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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 |
2026
Stadium Capital Management
New Canaan,
Connecticut
| $357M | -$24.1M | -6% | 12.1% | 10.9% | 15 | 20% | 0.5 |
|
| 2027 |
2027
Cypress Funds
Los Angeles,
California
| $355M | +$57.6M | +19% | 13% | 100% | 23 | 34.78% | 0.3 |
|
| 2028 |
CCM
2028
Cohen Capital Management
Corte Madera,
California
| $355M | +$30.4M | +9% | 7.6% | 91.5% | 126 | 4.76% | 0.5 |
|
| 2029 |
2029
Fiduciary Trust International
Lincoln,
Massachusetts
| $355M | +$55.8M | +19% | 5.37% | 36.8% | 143 | 18.88% | 0.4 |
|
| 2030 |
2030
Zevin Asset Management
Boston,
Massachusetts
| $354M | +$27.3M | +8% | 6.28% | 71.7% | 135 | 14.07% | 0.4 |
|
| 2031 |
2031
Clarus Ventures
Cambridge,
Massachusetts
| $354M | – | – | 41.1% | 70.3% | 6 | – | 0 |
|
| 2032 |
2032
Empirical Wealth Management
Seattle,
Washington
| $354M | +$33.9M | +11% | 1.47% | 78.8% | 98 | 15.31% | 0.4 |
|
| 2033 |
2033
Tensile Capital Management
Larkspur,
California
| $353M | – | – | 4.23% | 47.7% | 16 | – | 0 |
|
| 2034 |
2034
Corsair Capital
New York
| $353M | +$23.6M | +7% | 8.26% | 17.1% | 3 | 0% | 0.5 |
|
| 2035 |
2035
Third Rock Ventures
Boston,
Massachusetts
| $353M | – | – | 27.5% | – | 3 | – | 0 |
|
| 2036 |
2036
Chou Associates Management
Toronto,
Ontario, Canada
| $352M | -$1.46B | -81% | 9.57% | 66.4% | 28 | 25% | 0.5 |
|
| 2037 |
2037
Sageview Capital
Greenwich,
Connecticut
| $352M | +$17.6M | +5% | 16.1% | 335% | 8 | 25% | 0.5 |
|
| 2038 |
2038
Ferox Capital Management
London,
United Kingdom
| $352M | +$92.2M | +36% | 0.28% | 2.07% | 44 | 4.55% | 0.3 |
|
| 2039 |
BC
2039
Bruce & Co
Chicago,
Illinois
| $352M | +$45.6M | +15% | 12.4% | 94.5% | 57 | 10.53% | 0.5 |
|
| 2040 |
GH
2040
Green Holdings
Hamilton,
Bermuda
| $351M | +$52.5M | +18% | 7.49% | – | 33 | 63.64% | 0.2 |
|
| 2041 |
2041
Mark Asset Management
New York
| $351M | +$35.8M | +11% | 13.3% | 325% | 134 | 55.97% | 0.2 |
|
| 2042 |
2042
Hutchinson Capital Management
San Rafael,
California
| $351M | +$42.2M | +14% | 14.1% | 52.6% | 63 | 12.7% | 0.5 |
|
| 2043 |
SLCM
2043
Seven Locks Capital Management
New York
| $351M | – | – | 15.9% | 50.1% | 35 | – | 0 |
|
| 2044 |
2044
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $351M | +$30.1M | +9% | 10.1% | – | 453 | 13.25% | 0.4 |
|
| 2045 |
2045
BTR Capital Management
Oakland,
California
| $351M | +$31.9M | +10% | 8.93% | 35% | 149 | 11.41% | 0.5 |
|
| 2046 |
6CM
2046
683 Capital Management
New York
| $350M | -$44M | -11% | 9.22% | 311% | 80 | 47.5% | 0.3 |
|
| 2047 |
TCOTO
2047
Trust Company of the Ozarks
Springfield,
Missouri
| $349M | +$31.5M | +10% | 10.9% | – | 160 | 5% | 0.5 |
|
| 2048 |
2048
Arrow Financial
Glens Falls,
New York
| $349M | +$22.8M | +7% | 10.3% | 66.5% | 373 | 12.6% | 0.4 |
|
| 2049 |
2049
Aegis Financial
Mc Lean,
Virginia
| $348M | +$20.7M | +6% | 7.22% | 266% | 73 | 13.7% | 0.4 |
|
| 2050 |
AVC
2050
Arlington Value Capital
Salt Lake City,
Utah
| $348M | +$43.7M | +14% | 5.68% | 14.4% | 13 | 23.08% | 0.4 |
|