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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 51 |
51
Bank of Montreal
Toronto,
Ontario, Canada
| $72.4B | -$13B | -15% | 8.53% | 120% | 4,426 | 15.23% |
|
| 52 |
52
D.E. Shaw & Co
New York
| $67.9B | +$767M | +1% | 8.77% | 175% | 4,145 | 21.18% |
|
| 53 |
53
Charles Schwab
San Francisco,
California
| $67.9B | -$4.56B | -6% | 6.22% | 108% | 3,153 | 3.84% |
|
| 54 |
54
Boston Partners
Boston,
Massachusetts
| $65.6B | -$4.01B | -6% | 7.37% | 108% | 764 | 16.49% |
|
| 55 |
55
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $65B | -$8.39B | -11% | 8.07% | 99.2% | 350 | 19.14% |
|
| 56 |
56
BlackRock
New York
| $63.8B | -$3.63B | -5% | 6.31% | 135% | 3,335 | 7.17% |
|
| 57 |
57
Principal Financial Group
Des Moines,
Iowa
| $63.6B | -$3.41B | -5% | 4.96% | 94.1% | 2,307 | 11.18% |
|
| 58 |
58
New York State Common Retirement Fund
Albany,
New York
| $63.1B | -$5.4B | -8% | 6.4% | 133% | 3,345 | 6.79% |
|
| 59 |
WRF
59
Waddell & Reed Financial
Overland Park,
Kansas
| $60.8B | -$9.19B | -13% | 7.18% | 124% | 693 | 26.98% |
|
| 60 |
60
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $59.5B | -$6.16B | -9% | 8.5% | 105% | 112 | 3.57% |
|
| 61 |
61
California Public Employees Retirement System
Sacramento,
California
| $58.9B | -$7.72B | -12% | 7.25% | 121% | 3,738 | 4.01% |
|
| 62 |
62
Harris Associates
Chicago,
Illinois
| $57.2B | -$5.46B | -9% | 9.41% | 51.6% | 143 | 18.88% |
|
| 63 |
63
Capital International Investors
Los Angeles,
California
| $55.1B | -$3.88B | -7% | 6.12% | 138% | 276 | 9.78% |
|
| 64 |
RFC
64
Russell Frank Company
Seattle,
Washington
| $53.6B | -$8.78B | -14% | 6.72% | 43% | 3,184 | 10.68% |
|
| 65 |
65
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $51.7B | -$4.01B | -7% | 6.75% | 137% | 923 | 7.91% |
|
| 66 |
66
Millennium Management
New York
| $51.6B | -$1.23B | -2% | 9.18% | 127% | 4,098 | 37.09% |
|
| 67 |
PPA
67
Parametric Portfolio Associates
Seattle,
Washington
| $51.3B | +$107M | +0.2% | 6.57% | 86.8% | 4,094 | 23.33% |
|
| 68 |
68
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $51.1B | -$4.52B | -8% | 8.1% | 124% | 223 | 14.8% |
|
| 69 |
69
TD Asset Management
Toronto,
Ontario, Canada
| $50.8B | -$5.21B | -9% | 7.98% | 120% | 1,444 | 9.9% |
|
| 70 |
70
Prudential Financial
Newark,
New Jersey
| $50.7B | -$5.63B | -10% | 5.77% | 117% | 2,339 | 10.05% |
|
| 71 |
TA
71
Teachers Advisors
New York
| $50.1B | -$3.73B | -7% | 6.02% | 67.2% | 3,157 | 4.5% |
|
| 72 |
72
AQR Capital Management
Greenwich,
Connecticut
| $50B | -$401M | -0.8% | 5.9% | 120% | 2,385 | 16.69% |
|
| 73 |
73
Artisan Partners
Milwaukee,
Wisconsin
| $49.2B | -$5.11B | -9% | 7.59% | 129% | 420 | 18.33% |
|
| 74 |
74
William Blair Investment Management
Chicago,
Illinois
| $49B | – | – | 2.5% | 141% | 1,067 | – |
|
| 75 |
75
Fisher Asset Management
Camas,
Washington
| $48B | -$3.45B | -7% | 5.71% | 114% | 777 | 26.77% |
|