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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 |
2026
L. Roy Papp & Associates
Phoenix,
Arizona
| $408M | +$3.93M | +1% | 6.78% | 80.1% | 145 | 10.34% | 2 |
|
| 2027 |
2027
Greenwich Wealth Management
Greenwich,
Connecticut
| $408M | -$5.25M | -1% | 7.46% | 198% | 185 | 25.41% | 1.8 |
|
| 2028 |
MAM
2028
Mastrapasqua Asset Management
Nashville,
Tennessee
| $407M | +$28.3M | +7% | 8.97% | 54.9% | 153 | 13.07% | 0.9 |
|
| 2029 |
2029
Joel Isaacson & Co
New York
| $407M | +$32.5M | +9% | 4.4% | 72.5% | 856 | 19.98% | 1.5 |
|
| 2030 |
2030
Moneta Group Investment Advisors
St Louis,
Missouri
| $407M | +$47.5M | +13% | 3.49% | 64.3% | 543 | 76.8% | 1.4 |
|
| 2031 |
SCM
2031
Symons Capital Management
Pittsburgh,
Pennsylvania
| $407M | +$35.5M | +10% | 2.28% | 25.4% | 72 | 16.67% | 1.3 |
|
| 2032 |
2032
Accredited Investors
Edina,
Minnesota
| $407M | +$34.5M | +9% | 3.39% | 74% | 94 | 15.96% | 1.7 |
|
| 2033 |
2033
Tufton Capital Management
Hunt Valley,
Maryland
| $406M | -$48.7M | -11% | 7.48% | 96.1% | 112 | 13.39% | 2.1 |
|
| 2034 |
2034
Capula Management
Grand Cayman,
Cayman Islands
| $406M | – | – | 2.8% | 90.7% | 10 | – | 0 |
|
| 2035 |
2035
Toscafund Asset Management
London,
United Kingdom
| $406M | +$131M | +47% | 1.19% | 80.9% | 9 | 22.22% | 1.1 |
|
| 2036 |
2036
SNS Financial Group
Minneapolis,
Minnesota
| $405M | +$38.4M | +10% | 4.28% | 54.2% | 139 | 29.5% | 1.2 |
|
| 2037 |
2037
HMI Capital Management
San Francisco,
California
| $405M | +$85.9M | +27% | 8.23% | 5.95% | 6 | 0% | 1.6 |
|
| 2038 |
2038
Steel Grove Capital Advisors
Memphis,
Tennessee
| $404M | +$3.58M | +0.9% | 2.93% | 106% | 225 | 25.78% | 1.1 |
|
| 2039 |
2039
Kings Point Capital Management
Great Neck,
New York
| $403M | +$23M | +6% | 4.98% | 80.1% | 397 | 19.65% | 1.7 |
|
| 2040 |
2040
Mangrove Partners
Greenwich,
Connecticut
| $403M | -$32.9M | -8% | 7.21% | 185% | 42 | 9.52% | 1.1 |
|
| 2041 |
ZC
2041
Zelman Capital
Beachwood,
Ohio
| $403M | +$117M | +41% | 3.94% | – | 30 | 26.67% | 0.6 |
|
| 2042 |
2042
Davidson & Garrard
Lynchburg,
Virginia
| $402M | +$16M | +4% | 6.21% | 25.2% | 197 | 7.61% | 2.1 |
|
| 2043 |
2043
Needham Investment Management
New York
| $402M | +$2.63M | +0.7% | 7.09% | 424% | 106 | 6.6% | 2 |
|
| 2044 |
PAM
2044
Premier Asset Management
Chicago,
Illinois
| $402M | +$6.49M | +2% | 7.23% | 104% | 96 | 13.54% | 1.6 |
|
| 2045 |
2045
Smith Salley Wealth Management
Greensboro,
North Carolina
| $401M | +$30.5M | +8% | 5.83% | 106% | 164 | 9.15% | 1.6 |
|
| 2046 |
ACM
2046
Acertus Capital Management
Morristown,
New Jersey
| $401M | +$8.33M | +2% | 6.39% | 23.5% | 5 | 20% | 1.3 |
|
| 2047 |
2047
Columbus Hill Capital Management
Short Hills,
New Jersey
| $400M | -$283M | -41% | 10.2% | 151% | 40 | 57.5% | 0.8 |
|
| 2048 |
2048
Comerica Securities
Detroit,
Michigan
| $400M | +$32.8M | +9% | 4.25% | 25.6% | 362 | 22.93% | 1.1 |
|
| 2049 |
2049
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $400M | +$8.38M | +2% | 4.65% | 34% | 94 | 15.96% | 2 |
|
| 2050 |
2050
Ativo Capital Management
Chicago,
Illinois
| $399M | +$23.4M | +6% | 9.77% | 63.8% | 234 | 21.37% | 1.3 |
|