We are live on ! Find out more

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)
GA
501
Greenhaven Associates
New York
$6.44B +$811M +14% 5.74% 58% 34 11.76% 3.3
First Pacific Advisors
502
First Pacific Advisors
California
$6.44B -$82.3M -1% 10.2% 85.4% 193 35.75% 2.4
Tredje AP-fonden
503
Tredje AP-fonden
Sweden
$6.43B +$574M +10% 11.6% 128% 546 5.49% 2.2
B. Metzler seel. Sohn & Co
504
B. Metzler seel. Sohn & Co
Germany
$6.43B +$569M +10% 12.6% 106% 760 9.87% 1.8
Ceredex Value Advisors
505
Ceredex Value Advisors
Florida
$6.43B -$66.9M -1% 0.45% 82.3% 186 27.42% 1.4
Factory Mutual Insurance
506
Factory Mutual Insurance
Massachusetts
$6.4B -$214M -3% 10.6% 103% 152 7.24% 5.4
Williams Jones Wealth Management
507
Williams Jones Wealth Management
New York
$6.38B +$412M +7% 8.03% 79.1% 604 9.27% 2.3
BHM
508
Briar Hall Management
Tennessee
$6.37B +$564M +10% 10.5% 8.12% 1 0% 5.3
O'Shaughnessy Asset Management
509
O'Shaughnessy Asset Management
Connecticut
$6.36B +$227M +4% 4.72% 131% 1,554 16.02% 2.3
MAI Capital Management
510
MAI Capital Management
Ohio
$6.35B +$396M +7% 7.36% 74.7% 1,148 13.07% 2.8
Equitable Holdings
511
Equitable Holdings
New York
$6.25B +$508M +9% 7.81% 71.8% 1,020 16.47% 2
UMB Bank
512
UMB Bank
Missouri
$6.25B -$73.2M -1% 3.66% 97.8% 1,815 10.08% 2.3
Steward Partners Investment Advisory
513
Steward Partners Investment Advisory
New York
$6.25B +$372M +6% 6.39% 88.5% 3,482 8.73% 3.2
Robeco Schweiz
514
Robeco Schweiz
Switzerland
$6.19B +$714M +13% 13% 148% 128 12.5% 3.8
Thompson Siegel & Walmsley
515
Thompson Siegel & Walmsley
Virginia
$6.18B -$7.04M -0.1% 2.37% 32.4% 584 10.1% 5.3
Everett Harris & Co
516
Everett Harris & Co
California
$6.17B +$352M +6% 8.18% 55.6% 261 5.75% 6
Pathstone Family Office
517
Pathstone Family Office
New Jersey
$6.17B +$629M +11% 7.81% 38.9% 1,412 23.23% 1.8
ValueAct Holdings
518
ValueAct Holdings
California
$6.14B +$833M +16% 23.2% 78.7% 10 20% 3.2
TPG GP A
519
TPG GP A
Texas
$6.13B +$1.04B +20% 19.8% 101% 44 25% 0.9
CIBC World Markets
520
CIBC World Markets
New York
$6.13B -$8.73B -59% 9.53% – 736 19.57% 4
Ruane, Cunniff & Goldfarb
521
Ruane, Cunniff & Goldfarb
New York
$6.12B -$281M -4% 7% 79.3% 34 14.71% 4.8
DRW Securities
522
DRW Securities
Illinois
$6.12B +$2.4B +64% 17.7% 96.2% 407 61.92% 0.6
DSM Capital Partners
523
DSM Capital Partners
Florida
$6.11B +$102M +2% 12.9% 148% 61 13.11% 2.7
Third Point
524
Third Point
New York
$6.11B +$144M +2% 3.76% 159% 57 43.86% 1.2
Blue Trust Inc
525
Blue Trust Inc
Georgia
$6.1B +$506M +9% 4.81% 53% 2,760 21.38% 0.6