We are live on !
Find out more
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 |
2026
Nine Masts Capital
Central,
Hong Kong
| $390M | +$84.4M | +28% | 5.39% | 88.1% | 106 | 62.26% | 0.3 |
|
| 2027 |
MC
2027
MSF Capital
New York
| $389M | -$25.9M | -6% | 6.38% | – | 46 | 6.52% | 1.7 |
|
| 2028 |
BC
2028
Bruce & Co
Chicago,
Illinois
| $389M | +$2.24M | +0.6% | 5.18% | 94.5% | 55 | 1.82% | 1.8 |
|
| 2029 |
2029
Jacobs Asset Management
New York
| $389M | -$29M | -7% | 1.84% | 114% | 42 | 4.76% | 1.5 |
|
| 2030 |
2030
Eagle Ridge Investment Management
Stamford,
Connecticut
| $388M | +$167M | +75% | 5.3% | 28.2% | 118 | 61.02% | 0.8 |
|
| 2031 |
2031
BlueSpruce Investments
Chicago,
Illinois
| $388M | +$145M | +60% | 9.94% | 59.6% | 30 | 40% | 0.7 |
|
| 2032 |
2032
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $388M | +$61.2M | +19% | 0.11% | 4.8% | 29 | 3.45% | 0.6 |
|
| 2033 |
NM
2033
Newtyn Management
New York
| $387M | -$29.9M | -7% | 11.6% | 52% | 19 | 52.63% | 0.9 |
|
| 2034 |
2034
GHP Investment Advisors
Denver,
Colorado
| $387M | -$18M | -4% | 7.39% | 81.4% | 293 | 10.58% | 1.9 |
|
| 2035 |
2035
Community Bank
Dewitt,
New York
| $387M | -$35.3M | -8% | 6.74% | 73.5% | 390 | 6.92% | 0.7 |
|
| 2036 |
2036
Davidson & Garrard
Lynchburg,
Virginia
| $386M | -$44.9M | -10% | 8.08% | 25.2% | 202 | 11.88% | 1.9 |
|
| 2037 |
2037
Regal Investment Advisors
Kentwood,
Michigan
| $385M | +$15.5M | +4% | 6.89% | 64.7% | 1,192 | 24.24% | 1.3 |
|
| 2038 |
2038
Evergreen Capital Management
Bellevue,
Washington
| $385M | -$22.2M | -5% | 7.26% | 77.2% | 101 | 22.77% | 1.6 |
|
| 2039 |
2039
Mizuho Securities USA
New York
| $385M | -$454M | -54% | 3.07% | 99% | 228 | 64.91% | 0.4 |
|
| 2040 |
2040
Essex Financial Services
Essex,
Connecticut
| $385M | -$3.44M | -0.9% | 6.65% | 87.7% | 349 | 13.75% | 1.7 |
|
| 2041 |
2041
Avoro Capital Advisors
New York
| $385M | +$21.5M | +6% | 11% | 512% | 41 | 43.9% | 0.4 |
|
| 2042 |
2042
Knighthead Capital Management
New York
| $384M | -$697M | -64% | 16.7% | 74.1% | 15 | 26.67% | 1.6 |
|
| 2043 |
2043
Verition Fund Management
Greenwich,
Connecticut
| $384M | -$187M | -33% | 4.79% | 110% | 906 | 78.7% | 0.2 |
|
| 2044 |
2044
Telemus Capital
Southfield,
Michigan
| $384M | -$13.9M | -4% | 5.04% | 27.9% | 141 | 12.77% | 1.5 |
|
| 2045 |
ACM
2045
Anandar Capital Management
New York
| $383M | -$65M | -14% | 8.98% | – | 77 | 53.25% | 0.3 |
|
| 2046 |
MCG
2046
Meru Capital Group
New York
| $383M | -$80.7M | -17% | 3.52% | – | 54 | 53.7% | 0.9 |
|
| 2047 |
2047
Baystate Wealth Management
Boston,
Massachusetts
| $383M | +$10.6M | +3% | 9.03% | 14.6% | 63 | 15.87% | 1.3 |
|
| 2048 |
2048
Condor Capital Management
Martinsville,
New Jersey
| $383M | -$33.9M | -8% | 8.65% | 58.2% | 202 | 8.42% | 1.6 |
|
| 2049 |
2049
Choreo LLC
Rockford,
Illinois
| $382M | -$19M | -5% | 7.94% | 74.7% | 163 | 14.11% | 1.2 |
|
| 2050 |
2050
Alpha Cubed Investments
Irvine,
California
| $382M | +$8.66M | +2% | 7.75% | 126% | 218 | 29.82% | 0.9 |
|