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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)
GuardCap Asset Management
551
GuardCap Asset Management
United Kingdom
$7B -$1.16B -14% 1.21% 21.9% 28 3.57% 5
PGGM Investments
552
PGGM Investments
Netherlands
$6.99B +$88.2M +1% 0.95% 60.4% 383 14.88% 3.6
River Road Asset Management
553
River Road Asset Management
Kentucky
$6.97B -$431M -6% 5.63% 50.8% 179 11.17% 3.3
Confluence Investment Management
554
Confluence Investment Management
Missouri
$6.93B -$507M -7% 3.29% 37.7% 308 6.82% 4.4
Cullen/Frost Bankers
555
Cullen/Frost Bankers
Texas
$6.9B +$156M +2% 3.97% 91.1% 1,330 32.26% 3.9
DSM Capital Partners
556
DSM Capital Partners
Florida
$6.9B -$413M -6% 10.6% 148% 117 14.53% 1.8
Apollo Management Holdings
557
Apollo Management Holdings
New York
$6.86B -$641M -9% 11.1% 184% 70 34.29% 1.9
Soroban Capital Partners
558
Soroban Capital Partners
New York
$6.81B +$190M +3% 1.04% 67% 28 25% 1.7
Modera Wealth Management
559
Modera Wealth Management
New Jersey
$6.79B +$222M +3% 1.59% 68.2% 595 7.9% 2.9
Alaska Permanent Fund
560
Alaska Permanent Fund
Alaska
$6.75B -$40.4M -0.6% 0.31% 69.2% 517 14.12% 1.9
Prime Capital Investment Advisors
561
Prime Capital Investment Advisors
Kansas
$6.75B -$414M -6% 2.7% 78.7% 1,049 15.35% 1.9
Altimeter Capital Management
562
Altimeter Capital Management
Massachusetts
$6.73B +$222M +3% 4.38% 187% 23 39.13% 1.6
Conestoga Capital Advisors
563
Conestoga Capital Advisors
Pennsylvania
$6.67B -$246M -4% 2.53% 47.8% 137 9.49% 6.1
Fiduciary Trust
564
Fiduciary Trust
Massachusetts
$6.66B +$144M +2% 3.83% 76.6% 654 5.66% 6
Partners Value Investments
565
Partners Value Investments
Bermuda
$6.65B -$173M -3% 2.39% 80.7% 11 0% 2.5
ABN AMRO Bank
566
ABN AMRO Bank
Netherlands
$6.61B -$84M -1% 2.42% 90.7% 160 9.38% 1.1
Bartlett & Co Wealth Management
567
Bartlett & Co Wealth Management
Ohio
$6.59B +$91.1M +1% 2.81% 62.3% 1,179 8.48% 2.9
Illinois Municipal Retirement Fund
568
Illinois Municipal Retirement Fund
Illinois
$6.58B +$41.1M +0.6% 1.78% 104% 1,398 7.87% 2.2
Bridges Investment Management
569
Bridges Investment Management
Nebraska
$6.57B +$3.37B +105% 3.83% 77.9% 396 49.24% 3.6
Phoenix Financial
570
Phoenix Financial
Israel
$6.57B -$670M -9% 3.93% 144% 453 28.26% 1.5
Stephens Inc
571
Stephens Inc
Arkansas
$6.56B +$107M +2% 1.51% 76.1% 1,381 13.03% 4.8
Trexquant Investment
572
Trexquant Investment
Connecticut
$6.56B +$1.54B +31% 0.58% 112% 1,946 52.31% 0.5
Peapack-Gladstone Financial Corp
573
Peapack-Gladstone Financial Corp
New Jersey
$6.51B +$112M +2% 2.37% 77.4% 720 7.78% 5.3
Mondrian Investment Partners
574
Mondrian Investment Partners
United Kingdom
$6.5B -$782M -11% 0.87% – 102 9.8% 3.8
Caption Management
575
Caption Management
Oklahoma
$6.49B -$91.2M -1% 6.37% 227% 1,603 60.32% 0.4