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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2026 |
KMC
2026
Kirr Marbach & Co
Columbus,
Indiana
| $449M | -$35M | -7% | 4.22% | 135% | 82 | 15.85% |
|
| 2027 |
RGI
2027
River Global Investors
London,
United Kingdom
| $448M | +$94.1M | +27% | 5.58% | 49.7% | 108 | 22.22% |
|
| 2028 |
GCP
2028
Garelick Capital Partners
Boston,
Massachusetts
| $448M | -$2.13M | -0.5% | 17.8% | 195% | 38 | 50% |
|
| 2029 |
CA
2029
Continental Advisors
Park City,
Utah
| $447M | +$78.9M | +21% | 2.12% | 69% | 161 | 31.06% |
|
| 2030 |
CW
2030
Cobiz Wealth
Denver,
Colorado
| $447M | +$22.2M | +5% | 5.82% | 54% | 141 | 7.09% |
|
| 2031 |
HS
2031
HighVista Strategies
Boston,
Massachusetts
| $447M | -$63.3M | -12% | 8.66% | 518% | 205 | 48.29% |
|
| 2032 |
FNT
2032
First Nebraska Trust
Lincoln,
Nebraska
| $446M | +$28.9M | +7% | 1.88% | 48% | 128 | 13.28% |
|
| 2033 |
SE
2033
Summit Equities
Parsippany,
New Jersey
| $446M | +$43.3M | +11% | 4.76% | 40.7% | 27 | 14.81% |
|
| 2034 |
ICA
2034
Infrastructure Capital Advisors
New York
| $446M | +$145M | +48% | 2.43% | 49% | 126 | 35.71% |
|
| 2035 |
GI
2035
Glovista Investments
Jersey City,
New Jersey
| $445M | -$114M | -20% | 9.93% | 2.48% | 121 | 44.63% |
|
| 2036 |
CC
2036
Carbonado Capital
New York
| $445M | -$69.1M | -13% | 10.8% | 62.2% | 14 | 50% |
|
| 2037 |
NAM
2037
Netols Asset Management
Mequon,
Wisconsin
| $445M | -$41M | -8% | 0.41% | 41.7% | 71 | 8.45% |
|
| 2038 |
IFLIT
2038
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $445M | +$33M | +8% | 6.49% | 45.7% | 18 | 22.22% |
|
| 2039 |
GC
2039
Gillson Capital
Chicago,
Illinois
| $445M | -$20.7M | -4% | 2.91% | 72.7% | 43 | 53.49% |
|
| 2040 |
2040
GQG Partners
Ft. Lauderdale,
Florida
| $445M | +$301M | +209% | 19.3% | 281% | 53 | 32.08% |
|
| 2041 |
CMBA
2041
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $444M | +$20.3M | +5% | 11.1% | 59.8% | 308 | 56.49% |
|
| 2042 |
CA
2042
Callahan Advisors
Houston,
Texas
| $444M | +$29.4M | +7% | 6% | 75.6% | 127 | 9.45% |
|
| 2043 |
AF
2043
Ally Financial
Detroit,
Michigan
| $444M | -$152M | -25% | 2.41% | 8.82% | 119 | 27.73% |
|
| 2044 |
COI
2044
Connable Office Inc
Kalamazoo,
Michigan
| $443M | +$7.87M | +2% | 5.48% | 54.5% | 220 | 22.27% |
|
| 2045 |
JAFL
2045
Jay A. Fishman Ltd
Troy,
Michigan
| $443M | +$38.2M | +9% | 9.37% | 107% | 101 | 14.85% |
|
| 2046 |
PTC
2046
Petrus Trust Company
Dallas,
Texas
| $443M | +$36.1M | +9% | 8.55% | 25.1% | 248 | 55.24% |
|
| 2047 |
DIP
2047
DT Investment Partners
Chadds Ford,
Pennsylvania
| $443M | +$48M | +12% | 3.62% | 58% | 73 | 16.44% |
|
| 2048 |
CWM
2048
Concert Wealth Management
San Jose,
California
| $442M | -$7.11M | -2% | 5.47% | 28.5% | 525 | 13.71% |
|
| 2049 |
ED
2049
Exane Derivatives
Paris,
France
| $442M | -$64.6M | -13% | 8.52% | 42.7% | 735 | 34.69% |
|
| 2050 |
EHPM
2050
Emery Howard Portfolio Management
Burlingame,
California
| $442M | +$17.5M | +4% | 5.96% | 66.5% | 34 | 5.88% |
|