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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)
Banque Pictet & Cie
426
Banque Pictet & Cie
Switzerland
$8.47B -$2.93B -26% 4.28% 105% 528 26.89% 3.6
Advent International
427
Advent International
Massachusetts
$8.39B -$254M -3% 5.31% 15.9% 22 22.73% 2.8
Nikko Asset Management Americas
428
Nikko Asset Management Americas
New York
$8.36B -$1.13B -12% 6.89% 234% 200 4% 4.4
Matrix Capital Management Company
429
Matrix Capital Management Company
New Hampshire
$8.34B -$270M -3% 6.64% 245% 19 0% 2.9
Markel Group
430
Markel Group
Virginia
$8.28B -$115M -1% 1.8% 68% 137 7.3% 6.2
Brinker Capital Investments
431
Brinker Capital Investments
Pennsylvania
$8.27B -$1.12B -12% 2.91% 75.8% 1,700 10.18% 2.2
Orion Portfolio Solutions
432
Orion Portfolio Solutions
Nebraska
$8.27B -$1.12B -12% 2.91% 25.6% 1,700 10.18% 1.3
Varma Mutual Pension Insurance Co
433
Varma Mutual Pension Insurance Co
Finland
$8.27B -$88.2M -1% 3.34% 97.2% 227 14.54% 1.9
ArrowMark Colorado Holdings
434
ArrowMark Colorado Holdings
Colorado
$8.22B -$894M -10% 7.51% 92.5% 334 17.07% 3.2
Capital Group Private Client Services
435
Capital Group Private Client Services
California
$8.21B -$271M -3% 2.81% 112% 249 10.44% 1.5
Haverford Trust Company
436
Haverford Trust Company
Pennsylvania
$8.21B -$656M -7% 4.6% 55.5% 374 10.7% 5.7
UniSuper Management
437
UniSuper Management
Australia
$8.16B -$652M -7% 6.36% 115% 751 2.53% 0.2
Burgundy Asset Management
438
Burgundy Asset Management
Ontario, Canada
$8.15B -$353M -4% 2.96% 84.8% 109 10.09% 5.1
Capital Wealth Planning
439
Capital Wealth Planning
Florida
$8.13B +$30.4M +0.4% 2.68% 73.9% 159 31.45% 1.9
National Mutual Insurance Federation of Agricultural Cooperatives
440
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$8.11B -$380M -4% 3.6% 74.8% 43 0% 7.9
Mutual of America Capital Management
441
Mutual of America Capital Management
New York
$8.11B -$691M -8% 2.63% 123% 1,498 6.07% 6.9
Strategic Investment Solutions
442
Strategic Investment Solutions
Illinois
$8.11B +$7.62B +1,563% 1.93% – 987 38.5% 0.4
Manning & Napier Group
443
Manning & Napier Group
New York
$8.07B -$685M -8% 3.67% 31.1% 243 5.76% 3.2
Beacon Pointe Advisors
444
Beacon Pointe Advisors
California
$8.02B +$1.9B +31% 2.95% 76.7% 1,363 23.4% 1.8
Sarasin & Partners
445
Sarasin & Partners
United Kingdom
$8.01B -$616M -7% 3.41% 95.3% 82 4.88% 5.6
Gateway Investment Advisers
446
Gateway Investment Advisers
Ohio
$7.96B -$528M -6% 2.56% 145% 517 8.7% 6.9
TCW Group
447
TCW Group
California
$7.96B -$1.06B -12% 2.85% 162% 312 10.58% 4.1
Centersquare Investment Management
448
Centersquare Investment Management
Pennsylvania
$7.94B -$577M -7% 8.28% 37.1% 90 6.67% 3.9
State of Alaska Department of Revenue
449
State of Alaska Department of Revenue
Alaska
$7.91B -$482M -6% 2.72% 131% 1,643 3.41% 5.5
Yousif Capital Management
450
Yousif Capital Management
Michigan
$7.86B -$361M -4% 2.6% 131% 2,021 4.5% 1.6