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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 |
MCM
2026
Mast Capital Management
Boston,
Massachusetts
| $389M | +$184M | +90% | 9.02% | – | 10 | 50% | 0.3 |
|
| 2027 |
PNAA
2027
Pictet North America Advisors
Geneva 73,
Switzerland
| $388M | +$21.1M | +6% | 4.97% | 65.9% | 65 | 33.85% | 0.4 |
|
| 2028 |
TPCM
2028
Tide Point Capital Management
Old Greenwich,
Connecticut
| $388M | +$152M | +64% | 15.1% | 144% | 57 | 64.91% | 0.2 |
|
| 2029 |
NIA
2029
Northstar Investment Advisors
Denver,
Colorado
| $388M | +$11.8M | +3% | 3.28% | 85.8% | 120 | 13.33% | 0.9 |
|
| 2030 |
NBC
2030
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $388M | -$52.5M | -12% | 4.2% | 15.7% | 317 | 47% | 0.5 |
|
| 2031 |
COI
2031
Connable Office Inc
Kalamazoo,
Michigan
| $388M | +$19.9M | +5% | 5.59% | 68.3% | 238 | 13.87% | 0.9 |
|
| 2032 |
BWM
2032
Braver Wealth Management
Needham,
Massachusetts
| $387M | +$38.7M | +11% | 3.86% | 20.4% | 91 | 19.78% | 0.7 |
|
| 2033 |
CCM
2033
Cohen Capital Management
Corte Madera,
California
| $387M | +$16.4M | +4% | 4.63% | 91.5% | 135 | 5.93% | 0.9 |
|
| 2034 |
KCP
2034
KDI Capital Partners
Raleigh,
North Carolina
| $387M | -$33.8M | -8% | 1.77% | 77.1% | 41 | 7.32% | 0.8 |
|
| 2035 |
ST
2035
Sentinel Trust
Houston,
Texas
| $386M | +$28.4M | +8% | 6.31% | 79.2% | 158 | 18.99% | 0.8 |
|
| 2036 |
2036
MKP Capital Management
New York
| $386M | -$390M | -50% | 4.92% | 69.8% | 12 | 100% | 0 |
|
| 2037 |
CT
2037
Coastline Trust
Providence,
Rhode Island
| $385M | +$9.22M | +2% | 3.88% | 106% | 212 | 4.25% | 0.9 |
|
| 2038 |
RGI
2038
River Global Investors
London,
United Kingdom
| $384M | -$43.3M | -10% | 3.75% | 49.7% | 75 | 26.67% | 0.7 |
|
| 2039 |
QAM
2039
Quentec Asset Management
New York
| $384M | +$54.7M | +17% | 2.7% | 43.5% | 59 | 50.85% | 0.5 |
|
| 2040 |
2040
Alphabet Inc
Mountain View,
California
| $383M | +$2.06M | +0.5% | 12.6% | 327% | 4 | 25% | 0.4 |
|
| 2041 |
CF
2041
Cypress Funds
Los Angeles,
California
| $383M | -$31.7M | -8% | 3.8% | 100% | 22 | 31.82% | 0.6 |
|
| 2042 |
BSB
2042
Bangor Savings Bank
Bangor,
Maine
| $382M | +$46.4M | +14% | 3.18% | 54.6% | 149 | 25.5% | 0.7 |
|
| 2043 |
NCM
2043
Newgate Capital Management
Greenwich,
Connecticut
| $382M | -$67.5M | -15% | 7.93% | 7.68% | 129 | 35.66% | 0.5 |
|
| 2044 |
2044
Grimes & Company
Westborough,
Massachusetts
| $382M | +$25.6M | +7% | 3.85% | 66.2% | 178 | 19.1% | 0.7 |
|
| 2045 |
MPAM
2045
Monarch Partners Asset Management
Boston,
Massachusetts
| $382M | +$107M | +39% | 4.33% | 136% | 146 | 33.56% | 0.5 |
|
| 2046 |
KC
2046
Kelso & Company
New York
| $382M | -$24.3M | -6% | 3.72% | – | 2 | 50% | 0.5 |
|
| 2047 |
ACM
2047
Argentus Capital Management
Dallas,
Texas
| $381M | -$29.9M | -7% | 5.12% | 30.8% | 254 | 38.19% | 0.6 |
|
| 2048 |
TC
2048
Telemus Capital
Southfield,
Michigan
| $381M | +$17.6M | +5% | 2.88% | 27.9% | 140 | 12.86% | 0.7 |
|
| 2049 |
PFMOSF
2049
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $380M | -$56.7M | -13% | 4.33% | 209% | 37 | 56.76% | 0.4 |
|
| 2050 |
JFGIW
2050
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $379M | +$37.1M | +11% | 4.04% | 58.1% | 763 | 14.02% | 0.8 |
|