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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)
Rockefeller Financial Services
501
Rockefeller Financial Services
New York
$4.79B -$216M -4% 6.75% 50.6% 502 11.55% 2.3
Wellcome Trust
502
Wellcome Trust
United Kingdom
$4.78B +$389M +9% 11.6% 59.7% 32 15.63% 2.5
ID
503
Integral Derivatives
New York
$4.78B +$650M +16% 8.65% 45.8% 1,264 48.5% 0.9
WP
504
Wedgewood Partners
Missouri
$4.77B -$165M -3% 4.4% 78.1% 36 5.56% 1.7
MC
505
Montag & Caldwell
Georgia
$4.76B -$149M -3% 3.48% 91.3% 100 13% 2.2
Northwestern Mutual Investment Management Company
506
Northwestern Mutual Investment Management Company
Wisconsin
$4.75B +$54.4M +1% 4.05% 73.8% 922 3.69% 1.1
Cooke & Bieler
507
Cooke & Bieler
Pennsylvania
$4.75B +$246M +5% 5.19% 37% 105 7.62% 2.5
DePrince Race & Zollo Inc (DRZ)
508
DePrince Race & Zollo Inc (DRZ)
Florida
$4.74B -$198M -4% 7.25% 58% 265 22.26% 1.4
FQ
509
First Quadrant
California
$4.72B +$190M +4% 4.04% 90.6% 963 24.82% 1.8
Discovery Capital Management
510
Discovery Capital Management
Connecticut
$4.72B +$363M +8% 13.5% 871% 103 53.4% 0.6
FIG
511
Fortress Investment Group
New York
$4.7B +$839M +22% 28.8% 97.5% 48 31.25% 1.8
Marathon Asset Management (UK)
512
Marathon Asset Management (UK)
United Kingdom
$4.66B -$56.9M -1% 4.2% 80.8% 108 10.19% 1.8
Oregon Public Employees Retirement Fund
513
Oregon Public Employees Retirement Fund
Oregon
$4.63B +$160M +4% 4.78% 124% 1,033 11.52% 3
PIA
514
Piedmont Investment Advisors
North Carolina
$4.61B -$253M -5% 4.74% 35.4% 698 13.32% 1.1
Voloridge Investment Management
515
Voloridge Investment Management
Florida
$4.6B +$1.1B +31% 10.4% 104% 400 77.5% 0.2
Sumitomo Mitsui DS Asset Management
516
Sumitomo Mitsui DS Asset Management
Japan
$4.59B +$1.3B +39% 6.81% 117% 749 7.88% 2.6
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$4.57B -$667M -13% 5.41% 44% 1,064 70.21% 0.3
Fjarde Ap-fonden
518
Fjarde Ap-fonden
Sweden
$4.57B +$257M +6% 4.89% – 625 2.56% 2.9
Nicholas Company
519
Nicholas Company
Wisconsin
$4.55B -$406M -8% 3.69% 65.7% 220 12.27% 2.1
Congress Asset Management
520
Congress Asset Management
Massachusetts
$4.53B +$203M +5% 3.47% 143% 263 19.39% 1.9
Nippon Life Insurance
521
Nippon Life Insurance
Japan
$4.5B +$512M +13% 7.69% 26% 338 6.51% 2.5
DCM
522
Dupont Capital Management
Delaware
$4.47B -$24.1M -0.5% 5.33% 137% 775 30.32% 1.3
FC
523
Fairpointe Capital
Illinois
$4.44B +$22.9M +0.5% 10.4% 48.1% 83 10.84% 2.2
FP
524
FPR Partners
California
$4.44B +$295M +7% 9.28% 33% 19 5.26% 2.2
Clal Insurance
525
Clal Insurance
Israel
$4.43B +$500M +13% 4.61% 202% 117 35.9% 1.1