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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 |
GPCM
2026
Greenbrier Partners Capital Management
Dallas,
Texas
| $412M | +$23.9M | +6% | 9.81% | 96.1% | 21 | 4.76% | 1.5 |
|
| 2027 |
2027
Bragg Financial Advisors
Charlotte,
North Carolina
| $412M | +$16.4M | +4% | 6.78% | 101% | 230 | 4.35% | 1.4 |
|
| 2028 |
2028
TD Ameritrade Trust
Denver,
Colorado
| $412M | +$54.2M | +15% | 1.73% | 21.7% | 55 | 32.73% | 1.1 |
|
| 2029 |
2029
Valentine Capital Asset Management
Danville,
California
| $411M | +$152M | +59% | 6.31% | – | 112 | 58.04% | 0.5 |
|
| 2030 |
MG
2030
MDE Group
Morristown,
New Jersey
| $411M | +$7.32M | +2% | 2.19% | – | 63 | 12.7% | 1.3 |
|
| 2031 |
2031
Aureus Asset Management
Boston,
Massachusetts
| $411M | +$12.8M | +3% | 7.26% | 93.9% | 155 | 30.32% | 1 |
|
| 2032 |
2032
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $411M | +$19.7M | +5% | 7.46% | 34.2% | 40 | 2.5% | 1.4 |
|
| 2033 |
2033
TPH Asset Management
Houston,
Texas
| $411M | -$37.9M | -8% | 8.98% | 8.46% | 140 | 35% | 0.6 |
|
| 2034 |
BRCA
2034
Birch Run Capital Advisors
Dallas,
Texas
| $411M | +$16.7M | +4% | 0.84% | 8.22% | 23 | 17.39% | 1.3 |
|
| 2035 |
2035
Red Mountain Capital Partners
Los Angeles,
California
| $410M | +$109M | +36% | 15% | 37.4% | 15 | 20% | 0.9 |
|
| 2036 |
2036
GoodHaven Capital Management
Millburn,
New Jersey
| $410M | -$80.1M | -16% | 6.06% | 80.7% | 28 | 17.86% | 1.2 |
|
| 2037 |
2037
Highmount Capital
New York
| $410M | +$8.69M | +2% | 3.47% | – | 147 | 12.24% | 1.3 |
|
| 2038 |
2038
Empirical Wealth Management
Seattle,
Washington
| $409M | -$4.07M | -1% | 0.45% | 78.8% | 108 | 11.11% | 1.3 |
|
| 2039 |
PAM
2039
Premier Asset Management
Chicago,
Illinois
| $409M | +$17.8M | +5% | 9.37% | 104% | 104 | 21.15% | 1 |
|
| 2040 |
2040
Efficient Market Advisors
San Diego,
California
| $408M | +$30.3M | +8% | 1.24% | 5.97% | 267 | 45.69% | 1.2 |
|
| 2041 |
2041
Petrus Trust Company
Dallas,
Texas
| $407M | +$1.73M | +0.4% | 6.81% | 36.9% | 69 | 30.43% | 0.9 |
|
| 2042 |
EOCM
2042
Energy Opportunities Capital Management
Austin,
Texas
| $407M | -$94M | -19% | 16.8% | 211% | 48 | 25% | 0.8 |
|
| 2043 |
KCP
2043
KDI Capital Partners
Raleigh,
North Carolina
| $407M | +$8.09M | +2% | 13% | 77.1% | 40 | 12.5% | 1.2 |
|
| 2044 |
2044
Lexington Partners VI Holdings Sub
New York
| $406M | +$15.9M | +4% | 4.08% | – | 1 | 0% | 1.5 |
|
| 2045 |
2045
River Global Investors
London,
United Kingdom
| $406M | -$102M | -20% | 6.23% | 49.7% | 97 | 45.36% | 0.6 |
|
| 2046 |
2046
Cabot Wealth Management
Salem,
Massachusetts
| $405M | +$14.5M | +4% | 5.38% | 69.3% | 159 | 18.24% | 1.1 |
|
| 2047 |
2047
BTC Capital Management
Des Moines,
Iowa
| $404M | +$9.33M | +2% | 4.65% | – | 152 | 16.45% | 0.2 |
|
| 2048 |
2048
Lingohr Asset Management
Duesseldorf,
Germany
| $403M | -$287M | -42% | 3.23% | 141% | 119 | 13.45% | 1.1 |
|
| 2049 |
2049
Park Avenue Securities
New York
| $403M | – | – | 0.28% | 71% | 23 | – | 0 |
|
| 2050 |
DAM
2050
Davis Asset Management
Sausalito,
California
| $403M | +$36.9M | +10% | 6.31% | 97.3% | 29 | 13.79% | 0.8 |
|