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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)
ID
501
Integral Derivatives
New York
$5.09B -$414M -8% 5.14% 45.8% 1,386 40.76% 1.2
Disciplined Growth Investors
502
Disciplined Growth Investors
Minnesota
$5.07B +$302M +6% 9.24% 186% 89 2.25% 3.4
Shell Asset Management
503
Shell Asset Management
Netherlands
$5.04B +$541M +12% 6.79% – 1,143 7.79% 2.8
KCM
504
Kensico Capital Management
Connecticut
$5.02B -$1.57B -24% 8.49% 304% 33 42.42% 1.9
Banque Pictet & Cie
505
Banque Pictet & Cie
Switzerland
$5.01B +$591M +13% 7.33% 105% 375 12.53% 2
Systematic Financial Management
506
Systematic Financial Management
New Jersey
$5B +$74.9M +2% 7.55% 120% 695 17.55% 1.9
Morningstar Investment Services
507
Morningstar Investment Services
Illinois
$4.98B +$395M +9% 2.59% 22.4% 204 7.35% 2.4
Veritable
508
Veritable
Delaware
$4.98B +$227M +5% 5.64% 48.8% 847 14.05% 2.9
Piedmont Investment Advisors
509
Piedmont Investment Advisors
North Carolina
$4.97B +$268M +6% 7.53% 35.4% 829 14.72% 1.4
Assured Investment Management
510
Assured Investment Management
New York
$4.96B +$78.2M +2% 8.08% 18.3% 730 48.63% 0.8
Brandes Investment Partners
511
Brandes Investment Partners
California
$4.95B +$26.5M +0.5% 1.39% 79.9% 174 32.76% 2.2
Warburg Pincus
512
Warburg Pincus
New York
$4.94B -$1.18B -19% 2.97% 3.59% 11 27.27% 2.3
Greenleaf Trust
513
Greenleaf Trust
Michigan
$4.93B +$370M +8% 8.28% 37.2% 726 9.78% 1.1
GMT Capital
514
GMT Capital
Georgia
$4.9B -$84.9M -2% 7.07% 200% 145 17.24% 1.5
QV Investors
515
QV Investors
Alberta, Canada
$4.88B +$248M +5% 6.41% 68.3% 56 10.71% 1.9
Element Capital Management
516
Element Capital Management
New York
$4.87B +$4.63B +1,903% 9.44% 49.4% 193 95.85% 0
SA
517
SPO Advisory
California
$4.82B -$200M -4% 4.1% 28.4% 16 18.75% 2.6
ClearBridge LLC (Maryland)
518
ClearBridge LLC (Maryland)
Maryland
$4.8B +$177M +4% 4.28% 24% 191 13.09% 1.8
Chickasaw Capital Management
519
Chickasaw Capital Management
Tennessee
$4.79B +$134M +3% 0.92% 83.6% 112 9.82% 3.2
New England Asset Management
520
New England Asset Management
Connecticut
$4.78B +$374M +8% 8.95% 55.6% 158 10.13% 2.9
D.A. Davidson & Co
521
D.A. Davidson & Co
Montana
$4.77B -$327M -6% 5.53% 70.7% 1,150 10.43% 3.2
Utah Retirement Systems
522
Utah Retirement Systems
Utah
$4.76B +$312M +7% 6.93% 130% 990 1.31% 3.9
Nippon Life Insurance
523
Nippon Life Insurance
Japan
$4.75B -$580M -11% 6.16% 26% 328 91.77% 3.2
Douglas Lane & Associates
524
Douglas Lane & Associates
New York
$4.74B +$382M +9% 8.55% 91.9% 222 12.61% 1.5
Advent International
525
Advent International
Massachusetts
$4.74B -$808M -15% 1.73% 15.9% 21 19.05% 1.3