 10.83% 4.4
Vaughan Nelson Investment Management
404
Vaughan Nelson Investment Management
Texas
$11.2B +$404M +4% 8.05% 142% 222 17.12% 3.1
O'Shaughnessy Asset Management
405
O'Shaughnessy Asset Management
Connecticut
$11.2B +$1.54B +16% 8.85% 131% 2,214 16.03% 2.5
Loring Wolcott & Coolidge Fiduciary Advisors
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.2B +$342M +3% 6.3% 43.6% 602 13.62% 5.5
National Mutual Insurance Federation of Agricultural Cooperatives
407
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$11.1B +$1.1B +11% 5.03% 74.8% 48 12.5% 7.4
Markel Group
408
Markel Group
Virginia
$11.1B +$945M +9% 9.61% 68% 139 8.63% 6.6
Tredje AP-fonden
409
Tredje AP-fonden
Sweden
$11B +$692M +7% 5.62% 128% 484 4.13% 3.2
AE Wealth Management
410
AE Wealth Management
Kansas
$11B +$1.03B +10% 5.98% 72.5% 1,348 17.28% 3.7
Cooke & Bieler
411
Cooke & Bieler
Pennsylvania
$11B +$621M +6% 12.1% 34.6% 99 7.07% 5
Royce & Associates
412
Royce & Associates
New York
$11B +$303M +3% 8.33% 130% 927 13.27% 4.7
ARK Investment Management
413
ARK Investment Management
Florida
$10.9B -$335M -3% 13.3% 251% 200 11.5% 4
Hershey Trust Company
414
Hershey Trust Company
Pennsylvania
$10.9B +$450M +4% 0.16% 0.86% 3 33.33% 6.3
OMERS Administration Corp
415
OMERS Administration Corp
Ontario, Canada
$10.9B +$479M +5% 7.8% 106% 1,143 32.11% 0.7
Steward Partners Investment Advisory
416
Steward Partners Investment Advisory
New York
$10.8B +$1.33B +14% 6.56% 88.5% 3,899 11.18% 3.8
Capital Wealth Planning
417
Capital Wealth Planning
Florida
$10.7B +$1.18B +12% 8.12% 73.9% 160 30% 2
Axiom Advisory
418
Axiom Advisory
California
$10.7B +$1.52B +17% 4.68% 16.4% 304 10.2% 0.5
Centersquare Investment Management
419
Centersquare Investment Management
Pennsylvania
$10.7B +$1.42B +15% 16.6% 37.1% 93 24.73% 3.5
Mairs & Power Inc
420
Mairs & Power Inc
Minnesota
$10.6B +$282M +3% 5.16% 83.6% 235 8.51% 6.5
Frontier Capital Management
421
Frontier Capital Management
Massachusetts
$10.6B +$524M +5% 12.3% 184% 303 15.18% 3.7
Findlay Park Partners
422
Findlay Park Partners
United Kingdom
$10.6B -$7.55M -0.1% 8.08% 80.6% 62 14.52% 3.3
Sarasin & Partners
423
Sarasin & Partners
United Kingdom
$10.6B -$690M -6% 7.14% 95.3% 86 10.47% 5.6
Unisphere Establishment
424
Unisphere Establishment
Liechtenstein
$10.6B +$620M +6% 6.24% – 67 16.42% 0.6
MAI Capital Management
425
MAI Capital Management
Ohio
$10.5B +$294M +3% 6.7% 74.7% 1,355 20% 3.6