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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
First Business Financial Services
Madison,
Wisconsin
| $538M | -$6.99M | -1% | 0.62% | 74% | 90 | 24.44% | 1.9 |
|
| 2027 |
2027
Mandatum Life Insurance Company
Helsinki,
Finland
| $538M | -$104M | -16% | 0.49% | 95.9% | 198 | 29.8% | 2 |
|
| 2028 |
2028
University of Notre Dame du Lac
South Bend,
Indiana
| $538M | +$55.9M | +12% | 6.9% | – | 98 | 52.04% | 0.7 |
|
| 2029 |
2029
Brown Advisory Securities
Baltimore,
Maryland
| $538M | +$19M | +4% | 1.02% | 51% | 420 | 12.14% | 2.7 |
|
| 2030 |
MCTIC
2030
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $537M | -$13.3M | -2% | 0.61% | 38.8% | 100 | 3% | 3.4 |
|
| 2031 |
2031
Thompson Investment Management
Madison,
Wisconsin
| $537M | -$30.1M | -5% | 3.67% | 100% | 189 | 8.99% | 3.5 |
|
| 2032 |
2032
Blackhill Capital
Morristown,
New Jersey
| $536M | -$17.8M | -3% | 0.45% | 212% | 77 | 5.19% | 3.8 |
|
| 2033 |
2033
Oribel Capital Management
New York
| $536M | +$236M | +78% | 8.72% | 337% | 81 | 74.07% | 0.3 |
|
| 2034 |
2034
Trinity Street Asset Management
London,
United Kingdom
| $535M | -$228M | -30% | 0.93% | 76.9% | 19 | 26.32% | 1.8 |
|
| 2035 |
2035
Ensemble Capital Management
San Francisco,
California
| $534M | -$16M | -3% | 4.58% | 36.2% | 37 | 18.92% | 3.2 |
|
| 2036 |
2036
Cetera Investment Advisers
Schaumburg,
Illinois
| $534M | -$10.6M | -2% | 1.34% | 73.4% | 445 | 20.67% | 1.5 |
|
| 2037 |
2037
Goodnow Investment Group
Darien,
Connecticut
| $534M | -$12.4M | -2% | 5.41% | 131% | 33 | 30.3% | 2 |
|
| 2038 |
2038
TRV GP II
Boston,
Massachusetts
| $534M | -$21.6M | -4% | 43.2% | 20.8% | 5 | 0% | 0.3 |
|
| 2039 |
JMH
2039
J.M. Hartwell
New York
| $534M | +$1.22M | +0.2% | 4.54% | 72.2% | 87 | 14.94% | 2.8 |
|
| 2040 |
2040
Community Bank
Dewitt,
New York
| $533M | -$402M | -43% | 2.22% | 73.5% | 705 | 19.01% | 2 |
|
| 2041 |
2041
GCA Investment Management
New York
| $533M | -$8.3M | -2% | 1.83% | 27.3% | 37 | 5.41% | 1.2 |
|
| 2042 |
2042
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $532M | -$157M | -23% | 8.35% | 34.1% | 10 | 20% | 3.2 |
|
| 2043 |
2043
Allianz Investment Management US
Minneapolis,
Minnesota
| $531M | +$253M | +91% | 2.98% | 7.58% | 5 | 20% | 0.9 |
|
| 2044 |
2044
Prince Street Capital Management
New York
| $530M | -$3.31M | -0.6% | 13.7% | 302% | 53 | 41.51% | 0.7 |
|
| 2045 |
AL
2045
Arnhold LLC
New York
| $529M | – | – | 1.36% | 164% | 139 | – | 0 |
|
| 2046 |
2046
Jay A. Fishman Ltd
Troy,
Michigan
| $529M | -$1.38M | -0.3% | 1.41% | 119% | 91 | 6.59% | 3.4 |
|
| 2047 |
2047
Woodstock Corp
Boston,
Massachusetts
| $529M | -$13.4M | -2% | 0.66% | 115% | 168 | 2.98% | 3.5 |
|
| 2048 |
2048
Spinnaker Capital
Boston,
Massachusetts
| $528M | +$116M | +28% | 28.3% | 12.4% | 3 | 0% | 0.3 |
|
| 2049 |
2049
Kelly Lawrence W & Associates
Pasadens,
California
| $528M | -$15.5M | -3% | 0.52% | 123% | 163 | 19.63% | 2.8 |
|
| 2050 |
GPCM
2050
Greenbrier Partners Capital Management
Dallas,
Texas
| $528M | -$27.9M | -5% | 1.51% | 96.1% | 17 | 11.76% | 3.4 |
|