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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
SkyBridge Capital II
New York
| $459M | -$21.3M | -4% | 1.14% | – | 30 | 0% | 1 |
|
| 2027 |
JMH
2027
J.M. Hartwell
New York
| $459M | +$55.1M | +14% | 11.5% | 72.2% | 95 | 20% | 2.4 |
|
| 2028 |
DP
2028
DSAM Partners
London,
United Kingdom
| $459M | +$96.1M | +26% | 16.3% | 343% | 50 | 64% | 0.4 |
|
| 2029 |
2029
Brouwer & Janachowski
Mill Valley,
California
| $458M | +$34M | +8% | 3.18% | 41.8% | 58 | 20.69% | 1.9 |
|
| 2030 |
2030
Catawba Capital Management
Roanoke,
Virginia
| $458M | +$30.4M | +7% | 5.78% | 33.1% | 266 | 8.65% | 2.7 |
|
| 2031 |
PGCM
2031
Prescott Group Capital Management
Tulsa,
Oklahoma
| $458M | -$17.5M | -4% | 4.45% | 148% | 183 | 21.31% | 1.7 |
|
| 2032 |
2032
Overbrook Management Corp
New York
| $458M | -$2M | -0.4% | 4.7% | 157% | 91 | 21.98% | 2.2 |
|
| 2033 |
2033
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $458M | +$13.2M | +3% | 5.84% | 66.7% | 154 | 6.49% | 2.7 |
|
| 2034 |
2034
Boxer Capital
San Diego,
California
| $458M | +$199M | +77% | 56.4% | 262% | 34 | 26.47% | 0.7 |
|
| 2035 |
2035
Clearfield Capital Management
New York
| $458M | -$7.18M | -2% | 6.21% | 421% | 24 | 62.5% | 0.4 |
|
| 2036 |
2036
Francisco Partners Management
San Francisco,
California
| $457M | +$99.1M | +28% | 61.7% | 14.3% | 7 | 0% | 1.4 |
|
| 2037 |
2037
Middleton & Co
Boston,
Massachusetts
| $456M | +$13M | +3% | 6.44% | 69.7% | 159 | 6.29% | 2.8 |
|
| 2038 |
FPCM
2038
Financial Partners Capital Management
New York
| $456M | +$39.9M | +10% | 6.09% | 34.2% | 114 | 7.89% | 2.4 |
|
| 2039 |
2039
Tensile Capital Management
Larkspur,
California
| $456M | +$37.8M | +9% | 3.47% | 47.7% | 21 | 23.81% | 1.7 |
|
| 2040 |
2040
Snowden Capital Advisors
New York
| $455M | +$57.7M | +15% | 5.49% | 100% | 370 | 29.19% | 0.6 |
|
| 2041 |
2041
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $454M | -$21.4M | -4% | 2.4% | 39.9% | 37 | 0% | 1.6 |
|
| 2042 |
2042
Baskin Financial Services
Toronto,
Ontario, Canada
| $453M | +$46.1M | +11% | 8.74% | 69.1% | 46 | 4.35% | 2.6 |
|
| 2043 |
2043
Equitec Specialists
Chicago,
Illinois
| $453M | +$33.4M | +8% | 3.11% | 65.4% | 131 | 61.07% | 0.6 |
|
| 2044 |
2044
Hussman Strategic Advisors
Ellicott City,
Maryland
| $452M | -$50.2M | -10% | 5.07% | 41.6% | 254 | 49.61% | 1.1 |
|
| 2045 |
2045
Professional Advisory Services
Vero Beach,
Florida
| $452M | +$21.8M | +5% | 5.25% | 69.3% | 63 | 11.11% | 2.6 |
|
| 2046 |
2046
CNA Financial
Chicago,
Illinois
| $452M | +$4.08M | +0.9% | 2.09% | 48.6% | 179 | 10.06% | 2.4 |
|
| 2047 |
2047
Point72 Europe
London,
United Kingdom
| $451M | +$166M | +58% | 3.49% | 95.4% | 92 | 63.04% | 0.1 |
|
| 2048 |
2048
Private Wealth Partners
Mill Valley,
California
| $451M | +$30.2M | +7% | 6.87% | 132% | 119 | 14.29% | 2.6 |
|
| 2049 |
2049
Dubuque Bank & Trust
Dubuque,
Iowa
| $451M | -$113M | -20% | 6.17% | 24% | 711 | 31.93% | 1.8 |
|
| 2050 |
WPL
2050
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $451M | +$146M | +48% | 4.53% | 98.4% | 5 | 20% | 1.3 |
|