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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)
Public Investment Fund
551
Public Investment Fund
Saudi Arabia
$4.21B -$1.01B -19% 14.4% 20.5% 2 0% 0.5
Marshall Wace Asia
552
Marshall Wace Asia
Hong Kong
$4.21B +$115M +3% 1.44% 149% 195 68.72% 0.4
O'Shaughnessy Asset Management
553
O'Shaughnessy Asset Management
Connecticut
$4.2B -$75.4M -2% 0.86% 131% 1,351 30.42% 1.1
Welch & Forbes
554
Welch & Forbes
Massachusetts
$4.19B +$82.5M +2% 2.92% 73.7% 357 5.88% 4.2
Dai-ichi Life Insurance Company
555
Dai-ichi Life Insurance Company
Japan
$4.19B +$65.5M +2% 2.1% 128% 551 8.71% 2.2
UMB Bank
556
UMB Bank
Missouri
$4.16B +$89.7M +2% 1.68% 97.8% 393 9.16% 3.8
Oxford Asset Management
557
Oxford Asset Management
United Kingdom
$4.16B -$486M -10% 2.12% – 2,122 42.79% 0.7
BOK Financial
558
BOK Financial
Oklahoma
$4.15B -$10.8M -0.3% 1.06% 91.8% 969 14.04% 3.6
Freestone Capital Holdings
559
Freestone Capital Holdings
Washington
$4.15B +$244M +6% 1.5% 86.9% 395 18.99% 2.1
Silver Lake Group
560
Silver Lake Group
California
$4.14B +$73.8M +2% 0.88% 82.8% 7 0% 2.9
NWQ Investment Management Company
561
NWQ Investment Management Company
California
$4.13B -$314M -7% 1.47% 3.5% 164 13.41% 3
Samlyn Capital
562
Samlyn Capital
New York
$4.12B -$623M -13% 1.38% 148% 163 64.42% 0.6
Menora Mivtachim Holdings
563
Menora Mivtachim Holdings
Israel
$4.11B +$419M +11% 1.77% 140% 71 18.31% 2.4
Caledonia Investments (Australia)
564
Caledonia Investments (Australia)
Australia
$4.11B -$1.69B -29% 18.7% 4.24% 16 25% 2.4
EP
565
Elkfork Partners
Oregon
$4.11B +$18.6M +0.5% 1.27% 52.4% 1,091 7.52% 2.2
Clal Insurance
566
Clal Insurance
Israel
$4.11B -$238M -5% 0.21% 202% 126 16.67% 1.7
AKO Capital
567
AKO Capital
United Kingdom
$4.11B +$173M +4% 1.99% 44.6% 21 0% 1.9
Altimeter Capital Management
568
Altimeter Capital Management
Massachusetts
$4.1B +$446M +12% 1.25% 187% 33 30.3% 1.4
Nissay Asset Management
569
Nissay Asset Management
Japan
$4.09B +$134M +3% 1.97% 129% 752 3.19% 1.6
Tesco Pension Investment
570
Tesco Pension Investment
United Kingdom
$4.09B -$112M -3% 2.95% 2% 37 8.11% 2.2
W.K. Kellogg Foundation Trust
571
W.K. Kellogg Foundation Trust
Michigan
$4.08B +$627M +18% 20.1% 25.5% 3 66.67% 3.1
Van Berkom & Associates
572
Van Berkom & Associates
Quebec, Canada
$4.07B +$621M +18% 2.94% 45% 60 0% 3.8
Matrix Capital Management Company
573
Matrix Capital Management Company
New Hampshire
$4.05B -$1.36B -25% 9.39% 245% 28 28.57% 1.8
RiverFront Investment Group
574
RiverFront Investment Group
Virginia
$4.05B +$62.1M +2% 1.17% 57.2% 67 22.39% 2.3
Everett Harris & Co
575
Everett Harris & Co
California
$4.05B +$51.2M +1% 2.4% 55.6% 265 8.3% 4.4