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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 501 |
501
Rockefeller Financial Services
New York
| $4.79B | -$216M | -4% | 6.75% | 50.6% | 502 | 11.55% | 2.3 |
|
| 502 |
502
Wellcome Trust
London,
United Kingdom
| $4.78B | +$389M | +9% | 11.6% | 59.7% | 32 | 15.63% | 2.5 |
|
| 503 |
ID
503
Integral Derivatives
New York
| $4.78B | +$650M | +16% | 8.65% | 45.8% | 1,264 | 48.5% | 0.9 |
|
| 504 |
WP
504
Wedgewood Partners
St Louis,
Missouri
| $4.77B | -$165M | -3% | 4.4% | 78.1% | 36 | 5.56% | 1.7 |
|
| 505 |
MC
505
Montag & Caldwell
Atlanta,
Georgia
| $4.76B | -$149M | -3% | 3.48% | 91.3% | 100 | 13% | 2.2 |
|
| 506 |
506
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $4.75B | +$54.4M | +1% | 4.05% | 73.8% | 922 | 3.69% | 1.1 |
|
| 507 |
507
Cooke & Bieler
Philadelphia,
Pennsylvania
| $4.75B | +$246M | +5% | 5.19% | 37% | 105 | 7.62% | 2.5 |
|
| 508 |
508
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $4.74B | -$198M | -4% | 7.25% | 58% | 265 | 22.26% | 1.4 |
|
| 509 |
FQ
509
First Quadrant
Glendale,
California
| $4.72B | +$190M | +4% | 4.04% | 90.6% | 963 | 24.82% | 1.8 |
|
| 510 |
510
Discovery Capital Management
South Norwalk,
Connecticut
| $4.72B | +$363M | +8% | 13.5% | 871% | 103 | 53.4% | 0.6 |
|
| 511 |
FIG
511
Fortress Investment Group
New York
| $4.7B | +$839M | +22% | 28.8% | 97.5% | 48 | 31.25% | 1.8 |
|
| 512 |
512
Marathon Asset Management (UK)
London,
United Kingdom
| $4.66B | -$56.9M | -1% | 4.2% | 80.8% | 108 | 10.19% | 1.8 |
|
| 513 |
513
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| $4.63B | +$160M | +4% | 4.78% | 124% | 1,033 | 11.52% | 3 |
|
| 514 |
PIA
514
Piedmont Investment Advisors
Durham,
North Carolina
| $4.61B | -$253M | -5% | 4.74% | 35.4% | 698 | 13.32% | 1.1 |
|
| 515 |
515
Voloridge Investment Management
Jupiter,
Florida
| $4.6B | +$1.1B | +31% | 10.4% | 104% | 400 | 77.5% | 0.2 |
|
| 516 |
516
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $4.59B | +$1.3B | +39% | 6.81% | 117% | 749 | 7.88% | 2.6 |
|
| 517 |
517
Capstone Investment Advisors
New York
| $4.57B | -$667M | -13% | 5.41% | 44% | 1,064 | 70.21% | 0.3 |
|
| 518 |
518
Fjarde Ap-fonden
Stockholm,
Sweden
| $4.57B | +$257M | +6% | 4.89% | – | 625 | 2.56% | 2.9 |
|
| 519 |
519
Nicholas Company
Milwaukee,
Wisconsin
| $4.55B | -$406M | -8% | 3.69% | 65.7% | 220 | 12.27% | 2.1 |
|
| 520 |
520
Congress Asset Management
Boston,
Massachusetts
| $4.53B | +$203M | +5% | 3.47% | 143% | 263 | 19.39% | 1.9 |
|
| 521 |
521
Nippon Life Insurance
Tokyo,
Japan
| $4.5B | +$512M | +13% | 7.69% | 26% | 338 | 6.51% | 2.5 |
|
| 522 |
DCM
522
Dupont Capital Management
Wilmington,
Delaware
| $4.47B | -$24.1M | -0.5% | 5.33% | 137% | 775 | 30.32% | 1.3 |
|
| 523 |
FC
523
Fairpointe Capital
Chicago,
Illinois
| $4.44B | +$22.9M | +0.5% | 10.4% | 48.1% | 83 | 10.84% | 2.2 |
|
| 524 |
FP
524
FPR Partners
San Francisco,
California
| $4.44B | +$295M | +7% | 9.28% | 33% | 19 | 5.26% | 2.2 |
|
| 525 |
525
Clal Insurance
Tel-Aviv,
Israel
| $4.43B | +$500M | +13% | 4.61% | 202% | 117 | 35.9% | 1.1 |
|