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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
McDaniel Terry & Co
Austin,
Texas
| $544M | -$3M | -0.5% | 0.4% | 57.9% | 68 | 10.29% | 3.3 |
|
| 2027 |
2027
Kelly Lawrence W & Associates
Pasadens,
California
| $544M | +$15.6M | +3% | 3.25% | 123% | 137 | 2.92% | 3.1 |
|
| 2028 |
2028
Woodstock Corp
Boston,
Massachusetts
| $543M | +$14.4M | +3% | 4.84% | 115% | 167 | 3.59% | 3.8 |
|
| 2029 |
2029
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $542M | +$22.7M | +4% | 1.17% | 57.2% | 64 | 4.69% | 3.2 |
|
| 2030 |
2030
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $542M | +$16.2M | +3% | 3.13% | 87.2% | 145 | 8.28% | 3.2 |
|
| 2031 |
2031
Harvey Investment Company
Louisville,
Kentucky
| $542M | -$321K | -0.1% | 1.43% | 56.4% | 88 | 9.09% | 3.8 |
|
| 2032 |
2032
Randolph Company
Cincinnati,
Ohio
| $541M | -$8.94M | -2% | 3.66% | 120% | 42 | 16.67% | 1.7 |
|
| 2033 |
NC
2033
Nokomis Capital
Dallas,
Texas
| $540M | +$18.9M | +4% | 12.1% | 145% | 46 | 28.26% | 1.7 |
|
| 2034 |
2034
Winslow Asset Management
Beachwood,
Ohio
| $539M | +$18.8M | +4% | 5.53% | 89.9% | 97 | 10.31% | 3.9 |
|
| 2035 |
2035
Lunia Capital
Dallas,
Texas
| $538M | +$20.3M | +4% | 6.76% | 115% | 39 | 43.59% | 0.3 |
|
| 2036 |
2036
Venturi Wealth Management
Austin,
Texas
| $537M | +$18.2M | +4% | 4.53% | 101% | 204 | 33.82% | 1.3 |
|
| 2037 |
HAM
2037
Hillcrest Asset Management
Plano,
Texas
| $537M | +$39.4M | +8% | 12.5% | 97.2% | 67 | 25.37% | 1.3 |
|
| 2038 |
2038
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $536M | -$124M | -19% | 3.62% | 68.6% | 161 | 12.42% | 2.8 |
|
| 2039 |
CPP
2039
Crow Point Partners
Boston,
Massachusetts
| $536M | -$8.27M | -2% | 3.16% | 56.9% | 281 | 64.41% | 1.3 |
|
| 2040 |
2040
Community Bank
Dewitt,
New York
| $535M | +$2.44M | +0.5% | 1.16% | 73.5% | 597 | 11.73% | 2.3 |
|
| 2041 |
CGM
2041
Centenus Global Management
New York
| $535M | -$69.5M | -11% | 8.13% | – | 161 | 73.29% | 0.2 |
|
| 2042 |
2042
Clear Harbor Asset Management
Stamford,
Connecticut
| $535M | +$23.6M | +5% | 1.37% | 98.6% | 265 | 15.85% | 2.7 |
|
| 2043 |
2043
Jay A. Fishman Ltd
Troy,
Michigan
| $535M | +$5.7M | +1% | 4.08% | 105% | 88 | 4.55% | 3.5 |
|
| 2044 |
NM
2044
Newtyn Management
New York
| $534M | -$25.7M | -5% | 14.4% | 52% | 31 | 54.84% | 0.9 |
|
| 2045 |
2045
Baskin Financial Services
Toronto,
Ontario, Canada
| $534M | +$13.5M | +3% | 3.81% | 69.1% | 54 | 20.37% | 3.1 |
|
| 2046 |
2046
Empirical Wealth Management
Seattle,
Washington
| $534M | +$28.1M | +6% | 0.2% | 78.8% | 190 | 12.63% | 2.3 |
|
| 2047 |
2047
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $533M | – | – | 0.63% | 89.9% | 48 | – | 0 |
|
| 2048 |
PGCM
2048
Prescott Group Capital Management
Tulsa,
Oklahoma
| $532M | +$72.5M | +16% | 9.68% | 148% | 233 | 26.61% | 1.8 |
|
| 2049 |
AA
2049
Ancient Art
Austin,
Texas
| $532M | +$31.7M | +6% | 4.02% | 168% | 15 | 26.67% | 2 |
|
| 2050 |
2050
Girard Partners
King Of Prussia,
Pennsylvania
| $530M | +$102M | +24% | 2.77% | 25.7% | 282 | 20.57% | 2.2 |
|