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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 |
EOCM
2026
Energy Opportunities Capital Management
Austin,
Texas
| $425M | +$17.8M | +4% | 2.86% | 211% | 55 | 21.82% | 0.9 |
|
| 2027 |
2027
Granite Investment Advisors
Concord,
New Hampshire
| $425M | +$2.4M | +0.6% | 1.23% | 55.6% | 102 | 4.9% | 1.5 |
|
| 2028 |
BIM
2028
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $425M | +$43M | +11% | 3.81% | 48.4% | 118 | 20.34% | 1.3 |
|
| 2029 |
MRCM
2029
M&R Capital Management
Summit,
New Jersey
| $423M | +$1.51M | +0.4% | 1.23% | 52.6% | 214 | 4.21% | 1.5 |
|
| 2030 |
BRCA
2030
Birch Run Capital Advisors
Dallas,
Texas
| $423M | +$12.2M | +3% | 1.64% | 8.22% | 19 | 0% | 1.6 |
|
| 2031 |
2031
FutureAdvisor
San Francisco,
California
| $422M | +$129M | +44% | 2.09% | – | 65 | 29.23% | 0.2 |
|
| 2032 |
2032
McClain Value Management
New Canaan,
Connecticut
| $422M | -$63.9M | -13% | 0.52% | 2.83% | 46 | 34.78% | 1 |
|
| 2033 |
2033
Condor Capital Management
Martinsville,
New Jersey
| $421M | +$53.4M | +15% | 2.45% | 58.2% | 208 | 23.56% | 1.2 |
|
| 2034 |
HCCM
2034
Herring Creek Capital Management
Stamford,
Connecticut
| $420M | -$75.6M | -15% | 0.58% | – | 32 | 40.63% | 0.6 |
|
| 2035 |
2035
Harvey Investment Company
Louisville,
Kentucky
| $420M | -$9.6M | -2% | 2% | 56.4% | 90 | 7.78% | 1.6 |
|
| 2036 |
AL
2036
Agran Libbie
Santa Monica,
California
| $420M | -$194K | -0% | 0.55% | 27.5% | 138 | 7.25% | 1.4 |
|
| 2037 |
GIM
2037
Greylin Investment Management
Orange,
Virginia
| $420M | -$4.4M | -1% | 2.23% | 52.1% | 64 | 6.25% | 1.4 |
|
| 2038 |
2038
Central Securities
New York
| $419M | -$43.3M | -9% | 1.13% | 90.2% | 38 | 21.05% | 1.3 |
|
| 2039 |
2039
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $417M | +$25M | +6% | 2.7% | 119% | 174 | 22.99% | 0.8 |
|
| 2040 |
2040
Empirical Wealth Management
Seattle,
Washington
| $417M | +$7.55M | +2% | 1.14% | 78.8% | 105 | 10.48% | 1.5 |
|
| 2041 |
2041
Professional Advisory Services
Vero Beach,
Florida
| $416M | -$12.7M | -3% | 0.07% | 69.3% | 62 | 16.13% | 1.3 |
|
| 2042 |
2042
Grimes & Company
Westborough,
Massachusetts
| $416M | +$29.2M | +8% | 1.12% | 66.2% | 187 | 22.99% | 1.2 |
|
| 2043 |
2043
Monarch Alternative Capital
New York
| $416M | +$43.4M | +12% | 5.56% | 497% | 7 | 0% | 1.5 |
|
| 2044 |
2044
Bangor Savings Bank
Bangor,
Maine
| $416M | +$19.3M | +5% | 1.78% | 54.6% | 156 | 7.05% | 1.3 |
|
| 2045 |
2045
Washington Trust Bank
Spokane,
Washington
| $415M | +$31.8M | +8% | 1.44% | 80.5% | 908 | 17.84% | 0.9 |
|
| 2046 |
2046
Patriot Financial Partners
Radnor,
Pennsylvania
| $415M | +$56.7M | +16% | 8.55% | 16.6% | 17 | 11.76% | 1.3 |
|
| 2047 |
2047
Cheyne Capital Management (UK)
London,
United Kingdom
| $415M | +$34.5M | +9% | 18.5% | 35.6% | 84 | 54.76% | 0.3 |
|
| 2048 |
2048
Mangrove Partners
Greenwich,
Connecticut
| $415M | +$53.2M | +15% | 0.28% | 185% | 55 | 49.09% | 0.6 |
|
| 2049 |
2049
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $415M | +$12.2M | +3% | 5.76% | 26.9% | 186 | 19.89% | 1.2 |
|
| 2050 |
2050
Meiji Yasuda Asset Management
Tokyo,
Japan
| $414M | -$1.32M | -0.3% | 2.01% | 93.9% | 372 | 15.59% | 1.3 |
|