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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
Miracle Mile Advisors
Los Angeles,
California
| $432M | +$31.8M | +8% | 0.29% | 56% | 100 | 29% | 0.7 |
|
| 2027 |
2027
First Business Financial Services
Madison,
Wisconsin
| $431M | +$22.5M | +6% | 1.89% | 74% | 82 | 29.27% | 1.6 |
|
| 2028 |
2028
Hengistbury Investment Partners
London,
United Kingdom
| $431M | -$157M | -27% | 1.52% | 108% | 6 | 33.33% | 1 |
|
| 2029 |
2029
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $431M | – | – | 1.02% | 55.6% | 35 | – | 0 |
|
| 2030 |
2030
Aisling Capital
New York
| $430M | -$55.3M | -11% | 9.24% | 386% | 20 | 10% | 2 |
|
| 2031 |
2031
Professional Advisory Services
Vero Beach,
Florida
| $430M | -$8.71M | -2% | 1.99% | 69.3% | 59 | 1.69% | 2.5 |
|
| 2032 |
2032
Formula Growth
Montreal,
Quebec, Canada
| $430M | -$12.3M | -3% | 1.02% | 118% | 174 | 34.48% | 0.7 |
|
| 2033 |
CL
2033
Croft-Leominster
Baltimore,
Maryland
| $429M | +$26.3M | +7% | 5.57% | 38% | 144 | 90.97% | 0 |
|
| 2034 |
OFM
2034
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $429M | -$16.2M | -4% | 3.85% | 8.26% | 11 | 18.18% | 1.1 |
|
| 2035 |
2035
Deltec Asset Management
New York
| $428M | -$13.7M | -3% | 0.84% | 128% | 202 | 41.58% | 1.4 |
|
| 2036 |
2036
Catawba Capital Management
Roanoke,
Virginia
| $428M | +$6.04M | +1% | 2.5% | 33.1% | 255 | 5.88% | 2.6 |
|
| 2037 |
2037
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $427M | -$59.9M | -12% | 15.2% | 25.8% | 13 | 38.46% | 1.1 |
|
| 2038 |
2038
Financial Architects (New Jersey)
Marlton,
New Jersey
| $426M | +$53.3M | +14% | 3.78% | 31.3% | 1,591 | 18.92% | 0.9 |
|
| 2039 |
2039
Parallel Advisors
San Francisco,
California
| $426M | – | – | 2.4% | 109% | 1,821 | – | 0 |
|
| 2040 |
2040
Chemung Canal Trust
Elmira,
New York
| $425M | +$3.17M | +0.8% | 5.15% | 80.9% | 121 | 5.79% | 2.8 |
|
| 2041 |
2041
Cobiz Wealth
Denver,
Colorado
| $425M | +$9.9M | +2% | 4.59% | 54% | 139 | 4.32% | 2.5 |
|
| 2042 |
2042
Brouwer & Janachowski
Mill Valley,
California
| $424M | +$25.4M | +6% | 1.98% | 41.8% | 55 | 16.36% | 1.8 |
|
| 2043 |
2043
Ativo Capital Management
Chicago,
Illinois
| $424M | -$8.66M | -2% | 2.66% | 63.8% | 241 | 19.09% | 1.5 |
|
| 2044 |
2044
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $424M | +$4.68M | +1% | 12.1% | 70.6% | 352 | 65.06% | 0.3 |
|
| 2045 |
2045
Emery Howard Portfolio Management
Burlingame,
California
| $424M | +$5.49M | +1% | 0.21% | 66.5% | 34 | 8.82% | 2.9 |
|
| 2046 |
2046
E-L Financial Corp
Toronto,
Ontario, Canada
| $424M | – | – | 2.2% | 68.6% | 2 | – | 0 |
|
| 2047 |
2047
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $424M | +$41M | +11% | 8.28% | 58.7% | 30 | 10% | 2.6 |
|
| 2048 |
2048
GAM Systematic
Cambridge,
United Kingdom
| $424M | -$53.3M | -11% | 7.37% | 67.3% | 710 | 30.14% | 1 |
|
| 2049 |
2049
Dragoneer Investment Group
San Francisco,
California
| $423M | -$20M | -5% | 2.56% | 77.3% | 23 | 34.78% | 0.7 |
|
| 2050 |
2050
Armistice Capital
New York
| $423M | +$111M | +36% | 2.35% | 79.7% | 67 | 64.18% | 0.4 |
|