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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2026 |
LCP
2026
LGT Capital Partners
Pfaeffikon,
Switzerland
| $388M | -$37.5M | -9% | 3.03% | 67.2% | 71 | 26.76% |
|
| 2027 |
PRC
2027
Platte River Capital
Denver,
Colorado
| $387M | -$272M | -41% | 1.07% | – | 230 | 37.39% |
|
| 2028 |
PH
2028
Pinnacle Holdings
Tulsa,
Oklahoma
| $387M | -$21.9M | -5% | 1.38% | 79.6% | 217 | 11.98% |
|
| 2029 |
T
2029
Tahithromos
New York
| $385M | -$34.2M | -8% | 7.95% | 16.4% | 53 | 54.72% |
|
| 2030 |
NIA
2030
Northstar Investment Advisors
Denver,
Colorado
| $385M | -$2.7M | -0.7% | 0.56% | 85.8% | 113 | 9.73% |
|
| 2031 |
QGI
2031
Quadrangle GP Investors
New York
| $385M | +$24.1M | +7% | 7.41% | 17.1% | 4 | 0% |
|
| 2032 |
KAH
2032
Kathryn A. Hall
| $385M | -$191M | -33% | 2.09% | 95.2% | 63 | 84.13% |
|
| 2033 |
SIA
2033
Spruce Investment Advisors
Stamford,
Connecticut
| $385M | +$55.9M | +17% | 0.7% | 23.5% | 31 | 51.61% |
|
| 2034 |
PIM
2034
Paradice Investment Management
Denver,
Colorado
| $384M | +$48.4M | +14% | 4.46% | 77.6% | 29 | 3.45% |
|
| 2035 |
BRWA
2035
B. Riley Wealth Advisors
Boca Raton,
Florida
| $384M | -$41.6M | -10% | 1.27% | 105% | 2,640 | 81.29% |
|
| 2036 |
ICRM
2036
Insight Capital Research & Management
Walnut Creek,
California
| $384M | -$54M | -12% | 7.11% | 287% | 163 | 57.67% |
|
| 2037 |
JFGIW
2037
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $383M | +$4.19M | +1% | 0.45% | 58.1% | 808 | 17.08% |
|
| 2038 |
ECP
2038
Elk Creek Partners
Denver,
Colorado
| $383M | +$15.5M | +4% | 4.15% | 16.4% | 113 | 27.43% |
|
| 2039 |
ACI
2039
AB CarVal Investors
Minneapolis,
Minnesota
| $382M | +$180M | +89% | 2.29% | 24% | 13 | 38.46% |
|
| 2040 |
GC
2040
Grimes & Company
Westborough,
Massachusetts
| $382M | +$411K | +0.1% | 0.28% | 66.2% | 184 | 16.85% |
|
| 2041 |
TF
2041
Tompkins Financial
Ithaca,
New York
| $382M | -$22.7M | -6% | 1.47% | 74.1% | 547 | 14.08% |
|
| 2042 |
CT
2042
Coastline Trust
Providence,
Rhode Island
| $382M | -$3.8M | -1% | 1.55% | 92.7% | 218 | 4.59% |
|
| 2043 |
COI
2043
Connable Office Inc
Kalamazoo,
Michigan
| $381M | -$6.65M | -2% | 3.61% | 68.3% | 227 | 13.22% |
|
| 2044 |
BP
2044
Berkshire Partners
Boston,
Massachusetts
| $380M | +$35.2M | +10% | 10.2% | 79% | 1 | 0% |
|
| 2045 |
MPAM
2045
Monarch Partners Asset Management
Boston,
Massachusetts
| $380M | -$1.92M | -0.5% | 2.34% | 136% | 157 | 42.68% |
|
| 2046 |
NC
2046
Nokomis Capital
Dallas,
Texas
| $380M | +$7.42M | +2% | 7.75% | 145% | 52 | 38.46% |
|
| 2047 |
QAM
2047
Quentec Asset Management
New York
| $378M | -$5.5M | -1% | 4.88% | 43.5% | 57 | 49.12% |
|
| 2048 |
SIM
2048
SCGF III Management
Menlo Park,
California
| $378M | -$88.5M | -19% | 6.34% | – | 4 | 25% |
|
| 2049 |
EMA
2049
Efficient Market Advisors
San Diego,
California
| $378M | -$16M | -4% | 2.84% | 5.97% | 257 | 47.86% |
|
| 2050 |
KA
2050
KLCM Advisors
Milwaukee,
Wisconsin
| $378M | -$50.8M | -12% | 5.13% | 122% | 80 | 16.25% |
|