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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)
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$316B +$13.5B +4% 7.28% 114% 3,528 5.3% 5.9
UBS Group
27
UBS Group
Switzerland
$310B +$8.84B +3% 7.56% 113% 10,459 21.69% 3.4
Charles Schwab
28
Charles Schwab
California
$301B +$28B +10% 8.27% 108% 3,648 11.05% 5.4
Legal & General Group
29
Legal & General Group
United Kingdom
$299B +$30.7B +11% 9.03% 129% 3,799 15.71% 5
Berkshire Hathaway
30
Berkshire Hathaway
Nebraska
$293B +$22.6B +8% 9.52% 60.8% 47 8.51% 4.7
Franklin Resources
31
Franklin Resources
California
$262B +$16B +6% 8% 116% 2,118 11.43% 3.5
Jane Street
32
Jane Street
New York
$256B +$54.4B +27% 7.45% 207% 10,953 29.1% 1.3
AllianceBernstein
33
AllianceBernstein
Tennessee
$249B +$21.1B +9% 10% 107% 3,558 15.96% 5.2
UBS AM
34
UBS AM
Illinois
$234B +$7.56B +3% 9.27% 132% 2,827 11.14% 4.9
Janus Henderson Group
35
Janus Henderson Group
$234B +$14.6B +7% 9.55% 118% 1,725 17.1% 3.5
Barclays
36
Barclays
United Kingdom
$212B +$25.4B +14% 8.84% 144% 5,234 16.91% 4.6
Deutsche Bank
37
Deutsche Bank
Germany
$206B +$20.2B +11% 9.22% 124% 5,034 16.94% 4.7
Baillie Gifford & Co
38
Baillie Gifford & Co
United Kingdom
$205B +$26.5B +15% 16.8% 124% 484 10.33% 2.2
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$201B +$47.4B +31% 8.71% 120% 5,572 41.26% 4.8
Credit Suisse
40
Credit Suisse
Switzerland
$189B -$6.65B -3% 8.7% 49.4% 4,784 21.38% 4.2
Parametric Portfolio Associates
41
Parametric Portfolio Associates
Washington
$178B +$4.1B +2% 8.77% 86.8% 4,274 22.11% 5.2
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$176B +$22.2B +14% 6% 64.9% 3,771 11.08% 2.8
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$169B +$8.97B +6% 9.6% 137% 1,224 9.31% 4.6
Citigroup
44
Citigroup
New York
$166B +$11.6B +7% 8.35% 141% 6,654 12.58% 5
Millennium Management
45
Millennium Management
New York
$163B +$23.3B +17% 7.29% 127% 7,530 36.75% 1.2
Swiss National Bank
46
Swiss National Bank
Switzerland
$162B +$12.2B +8% 9.31% 136% 2,687 9.3% 5.6
Fisher Asset Management
47
Fisher Asset Management
Washington
$159B +$17.3B +12% 9.06% 114% 1,100 17.36% 3.7
Principal Financial Group
48
Principal Financial Group
Iowa
$155B +$12.7B +9% 9.4% 94.1% 2,712 12.79% 4.9
Dodge & Cox
49
Dodge & Cox
California
$153B +$13B +9% 9.05% 69.9% 197 9.14% 5.7
Jennison Associates
50
Jennison Associates
New York
$151B +$14.3B +10% 14.6% 189% 746 22.25% 2.3