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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
FS
2026
Feinberg Stephen
| $311M | -$162M | -34% | 1.35% | 54.3% | 8 | 37.5% | 0.3 |
|
| 2027 |
2027
Amalgamated Bank
New York
| $311M | +$38.3M | +14% | 5.78% | 132% | 249 | 27.31% | 0.2 |
|
| 2028 |
FPCM
2028
Fox Point Capital Management
New York
| $311M | -$17.9M | -5% | 25.6% | 201% | 49 | 51.02% | 0.2 |
|
| 2029 |
BC
2029
Balestra Capital
New York
| $311M | -$58.9M | -16% | 0.57% | – | 20 | 60% | 0.2 |
|
| 2030 |
ACM
2030
Artha Capital Management
Stamford,
Connecticut
| $309M | +$146M | +90% | 19.4% | – | 20 | 65% | 0.1 |
|
| 2031 |
RCAG
2031
Rehmann Capital Advisory Group
Lansing,
Michigan
| $309M | +$21M | +7% | 4.65% | 64.6% | 302 | 19.87% | 0.2 |
|
| 2032 |
EMA
2032
Efficient Market Advisors
San Diego,
California
| $309M | +$34M | +12% | 4.19% | 5.97% | 140 | 18.57% | 0.2 |
|
| 2033 |
RMC
2033
Regis Management Company
Menlo Park,
California
| $309M | +$9.91M | +3% | 6.49% | 5.33% | 52 | 13.46% | 0.2 |
|
| 2034 |
GJCM
2034
Grand Jean Capital Management
San Francisco,
California
| $309M | +$52.2M | +20% | 6.65% | 61.4% | 37 | 24.32% | 0.2 |
|
| 2035 |
HCM
2035
Hutchinson Capital Management
San Rafael,
California
| $309M | +$9.18M | +3% | 4.12% | 52.6% | 60 | 5% | 0.2 |
|
| 2036 |
3AM
2036
3D Asset Management
Hartford,
Connecticut
| $308M | +$11.2M | +4% | 4.94% | 0.82% | 42 | 11.9% | 0.2 |
|
| 2037 |
CAM
2037
Cubic Asset Management
Boston,
Massachusetts
| $308M | +$17.8M | +6% | 5.55% | 40.5% | 165 | 16.97% | 0.2 |
|
| 2038 |
2038
JMG Financial Group
Downers Grove,
Illinois
| $308M | +$12.1M | +4% | 4.29% | 58.7% | 53 | 11.32% | 0.2 |
|
| 2039 |
SSWM
2039
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $307M | +$12.8M | +4% | 8.02% | 83.4% | 265 | 26.79% | 0.2 |
|
| 2040 |
BCM
2040
Brookmont Capital Management
Dallas,
Texas
| $307M | +$65.8M | +27% | 2.67% | 36.6% | 43 | 2.33% | 0.2 |
|
| 2041 |
CA
2041
Cornerstone Advisors
Asheville,
North Carolina
| $307M | +$51.3M | +20% | 2.13% | 108% | 252 | 31.35% | 0.2 |
|
| 2042 |
GAM
2042
Griffin Asset Management
New York
| $306M | +$29.7M | +11% | 3.19% | 80.7% | 119 | 11.76% | 0.2 |
|
| 2043 |
2043
Calamos Wealth Management
Naperville,
Illinois
| $306M | +$23.6M | +8% | 7.77% | 102% | 242 | 25.21% | 0.2 |
|
| 2044 |
BC
2044
Bruce & Co
Chicago,
Illinois
| $306M | +$7.11M | +2% | 4.93% | 94.5% | 57 | 3.51% | 0.2 |
|
| 2045 |
TCM
2045
Twele Capital Management
Minnetonka,
Minnesota
| $306M | +$15.3M | +5% | 3.26% | 37.1% | 61 | 6.56% | 0.2 |
|
| 2046 |
TAT
2046
TD Ameritrade Trust
Denver,
Colorado
| $305M | -$20.1M | -6% | 5.07% | 21.7% | 49 | 18.37% | 0.2 |
|
| 2047 |
1IA
2047
1834 Investment Advisors
Milwaukee,
Wisconsin
| $305M | +$13.3M | +5% | 4.76% | 61.8% | 155 | 6.45% | 0.2 |
|
| 2048 |
AVC
2048
Arlington Value Capital
Salt Lake City,
Utah
| $304M | +$31.8M | +12% | 6.21% | 14.4% | 11 | 9.09% | 0.2 |
|
| 2049 |
2049
Coldstream Capital Management
Bellevue,
Washington
| $304M | +$7.92M | +3% | 4.34% | 71% | 200 | 20.5% | 0.2 |
|
| 2050 |
GCM
2050
Glynn Capital Management
Menlo Park,
California
| $303M | +$54.9M | +22% | 32.8% | 252% | 54 | 9.26% | 0.2 |
|