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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2026 |
HAM
2026
Hillcrest Asset Management
Plano,
Texas
| $399M | – | – | 4.96% | 97.2% | 50 | – |
|
| 2027 |
JC
2027
Joho Capital
New York
| $398M | +$41.1M | +12% | 0% | 80.2% | 15 | 40% |
|
| 2028 |
DAM
2028
Deltec Asset Management
New York
| $398M | +$4.97M | +1% | 4.67% | 128% | 181 | 34.81% |
|
| 2029 |
M2MC
2029
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $398M | -$85.1M | -18% | 3.02% | 141% | 18 | 16.67% |
|
| 2030 |
ACM
2030
Acertus Capital Management
Morristown,
New Jersey
| $398M | -$2.86M | -0.7% | 0.81% | 23.5% | 4 | 0% |
|
| 2031 |
AHB
2031
Abner Herrman & Brock
Jersey City,
New Jersey
| $398M | +$204M | +105% | 2.25% | 139% | 118 | 33.9% |
|
| 2032 |
CC
2032
Clearline Capital
New York
| $398M | -$247M | -38% | 5.59% | 57.4% | 67 | 65.67% |
|
| 2033 |
SAM
2033
Serengeti Asset Management
New York
| $397M | -$165M | -29% | 1.08% | 14.9% | 51 | 58.82% |
|
| 2034 |
EHPM
2034
Emery Howard Portfolio Management
Burlingame,
California
| $395M | +$7.73M | +2% | 1.11% | 66.5% | 31 | 3.23% |
|
| 2035 |
BL
2035
Balentine LLC
Atlanta,
Georgia
| $394M | -$91.4M | -19% | 1.93% | 59.8% | 435 | 27.59% |
|
| 2036 |
DSI
2036
Daiwa SB Investments
Tokyo,
Japan
| $394M | -$34.7M | -8% | 2.34% | 60.5% | 192 | 43.23% |
|
| 2037 |
SGCA
2037
Steel Grove Capital Advisors
Memphis,
Tennessee
| $393M | -$10.9M | -3% | 1.52% | 93% | 221 | 23.53% |
|
| 2038 |
CA
2038
CapWealth Advisors
Franklin,
Tennessee
| $393M | -$19.8M | -5% | 1.39% | 143% | 345 | 18.55% |
|
| 2039 |
CCM
2039
Catawba Capital Management
Roanoke,
Virginia
| $393M | +$24.9M | +7% | 2.31% | 33.1% | 247 | 12.55% |
|
| 2040 |
BFM
2040
Boothbay Fund Management
New York
| $393M | +$167M | +74% | 2.51% | 328% | 862 | 69.84% |
|
| 2041 |
KPCM
2041
Kings Point Capital Management
Great Neck,
New York
| $393M | -$10.7M | -3% | 1.58% | 80.1% | 361 | 15.24% |
|
| 2042 |
SRFM
2042
Shannon River Fund Management
New York
| $393M | -$123M | -24% | 0.59% | 554% | 37 | 37.84% |
|
| 2043 |
SAM
2043
Sheffield Asset Management
Chicago,
Illinois
| $393M | -$123M | -24% | 1.38% | 24.5% | 25 | 56% |
|
| 2044 |
SFG
2044
SNS Financial Group
Minneapolis,
Minnesota
| $393M | -$12.9M | -3% | 2.15% | 54.2% | 130 | 21.54% |
|
| 2045 |
HC
2045
Hourglass Capital
Houston,
Texas
| $392M | +$6.46M | +2% | 0.9% | 89.6% | 119 | 17.65% |
|
| 2046 |
AI
2046
Accredited Investors
Edina,
Minnesota
| $391M | -$15M | -4% | 2.36% | 74% | 98 | 14.29% |
|
| 2047 |
JA
2047
JLB & Associates
Plymouth,
Michigan
| $391M | +$67.7M | +21% | 4.44% | 69.5% | 78 | 16.67% |
|
| 2048 |
PAM
2048
PT Asset Management
Chicago,
Illinois
| $391M | -$139M | -26% | 6.83% | 7.94% | 318 | 46.54% |
|
| 2049 |
DVC
2049
Deer VII & Co
Larchmont,
New York
| $391M | -$45.8M | -10% | 3.06% | 241% | 7 | 14.29% |
|
| 2050 |
PFP
2050
Patriot Financial Partners
Radnor,
Pennsylvania
| $391M | -$4.36M | -1% | 0.02% | 16.6% | 17 | 11.76% |
|