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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 |
WEC
2026
White Elm Capital
Greenwich,
Connecticut
| $505M | -$20.8M | -4% | 5.91% | 103% | 29 | 10.34% | 2 |
|
| 2027 |
2027
Sound Point Capital Management
New York
| $505M | +$16.5M | +3% | 9.55% | 61.5% | 35 | 22.86% | 0.9 |
|
| 2028 |
2028
Clear Harbor Asset Management
Stamford,
Connecticut
| $504M | -$18.7M | -4% | 3.26% | 98.6% | 271 | 15.5% | 2.4 |
|
| 2029 |
2029
First Business Financial Services
Madison,
Wisconsin
| $503M | +$15.6M | +3% | 3.67% | 74% | 89 | 24.72% | 1.7 |
|
| 2030 |
2030
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $503M | +$1.12M | +0.2% | 3.68% | 86% | 376 | 16.76% | 2.3 |
|
| 2031 |
2031
Estate Counselors
Thiensville,
Wisconsin
| $502M | +$61.1M | +14% | 3.45% | 60% | 61 | 8.2% | 2.1 |
|
| 2032 |
2032
BB&T Investment Services
Charlotte,
North Carolina
| $501M | +$103M | +26% | 3.33% | – | 1,387 | 20.69% | 0.5 |
|
| 2033 |
2033
Matrix VIII US Management
Cambridge,
Massachusetts
| $501M | +$59.9M | +14% | 13.6% | – | 1 | 0% | 1.3 |
|
| 2034 |
KFS
2034
Kurt F. Somerville
| $501M | +$11.3M | +2% | 4.78% | 92.9% | 111 | 11.71% | 3.3 |
|
| 2035 |
2035
Cardan Capital Partners
Denver,
Colorado
| $501M | -$12.4M | -2% | 2.91% | 64% | 127 | 9.45% | 1.2 |
|
| 2036 |
2036
American Assets Investment Management
San Diego,
California
| $501M | +$17.1M | +4% | 3.07% | 507% | 160 | 9.38% | 2.6 |
|
| 2037 |
2037
Tygh Capital Management
Portland,
Oregon
| $500M | +$59.4M | +13% | 9.1% | 251% | 102 | 28.43% | 0.9 |
|
| 2038 |
2038
CNO Financial Group
Carmel,
Indiana
| $500M | +$113M | +29% | 0.67% | – | 22 | 27.27% | 1.5 |
|
| 2039 |
LCM
2039
Lomas Capital Management
New York
| $500M | +$35.4M | +8% | 8.68% | 66.3% | 38 | 47.37% | 0.7 |
|
| 2040 |
2040
Tufton Capital Management
Hunt Valley,
Maryland
| $500M | +$7.17M | +1% | 3.79% | 96.1% | 139 | 12.95% | 2.7 |
|
| 2041 |
2041
Motley Fool Asset Management
Alexandria,
Virginia
| $499M | +$16.4M | +3% | 5.89% | 117% | 69 | 8.7% | 2.3 |
|
| 2042 |
SC
2042
Selz Capital
New York
| $498M | +$144M | +41% | 5.8% | 10.2% | 67 | 41.79% | 1.5 |
|
| 2043 |
2043
Institutional & Family Asset Management
Fort Collins,
Colorado
| $498M | +$89.2M | +22% | 2.48% | 19% | 177 | 28.81% | 1.1 |
|
| 2044 |
2044
Condor Capital Management
Martinsville,
New Jersey
| $498M | +$23M | +5% | 4.43% | 58.2% | 180 | 3.89% | 3 |
|
| 2045 |
2045
Private Wealth Partners
Mill Valley,
California
| $497M | +$36.9M | +8% | 5.69% | 132% | 130 | 19.23% | 2.6 |
|
| 2046 |
2046
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $497M | +$32.1M | +7% | 6.49% | 58.7% | 32 | 6.25% | 2.8 |
|
| 2047 |
GPCM
2047
Greenbrier Partners Capital Management
Dallas,
Texas
| $496M | +$21.4M | +5% | 5.32% | 96.1% | 16 | 0% | 3.5 |
|
| 2048 |
2048
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $496M | +$124M | +33% | 3.86% | 95.1% | 103 | 37.86% | 1.1 |
|
| 2049 |
2049
Charles-Lim Capital
Central,
Hong Kong
| $495M | +$96.2M | +24% | 12.4% | 4.44% | 7 | 28.57% | 1.6 |
|
| 2050 |
2050
Vivo Capital
Palo Alto,
California
| $495M | +$97.7M | +25% | 18.2% | 7,491% | 33 | 33.33% | 0.9 |
|