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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

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