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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)
Northwestern Mutual Investment Management Company
501
Northwestern Mutual Investment Management Company
Wisconsin
$4.91B – – 0.95% 73.8% 878 – 0
TAM
502
Tiverton Asset Management
Delaware
$4.9B +$94.6M +2% 3.19% 61.8% 138 7.25% 1.3
Highland Capital Management (Texas)
503
Highland Capital Management (Texas)
Texas
$4.87B +$1.87B +63% 5.22% – 291 50.17% 0.5
Bridgeway Capital Management
504
Bridgeway Capital Management
Texas
$4.84B +$449M +10% 3.66% 144% 1,579 14.69% 1.2
Starboard Value
505
Starboard Value
New York
$4.81B +$395M +9% 10.2% 56% 33 24.24% 0.9
First Quadrant
506
First Quadrant
California
$4.8B +$59.5M +1% 2.63% 90.6% 816 14.09% 1.4
Veritable
507
Veritable
Delaware
$4.79B -$31.4M -0.7% 1.15% 48.8% 996 12.15% 1.4
Provida Pension Fund Administrator
508
Provida Pension Fund Administrator
Chile
$4.79B -$144M -3% 2.59% 48.1% 29 13.79% 1
LMCG Investments
509
LMCG Investments
Massachusetts
$4.78B +$202M +4% 4.38% 125% 588 19.22% 1.2
W.K. Kellogg Foundation Trust
510
W.K. Kellogg Foundation Trust
Michigan
$4.76B -$70M -1% 0.73% 25.5% 3 33.33% 1.3
ID
511
Integral Derivatives
New York
$4.76B -$1.02B -18% 0.57% 45.8% 1,649 53.97% 0.6
Davidson Kempner Capital Management
512
Davidson Kempner Capital Management
New York
$4.73B -$621M -12% 12.8% 157% 201 57.21% 0.4
AssetMark Inc
513
AssetMark Inc
California
$4.69B +$91.3M +2% 2.23% 68.2% 528 20.27% 1.1
TD Ameritrade Investment Management
514
TD Ameritrade Investment Management
Nebraska
$4.68B +$316M +7% 1.91% 13.5% 86 3.49% 1.7
Brahman Capital
515
Brahman Capital
New York
$4.67B +$1.16B +33% 13.5% 16.6% 21 38.1% 0.8
Donald Smith & Co
516
Donald Smith & Co
New York
$4.67B -$315M -6% 1.84% 152% 80 10% 1.4
Wellcome Trust
517
Wellcome Trust
United Kingdom
$4.66B -$188M -4% 1.5% 59.7% 29 6.9% 1.5
Trilogy Global Advisors
518
Trilogy Global Advisors
Florida
$4.66B -$168M -3% 1.05% 42.3% 95 26.32% 1.2
CI Global Investments
519
CI Global Investments
California
$4.66B -$225M -5% 2.54% 43.5% 181 31.49% 0.9
Longview Asset Management (Illinois)
520
Longview Asset Management (Illinois)
Illinois
$4.63B -$641M -12% 0.64% 65.3% 3 33.33% 1.8
Rockefeller Financial Services
521
Rockefeller Financial Services
New York
$4.63B +$65.6M +1% 2.1% 50.6% 572 24.83% 1.2
Scopia Capital Management
522
Scopia Capital Management
New York
$4.62B -$744M -14% 14.9% 58.7% 37 37.84% 0.9
Cooke & Bieler
523
Cooke & Bieler
Pennsylvania
$4.62B +$108M +2% 0.88% 37% 108 7.41% 1.5
Anchor Capital Advisors
524
Anchor Capital Advisors
Massachusetts
$4.62B -$325M -7% 2.91% 64.3% 318 10.06% 1.5
Tran Capital Management
525
Tran Capital Management
California
$4.61B -$617M -12% 2.18% 173% 103 11.65% 1.4