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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 Time
Held (Qtrs)
WT
501
Wellcome Trust
United Kingdom
$4.94B +$280M +6% 2.13% 59.7% 28 7.14% 7
MIH
502
Madison Investment Holdings
Wisconsin
$4.94B -$162M -3% 1.25% 48.7% 243 11.11% 6.1
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$4.93B -$204M -4% 0.09% 131% 1,187 31.42% 3.6
HIMCH
504
Hartford Investment Management Co (HIMCO)
Connecticut
$4.92B -$177M -3% 0.36% 132% 668 11.53% 7.1
FCM
505
Fairholme Capital Management
Florida
$4.92B -$424M -8% 2.32% 36.2% 18 16.67% 6.5
HCMT
506
Highland Capital Management (Texas)
Texas
$4.91B +$40.1M +0.8% 1.73% – 355 49.86% 2
CGI
507
CI Global Investments
California
$4.9B +$244M +5% 1.45% 43.5% 181 34.25% 4.2
SGA
508
Sustainable Growth Advisers
Connecticut
$4.9B +$552M +13% 0.08% 42.2% 46 13.04% 5.3
TAIM
509
TD Ameritrade Investment Management
Nebraska
$4.88B +$200M +4% 0.96% 13.5% 87 4.6% 7.7
AGA
510
Altrinsic Global Advisors
Connecticut
$4.88B +$276M +6% 1.07% 45% 92 11.96% 5.9
RFS
511
Rockefeller Financial Services
New York
$4.83B +$197M +4% 0.54% 50.6% 535 16.07% 6.2
LAMI
512
Longview Asset Management (Illinois)
Illinois
$4.81B +$184M +4% 4.05% 65.3% 2 0% 8
TGA
513
Trilogy Global Advisors
Florida
$4.81B +$153M +3% 0.68% 42.3% 91 14.29% 5.3
CS
514
Candriam SCA
Luxembourg
$4.8B -$159M -3% 1.26% 153% 695 18.13% 1.7
AssetMark Inc
515
AssetMark Inc
California
$4.8B +$109M +2% 0.86% 68.2% 667 36.13% 4
USSCPF
516
United States Steel & Carnegie Pension Fund
New York
$4.8B -$131M -3% 0.14% 31.6% 62 1.61% 5.7
Janney Montgomery Scott
517
Janney Montgomery Scott
Pennsylvania
$4.78B -$592M -11% 0.33% 78.3% 2,676 35.05% 5.3
FQ
518
First Quadrant
California
$4.76B -$44.7M -0.9% 1.17% 90.6% 833 16.33% 5.9
PIA
519
Piedmont Investment Advisors
North Carolina
$4.73B +$3.1B +190% 1.39% 35.4% 464 42.89% 3.6
SIM
520
Stelliam Investment Management
New York
$4.72B +$280M +6% 2.54% 21.3% 75 37.33% 3.6
BTS
521
BB&T Securities
Virginia
$4.71B +$148M +3% 0.04% 33.1% 1,182 13.79% 5.4
ORI
522
Oak Ridge Investments
Illinois
$4.71B +$250M +6% 3.42% 208% 156 12.82% 5.5
GL
523
GLG LLC
New York
$4.7B +$1.19B +34% 1.32% 43.2% 716 27.93% 3.5
SIM
524
Sprucegrove Investment Management
Ontario, Canada
$4.68B -$311M -6% 0.44% 45.5% 57 1.75% 7.1
ACM
525
Apex Capital Management
Ohio
$4.68B +$433M +10% 6.68% 80.6% 268 11.57% 5.2