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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)
UBS O'Connor
501
UBS O'Connor
Illinois
$4.64B -$5.38B -54% 8.86% 180% 584 58.39% 0.6
Warburg Pincus
502
Warburg Pincus
New York
$4.59B -$662M -13% 3.81% 3.59% 11 27.27% 2.5
South Dakota Investment Council
503
South Dakota Investment Council
South Dakota
$4.55B -$23.1M -0.5% 3.07% 76.5% 561 9.98% 1.5
First Quadrant
504
First Quadrant
California
$4.53B -$52.8M -1% 1.96% 90.6% 898 21.83% 1.8
Energy Income Partners
505
Energy Income Partners
Connecticut
$4.52B +$676M +18% 16.5% 66.9% 57 3.51% 2.4
Cooke & Bieler
506
Cooke & Bieler
Pennsylvania
$4.5B +$28.7M +0.6% 0.76% 34.6% 104 6.73% 2.4
Salient Capital Advisors
507
Salient Capital Advisors
Texas
$4.49B +$956M +27% 29.3% 57.3% 274 18.25% 1.9
DCM
508
Dupont Capital Management
Delaware
$4.49B +$98.9M +2% 2.86% 100% 758 29.68% 1.2
Oregon Public Employees Retirement Fund
509
Oregon Public Employees Retirement Fund
Oregon
$4.47B +$115M +3% 3.19% 124% 1,047 4.68% 2.7
Scharf Investments
510
Scharf Investments
California
$4.45B +$154M +4% 0.12% 55% 58 10.34% 1.8
Fairpointe Capital
511
Fairpointe Capital
Illinois
$4.42B -$402M -8% 3.02% 48.1% 83 9.64% 2.1
Wellcome Trust
512
Wellcome Trust
United Kingdom
$4.4B -$122M -3% 1.17% 59.7% 31 9.68% 2.3
Westchester Capital Management (New York)
513
Westchester Capital Management (New York)
New York
$4.36B -$671M -13% 4.97% 100% 125 50.4% 0.8
Discovery Capital Management
514
Discovery Capital Management
Connecticut
$4.35B -$2.56B -37% 10% 871% 126 61.11% 0.6
Loring Wolcott & Coolidge Fiduciary Advisors
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.35B +$111M +3% 2.4% 59.7% 670 10.75% 2.2
United States Steel & Carnegie Pension Fund
516
United States Steel & Carnegie Pension Fund
New York
$4.34B +$17.7M +0.4% 3.05% 31.6% 65 1.54% 2.1
Synovus Financial
517
Synovus Financial
Georgia
$4.33B +$211M +5% 4.06% 68.4% 1,099 13.47% 2.2
Congress Asset Management
518
Congress Asset Management
Massachusetts
$4.33B +$201M +5% 2.59% 143% 247 16.6% 2.1
Assured Investment Management
519
Assured Investment Management
New York
$4.32B -$227M -5% 2.46% 18.3% 752 47.34% 0.6
Fjarde Ap-fonden
520
Fjarde Ap-fonden
Sweden
$4.31B -$6.78M -0.2% 2.85% – 648 8.49% 2.6
Shell Asset Management
521
Shell Asset Management
Netherlands
$4.31B +$134M +3% 4.63% – 956 10.88% 2.2
Davidson Kempner Capital Management
522
Davidson Kempner Capital Management
New York
$4.26B -$450M -10% 8.98% 157% 214 54.21% 0.5
Sentinel Asset Management
523
Sentinel Asset Management
Vermont
$4.24B -$241M -5% 2.33% 18.3% 255 24.71% 2.1
HL Financial Services
524
HL Financial Services
Kentucky
$4.23B +$114M +3% 1.16% 42.6% 701 14.27% 2
Mondrian Investment Partners
525
Mondrian Investment Partners
United Kingdom
$4.23B -$275M -6% 3.94% – 142 6.34% 1.8