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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)
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$72.4B -$13B -15% 8.53% 120% 4,426 15.23% 1.7
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$67.9B +$767M +1% 8.77% 175% 4,145 21.18% 1.4
Charles Schwab
53
Charles Schwab
California
$67.9B -$4.56B -6% 6.22% 108% 3,153 3.84% 2
Boston Partners
54
Boston Partners
Massachusetts
$65.6B -$4.01B -6% 7.37% 108% 764 16.49% 1.6
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$65B -$8.39B -11% 8.07% 99.2% 350 19.14% 1.1
BlackRock
56
BlackRock
New York
$63.8B -$3.63B -5% 6.31% 135% 3,335 7.17% 1.9
Principal Financial Group
57
Principal Financial Group
Iowa
$63.6B -$3.41B -5% 4.96% 94.1% 2,307 11.18% 1.9
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$63.1B -$5.4B -8% 6.4% 133% 3,345 6.79% 1.4
Waddell & Reed Financial
59
Waddell & Reed Financial
Kansas
$60.8B -$9.19B -13% 7.18% 124% 693 26.98% 1.2
State Farm Mutual Automobile Insurance
60
State Farm Mutual Automobile Insurance
Illinois
$59.5B -$6.16B -9% 8.5% 105% 112 3.57% 2.1
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$58.9B -$7.72B -12% 7.25% 121% 3,738 4.01% 2
Harris Associates
62
Harris Associates
Illinois
$57.2B -$5.46B -9% 9.41% 51.6% 143 18.88% 1.8
Capital International Investors
63
Capital International Investors
California
$55.1B -$3.88B -7% 6.12% 138% 276 9.78% 1.6
Russell Frank Company
64
Russell Frank Company
Washington
$53.6B -$8.78B -14% 6.72% 42.9% 3,184 10.68% 1.7
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$51.7B -$4.01B -7% 6.75% 137% 923 7.91% 1.9
Millennium Management
66
Millennium Management
New York
$51.6B -$1.23B -2% 9.18% 127% 4,098 37.09% 0.9
Parametric Portfolio Associates
67
Parametric Portfolio Associates
Washington
$51.3B +$107M +0.2% 6.57% 86.8% 4,094 23.33% 1.9
Baillie Gifford & Co
68
Baillie Gifford & Co
United Kingdom
$51.1B -$4.52B -8% 8.1% 124% 223 14.8% 1.6
TD Asset Management
69
TD Asset Management
Ontario, Canada
$50.8B -$5.21B -9% 7.98% 120% 1,444 9.9% 1.8
Prudential Financial
70
Prudential Financial
New Jersey
$50.7B -$5.63B -10% 5.77% 117% 2,339 10.05% 1.9
Teachers Advisors
71
Teachers Advisors
New York
$50.1B -$3.73B -7% 6.02% 67.2% 3,157 4.5% 2
AQR Capital Management
72
AQR Capital Management
Connecticut
$50B -$401M -0.8% 5.9% 120% 2,385 16.69% 1.5
Artisan Partners
73
Artisan Partners
Wisconsin
$49.2B -$5.11B -9% 7.59% 129% 420 18.33% 1.4
William Blair Investment Management
74
William Blair Investment Management
Illinois
$49B – – 2.5% 141% 1,067 – 0
Fisher Asset Management
75
Fisher Asset Management
Washington
$48B -$3.45B -7% 5.71% 114% 777 26.77% 1.5